Managing your account
Track and control an investment account: balances, statistics, subscriptions, settings, and archiving.
In this section
Your investment account at a glance
Balances, P&L, paid fees, and your subscriptions in one view.
For clientsTrack your account statistics
Your own performance charts, trading history, and analytics.
For clientsManage your subscriptions
See active and inactive subscriptions for an account and filter the list.
For clientsPause and resume copying
Temporarily pause a subscription and resume it later, and what happens to open positions.
For clientsChange a subscription’s risk ratio and allocation method
Adjust how position sizes are recalculated when trades are copied to your account.
For clientsReverse copy
Copy the master’s trades with the opposite side — buys become sells and sells become buys.
For clientsDetach copied open positions
Cut the tie between a copied position and the master’s original so you manage it yourself.
For clientsUnsubscribe from a trader
End a subscription and choose what happens to copied positions.
For clientsRename your account
Give an account a strategy name shown across the interface.
For clientsReset your account password
Generate a new trading-account password, sent to you by email.
For clientsArchive an account
Archiving closes positions, cancels subscriptions, and settles fees — the balance stays.
For clients
