Nicknames

Give each trading account an easy name so your strategy code stays the same across brokers.

Broker independentEasy namesUsed by the API
In short

A nickname is an easy-to-remember name for a real trading account. In our APIs the same thing is called a pseudo account, so nicknames are pseudo accounts. Our API functions use the nickname (pseudo account), not the broker account, so your strategy code stays the same across brokers. Go to Accounts -> Nicknames to create, rename, validate or delete them.

What is a nickname?

A nickname (called a pseudo account in our APIs) is a dummy account created to achieve broker independence. Our API functions accept a nickname, which in turn points to an actual trading account.

This lets you write strategy code once and reuse it across brokers, because the code talks to the nickname instead of broker-specific details. For more on the idea, see Pseudo Account.

The Nicknames screen is where you add, modify or remove these accounts.

Note: The trading account creation screen has a checkbox to create a nickname. If you already ticked it while adding the trading account, you do not need to create one again.

How to create a nickname

  1. Open your Nicknames screen. Menu: Accounts -> Nicknames.
  2. Click the Create button to add a new account.
    • For ease of use, give the same Account Id as your trading platform’s login id, or any easy-to-remember name.
    • Map it to your desired trading account.
    • Mark it Live to enable trading.
  3. To modify or delete an existing one, click the small EDIT icon next to its Account Id.
  4. To disable trading into an account, untick its Live flag.

Note: One nickname maps to only one trading account.

Rename a nickname

Renaming is useful for portfolio managers. It lets you give a custom name to a trading account. A meaningful name is far easier to remember than a login id.

Delete a nickname

Open the nickname and delete it from there. This frees up the trading account linked to it, so you can map that trading account to a new nickname.

Validate all accounts

To validate the login credentials of all accounts, click the Validate All button. If you manage many accounts, it is a good idea to validate all of them before you begin your trading day.

Sometimes an account shows “Logged Out” or “Error”. Click Validate All and the system logs in to all your LIVE accounts and checks them. On success the status turns to “LOGGED IN”. If there is a problem, the system shows the error message — please take the corrective action, or ask our support chatbot if you are unsure.

Screenshots

Create a nickname

Create a nickname

Next steps

What is a pseudo account?The idea behind broker independence.Trading accountsAdd the broker accounts a nickname points to.Group accountsBundle nicknames to trade many at once.
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Last updated 21 June 2026