Accounts
Your home after login — every connected broker, portfolio value, trades, and account limit.
Open Accounts from the sidebar. This is the first screen after login and the place you add, inspect, and remove broker connections.
Summary cards
| Card | What it shows |
|---|---|
| Portfolio value | Total value across connected accounts. Updates with live P&L when available. |
| Completed trades | Closed trades across accounts. |
| Active accounts | How many brokers you have connected. |
| Account limit | Your plan’s maximum. Raise it in Subscriptions. |
The table under the cards lists each account’s name, platform, status, and P&L, plus actions such as Account stats and disconnect.
Add an account
- 1
Open Accounts
Go to dash.hextrade.io/accounts.
- 2
Click Add account
Choose the broker. Limits come from your subscription.
- 3
Complete the connection
Sign in or paste API keys for that platform. The row appears in the table when it succeeds.
- 4
Open Account stats
Review balance, trade history, and broker-specific metrics for that account only.
Tip
On Tradovate you can generate a trial demo from Tools on Accounts, then add it to Hextrade.
Connection fields, contracts, and communities live on Brokers.
What you can do from here
- View every connected account in one table
- Open Account stats for a single account
- Use shared reports across accounts
- Open the Webhooks section to copy your unique URL
- Add more brokers until you hit the plan limit
After accounts are connected
Algorithms
Attach an account to a strategy and set risk.
Copy trading
Use ProjectX, Tradovate, NinjaTrader, Rithmic, or Volumetrica as master or follower.
Trading
Place manual orders on the selected account.
Settings
Profile, 2FA, notifications, and API token.
Limits
When you hit the account cap, Add account shows a message. Upgrade in Subscriptions. Each broker connection counts as one slot. “Unlimited” plans show no cap on this page.