Wallets¶
The Wallets view is your top-level portfolio overview. It displays all the wallets you have created and gives you a consolidated snapshot of your capital across accounts.
Pro feature — multiple wallets
Creating and managing multiple wallets is available on the Pro plan. Free-plan users can use a single wallet. Upgrade your plan in Settings → Billing to unlock additional wallets.
What is a Wallet?¶
A wallet is a named container that holds a set of positions and tracks a pool of capital. It typically corresponds to a single brokerage account or a logical sub-account (e.g. "IRA", "Taxable", "Paper Trading"). Pro users can maintain multiple wallets at the same time — for example one for a USD XTB account and another for an Interactive Brokers account.
Wallets Overview¶
The Wallets screen lists all your wallets with high-level metrics for each:
| Column | Description |
|---|---|
| Name | The label you gave the wallet |
| Positions | Number of currently open positions |
| Portfolio value | Estimated current market value of all open lots |
| Free funds | Capital available for new trades (not deployed in positions) |
| P&L | Unrealised profit / loss across all open positions |
Click any wallet row to navigate into the individual Wallet view for that account.
Adding a Wallet¶
- Navigate to Portfolio → Wallets in the sidebar.
- Click Add wallet (top-right button).
- Enter a name (e.g.
XTB USD,Robinhood) and optionally a description. - Click Save.
The new wallet will appear in the list immediately. You can now open it and use the Importer tab to bring in your trade history.
Managing Wallets¶
- Rename or edit — click the edit icon next to any wallet name.
- Delete — wallets can be removed when they contain no active positions.
- Switch active wallet — the wallet selector in the top navigation bar lets you switch the "active" wallet context used by other parts of the dashboard (e.g. Playbook, position opening dialogs).