Accounts Summary + Risk Management Plugin [Quantower]

Demo: https://www.youtube.com/watch?v=QVvYWjPSKZI

Feature List

Core Functionality

• Dual Table Interface: Main account details table + summary statistics table

• Real-time Account Monitoring: Live updates of account data and P&L

• Multi-Account Management: Support for managing multiple trading accounts simultaneously

Account Information Display

• Account Details: Firm, Type, Name, Equity, Open/Closed/Total P&L, Drawdown

• Risk Management: Daily loss limits and profit targets per account

• Account Status: Lock status and visibility controls

• Summary Statistics: Aggregated data grouped by account type or firm

Account Management Features

• Account Locking: Time-based account locks (1 hour, 2 hours, 4 hours, all day, all week)

• Visibility Controls: Show/hide specific accounts from view

• Custom Naming: Override account names, firms, or types for privacy or organization

• Privacy Mode: Mask sensitive account information

Risk Management

• Daily Profit/Loss Limits: Automatic account flattening when limits are reached

• Drawdown Monitoring: Real-time drawdown calculations and alerts

• Risk Parameter Locking: Prevent unauthorized changes to risk settings

Configuration & Customization

• Remote Configuration: Automatic updates from GitHub for firm/type mappings

• Local Storage: Persistent settings and account preferences

• Flexible Grouping: Summary tables grouped by account type or firm

• Filtering & Sorting: Advanced table filtering and sorting capabilities

Additional Features

• License Validation: Secure license system with device fingerprinting

• Additional Account Info: Detailed popup window for account configuration

• Context Menus: Right-click options for quick account actions

• Settings Panel: Comprehensive configuration options

• Connection Monitoring: Automatic updates when trading connections change

Changelog

7/31/2025

• Fixed bug where Trailing Balance is not reset at 5pm which caused immediate lockouts.
• Added Trail Liquidate Mode to track unrealized or realized pnl for trailing risk management.

7/27/2025

• Added options to trail max balance by a set amount and automatically flatten.
• Trail options include Open PnL or only Closed PnL.
• Fixed auto-locking/locking bugs during 5pm-6pm window.
• Updated knowledge base.

7/21/2025

• Fixed bug where accounts were auto-unlocking before 7PM EST.
• Accounts are now flattened after confirming a lock duration.

7/19/2025

• Added Daily Loss Limit and Daily Profit Target with auto-locking once exceeded.
• Added Lock all week.
• New automated licensing integrated with Gumroad.

7/16/2025

• Fixed custom names not working.
• Added locking options and plugin settings to right-click menu for quick access.

7/15/2025

• Added Additional Account Information to the right-click menu for users to access override and locking options.
• Added Firm Override and Type Override to allow users to override an account's Firm and Type. (Mainly for ProjectX users)
• Added Visible field, which allows users to remove an account from the accounts table.
• Show Invisible Accounts toggles invisible accounts in the summary.
• Added Lock Duration, which allows users to lock their accounts for a 1 hr, 2 hr, 4 hr, or All Day, which will lock their accounts until 5PM EST. Accounts that are locked for a duration cannot be unlocked until the time is up. Users are prompted to CONFIRM their choice after selecting a duration.
• Added Lock Status column, which shows the remaining time until an account is unlocked.

6/28/2025

• Added account filter dropdown allowing users to deselect individual accounts that they do not want to show up in the table.
• Added ability to summarize by individual firms as well as account types.
• Fixed summary table update bug.

6/20/2025

• Added 'Refresh' button for re-validating plugin without relaunching.

6/8/2025

• Added remote support for drawdown calculations.

6/5/2025

• Fixed top margin bug when dragging the panel splitter to the top of the plugin in a standalone window.
• Plugin now updates along with the rest of Quantower instead of once per second.
• Fixed plugin margins visual bug.

6/3/2025

• Added Custom Names settings.
• Added Lock column to easily change account lock status.
• Fixed summary table flickering bug.

6/2/2025

• Fixed MyFundedFutures Open P&L not showing bug.
• Fixed Phidias drawdown displaying incorrectly.
• Fixed TheFuturesDesk drawdown displaying incorrectly.
• Fixed LIVE account type not showing up.

5/31/2025

• Added summary table.
• Added support for remotely adding/removing new firms and account types.

5/29/2025

• Update table to use native Quantower table.
• Increased customizability.
• Added LucidTrading.

4/16/2025

• Added BluSky.