Trading Accounts

This is where you manage your trading accounts. Our API functions accept a pseudo account, which in turn points to an actual trading account. That account can belong to any of the stock brokers we support.

Demo video

Manage accounts

On the Trading Accounts screen you can:

• Validate all accounts — click the “Validate All” button to check the login credentials of every account. When the check finishes, a short result is shown next to the buttons, so you always know it ran.
• Create an account — click the “Create” button to add a new account.
• Edit or delete an account — click on the account’s “Login Id”. Editing lets you change everything except the login id and the broker (see below).
• Rename a nickname — click the pencil icon in the “Nickname” column (see below).
• Mark live or non-live — select one or more accounts and click “Live” or “Non-live”.
• Validate before saving — validate the account first. This confirms you have entered the correct credentials for your trading account.

Help while adding an account

Every broker’s setup is a little different, so the add-account screen now guides you through it:

• Setup guide card — for popular brokers, a small Setup guide appears once you pick your platform. It lists that broker’s steps in order — for example: create your API app, fill in your details, validate — and ticks each step off as you complete it. Each open step links to that broker’s own setup guide. Not every broker has a guide card yet; more are being added.
• Smarter Support chat — while you are on this screen, the Support chat knows which broker and platform you picked, which boxes are still empty, and which setup step you are on. Ask things like “what do I do next?” or “why did validation fail?” and it answers for your exact situation. Your privacy stays protected: the assistant can see which boxes are filled or empty, but it can never read what you typed into them — your password, TOTP key and API details never reach the chat.
• Ask Support on errors — if validation fails, the error popup has an Ask Support button. Click it and the chat opens with your error already filled in, so you get help for that exact problem.

Add an account before you have your API key

For most brokers you can get your static IP right on the add-account screen before you even save it, so there is nothing to work around. The exception is a managed static IP (today: Angel One) — a paid, dedicated IP we set up for you, which has to belong to a saved account. If your broker will not create your API app — and so will not give you an API key — until that static IP is whitelisted, you can save the account without its API details first:

1. On the add-account screen, choose your broker and platform, then fill in the other account details the form asks for.
2. Tick “I don’t have my API key yet”.
3. Click Save. The account is saved and kept switched off.
4. Open the account, click Static IP and get the IP (see Static IP setup).
5. Whitelist that IP with your broker and create your API app.
6. Open the account again, enter your API details and click Save.
7. Select the account and click Live to switch it on.

A switched-off account cannot trade, so nothing happens until you finish step 7. You will only see this tick box for a broker whose static IP has to be bought against a saved account. For every other broker, click Static IP on the add-account screen itself and add your API details in the same save.

Edit an account — no need to delete

To change an account’s details, edit the account. You do not need to delete and re-create it. People most often edit an account to:

• Update an expired password — reset the password with your broker first, then save the new password here (see Trading platform password expired).
• Change broker login or API credentials — a new password, TOTP key, API key or API secret.
• Change or view the static IP — use the Static IP button to see the IP assigned to the account, take one from us, or bring your own IP (see Static IP setup).
• Change the platform — move the account to a different platform of the same broker.

Steps:

1. Go to Accounts -> Trading Accounts.
2. Click the pencil icon next to the account’s Login Id.
3. Change what you need.
4. Click Validate, then Save.

When you pick a new platform, the form shows the fields that platform needs — fill them in before you validate. If the new platform needs a static IP, assign it after saving. Your nickname, groups and other settings stay as they are.

Only two things cannot be changed by editing:

• the login id
• the broker

For these two, delete the account and create it again.

Rename a nickname

Each account has a nickname — the easy name your strategy code uses. You can rename it right here: in the Nickname column, click the pencil icon, type the new name and confirm.

Important: The nickname is the name your API, algo or Excel code uses to place orders. If you rename it, you must change your code to the new name as well. If you do not, your orders will fail.

