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Accounts

The Accounts page is your home after login. It shows every connected broker account in one place: portfolio value, completed trades, and a clear view of your account limit.
[GIF placeholder: Accounts page overview and account drilldown]

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What you’ll see

At the top, summary cards give you the big picture: Below that, a table lists each account with:
  • Account name and broker/platform (e.g. Tradier, DxTrade, Alpaca)
  • Status (connected, error, etc.)
  • P&L and performance where available
  • Quick actions (e.g. open stats, disconnect)
Accounts page — portfolio value, completed trades, account list

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Supported brokers

Hextrade supports multiple brokers so you can centralize trading and copy trading. Supported platforms include:
  • Tradier — Equity and options
  • DxTrade — Integrated trading
  • Alpaca — Commission-free API
  • CQG — Futures and derivatives
  • ProjectX — Seamless integration
  • Tradovate — Futures and trading
For connection steps and broker-specific details, see Supported brokers & accounts.

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What you can do

  • View all accounts — See every connected account and its broker in one table.
  • Open account stats — Click an account to see detailed statistics, balance, and trade history for that account.
  • Use shared reports — Use the shared report view to see or share report data across accounts.
  • Add accounts — Connect new broker accounts via Add account (subject to your account limit).

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Account stats

From the accounts list, open Account stats for a single account. You get:
  • Performance and balance for that account only
  • Trade history and P&L
  • Other account-specific metrics the broker provides
Use this to compare performance across brokers or to audit a single account.

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Connected workflows

After accounts are connected, continue with:
  • Algos to run single algorithms.
  • Portfolio to build and compare strategy combinations.
  • Trading for manual execution workflows.
  • Settings for profile, security, and notification preferences.

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Limits

Your subscription or plan sets how many accounts you can add. When you hit the limit:
  • The dashboard will show a message when you try to add another account.
  • Upgrade or change your plan in Subscriptions to increase the limit.
  • Some plans (e.g. “unlimited”) allow higher or no cap; the Accounts page reflects your current limit.
Need more than one broker? Connect each broker account separately; each connection counts toward your account limit.