For users with multiple trading accounts, we recommend using account tags to keep trades separated between accounts. Using account tags ensures that executions imported from one trading account won’t be merged with executions from another account.
Account tags work very well – with one big caveat: once you start using them, you must remember to use them on every import. If you miss one, the executions you import could be merged with trades from any account.
To help make sure you don’t forget, we’ve added a new checkbox underneath where you enter your account tag, on the Import Trades page:
If you check the “Require account tag for every import” box, Tradervue will remember the setting, and not let you complete an import without first entering an account tag. You can turn this off at any time, but if you’re using account tags, we recommend leaving it on.