Account Management

Overview

The Account Management interface in Lune Auto Trader provides users with full control over connected accounts. It enables users to link, manage, and configure multiple accounts for fully automated strategy execution. Each account can have custom configurations, filters, and strategy assignments—allowing for advanced flexibility, better risk control, and seamless multi-account management.

Connecting and Managing Accounts

Add Account

To connect a account:

1. Click “Add Account”.

   
2. Enter the exact account name (case-sensitive) and select your platform.

3. Once added, the account will be visible in the dashboard with its connection status and account balance.

   

Dashboard Overview

The main dashboard displays all connected accounts along with the following real-time information. It will display active trades.

Global controls such as Start All, Advanced Settings, News Events, and Holidays are available across the top navigation bar.

Account Configuration Panel

Click Config next to any account to open the configuration panel.

Key Configuration Options

Configuration Management

You can save and reuse configurations for consistent setup across accounts.

Best Practices

• You can reuse the same strategy across multiple accounts by using the same strategy name.

• Keep configurations consistent across accounts by utilizing the save/load configuration options.