Trading Accounts

One profile per account — personal or prop firm — that every calculator, the Trade Planner, and the Rule Guard read from.

Log in to manage your trading accounts

Create a profile for each personal or prop firm account and PipDesk will use it everywhere automatically.

One profile per account — personal or prop firm — with its own balance and rules

Every calculator, the Trade Planner, and the Rule Guard read the active account

Switch accounts instantly instead of re-entering the same numbers everywhere

How to use it

1Click "New account" and choose Personal or Prop firm.
2For a prop firm account, set starting balance, daily loss limit, max drawdown, consistency limit, and profit target.
3Optionally attach the strategies you plan to trade on this account.
4Set it active — every calculator, the Trade Planner, and the Prop Firm Rule Guard immediately start using its balance and rules.
5Add more accounts for other challenges or your personal account, and switch the active one anytime.

Why it matters

One real account profile instead of re-typing balance and risk rules into every calculator.
Every tool on PipDesk — Trade Planner, Rule Guard, Trading Desk — reads live from whichever account is active.
A portfolio rollup shows total funded capital, combined equity, and accounts currently at risk once you have more than one.
Trader Health scores each account from its own real trades, so a struggling challenge never hides behind a healthy one.

Settings for this tool

Settings → Trading's Default account balance, Default risk %, and other defaults only apply until you create your first Trading Account — after that, the active account's real numbers take over everywhere.
Deleting an account here is permanent and can't be undone — check its Journal trades first if you need the history.