Chapter 2 · Accounts & connections
2.2Account detail and phase change
What is it? The account detail shows all metrics of one account and lets you move from phase 1 to phase 2 and funded.
What you get
- The same analytics as the dashboard, for one account
- Phase change applies the matching rules
- Share your balance as an image
How it works
- In “Accounts”, choose an account card.
- Look at goals, buffers, PnL curve and trade history.
- Passed? Open the ⋯ menu and choose “Change phase”.
- Optional: “Share” creates an image of your balance with the logo.
Good to know
- With one account selected, dashboard and account detail are identical.
- A reset (e.g. after a failed phase) shows as a marker in the PnL curve.
FAQ
- Do I lose trades when changing phase?
- No, the history is kept.
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