Multiple Accounts

Most brokers expose more than one account to a single login (e.g. a margin account plus a Roth IRA). When you connect a broker, OptionsPro imports every account that broker exposes through SnapTrade and lists them under their parent broker on the Brokerages page. There's no per-account opt-in - it's all-or-nothing per connection.

How accounts are displayed

Expand a brokerage row on the Brokerages page to see its accounts. Each account row shows:

• Account name as reported by the broker.
• Masked account number as reported by the broker.
• A trade count for that account.

Account type (e.g. MARGIN, CASH, TFSA), currency, balances, and per-account sync timestamps are stored but aren't surfaced on the Brokerages page today - they show up in trade and position details and in the account filter on those pages.

Filtering by account

Both the Trades and Positions pages have an All Accounts filter that scopes the table to a single account (for example, just your IRA). It appears whenever the accounts in view number more than one: with All Sources selected, that means more than one account in total across every connected brokerage; once you narrow the broker filter to a specific broker, it switches to that broker's own account count.

Every imported trade is tagged with its source account, so account-level filtering is exact.

Strategy detection across accounts

Strategy detection groups legs by underlying, expiration, and strike across your whole organization - it is not scoped to a single account. If you open one leg in your margin account and another in your IRA, they can still be grouped into the same multi-leg strategy. See Strategies for the full list of reasons a leg might not group.

Grouping accounts into portfolios

To slice analytics by something other than account - strategy bucket, capital pool, or anything custom - use the per-trade Portfolio assignment in the Trades table. Trades are the unit of grouping; see Portfolios for how that works.