Portfolio

The Portfolio section is the structural foundation of your Trading Metrics workspace. Before you can deeply analyze your edge or visualize your trades, you need to define the containers and rules that govern your market activity.

Whether you are managing a single personal account, juggling multiple prop firm challenges, or running a team of traders, this section gives you complete structural control over your data.

Choose a topic below to explore the portfolio features:

• Portfolio Management: Learn how to create, edit, and organize your master trading accounts and strategies.
• Portfolio Details: Configure a portfolio’s base currency, risk limits, and core settings.
• Trading Patterns: Track which setups and pattern combinations you rely on at the portfolio level.
• Trading Plans: Discover how to build your personal playbooks, set strict risk parameters, and define your entry and exit checklists.
• Portfolio Transactions: Reconcile deposits, withdrawals, and trade executions against your recorded balances.
• Portfolio Assets: Manage the capital within your portfolios, including tracking your deposits, withdrawals, and asset balances.
• Portfolio Members: Learn how to invite other traders to your workspace or manage multiple sub-profiles under one master account.