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Lifetime totals

This is the only place that shows every account at once, live and finished together, with no period filtering it down. It sits at the bottom of Reports → Lifecycle & Portfolio — one sortable row each, always all-time, regardless of what the period selector in the header says.

Columns

  • Account — your custom alias or the broker’s account ID.
  • Broker
  • Type — Eval or Funded.
  • Status — Active, Passed, Blown, Expired or Closed.
  • Spent — all-time costs for the account.
  • Received — all-time payouts.
  • Net — Received minus Spent, signed and colored.

After the accounts, a Broker-total entries line and a Not linked to an account line carry the costs and payouts logged with no account, each with its count of entries, so the totals row at the bottom is the ledger’s whole: the same figures as the Cash Flow tab’s.

Sorting

Click any column header to sort by that column. Click again to reverse direction. Default sort is Net descending (most profitable accounts at top).

Account, Broker, Type, and Status default to ascending sort when first clicked. Spent, Received, and Net default to descending.

Paging

Past ten accounts the table pages, with the per-page choice (10, 25, 50 or all) you set on any list; it is remembered with your preferences. Sorting runs over every account before the page is cut, and a new sort returns to the first page. The two no-account lines close the last page, and the totals row under every page is the ledger’s whole.

Opening an account

The account name is the link: click it to open that account’s page. The rest of the row is figures, not a click target.