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Trading Analytics

My Accounts

Updated 04 Apr 2026

The My Accounts page is the central hub for managing all trading accounts connected to FX Monitor. It provides a consolidated list of every connected account with key metrics at a glance, and gives access to account settings, grouping, portfolio management, and public sharing.

Account List

Each account is displayed as a row with the following information:

  • Account name — custom name or account number, with broker and server shown below
  • Type — REAL or DEMO badge
  • Balance — current account balance
  • Equity — current equity
  • Profit / Drawdown — net profit in currency, absolute gain percentage, and total number of trades
  • Gain — overall gain percentage, colour-coded green or red
  • Last Update — time elapsed since the last data sync and the exact time of last update

Each row has three action buttons: Dashboard to open the full account dashboard, Public to copy the public link (visible only if the account is set to public), and Settings to open account settings.

Filters & View

Use the REAL and DEMO toggle buttons at the top to filter the list by account type. Switch between list view and card view using the icons in the top-right corner.

Grouping Accounts

Accounts can be organised into named groups. Ungrouped accounts appear under the Ungrouped label. To create a new group, click + New Group in the top toolbar. Groups help you visually organise accounts by strategy, broker, or any other logic that fits your workflow.

Portfolios

Click My Portfolios to see all existing portfolios, or + New Portfolio to create one. To add accounts to a portfolio, select them using the checkboxes on the left side of the account list, then proceed to portfolio creation. Portfolios combine multiple accounts for aggregated performance analysis.

Adding an Account

Click + Add Account in the top-right corner to connect a new trading account. You will receive a personal API key that needs to be entered in the EA settings in MetaTrader.

Account Settings

Click Settings on any account row to open the settings modal. It has two tabs:

General

  • Account Name — a custom display name shown instead of the account number throughout the platform. Leave blank to use the account number.
  • Description — optional notes about the account.
  • Group — assign the account to an existing group or leave it ungrouped.
  • Account Type — set to Regular or Cent. Cent accounts store monetary values ×100 — enabling this option divides all values by 100 for correct display.

Click Save changes to apply, or Delete to permanently remove the account from FX Monitor.

Share Results

Controls the public dashboard for this account.

Make account public — when enabled, anyone with the link can view the account report. The public link is displayed below and can be copied with one click.

Visible in Public Report — granular control over what information visitors can see. Each item can be toggled independently:

  • Account number
  • Owner name
  • Broker / Server
  • Balance values
  • Equity values
  • Open trades
  • Open orders
  • Lot sizes
  • Trade history
  • TP / SL levels
  • Magic numbers
  • Comments

This allows you to share performance results while keeping sensitive details private.