How accounts work
An account is where the orders you place in Charts are filled. Connect one under Trading → Accounts, select it in Charts, and every trade you take is recorded in Trades and your Journal. Accounts is part of every paid plan.
Two kinds of account
Chartnaut Demo | MetaTrader 4 or 5 | |
|---|---|---|
Money | Virtual, starting at the balance you choose | Your real balance at your broker |
Fills | Matched on Chartnaut's servers against live prices | At your broker |
Live slot | Not used, connect as many as you like | Uses one while it is switched on |
Symbol mapping | Not needed | Each broker symbol is linked to a Chartnaut instrument |
Past trades | Nothing to import | Import your closed trades when you connect |
Chartnaut DemoChartnaut Demo is the place to practise a setup or learn the app with nothing at risk. MetaTrader connects a login you already trade with, so your real trades are journalled without you copying anything across. Connect Chartnaut Demo and Connect MetaTrader walk through each, and Connect a broker and place your first trade goes from connecting to a first trade.
MetaTraderLive slots
Each MetaTrader account that is switched on uses a live slot. Chartnaut runs a hosted terminal for it, which keeps prices and trading live.
Plan | Live accounts at once |
|---|---|
Free | 0 |
Starter | 1 |
Pro | 2 |
Ultra | 4 |
Chartnaut Demo accounts do not use slots. On paid plans you can link new MetaTrader accounts as often as you like, so the limit is how many are live at the same moment. The top of the Accounts page shows how many slots are in use. Live accounts has the detail.
Pausing an account
To free a slot, turn off the switch on the account's row and confirm Disable. A disabled account stops quoting and you cannot trade through it, but its trade history and snapshots stay in Chartnaut. The account's Settings tab shows it as Paused.
Turn the switch back on when you need it again. That takes a live slot if one is free, does not count as a new link, and takes a moment while the hosted terminal comes back online.
Deleting an account frees its slot and permanently removes the trade history imported from it, including snapshots and playbook tags. It does not close any open positions at your broker. Manage an account covers renaming, reconnecting and deleting.
Symbol mapping
Brokers name symbols their own way. Your broker might trade BTCUSD where Chartnaut charts Bitcoin, so each MetaTrader symbol you trade is linked once to the Chartnaut instrument it matches. That link is how a fill lands on the right chart and in the right reports. You link symbols when you import history, or from the trade bar in Charts the first time you trade a symbol. Symbol mapping explains both.
History import
When you connect MetaTrader, Sync past trades into Chartnaut brings in your closed trades over the lookback you pick: 90 days, 1 year, 3 years or All. Chartnaut searches your broker's history, asks you to map any symbols it cannot match, shows you what it will import, then imports it.
Closed trades go into your trade library and reports.
Open positions are adopted, so you manage them from Charts like any other trade.
Pending orders are tracked and picked up when they fill.
You can run the import again from the account's Settings tab with Re-sync history, once every 24 hours. History import has the full walkthrough.
Statuses
The dot beside each account on the Accounts page shows its connection.
Status | What it means |
|---|---|
Connected | Live. Prices are streaming and you can trade. |
Pending deployment, Provisioning | The hosted terminal is starting. It is usually live within a minute. |
Error | Chartnaut cannot reach the account. For MetaTrader, Reconnect tries again with Same credentials or Different credentials. |
Disabled | Paused by you. Not using a live slot. |
Offline | Not quoting. |
A MetaTrader account can also carry an import label: Syncing…, Adopting trades, Needs mapping, Needs review or Import failed. Needs mapping and Needs review wait for you; open the account to carry on.
Inside an account
Click an account to open its own pages: Dashboard, Overview, Calendar, Trades, Adjustments, Reports and Settings. They cover that account alone, so you can see how your demo practice compares with your live trading. You can also add your own views to accounts; Build your own pages explains how.