Portfolio Details
The Details tab is the primary control center for your specific workspace. Whether you need to rename the account, switch your tracking currency, or record your risk limits, this is where you make those global adjustments.
You can access this screen at any time by clicking Open on a portfolio card from the Overview grid, and selecting the Details tab.
Core Configuration
These fields define the identity and basic structure of your workspace.
| Configuration Field | Description |
|---|---|
Name (Required) | The title of your portfolio. Make this descriptive (e.g., '100k Funded Challenge' or 'Q3 Swing Trading') so you can easily identify it on your dashboard. |
Trading Patterns (Required) | Define the scope of technical setups allowed in this portfolio. Choose 'System + User Patterns' to use the platform's built-in patterns alongside your own, or restrict it to purely custom patterns. |
Currency (Required) | The base fiat or crypto asset this portfolio is measured in (e.g., CHF, USD, USDT). Note: All of your P&L, fees, and analytical metrics will be converted and displayed in this base currency. |
Description | An optional text area to jot down the overall goal or specific rules for this account. |
Global Risk Management
While individual Trading Plans control the risk of a specific trade, the Portfolio Details screen lets you record portfolio-level risk boundaries for the whole account.
These are reference values, not enforced limits. The app records them but will not block a trade that exceeds either one. Treat them as a written commitment you check yourself against. Enforcement happens at the Trading Plan level: a plan Max risk % is checked on every trade and raises a warning plus a failed plan check.
| Risk Limit | Description |
|---|---|
Max Open Trades | The number of simultaneous open positions you have set as your own ceiling for this portfolio. Recorded for reference; the app does not block you from exceeding it. |
Daily Max Loss % | The daily drawdown percentage (0-100) you have set as your own ceiling. Recorded for reference; the app does not track it against your live P&L or stop you trading when it is reached. |
Next Up: Want to analyze the specific strategies used within this account? Let’s look at Portfolio Trading Patterns.