Skip to main content

How to Switch Between Multiple Broker Accounts in TradeLyser

Many Indian traders run Zerodha for equity, Fyers for F&O, or separate accounts for family members. TradeLyser connects multiple brokers under one login and lets you switch accounts instantly—viewing one broker’s trades and P&L—or All Accounts for a portfolio-wide picture. Switching does not disconnect brokers; it only changes which data the UI shows.

This guide explains the account selector, combined vs single-account views, how switching affects trades and reports, and fixes when numbers look wrong after a switch.

Why multi-account switching matters​

Without a clear account scope you might:

  • Tag trades on the wrong broker’s log
  • Misread dashboard win rate mixing paper and live accounts
  • Export tax data that omits a secondary account

The header account dropdown is the scope control—check it every session like you check instrument symbol on a order ticket.

Connect accounts first​

Before switching, each broker must appear as Connected under Settings → Accounts:

If an account is missing, complete connection—not a switch issue. Failures: Connection Failed.

Step 1: Locate the account selector​

  1. Log in to TradeLyser.
  2. Look at the top header (or sidebar top on some layouts).
  3. Find the account dropdown showing current label—e.g., “Zerodha – ABC123” or “All Accounts.”

On mobile, tap header area or ☰—selector may be under account name (mobile access).

Step 2: Open the dropdown​

Click the current account name. You see:

  • Each connected broker account (nickname + last digits / client ID)
  • All Accounts (combined portfolio)
  • Sometimes Paper or archived accounts if configured

Disconnected accounts may appear grayed with Reconnect link.

Step 3: Select an account​

  1. Click the target account.
  2. UI refreshes without full page reload in most builds.
  3. Confirm selector label updated.

All Accounts view​

  • Combined P&L and aggregate stats
  • Trades from every linked broker in one log (with account column)
  • Best for net worth tracking and total win rate

Single account view​

  • Only that broker’s trades, fees, and sync state
  • Best for broker-specific reconciliation and tagging

Selection often persists across sessions until you change it—do not assume “All Accounts” by default.

What updates when you switch​

AreaBehavior
Dashboard widgetsRecalculate for scope
Trades logFilter to account or show all with column
Open positionsAccount-specific
ReportsRespect scope; some reports prompt to pick account
JournalMay filter linked trades by account
SyncReconnect still per-account in Settings

Switching does not trigger new broker OAuth—that remains under Accounts settings.

Multi-broker workflows​

Morning checklist​

  1. Start on All Accounts—scan total P&L.
  2. Switch to each broker—confirm sync green.
  3. If one broker stale, Trades Not Syncing for that link only.

Tagging and exports​

  1. Switch to Fyers before bulk tagging F&O setups.
  2. Export filtered data per account for CA packets.
  3. Avoid bulk tag on All Accounts unless tags apply universally.

Coaching and mentees​

Mentees may see scoped data per grant—coach should narrate which account is on screen.

Switch accounts vs calculation method​

P&L matching (FIFO/LIFO/weighted average) is per account in Calculation Method. Combined view aggregates already-calculated trade P&L; it does not merge FIFO queues across brokers incorrectly.

If totals disagree with broker, reconcile per account before blaming All Accounts math—Incorrect P&L.

Performance comparison tips​

  1. Note month date filter.
  2. Switch Account A → record net P&L.
  3. Switch Account B → record net P&L.
  4. Compare in spreadsheet or Compare Periods.

Equity curve on combined view: Equity Curve.

Naming and organizing multiple accounts​

Clear labels prevent costly scope mistakes:

  1. Settings → Accounts → edit display name.
  2. Use patterns: Zerodha – Intraday, Fyers – Swing, Wife – Delivery.
  3. Avoid duplicate nicknames that differ only by invisible spaces.
  4. Archive closed broker accounts instead of leaving them connected indefinitely.

