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How to Switch Between Multiple Accounts

Overview​

Quickly switch between different broker accounts to view specific data.

Steps​

1. Locate Account Selector​

Find account dropdown in header (top area)

Screenshot: Account selector

2. Click Account Dropdown​

See list of all connected accounts

Screenshot: Account list

3. Select Account​

Click on account to switch to:

  • Individual broker account
  • Or "All Accounts" for combined view

Screenshot: Select account

4. View Updates​

  • Dashboard updates
  • Trades filter to account
  • All data specific to account

Screenshot: Switched view

Success!​

Viewing selected account data!

All Accounts View​

📊 Combined data from all accounts
📊 Total P&L across all
📊 Aggregate statistics

Quick Switch​

⚡ Instant switching
⚡ No page reload
⚡ Remembers selection

Quick Tips​

  • Use for multi-broker tracking
  • Compare account performance
  • All accounts for total view
  • Selection persists

Next Steps​

Troubleshooting​

Account not showing? Check if connected
Wrong data? Verify account selected
Need help? Contact support@tradelyser.com