The tabs above the Dashboard are your account books. Everything on the Dashboard — stats, charts, calendar, trades — is scoped to the selected tab.

Steps

1. Click + Account, give it a nickname and a starting balance, then Save.
2. To rename one, double-click its tab, or select it and click the pencil icon to edit the nickname and starting balance together.
3. To delete one, click the x on its tab. This deletes the account AND every trade in it, including screenshots. It cannot be undone.
4. Switch books by clicking a tab. The first tab, All Trades, is a filter that aggregates every book at once — it is not a book of its own, so you cannot import into it or add a connector to it.

Good to know

• The starting balance is the base of your equity curve: current balance = starting balance + realised P&L.
• Free accounts are limited to two books. If you already have more than two, they keep working — only creating a new one is blocked.
• Each book has its own API key, used by that book's connectors. You can show, copy or regenerate it in Connectors. Regenerating invalidates the old key, so you have to paste the new one into every platform using it.
• Exporting a book's trades to CSV is a Pro feature. The button sits inside the account edit dialog, behind the pencil icon.

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