Understanding the Archive Function
As your trading business grows, your Trader Node account fills up with records, challenges you've completed, accounts you no longer trade, subscriptions you've cancelled. The Archive function keeps your active views clean without losing any of your historical or tax-relevant data.
This article explains what archiving does, when to use it, and what to expect afterwards.
What Archiving Does
When you archive a record, two things happen:
It leaves your active views and current metrics. The record disappears from your default filters (Active, Failed, Completed, Income, Expenses, and so on) and stops affecting your current performance metrics — KPI cards, the Sustainability Meter, Avg. Monthly Cost, Challenge Conversion Rate, and Avg. Payout Size.
It stays in your historical records. Nothing is deleted. The record continues to appear in:
Your Monthly Net P&L and Money In vs Money Out charts on the Dashboard, so your 12-month trend always reflects what actually happened
The Archived view within each module, so you can always reference, review, or unarchive it
For challenges, funded accounts, and transactions: your tax-ready CSV exports, so every cost, payout, and business transaction is still captured at tax time
Archiving never removes financial history from your books. In short: it gets a record out of your way without taking it out of your business records.
A Note on Private Accounts and Tax Exports
Archiving a private account keeps its Trading P&L in the Private Accounts module's history and in your Dashboard trend — that data is never lost. As with all private account results, this trading P&L isn't part of your tax export, which covers business income and expenses only. Archiving doesn't change that either way; it simply declutters your active view.
What Archive Is Not
Archive is not delete. Deleted records are removed permanently and stop counting toward any totals, including the charts and exports. Archived records are only moved out of your active workflow — they remain fully part of your business history.
Archive is not pause. If a challenge is still active or an account is still in use, don't archive it. Archive is for records that are finished.
When to Archive
Archive records that are finished and no longer part of your day-to-day business — challenges or accounts you closed months ago, or subscriptions you've cancelled.
A practical tip: wait until a record is at least 6 months old before archiving it. Your KPI cards use time-based filters (30 days, 90 days, This Year), and archived records are excluded from those cards. Archive something too soon and it won't show in your recent-period KPIs, even though it's still recent activity worth tracking. (It will still appear in the charts — but the KPI cards are where you'd notice it missing.) Letting records age around 6 months keeps your short-term reporting accurate while still helping you declutter.
Common scenarios:
A failed or completed challenge from a previous year. Once it's done, you don't need it in your Active or Failed list every login. Archive it — the cost still counts toward your annual expenses, your 12-month P&L trend, and your tax export.
A funded account you've closed from a previous year. Archiving removes it from your Funded Accounts view while preserving every payout it generated in your historical records.
A private account you no longer use. Maybe you consolidated your capital elsewhere. Archive it to clear your active view; the Trading P&L it generated stays in your history and Dashboard trend.
A cancelled subscription or recurring expense. When you cancel a service like TradingView, a VPS, or a news subscription, archive the recurring transaction.
How to Archive a Record
In any module (Challenges, Funded Accounts, Private Accounts, Transactions), open the record and select the Archive action. It moves immediately out of the active views and into that module's Archived filter.
How to View Archived Records
Each module has a dedicated Archived filter. Use it to see everything you've archived, grouped by underlying status (Failed, Closed, Cancelled, and so on). From there you can review, reference, or unarchive any record.
How to Unarchive a Record
If you archive something by mistake or want it back in your active workflow, open it from the Archived view and select Unarchive. It returns to whichever status filter it belongs to (Active, Failed, Completed) and resumes counting toward your current metrics.
A Final Note
If you're ever unsure whether to archive or delete: archive keeps the data, delete removes it. When in doubt, archive.
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