A "trading account" in SureInsight represents one real trading account at your broker. You can create multiple accounts to track different brokers, strategies, or prop firm challenges separately.
Step-by-Step
- Click "Add Account" — from the sidebar or the account dropdown on the dashboard.
- Choose your broker or platform — Select from MetaTrader 5, cTrader, NinjaTrader, Tradovate, Robinhood, Interactive Brokers, Coinbase, Binance, or 30+ others.
- Name your account — e.g. "FTMO Challenge #3", "IC Markets Live", "Robinhood Stocks".
- Set your starting balance — This is critical for accurate equity curves and drawdown calculations.
- Choose currency — USD, EUR, GBP, JPY, AUD, CAD, CHF, NZD, SGD, or HKD.
- Choose import method — File Upload, Broker Sync (Pro), or Manual Entry.
Tip: Free plan allows up to 3 accounts. Pro gives you unlimited accounts — perfect for tracking multiple prop firm challenges alongside your live account.