Connect your first trading account
Pick the right account type, fill in the details, and choose how trades will reach TradeTrack — in a single four-step flow.
Alex Bielow
Last Update vor einem Monat
A trading account in TradeTrack is the container for everything you track: trades, statistics, goals, drawdown, balance. Every trade you log belongs to an account. Before you can record or sync trades, you need at least one account, and it has to know which terminal you are trading on.
This guide walks you through the four steps the app shows after you click "Create account" on the Trading Accounts page.
Step 1. Choose account type
The first screen asks whether this is a Live account or a Prop account.
Pick Live account if you trade your own money on a real or demo brokerage account. The form will keep it simple — name, currency, balance, and an optional monthly profit goal.
Pick Prop account if this is a prop firm challenge or a funded account. The form will additionally ask for the prop firm, the current stage of the challenge, the profit target, and the maximum drawdown allowed.
You can change the stage later from the account settings, so don't stress this choice — choose what reflects the account today.
Step 2. Account details
Fill in the form for the type you selected.
For a Live account you'll see:
- Account name — any name that helps you tell this account from the others (e.g. "IC Markets live", "Demo EURUSD"). This is how the account appears in the account selector and on every screen that filters by account.
- Currency — the symbol used for all money values on this account. It is purely visual: existing trade numbers are not converted if you change it later.
- Nominal — your account balance or trading capital. Profit percentages are calculated from this number, so enter what your account is actually funded with.
- Goal (this month), % — optional monthly profit target. If you set it, the app uses it for the progress widgets.
For a Prop account you'll see additional fields:
- Prop company name — start typing and pick from the list of supported prop firms (FTMO, FundedNext, The5ers, FXIFY, Funding Pips, and more). If your firm is not in the list, type its name and pick the "custom" entry — it will be saved as written.
- Stage — Stage 1, 2, 3, 4 for evaluation phases, or Funded for a funded account.
- Goal, % — the profit target for the current stage (for example 8% for an FTMO Stage 1).
- Max drawdown, % — the maximum allowed drawdown for this challenge or funded account (for example 5%). The app uses this to draw the drawdown limit on charts and warn you when you get close.
- Nominal — the virtual capital provided by the prop firm (for example $100,000).
Click Create account. After that the flow moves on to the terminal step.
Tip: every required field is marked with an asterisk. If your firm is not in the list, just type it and it will be stored as-is.
Step 3. Choose terminal
This step tells TradeTrack which trading platform this account is connected to. The choice controls what is available on the next step:
- TradeLocker — automatic sync via API connection. You enter your TradeLocker email, password, server, and account ID, and the app pulls your closed trades and open positions for you. File import is not supported for TradeLocker.
- MetaTrader 5 — trades come in by file import. You export your trade history from MetaTrader 5 (Report → Open XML) and upload the file. Supported formats: XML (Excel 2007), XLSX, CSV, HTML.
- cTrader — automatic sync via OAuth. You log in to cTrader in a secure authorization window, confirm access, and pick which trading account to link. cTrader also supports file import (CSV, HTML) if you prefer.
- Other terminal — pick this if you trade somewhere not listed. You type the terminal name (for example "NinjaTrader") and confirm. Only manual entry of trades is available for this account; automatic sync and file import are not supported.
You can change the terminal later from the account, but doing so removes existing integrations for that account, so you would need to connect or import trades again.
Step 4. Add trades
The last step gives you up to four ways to start filling the account with trades. Which ones are visible depends on the terminal you picked:
- Integration — connects the account to the chosen terminal for automatic syncing. Available for TradeLocker and cTrader; available for MetaTrader 5 only on older accounts (newer MT5 accounts use the Import option instead).
- Import — upload a file exported from your terminal. Available for MetaTrader 5 (XML, XLSX, CSV, HTML) and cTrader (CSV, HTML).
- Manual entry — go straight to the Trades page and add trades by hand. Always available.
- Fill with test trades — generate around 20 sample trades on this account so you can explore charts, the calendar, and statistics. This option only appears on your very first account.
Pick the method that fits how you want to start. The flow takes you to the relevant screen — the integration form, the import drop zone, or the Trades page — with this account already selected.
After you finish
The account is created and saved as soon as you click Create account on step 2 — even if you close the flow before finishing step 3 or 4. You can pick it up later from the Trading Accounts page: open the account, change the terminal, run a manual sync, or import a file.
If you ever need to switch broker or change the integration, do it on the account itself rather than creating a second account for the same broker.
