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Accounts overview

On the accounts page you will be able to see a brief overview of each account that you have connected to the system, with some important values being highlighted. These include the connection status ('Status' see below for more information), Metatrader information (either 4 or 5), the account ID (unique number given to the account), the account name, account number, the account balance, equity and the date the account was added to TradeSync.

Connection Status

Every account on the system is polled periodically to confirm it is connected correctly. The connection state is shown as a colour coded box for each account. There are 3 states:

  • Green The connection is OK.
  • Amber The account has not been seen for more than 2 minutes.
  • Red The account has not been seen for more than 10 minutes.

If any account is not showing green, click on the Cog icon to open the Account Settings modal and navigate to the Connection Settings tab. From here you can try to reconnect the account by updating your login credentials.

Account Limit

There is a progress bar above the table in the centre displaying the amount of accounts you have connected compared to the amount of accounts you are allowed to connect.

Adding An Account - Detailed Description

To add an account to the system simply press the Add Account button in the top right corner of the page. Here you can enter your Metatrader credentials to connect your account.

Account Settings - Detailed Description

By pressing the Cog button you gain access to the Account Settings modal. Here you are presented with three different tabs; Account Details, Connection Settings and Symbols.

Deleting An Account

To delete an account click on the red Trash can. Any associated trade copiers and shared accounts will be deleted during this process.