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:
Click “Add Account”.
Enter the exact account name (case-sensitive) and select your platform.
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.

Trade ID
Unique identifier for each trade
Instrument
The instrument being traded (e.g., ES JUN25)
Strategy
Assigned strategy name
Action
Current or pending trade action
Contracts
Number of contracts involved
Status
Execution status and progress
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
Add Strategy
Add a new Strategy to the account.
Instrument
Select the trading instrument (e.g., ES JUN25, NQ JUN25).
Quantity
Define the quantity to execute per signal.
Edit
Edit the Strategy Settings.
Instructions
View Strategy Automation instructions.
Remove
Remove a Strategy from the account.
Configuration Management
You can save and reuse configurations for consistent setup across accounts.

Set as Default
Sets the current configuration as the default for future accounts.
Save Configuration
Saves the current setup.
Load Configuration
Loads a previously saved configuration.
Delete Configuration
Removes an existing saved configuration.
Best Practices
You can reuse the same strategy configuration on multiple accounts. Simply add a strategy with the same name to each account, and signals will be executed across all of them.
Keep your setups consistent by using the Save/Load Configuration feature. This is useful for managing multiple prop firm accounts with similar rules.
Name your strategies clearly to avoid confusion, especially when running different strategies on different instruments.
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