Private Accounts Summary

Track your personal trading accounts, balances, and true trading performance.

Articles:

  1. What Are Private Accounts?

    • The purpose of the Private Accounts module

    • These are accounts you own with real capital

    • The key difference from Challenges and Funded Accounts

  2. The Most Important Rule: Deposits ≠ Profit

    • Why withdrawals don't equal profit

    • How the platform calculates true trading P&L

    • The formula: P&L = Balance Change - Deposits + Withdrawals

  3. Adding a New Private Account

    • Required fields: Account Name, Broker, Platform, Currency, Starting Balance

    • Why starting balance cannot be changed later

    • Account number and other optional fields

  4. Recording Deposits and Withdrawals

    • Adding a deposit or withdrawal manually

    • What each transaction type means

    • How deposits and withdrawals appear in your records

  5. Importing Broker Statements

    • Supported file formats

    • What the import process extracts

    • Reviewing imported data before confirming

  6. Understanding Your Balance History

    • How balance snapshots work

    • Reading the balance history chart

    • When to update your balance

  7. Calculating Net Trading P&L

    • The formula explained simply

    • Why this is the only true measure of trading performance

    • Monthly and all-time P&L views

  8. Managing Account Status

    • Active, Paused, and Closed accounts

    • When to change status

    • Archiving old accounts