When you add a new broker mid-year, switch to that account once sync completes before running FY-to-date reports—otherwise combined view looks complete while the new book is empty.

Family, prop, and sub-accounts​

Some traders maintain legally separate accounts that still belong to one household strategy:

  • Run All Accounts for household net P&L on dashboard Monday mornings.
  • Switch per account for tax and contract-note reconciliation.
  • Tag trades with tax-owner-name if you export combined CSV for one CA.

Prop firm or challenge accounts should never share tags with personal live capital unless you intentionally compare psychology—use separate TradeLyser connections where possible.

Session persistence and security​

Account selection is stored in your TradeLyser session. After Manage Sessions sign-out on a shared PC, the next user must log in with their own credentials—your last-selected account must not leak to them.

On shared computers, always log out; account dropdown memory is a convenience feature, not a security boundary.

Troubleshooting​

Account not in dropdown​

  • Not connected—add in Settings → Accounts.
  • Hidden archived account—restore or reconnect.
  • Wrong TradeLyser login (personal vs work email).

Wrong trades after switch​

  • Selector still on previous account—re-select.
  • Browser cache—hard refresh once.
  • Trades assigned wrong account on import—support may remap.

All Accounts missing one broker’s trades​

Dashboard zero but trades exist​

Switch slow or stuck​

  • Network latency; wait 10s before double-clicking.
  • Sign out and in (Manage Sessions).

Mobile shows different account than desktop​

  • Selection may be per-device until sync—set explicitly on both.

Frequently asked questions​

Does switching log out brokers?​

No—only UI scope changes.

Can two users share one broker connection?​

Each TradeLyser user should connect their own Client ID—duplicate links cause confusion.

Paper vs live?​

Use separate connected accounts or tags; switch between them in dropdown.

Will All Accounts double-count?​

No—each trade belongs to one account; combined view sums distinct rows.

Switch affect historical reports?​

Reports regenerate for scope; saved PDFs from last week are unchanged.

Mentee see all my accounts?​

Depends on grant—configure in mentee settings.

Disconnect one broker?​

Settings → Accounts → Disconnect; others unaffected.

API rate limits per account?​

Sync is per connection—one failing broker does not block others.

Does switching affect Elysia AI scope?​

AI features generally analyze visible account scope—confirm account before asking trade questions.

Can I set a default account on login?​

Default is often last-used; pick All Accounts Monday, single broker during session if that fits your routine.

Switching accounts when you trade multiple Indian brokers​

It is common to run Zerodha for equity, Fyers or Angel One for F&O, and a second account for family funds. The header account dropdown is your scope control: All Accounts for Monday planning and equity curve reviews, then a single broker during the session so tags and notes attach to the correct connection. Before bulk tag or export filtered, read the active label aloud—one mistaken scope tags an entire week on the wrong ledger.

After add multiple accounts, sync each connection independently; a green Zerodha status does not imply Dhan caught today’s BTST fill. Use view connection status before blaming missing rows. Paper or demo accounts should stay disconnected from live analytics or filtered with a paper tag. Mentees granted read access may see only one broker depending on your grant—confirm in view mentee activity before sharing screenshots. Switching does not change broker-side margin; it only changes which trades TradeLyser displays for journaling and P&L analysis.

On Monday mornings, many traders set All Accounts, scan trading calendar for last week’s colors, then narrow to the broker they will actively trade that day. Document your convention in notebook so you do not mix scopes during fast markets.

Widgets on customize dashboard follow the same scope as the header dropdown—if win-rate looks odd, check whether you left All Accounts on while mentally reviewing only Fyers. After disconnect broker for one leg, stale trades may still display until sync rules clear them; switching away from that account prevents accidental edits. Say the active account name out loud before any Sunday bulk operations.

Quick reference​

Switch: Header dropdown → pick account or All Accounts → verify label

Before export/tag: Confirm scope

Help: support@tradelyser.com | Contact Support

Table of Content