# Accounts (/platform/workspaces/journal/accounts)



Every fill belongs to a journal **account**. Open **Add account** from the empty state (a fresh journal has none yet), the account picker, or the maximized dashboard. The picker at the top of the journal filters every page: one account, or **All accounts**. **Manage accounts** in that same picker is where you rename or delete.

| Path               | When to use it                                                                                                                                         |
| ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Connect broker** | Live (and paper) accounts you already linked. Fills sync automatically and refresh daily. Shown when broker connections are available on your account. |
| **Import file**    | A broker or journal export. The format is auto-detected.                                                                                               |
| **Manual**         | An empty book you fill by hand or from the [chart](/platform/workspaces/journal/trades#from-the-chart).                                                |

## Connect a broker [#connect-a-broker]

On **Connect broker**, use the same connections as your account settings. After a new link, **Pull connected accounts into the journal** creates the matching journal accounts and imports their fills.

![](/images/workspaces/journal/journal-connect-broker.png)

Broker-synced accounts only accept broker fills. To log a discretionary trade, use a **Manual** or **Import** account. How fills stay current is under [Sync](#sync).

## Import a file [#import-a-file]

On **Import file**, optionally name the account (otherwise it is named after the detected format), then **Choose a file**. CSV, TXT, and HTML exports up to **2 MB** are accepted. The journal reports how many fills were inserted, already journaled, or skipped.

![](/images/workspaces/journal/journal-import-file.png)

Recognized exports:

* Interactive Brokers (activity statement and Flex Query)
* MetaTrader 4/5 (HTML statement)
* thinkorswim / Charles Schwab
* TradingView paper trading history
* NinjaTrader, Tradovate, TopstepX, Webull, DAS Trader Pro
* TradeZella and Tradervue

## Manual account [#manual-account]

Give it a name. Optionally set:

* **Currency** (default USD)
* **Initial balance** — unlocks drawdown as a percent of starting capital on the [Dashboard](/platform/workspaces/journal/dashboard)
* **Profit calculation** — how partial exits are matched to entries: **FIFO** (first in, first out, the default), **LIFO** (last in, first out), or **Weighted average**

![](/images/workspaces/journal/journal-manual-account.png)

A completed round trip has the same total P\&L under every method. The method only changes which entry lots a given exit is charged against.

## Manage accounts [#manage-accounts]

Open the account picker and choose **Manage accounts**. Search if the list is long, then:

* The **pencil** — rename. Enter saves; Escape cancels.
* The **trash** — delete. Confirm **Delete**.

![](/images/workspaces/journal/journal-manage-account.png)

Deleting removes the journal data for that account (fills, derived trades, and your reviews). It does **not** unlink the broker. A **Broker sync** account comes back on the next [sync](#sync), without the tags, rating, and notes you had on those trades. **Import** and **Manual** accounts stay gone.

If you were filtered to the deleted account, the picker falls back to **All accounts**.

## Sync [#sync]

Connected brokers write into the journal on their own and **refresh daily**. You do not have to open the journal for that pass to run.

To pull now, click **Refresh** in the column header (the same control is **Sync accounts** when maximized). A successful run tells you how many new fills landed, or that you were already up to date. The maximized bar also shows **Last synced**.