Managing Groups

Edit, update, and organize your account groups.

Editing a Group

To edit an existing group:

1. 1. Go to the Groups page
2. 2. Find the group you want to edit
3. 3. Click the Edit button (pencil icon) or use the dropdown menu
4. 4. Modify the group name or account selection
5. 5. Click Save to apply changes

Adding Accounts to a Group

To add more accounts to an existing group:

1. 1. Edit the group
2. 2. In the account selection, check additional accounts
3. 3. Save the changes

Removing Accounts from a Group

To remove accounts from a group:

1. 1. Edit the group
2. 2. Uncheck the accounts you want to remove
3. 3. Save the changes

Removing an account from a group does not close any open positions on that account.

Deleting a Group

To delete a group entirely:

1. 1. Go to the Groups page
2. 2. Find the group to delete
3. 3. Click the Delete button or use the dropdown menu
4. 4. Confirm the deletion

Group Display Information

Each group card shows:

• Group Name - The name you assigned
• Member Count - Number of accounts in the group
• Account Badges - Shows up to 5 account names, with "+N more" for additional
• Created Date - When the group was created

Organization Tips

• Keep groups focused - Group accounts with similar purposes
• Use clear naming - Make it obvious what each group is for
• Review regularly - Update groups as your account setup changes
• Remove unused groups - Keep your workspace clean

Groups vs Copy Trading Groups

Don't confuse regular groups with copy trading groups:

Next Steps

• Batch trading guide
• Set up copy trading
• Bulk account operations