Accounts
========

FTJ lets you manage multiple trading accounts, each with its own base currency and balance.
Accounts are the top-level organizational unit - every trade belongs to exactly one account.

.. image:: /_static/view_accounts.png
   :alt: Accounts view
   :align: center


.. TODO: Replace with a screenshot of the Accounts view.

|
Creating an Account
-------------------

1. Navigate to **Account** in the sidebar.
2. Click **+ New** at the bottom of the accounts list.
3. Fill in the details:

   - **Account Name** - A descriptive name (e.g. "IC Markets Live", "Pepperstone Demo").
   - **Base Currency** - The account's denomination currency (e.g. USD, EUR, NOK, GBP).
     Select from the dropdown of supported ISO currency codes.
   - **Description** - Optional notes about the account.
   - **Starting Balance** - The initial deposit (used for balance tracking and risk calculations).
   - **Current Balance** - Automatically updated as you add trades, but can be manually adjusted.
   - **Demo Account** - Check this box if the account is a demo/paper trading account. This
     allows you to filter demo trades separately from live trades using the Dashboard filter.

4. Click **Save**.



.. tip::
   Setting the correct base currency is critical. All P&L calculations for trades in this
   account use this currency. If a trade's instrument is quoted in a different currency,
   exchange rate will need to be added in the Rates view for accurate conversion to the account's base currency.


Editing an Account
------------------

1. Click on any account in the list to select it.
2. Edit the fields in the right-hand **Details** panel.
3. Click **Save** to persist your changes.


Deleting an Account
-------------------

1. Select the account.
2. Click **Delete**.
3. Confirm the deletion in the dialog.

.. note::
   You may only delete your account if it has no trades. If you want to delete an account with trades, you must first move or delete all associated trades in the Trades view.   


Cash Flows
----------

The **Cash Flows** section at the bottom of the Accounts view lets you track deposits and
withdrawals that affect your account balance but are not trade-related.

To add a cash flow:

1. Click **+ Add**.
2. Select a date using the date picker.
3. Enter the amount in the account's currency (positive for deposits, negative for withdrawals).
4. Click **Save**.

Cash flows appear in a table below with the date and amount. Use **Remove** to delete a
selected cash flow entry.

Cash flows are important for accurate equity curve calculations - without them, deposits
might look like trading profits and withdrawals like losses.


Multiple Accounts
-----------------

You can create multiple accounts. Common reasons to use multiple accounts:

- **Different brokers** - One account per broker.
- **Live vs. Demo** - Separate paper trading from real money.
- **Different asset classes** - Forex in one account, crypto in another.

On the Dashboard and Analytics views, you can filter by a specific account or view all accounts
combined.