How to add new accounts to Compass™?
Automatic Sync:
The Rithmic accounts you have added will be available in Compass™ automatically.
The trades you perform in Tradesea station will be synced with Compass right away.
Manual accounts:
It is also possible to manually add accounts to Compass™ to import historical trades.
Select the “+ Add Account” button located in the header section of Compass™.
Provide the account name and the broker name, then click the “Create Account” button.
2. After the manual account has been created, trades can be added to the account through the following methods:
a. File upload
b. Manual entry of trades
How to update Compass Accounts
A list of all manual* accounts available for Compass will be displayed.
Adding New Compass Accounts: You have the option to manually add a Compass account by selecting the "+ Add New" button.
Accounts within this list can be renamed or deleted as necessary.
* Rithmic accounts are automatically added to compass. Navigate to https://app.tradesea.ai/account-center/accounts to see all the accounts available via Rithmic.
How to select a Compass account?
Navigate to Compass™.
Click on the name of the current account selected in the header section of Compass.
3. Dropdown is shown to select an account for the broker.
4. Click on the desired account.