A trading account in Katalyst represents a single brokerage or prop-firm account that you want to track. You can create multiple trading accounts to keep your data organized — for example, one for your funded account and another for your personal brokerage.
To create a trading account, navigate to Settings and open the Accounts tab. Click “Add Account” and fill in the account name, broker, account type (live, demo, or funded), and the base currency. These details help Katalyst calculate your statistics correctly and display your P&L in the right denomination.
Once the account is created, you can start importing trades into it. Each trade you import or manually enter will be associated with the account you select. This makes it easy to filter analytics by account and compare performance across different brokers or strategies.
You can edit account details at any time by clicking the pencil icon next to the account name in Settings. If you switch brokers, simply create a new account and begin importing into it — your historical data on the old account remains untouched.
For traders using Rithmic, you can connect your account directly so that trades sync automatically. See the Connections section for step-by-step instructions on setting up live broker connections.