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Account scope and groups

The navbar control that decides which accounts every figure is describing — and why it is remembered rather than carried in a link.

5 min read

Trading accounts in the navbar is the most consequential control in Alltra and the least obvious one. It decides which accounts every figure on every surface is computed over, and it is remembered — so a scope you set on Tuesday is still in force on Friday, on whichever app you open.

Untick an account and the figure beside it re-reads. That is the whole control.

Three states, not two

  • Allmeans “do not narrow”, and is resolved against what you own each time rather than stored as a list. So an account you link in another tab is included immediately, instead of being left out until you tick it.
  • Nonemeans you unticked everything. It is a real choice with a real answer — genuinely empty pages — and it is deliberately not the same thing as a list that came out empty by accident.
  • Somethe narrowing: exactly the accounts you ticked.

A figure that looks wrong is this control far more often than it is a fault. Before anything else, check what is ticked here — then the date range, then whether Demo Mode is on.

Remembered, not carried in the address

The selection used to travel in the page address, and it was moved out for three reasons that were all real: every link carried a chunk of identifiers per account, a link sent to another trader re-scoped their dashboards to the sender’s accounts, and the sidebar’s own links dropped it on the first click anyway. The date range moved out afterwards on a separate judgement — that a window is a working preference a trader sets once rather than something they link to — so neither of the two navbar controls is in the address now.

The cost is real too and worth stating: a link you paste to someone no longer carries either. The Trades page is the exception — its own filters, search and dates are written into the address, so a filtered view of your trades is still something you can send or bookmark.

The selection is kept against the domain rather than against one app, which is what lets a change in the Tracker already apply when Portfolio renders, and what lets a page arrive already scoped instead of correcting itself a moment after it loads.

It is tagged with whose it is

A stored selection carries the identity of the person who made it, and is refused for anyone else. That sounds like a detail until you picture a shared machine: without it, one trader’s account list would be sent for the next trader, every scoped page would refuse to load, it would survive every reload, and there would be no control on screen explaining why. Instead the stale value is discarded and the fresh one is read from your account.

Ticking is instant; the reading catches up

A click updates the box, the badge and the panel immediately, and only the re-read of the page is held back — by about a quarter of a second — so changing five accounts costs one round trip rather than five. If you tick quickly, that is why the numbers arrive together a beat after the boxes do.

Twenty-five accounts

The limit is 25, shown as a pair in the drawer’s Account Overview so you can see where you are against it. The twenty-sixth is refused with a message rather than silently dropped, which is the difference between a limit and a bug.

The picker lists one page of a hundred accounts. Past that it refuses to change the filter rather than editing a list it cannot see all of, and says so on screen — your saved selection keeps applying to the dashboards in the meantime. That is above the account limit, so it is a guard rather than a state you should ever meet.

Groups

A group is a name over a set of up to 25 accounts, created from the drawer with whatever you have ticked. Creating one saves it. What it does not do yet is come back — the drawer does not read your groups in, so a group you make is not listed there and cannot be selected with, and the rows stay flat.

That is the half of grouping still being finished. Until it is, selecting a set means ticking it, which is worth knowing before you spend time naming groups you cannot use.

What the picker does not change

  • The Economic Calendarit is market-wide and the same for everyone, so only the dates apply to it.
  • The Portfolio’s moneythose figures are computed over the platforms you registered there — prop firms, brokers, payment rails — rather than over trading accounts, so ticking accounts does not narrow them.
  • The account count on Homedeliberately unscoped. “How many accounts do I have”, answered through the tick-list, is a different question with a number that drops for no visible reason.

When an account is deleted

It is removed from your selection, and if that empties it the selection falls back to showing what is left rather than storing a deliberate “none” — a deletion should not blank every dashboard you own. If you had already unticked everything on purpose, that choice is kept: the difference is whether the deletion actually took an account you had selected.

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Guide last updated

Account scope and groups — Alltra Guide