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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:
CardWhat it shows
Portfolio valueTotal value across all connected accounts. Updates with live P&L when available.
Completed tradesTotal number of completed trades across accounts.
Active accountsHow many broker accounts you have connected.
Account limitYour plan’s maximum accounts (e.g. up to 20). Upgrade in Subscriptions for more.
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.