Managing Your Accounts

Organizing Your Accounts

Create one account per brokerage account, prop firm eval, or strategy you want to track separately. This keeps your performance data clean and lets you filter by account across the entire app.

Creating and Managing Accounts

Click Add Account on the Accounts page, give it a descriptive name, and optionally set up commission tracking so your P&L reflects what you actually keep after fees.

You can edit any account from its card to update the name, adjust commission settings, disconnect AutoSync, or delete the account.

Filtering by Account

The account selector in the top bar is one of the most useful controls in Tanto. Set it to All Accounts for the big picture, or select a specific account to focus your entire view — dashboard stats, calendar, journal, and reports all filter instantly.

This is especially powerful if you trade multiple strategies or accounts. Want to know if your prop firm account is profitable independent of your personal account? One click and you have the answer.