Use combined-account views carefully

What this article helps you do

View aggregate performance without losing account-level risk context.

Before you start

• Two or more accounts.

Follow these steps

1. 1

   Create or choose an account group.

2. 2

   Confirm the selected accounts and time range.

3. 3

   Review combined P&L and analytics.

4. 4

   Keep account-specific drawdown, loss limits, targets, and statuses visible.

5. 5

   Return to an individual account before making account-rule decisions.

What you should see

Common mistakes

• Assuming combined drawdown is a provider rule.
• Including simulation accounts in a funded-account review without noticing.
• Forgetting the active group filter.