Account status and “Validate All”

Each trading account shows a Session status. This tells you whether the account is ready to trade. There are four values:

Status	What it means
Logged In	The account is in use and its session is active. It is ready to trade.
Logged Out	There is no active session right now. This is not an error. It is normal at the start of a trading day, or after you change an account (for example its live / non-live status or its credentials). You usually do not need to do anything — for almost every account the session starts on its own as soon as you begin using it (for example when you open Trading -> Portfolio), and the status changes to Logged In. Only a few broker platforms need a manual login — see the note below.
Error	The last login attempt to the broker failed. Click Validate All to see the exact message the broker returned (for example a wrong API key, an expired password, or a TOTP problem), then fix it.
Missing	The account is not in use in the system yet, so no session has been created for it.

Brokers that need a manual login

For most accounts the connection happens on its own the first time you use the account, so you never have to press anything. Only a few broker platforms require you to log in yourself on the broker’s page. For these, a Login button appears in the Login column. Click it, finish the login on the broker’s page, and the session becomes active. The Login column stays blank for brokers that do not need this.

Check your accounts before you trade

It is good practice to click Validate All every day before you start trading. The system then checks the login of all your LIVE accounts:

• If the login works, the status changes to Logged In.
• If something is wrong, the system shows the error message for that account. Please read it and take the corrective action.

Doing this early gives you time to fix any problem — such as an expired broker password — before the market opens. If you are not sure what an error means or how to fix it, ask our support chatbot for help.

How you know the check has run

While the check is running, the Validate All button says Validating…. When it finishes, a short result appears next to the buttons and stays there, for example:

Checked at 9:05:12 AM: all 4 live account(s) are working.

If something needs your attention it says so instead — for example 2 of 4 live account(s) need attention — and you read the Message column for the reason. A message also pops up in the corner of the screen with the same result.

This matters most when everything is fine. All your accounts may already be logged in, so the check finishes almost instantly and the table barely changes. The result line tells you the check really ran, so you do not have to click the button again to be sure.

Accounts that are not live are not checked at all, and they are never counted as a problem. The result line only counts your live accounts.

Recharge an account

Select one or more accounts and click Recharge to renew their licence for another month. The amount is taken from your wallet, and the new month is added on top of the account’s current expiry date — so you never lose the days you already have.

”Recharge is not needed yet”

If an account you selected still has more than 15 days of validity left, we show a warning before charging anything. It lists each such account with the days left and the date it is valid till, and asks you to confirm.

This is only a warning, not an error — you can still click Recharge anyway. It is there because recharging an account that does not need it is usually a mistake, for example when you have already recharged it this month and forgotten. See Recharge is not needed yet.

To stop watching expiry dates altogether, turn on Auto Recharge in Settings -> General. Your live accounts are then recharged from your wallet when they expire.

Columns

Each row is one trading account. A few columns stay hidden until you click Validate All or change an account’s live status.

Column	Meaning
Login Id	Your broker client (login) id. Click the pencil icon next to it to edit the account.
Owner	The owner’s email, if you have assigned one (see Owners). Hidden when no account has an owner.
Nickname	The nickname (pseudo account) you gave the account. Click the pencil icon next to it to rename the nickname.
Live	YES or NO — whether the account is active for trading.
Login	A Login button appears here for brokers that use OAuth login. Click it to open the broker’s login page in a new tab and create a fresh session. It is blank for brokers that do not use OAuth.
Session	The login session status — Logged In, Logged Out, Error or Missing (see Account status).
Expiry	The account’s licence expiry date.
Days	Days left until expiry.
Paid	Whether the account is Paid or on a free Trial.
Broker	The broker for this account.
Platform	The broker platform the account connects through.
Id	Internal account id (useful when you contact support).
Message	The validation result message. On a failed account it also shows a “Get help with this” icon that opens the support chatbot with the error filled in. Hidden until you validate.
Valid	The validation result (SUCCESS or FAILURE). Hidden until you validate.

Buttons

Button	What it does
Create	Add a new trading account.
Validate All	Check the login of every live account and fill the Session, Message and Valid columns. Shows the result next to the buttons when it finishes.
Live / Non-live	Mark the selected accounts as active or inactive.
Delete	Delete the selected accounts.
Recharge	Recharge the selected accounts for another month. Warns you first if an account still has more than 15 days left.
Reset	Clear all table filters.
Select / Deselect	Select or clear all the (filtered) rows.

Security

Credentials are stored in encrypted form in our database, so even our support staff cannot read them. To learn more, see Security.

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Create Trading Account