Skip to main content

Add Your First Trading Account

1
Create Account
2
Add Trading Account
3
Record First Trade

Quick Overview​

After creating your account, the next step is to add your first trading account. This lets you assign trades to different brokers and makes your analytics accurate. Setup takes under 2 minutes.

Time: 2 minutes (Add your first trading account)

Trading Account Setup Process​

Step 1: Open the Trading Accounts page​

  • Navigation: Sidebar → Trading Accounts → Add Account
Trading Accounts list with Add Account button

Click Add Account to start.

Step 2: Fill in Account Details​

  • Select Broker: Choose from dropdown (Zerodha, Angel One, Upstox, 5paisa, HDFC Securities, ICICI Direct) or select "Other".
  • Account Label: Enter unique label (e.g., "Zerodha - Main", "Angel One").
  • Brokerage Type: Select Flat or Percentage.
  • Brokerage Value: Enter amount (Flat: ₹20, Percentage: 0.05).
  • Description: Optional (e.g., "Long-term portfolio").

Step 3: Add​

  • Click Add. Your account will now appear in the list showing Broker and Account Label.
Trading Accounts list showing broker and label

Click Add. Verify broker and account label are visible.

Validation Rules​

  • Account Label: required, is recommended for clarity.
  • Broker: required (use "Other" if not listed).
  • Brokerage Value: numeric and consistent with selected type.

Best Practices​

  • Use descriptive labels for multiple accounts with same broker.
  • Create separate accounts for different strategies (e.g., "Intraday", "Delivery").
  • Keep brokerage values accurate for precise P&L calculations.

First Setup Checklist:​

  • Trading account created successfully ✅
  • Verified account appears in list
  • Record your first trade: /getting-started/recording-your-first-trade
  • Explore advanced features: /features/channels

Tips for New Users:​

  • Start with one trading account to keep things simple—you can add more later.
  • Use clear, descriptive labels to distinguish between accounts.
  • Keep brokerage values accurate for precise profit/loss calculations.

What's Next​

What's Next?

Record Your First TradeAdd Another AccountAccount Management Guide (Coming Soon)Brokerage Calculator (Coming Soon)

Troubleshooting