Setup

To add an account:

1. Click Account in the main nav bar
2. Click Create Account in the lower left
3. Enter the required details
4. Click Create to finish

Required details:

• Account Name — friendly identifier (e.g., "TopStep Eval 1")
• Firm / Broker — select from the dropdown
• Platform — choose the trading platform for import compatibility

💡 Tip:

Use friendly account names. Put the full account number in the notes section if needed.

Group related accounts to analyze them as a single portfolio:

• Eval Group — all prop firm evaluations
• Live Group — funded/live accounts
• Strategy Group — accounts trading the same strategy

Create a group from the Manage Account Groups button in the account dialog. Drag accounts into groups or assign on creation.

💡 Tip:

P&L can be shown by account groups on the calendar.

Gainway uses a drag-resizable grid for the analytics dashboard. You can create multiple analytics templates (layouts) — each template saves its own arrangement of charts.

• Enter edit mode — click the pencil (edit) icon in the top toolbar to enable add/remove/resize
• Add charts — click the + button to add new chart types from the catalog (see Chart Guide for available chart types)
• Resize — drag chart edges to resize
• Reorder — drag chart headers to reorder
• Remove — click the × on a chart to remove it

Templates: Create multiple templates for different workflows (e.g., "Daily Review", "Weekly Deep Dive", "Monthly Summary"). Templates can be exported/imported as JSON files for backup or sharing.

Favorites: Mark a template as a favorite (star icon) to have it listed in the left navigation on hover for quick switching.

All layouts are saved to the database and available from any browser.

Customize what appears when you hover a data point on any chart:

• P&L, Win %, Avg Win/Loss, Profit Factor, Expectancy
• Hold time, Trade count, Volume

Configure in Settings → Tooltip Stats.