See exactly how the software works

If you own more than one account — for example a live account and a separate paper account, or a second license running a different strategy — each one has its own dashboard. This page explains how to hop between them without signing in every time.

You only see this feature if you actually own more than one account. If you have a single account, there's nothing extra to do and the switcher stays hidden.

Where to find it

Look at the top banner, on the left side. When you own more than one account you'll see a small button showing the name of the account you're currently viewing, with a little switch icon and a ▾ arrow. Click it to open the list of your accounts.

Jumping to another account

1. Click the switcher button in the top banner.
2. In the drop-down, click the account you want to open. Your current account is marked and can't be clicked — you're already there.
3. The page reloads into that account's dashboard, already signed in. No password needed.

That last part is the whole point: as long as you're signed in here, you land on the other dashboard already signed in. You don't re-enter a password, and you don't lose your place on the account you left — it stays signed in too, and you can switch right back.

Note

The seamless jump only works while your current session is still active. If you've been away long enough to be signed out (see Session Timeout), you'll simply sign in once, then switching works again.

Naming your accounts

Fresh accounts show up with plain names like Account 1 and Account 2. Give them names that make sense to you so you always know which is which.

1. Open the switcher.
2. Click the small pencil (✎) next to any account.
3. Type a name and press Enter (or click ✓). Press Esc to cancel.

For example, you might name your live account "Real Money" and your paper account "Practice" — or name them after the strategies they run, like "Aggressive" and "Retirement." The names are yours; they're only shown to you.

Tip

New to a second account? Set one to paper and practice there risk-free. See Paper Trading and I Want to Start Safer for how to ease in.

Good to know

• Each account is completely separate — its own trades, settings, balances, and history. Switching only changes which one you're looking at; it never mixes them together.
• Switching accounts does not touch your bots. Every account's automation keeps running on its own whether you're viewing it or not.
• If a switch ever doesn't go through, just try again — the button will tell you if something went wrong.