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Account Details
Click any account card and the Account Details dialog opens — the full picture of one account's money, broker setup, and trading configuration in one place. Use it to confirm an account is set up the way you expect, to read your live balance and equity, and to disconnect when you're done. This page walks through each section the dialog actually shows.
Opening the dialog
There are two ways in:
- Click an account card on the Accounts page (
/dashboard/accounts). - Click the account in the dashboard header switcher.
Account summary
The top section shows the account's vital figures at a glance:
| Field | What it means |
|---|---|
| Account name | The account's identifier on your broker |
| Account type | Demo, Live, or Prop Firm |
| Balance | Closed funds — changes only when a trade closes or you deposit/withdraw |
| Equity | Balance plus or minus the floating profit and loss of open positions; moves in real time |
| Currency | The display currency for this account's figures (editable — see below) |
| Margin level | Equity versus used margin, shown as a percentage — a rough risk gauge |
| Active trades | How many positions TTMT is currently managing on this account |
Balance is your settled money. It sits still until a trade closes or you move funds in or out. Equity is balance adjusted for everything currently open, so it ticks up and down with the market — it's the real-time value of the account.
Margin level is just the raw broker ratio of equity to used margin. It is a quick gauge, not a TTMT safety threshold. For the protections TTMT actually runs, see the callout below.
Drawdown warnings, not margin tables
TTMT's drawdown safety net is Recovery Guidance — advisory warnings at 10%, 20%, and 40% of today's loss measured against your current balance. The enforced cap is per-account Risk Limits, which pauses trading automatically. The margin level shown here is unrelated to either; it's the broker's own ratio.
Broker information
This section reflects what your broker reported when the account connected:
| Row | What it means |
|---|---|
| Margin Mode | The margin model your broker uses for this account |
| Leverage | Shown as 1:N (for example 1:100) |
| Trade Allowed | Whether the broker permits trading on this account (Yes/No) |
| Investor Mode | Shown when the account is connected read-only — trading is not possible |
| Credit | Shown when the account carries a broker credit balance above zero |
| Free Margin | Equity minus used margin — what's available to open new trades |
Free Margin is the headroom you have left. When it reaches zero, the broker won't let new trades open.
Investor (read-only) mode
If Investor Mode shows as on / read-only, the account was connected with the broker's investor password instead of the trading password. In that mode the broker blocks all order placement, so signals will arrive and produce nothing. This is one of the most common "why won't my account trade?" causes. Reconnect the account with the trading password to fix it.
Trading configuration
This section controls how TTMT trades on the account:
| Row | What it does |
|---|---|
| Trading Active / Paused | The per-account on-off switch for signal execution — the same toggle as on the account card |
| Manage Settings | Jumps to this account's trading settings |
| Manage Symbols | Jumps to this account's symbol mapping |
| Magic Number | A broker-side identifier TTMT tags its trades with |
| Manual Trades | Whether manually-opened trades are tracked alongside TTMT's |
| Reliability | A connection-handling preference |
| Primary Replica | Which broker connection node serves this account |
Magic Number, Reliability, and Primary Replica are advanced broker-side identifiers. Most traders never need to change them.
Editing your account currency
The currency shown in the account summary is editable inline. Click the pencil next to it and pick from the currency list. This sets the display currency for this account's balance, equity, and other figures — useful when an account is funded in one currency but the dialog defaulted to another.
For example, if your figures read in USD but the account is actually funded in EUR, switch the currency here so the balances read correctly.
Your symbol list
The symbol view shows the instruments discovered on your broker, their mapping status, and asset class. Discovery runs automatically when the account connects, so the list fills in on its own.
If your broker adds or removes instruments later, re-scan from the refresh on the Symbols settings page at /dashboard/settings/symbols — the rescan now lives on that page, not in this dialog. For how matching works and how to fix unmapped symbols, see Symbol mapping.
A note on the technical details
The dialog also lists low-level connection identifiers — an account ID, resource and quote settings, and a few advanced connection flags. These are for diagnostics and TTMT's own internals. You don't need to read or change any of them for normal trading.
Disconnecting
The dialog includes a Disconnect option to remove the account from TTMT. See Connecting an account for the full flow.
Before disconnecting
Disconnecting stops execution on this account immediately. Its channel assignments are automatically paused so no further signals route to it, and TTMT stops managing any trades still open on the broker — those positions remain on the broker but are no longer watched, modified, or closed by TTMT. Close or transfer open positions first if you don't want them left unmanaged.
Card vs dialog
The account card and the dialog show different depths of information:
| Information | Account card | Details dialog |
|---|---|---|
| Account name & type | Yes | Yes |
| Balance & equity | Yes | Yes |
| Margin level | Yes | Yes |
| Active trades count | Yes | Yes |
| Connection health | Yes | Yes |
| Trading toggle | Yes | Yes |
| Risk Limits status | Yes | Yes |
| Symbol Mapping warning (when present) | Yes | Yes |
| Broker information | No | Yes |
| Trading configuration | No | Yes |
| Editable currency | No | Yes |
| Full symbol list | No | Yes |
| Disconnect | No | Yes |
The card is for quick glances — is this account healthy? The dialog is for investigation — why is something not working the way you expect?
Troubleshooting stale data
If balance or equity look outdated, the data feed — not the trade — is usually the issue:
- Check the connection health dot. Degraded (yellow) or Disconnected (red) means data isn't updating.
- Watch for the staleness warning banner, which appears automatically when the feed falls behind.
For example, an account that dropped overnight may still show last night's equity in the dialog while the connection dot is yellow — that's a stale feed, not a vanished trade. See Connection issues for recovery steps.