Portfolios

Portfolios allow you to combine multiple trading accounts into a single view and analyse their aggregated performance as one unified entity. This is useful for evaluating a set of strategies together, comparing total drawdown and gain across accounts, or normalising accounts of different sizes for fair comparison.

Creating a Portfolio

A new portfolio can be created from two places: the My Accounts page using the + New Portfolio button in the toolbar, or the My Portfolios page via the same button.

The creation form has two tabs:

General

• Portfolio Name — required. A display name for the portfolio (e.g. "Main Portfolio").
• Description — optional notes about the portfolio.
• Accounts & Multipliers — a list of all connected accounts, each with a checkbox and a multiplier field. Select the accounts you want to include and set a multiplier for each. The default multiplier is ×1.

Click Create Portfolio to save.

Share Results

Works identically to account sharing — enable Make portfolio public to generate a public link, and control which data is visible to visitors.

Account Multipliers

Each account in a portfolio can be assigned a multiplier between 0.01 and 100. When a multiplier is set, all monetary values for that account are scaled accordingly — balance, profit, drawdown, swap, commissions — as well as lot sizes. The multiplier affects only how the account contributes to the portfolio aggregation; the original account data remains unchanged.

This feature is particularly useful for normalising accounts of different sizes to make their contribution to the portfolio proportional and meaningful for analysis.

Example: if one account has a $1,000 balance and another has $10,000, setting a ×10 multiplier on the smaller account brings both to an equivalent scale for portfolio-level calculations.

My Portfolios — List View

The My Portfolios page lists all created portfolios. Each portfolio row shows the combined Balance, Equity, Profit / Drawdown, Gain, and Last Update time. Expanding a portfolio row reveals the individual accounts it contains, each showing their Balance, Equity, Profit / Gain, applied multiplier, and last update time.

Each portfolio has three action buttons: Dashboard to open the full portfolio dashboard, Settings to edit the portfolio, and Delete to remove it.

Portfolio Dashboard

The Portfolio Dashboard is structurally identical to the Account Dashboard, with the key difference that all data is aggregated across the accounts included in the portfolio.

Summary Cards show combined Balance, Equity, Floating P&L across all open positions, and Recovery Factor based on the aggregated history.

Balance / Equity Curve plots the combined equity curve of all portfolio accounts over time, with the same time range and display mode options as the account dashboard. The Custom Analysis button provides the same filtering options — period, instruments, magic numbers, and comments — applied across all portfolio accounts simultaneously.

Advanced Statistics are calculated from the merged trade history of all included accounts, giving a single set of metrics representing the portfolio as a whole: Win Rate, Profit Factor, Sharpe Ratio, Drawdowns, Expectancy, and all other standard metrics.

Trading Activity shows Open Trades, Open Orders, History, and Summary tabs — all populated with data from across the portfolio accounts combined.