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Pick Which Accounts Your Dashboard Shows

Published September 11, 2026
Feature Tracking
Pick Which Accounts Your Dashboard Shows

Your trading dashboard used to offer one account or all of them. If you trade three accounts and only want to watch two of them together, there was no way to say so. Now you can show any combination of your active accounts, and the dashboard remembers your choice the next time you sign in.

Choose your accounts

The Change Display Account link under your net liquidating value opens the new picker. Choose the accounts you want in the list, or tick All active accounts so any account you enable later joins automatically. Saving updates the dashboard in place: no page reload, and no waiting for the whole page to rebuild.

The whole dashboard follows your selection

Net liquidating value, buying power, account and bot profit and loss, the intraday chart, your open and closed positions, the strategy filter, your enabled bot lists and the recent bot activity feed all scope to the accounts you picked. Combined figures are summed across those accounts rather than averaged, so the totals read the way you would add them up yourself.

The card heading tells you the scope at a glance. Hover the summary to see exactly which accounts are included.

Dashboard cards reading Showing 2 Accounts with a popover listing Main Brokerage and Roth IRA
The summary names your scope, and the hover popover lists every account behind the figures.

This is a display preference only. Your bots keep trading every account they are assigned to, your broker connections are untouched, and Close All Trades stays global and clearly labeled as such.

When an account cannot report

If a broker connection needs attention, that account's balances cannot be read. Rather than quietly showing a total that looks complete, the dashboard now says how many of the accounts you are showing were left out. Trade counts still cover your whole selection, because a disconnected broker does not undo trades that already happened.

Warning callout on the dashboard card explaining that one account was left out of the totals
A coverage notice appears whenever the figures cannot include every account you selected.

Open your trading dashboard and use Change Display Account to set up the view you want.