EASY JOURNAL — GUIDES & HOW-TOS  ·  EASY JOURNAL — GUIDES & HOW-TOS  · 
// HOW-TO

Add a New Account

New accounts find you: sync, spot the (new) tag, claim it. In this walkthrough a brand-new Apex account arrives from NinjaTrader and we add it for real.

A new account appears by itself You rarely have to tell the Journal about a new account - NinjaTrader does. On the next SYNC after a new account exists in NinjaTrader, it appears in the Accounts list automatically, with its details from the platform and a cyan (new) tag in the Account column. Three cues fire at once: the tag on the row, a "1 new from Bridge" counter next to the title, and a badge on the Accounts item in the sidebar. (Home also shows a "new account detected" alert.)

After a sync - the new account arrives with its balance, tagged (new), counted in the header and badged in the sidebar.

One thing to know: until you claim it, the Firm column shows the NinjaTrader connection name (usually just "NinjaTrader") - the snapshot does not know which prop firm an account belongs to, because NinjaTrader itself does not. You set the real firm when you claim the account below; the Add Account window's firm grouping is only a best guess from the account name.

Claiming it A (new) account works already - balance and trades record - but it has no firm, stage, cost or rules yet. Claiming it takes a minute: 1. Click + Add Account at the top right.

Add a New Account screenshot
Step 1 - the + Add Account button.
Step 1 - the + Add Account button.

2. Pick the Account type, Prop firm and Account size. If you have a saved template for that firm and size the rules fill themselves; otherwise type them once - purchase cost, starting balance, profit target, drawdown, daily loss limit - and click Save as template so next time is automatic. The template names itself (ours became "Apex 50K Eval").

Add a New Account screenshot
Step 2 - the batch rules. A template fills these if you have one saved.
Step 2 - the batch rules. A template fills these if you have one saved.

3. Scroll to Accounts to create. The newly synced account is listed there, grouped under its best-guess firm with its balance - tick it.

4. Click Add Accounts. The result: the account moves into its firm's group at the stage you set, with its cost recorded - and the (new) tag, header counter and sidebar badge all clear:

The result - claimed: Apex, Eval stage, $167 cost, $50,000 balance.
The result - claimed: Apex, Eval stage, $167 cost, $50,000 balance.
Tip: Account not synced yet (bought it today, NinjaTrader not connected to it yet)? You can still add it - the same window has a box to type account names, one per line. It links up automatically when the Bridge starts reporting it. Tip: Buying several accounts at once? Enter the total paid and tick them all - the cost splits evenly across the batch.