What's next?
After at least one trade lands on your account, the Dashboard, Trades page, and Statistics page start filling in. If you generated test trades, you can delete them later from the Trades page or just archive this account and create a clean one.
This guide walks you through the four steps the app shows after you click "Create account" on the Trading Accounts page.
Step 1. Choose account type
The first screen asks whether this is a Live account or a Prop account.
Pick Live account if you trade your own money on a real or demo brokerage account. The form will keep it simple — name, currency, balance, and an optional monthly profit goal.
Pick Prop account if this is a prop firm challenge or a funded account. The form will additionally ask for the prop firm, the current stage of the challenge, the profit target, and the maximum drawdown allowed.
You can change the stage later from the account settings, so don't stress this choice — choose what reflects the account today.
Step 2. Account details
Fill in the form for the type you selected.
For a Live account you'll see:
- Account name — any name that helps you tell this account from the others (e.g. "IC Markets live", "Demo EURUSD"). This is how the account appears in the account selector and on every screen that filters by account.
- Currency — the symbol used for all money values on this account. It is purely visual: existing trade numbers are not converted if you change it later.
- Nominal — your account balance or trading capital. Profit percentages are calculated from this number, so enter what your account is actually funded with.
- Goal (this month), % — optional monthly profit target. If you set it, the app uses it for the progress widgets.
For a Prop account you'll see additional fields:
- Prop company name — start typing and pick from the list of supported prop firms (FTMO, FundedNext, The5ers, FXIFY, Funding Pips, and more). If your firm is not in the list, type its name and pick the "custom" entry — it will be saved as written.
- Stage — Stage 1, 2, 3, 4 for evaluation phases, or Funded for a funded account.
- Goal, % — the profit target for the current stage (for example 8% for an FTMO Stage 1).
- Max drawdown, % — the maximum allowed drawdown for this challenge or funded account (for example 5%). The app uses this to draw the drawdown limit on charts and warn you when you get close.
- Nominal — the virtual capital provided by the prop firm (for example $100,000).
Click Create account. After that the flow moves on to the terminal step.
Tip: every required field is marked with an asterisk. If your firm is not in the list, just type it and it will be stored as-is.
Step 3. Choose terminal
This step tells TradeTrack which trading platform this account is connected to. The choice controls what is available on the next step:
- TradeLocker — automatic sync via API connection. You enter your TradeLocker email, password, server, and account ID, and the app pulls your closed trades and open positions for you. File import is not supported for TradeLocker.
- MetaTrader 5 — trades come in by file import. You export your trade history from MetaTrader 5 (Report → Open XML) and upload the file. Supported formats: XML (Excel 2007), XLSX, CSV, HTML.
- cTrader — automatic sync via OAuth. You log in to cTrader in a secure authorization window, confirm access, and pick which trading account to link. cTrader also supports file import (CSV, HTML) if you prefer.
- Other terminal — pick this if you trade somewhere not listed. You type the terminal name (for example "NinjaTrader") and confirm. Only manual entry of trades is available for this account; automatic sync and file import are not supported.
You can change the terminal later from the account, but doing so removes existing integrations for that account, so you would need to connect or import trades again.
Step 4. Add trades
The last step gives you up to four ways to start filling the account with trades. Which ones are visible depends on the terminal you picked:
- Integration — connects the account to the chosen terminal for automatic syncing. Available for TradeLocker and cTrader; available for MetaTrader 5 only on older accounts (newer MT5 accounts use the Import option instead).
- Import — upload a file exported from your terminal. Available for MetaTrader 5 (XML, XLSX, CSV, HTML) and cTrader (CSV, HTML).
- Manual entry — go straight to the Trades page and add trades by hand. Always available.
- Fill with test trades — generate around 20 sample trades on this account so you can explore charts, the calendar, and statistics. This option only appears on your very first account.
Pick the method that fits how you want to start. The flow takes you to the relevant screen — the integration form, the import drop zone, or the Trades page — with this account already selected.
After you finish
The account is created and saved as soon as you click Create account on step 2 — even if you close the flow before finishing step 3 or 4. You can pick it up later from the Trading Accounts page: open the account, change the terminal, run a manual sync, or import a file.
If you ever need to switch broker or change the integration, do it on the account itself rather than creating a second account for the same broker.
What's next?
After at least one trade lands on your account, the Dashboard, Trades page, and Statistics page start filling in. If you generated test trades, you can delete them later from the Trades page or just archive this account and create a clean one.