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How to Add Multiple Broker Accounts

Overview​

Connect multiple broker accounts to track all your trading in one place.

Why Multiple Accounts?​

Common Scenarios​

📊 Different brokers for different segments
📊 Separate intraday and delivery accounts
📊 Multiple trading strategies
📊 Family members' accounts (with permission)
📊 Testing different brokers

Steps​

1. Add First Account​

Follow the standard process:

  1. Go to Settings > Accounts
  2. Click "+ Add Account"
  3. Complete broker connection
  4. First account is now active

2. Add Second Account​

  1. Click "+ Add Account" again
  2. Select same or different broker
  3. Complete connection process
  4. Second account appears in list

###3. Add More Accounts Repeat process for additional accounts:

  • No limit on number of accounts
  • Can mix different brokers
  • Each maintains separate trades

Success!​

All your broker accounts are connected.

Managing Multiple Accounts​

Account Naming​

Use descriptive names:

  • ✅ "Zerodha - Intraday"
  • ✅ "Fyers - F&O"
  • ✅ "Angel One - Delivery"
  • ❌ "Account 1", "Account 2"

Account Switcher​

  1. Use dropdown in header to switch
  2. Selected account highlighted
  3. All data filters to selected account
  4. Quick switching between accounts

Viewing Consolidated Data​

Combined View​

To see all accounts together:

  1. Select "All Accounts" from dropdown
  2. Dashboard shows combined data
  3. Trades from all accounts
  4. Consolidated P&L

Individual Account View​

To see specific account:

  1. Select account from dropdown
  2. Data filters to that account only
  3. Account-specific metrics

Account Types You Can Add​

Same Broker, Multiple Accounts​

  • ✅ Possible with most brokers
  • ✅ Use different account names
  • ✅ Each connects independently
  • Example: "Zerodha - Equity", "Zerodha - F&O"

Different Brokers​

  • ✅ Mix any supported brokers
  • ✅ Each with own connection
  • ✅ Sync independently
  • Example: Zerodha + Fyers + Angel One

Connection Types​

  • ✅ Mix OAuth and API accounts
  • ✅ Mix auto-sync and manual import
  • ✅ Different calculation methods per account

Quick Tips​

  • Name accounts clearly
  • Use account switcher frequently
  • Each account syncs independently
  • Set different calculation methods if needed
  • Can have accounts from same broker

Best Practices​

Organization​

✅ Clear naming convention
✅ Group by strategy or segment
✅ Archive inactive accounts
✅ Keep active accounts connected

Data Management​

✅ Regular sync for all accounts
✅ Review each account periodically
✅ Use filters to analyze individually
✅ Compare performance across accounts

Limitations​

By Plan​

  • Trial: Up to 3 accounts
  • Basic: Up to 5 accounts
  • Pro: Unlimited accounts

Check your plan for limits.

Technical​

  • Each account needs valid credentials
  • Separate connections maintained
  • Independent sync schedules
  • No cross-account trade mixing

Switching Between Accounts​

Quick Switch​

  1. Click account dropdown (header)
  2. Select different account
  3. Page refreshes with new data
  4. Instant switch

Keyboard Shortcut​

(Coming soon) Alt + A for account switcher

Next Steps​

Troubleshooting​

Can't add more accounts? Check plan limits
Duplicate account added? Use different account name
Mixed up data? Use account filter
Can't switch accounts? Refresh page
Need help? Contact support@tradelyser.com

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