Can I track my account balance?

Yes. TraderSync now includes built-in tools to track your account balance directly from the Accounts page.

Each account shows a “Cash In / Out” column that automatically nets your deposits, withdrawals, fees, and interest (this is separate from your trading P&L).

To log a balance change, expand the account row, select “Edit Balance,” and click “Add Adjustment.” You can record the following adjustment types: Deposit, Withdraw, Internal Transfer, Broker Interest Paid, Account Transfer, Other Fees, Interest You Paid, and Dividend Cash — each with its own date, value, and description. All adjustments are listed in a table under the account for easy review.

For a percentage-based view of your account’s performance, add the “PnL Net %” widget to your Dashboard. It calculates your total cumulative net P&L percentage using your account’s initial balance as the starting point (if no initial balance has been set, the system assumes $0).