Manage an account

Manage an account is where you maintain a connected broker — enable or disable, rename, open Terminal, and review trades and reports for that link alone.

Open it from Trading → Accounts → select a row → Manage Account.

What you can do

• Rename — friendly label ("FTMO 50K", "Personal MT5")

• Enable / disable — disable frees Broker Capacity without erasing trade history

• Open Terminal — jump to Real-time with this account pre-selected

• Reports and tabs — same chrome as session management, scoped to live/demo account data

Exact tabs match the product (overview, trades, analytics — labels may evolve).

Enable and disable

Disable when:

• You are done trading for the day but want to keep the connection configured

• You need to free capacity for another account

• Broker maintenance makes live routing risky

Enable when you are ready to quote and trade again.

Disabled accounts should not route new orders. Historical trades remain in Research → Trades.

Open Terminal from here

Open Terminal (or equivalent CTA) sends you to Terminal → Real-time with this account active.

Faster than picking the account manually from the toolbar when you always trade one login.

Manage Account vs Manage Session

Same report patterns — different data source. Do not open Manage Session expecting live P&L.

Delete a connection

Delete removes the broker link from Chartnaut. Past trades in Trades usually remain — check filters by account origin.

Delete when you will never reconnect that login. Disable when you might return this week.

Important distinctions

Account management is for Real-time brokers (MT5, Demo).

Backtest sessions are managed under Trading → Backtest — different library, same journal destination.

Disabling Demo stops virtual trading — it does not delete your Backtest history.

Next

1. Broker capacity — why disable matters

2. Trade in real-time — connect to journal path