You can create a dedicated portfolio/trading account for each security type — for example, one for Forex, another for Crypto, etc. Each portfolio supports a single security type.
If you ever want to change it, just click the pen icon on the right side of the account filter. There you’ll find two sections:
Account Details – where you can edit the account name, security type, and currencies.
Transactions – where you can add deposits, withdrawals, or transfers.
Anat Tal
•
Dec 4, 2025
I can't change the trade type in edit positions, it still shows me “Forex”
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My PnL
Nov 3, 2025
You can create a dedicated portfolio/trading account for each security type — for example, one for Forex, another for Crypto, etc.
Each portfolio supports a single security type.
If you ever want to change it, just click the pen icon on the right side of the account filter.
There you’ll find two sections:
Account Details – where you can edit the account name, security type, and currencies.
Transactions – where you can add deposits, withdrawals, or transfers.
Anat Tal
Dec 4, 2025
I can't change the trade type in edit positions, it still shows me “Forex”