My Account sections in ZuluTrade

Welcome to your new ZuluTrade account, or rather, to the “My Account” section.

Now you can start investing through Social Trading, but, in this case, with virtual money. In these two next chapters we will see in detail all you can do with this tool, bearing in mind that the functions are the same as those you’ll find on your future Live account.



The ZuluTrade platform is not the same all over the world. For customers in Europe it is different, according to new MiFID II legislation on Copy Trading. This course was written using the universal one, the Non-European platform, with all the functions active and available. If you are an European user, please read the change of ZuluTrade after MiFID II to discover all the peculiarities of the European platform.


My ZuluTrade account DASHBOARD


Let’s start from the dashboard. This is the first page you arrive whenever you access “My Account” section. The first thing to do is go to the right and make sure you enable the “Advanced” mode. This will give you access to all the management sections.


zulutrade my account sections


At the top left you can find a picture of your logo, taken from Facebook in case you decided to enter your information via the social network. Above the picture you can find the number of remaining days before the demo account will be disabled. Under the name then, there’s the ID code of that specific account. You may have multiple accounts all headed to the same name, therefore in this drop-down box you can see all your accounts listed, and by clicking on them, you can easily switch from one to another.

If you are a social person, you have the chance to invite your friends via your social network, or connect your Facebook or Twitter profile directly to ZuluTrade account. In this way ZuluTrade will post your account evolution on your Socials.

Under the Social Network you can find the capital status. The Equity value is always the actual total amount of capital, including open positions in the market. For example, if your balance is still $ 10,000, but you have to open operations that lose $ 100 each, the Equity value will report $ 9,800.

The Balance value instead is the amount of your capital excluding the open positions in the market at that time. In practice, Balance is what you still have on paper in your account, while Equity is what you would have if you were to close all open trades.

When you have open transactions, the Margin value shows the amount of margin blocked by the broker to allow the opening of those trades, as we have seen in the lesson about how margin works on Forex. How much capital the broker stops depends on the leverage with which you are working. The higher the leverage, the lower the margin required. The Margin Level instead (that between parenthesis) shows the value as a percentage (margin of $ 100 to an Equity value of 10,000 is equivalent to 1% Margin Level).

The Free Margin is simply a subtraction of the margin blocked by the broker from the Equity value.

PnL (Profit and Loss) shows how much money you actually earned by the opening of your account, in this case, considering the closed and accounted transactions. If you earned $ 1,000 with closed and accounted operations, but in this moment you find yourself with -2000 $  in losses on open positions, this value will always return +1,000 $.

Below you can find the Risk Meter Bar. This is one of the automated tools for risk management provided by ZuluTrade in “My Account” section. Using the cursor you can move left and right and increase or decrease the percentage value. That value represents the maximum percentage of your account you are willing to risk. ZuluTrade will then consider the chosen Signal Providers and their historical performance, and will use this information along with the Risk Meter Bar value to automatically calculate the best lot size value to assign to each Signal Provider.

This definitely is an interesting automated system, and it’s a good starting point for those who have no idea on what to do. However, the calculations performed by ZuluTrade don’t take into account many other factors, which are crucial to understand what is the best lot size for a Signal Provider.

Now you have to make a quick jump forward in the “Settings” Tab of this “My Account” section.


skip to setting tab


Where before there was the “Risk Meter Bar” title now you can find two options: Auto and Custom.


zulutrade tab custom setting


What you have to do is switch to Custom, click “OK, proceed with mode change”, and then go back into the Dashboard. Don’t worry, the next chapter is entirely devoted to the “Setting” tab in “My Account” section. Having selected Custom you have unlocked all the management features. Now the account is really in your hand.


zulutrade margin call o meter


As you can see, where before there was the Risk Meter Bar, now you can find the Margin Call-o-Meter. Also, the value of the bar is no longer modifiable, but is calculated automatically by ZuluTrade. What does this value mean?

ZuluTrade considers the performance of the Signal Providers you choose, the lot size you have assigned, the leverage you are using, and it imagine the worst possible scenario based on the worst performance of the Signal Providers, to return then a percentage of possibility, with those settings on your account, that you will face a margin call.

It is a very interesting data, although it still remains a ZuluTrade calculation based, as we shall see, on  approximate performance details. However, it’s always useful to look at it after having worked on settings, especially in the beginning. The higher the percentage is big, the more it means your account is too exposed and therefore in danger.


The portfolio and Equity line section


Let’s move now to the bottom part of the dashboard in this “My Account” section. This is the part dedicated to the Equity Line.

WARNING! The Signal Provider you will see in this course have been chosen at random, by simply taking the first in the ranking at the time of the creation of this lesson. They have not been investigated nor evaluated. The fact they are in this course does not mean that they should be followed or that we recommend them.

On the left you can find the My Entire Portfolio status, and below there’s the list of the Signal Provider connected and enabled.


zulutrade dashboard my portfolio


Both for the entire portfolio and for each trader you can find the amount of money based on open positions, how much you earn so far for closed positions (is the same “PnL” seen before), and the ROI value which means Return On Investment, which is a percentage of how much the Signal Provider is making you earn, or how much the entire portfolio is gaining. For example, a trader who made ​​you earn $ 100 in an account of $ 1000 will have a ROI of 10%.

In the Signal Provider’s boxes you can find indicated also the lot size they are using, the button to access the Zuluguard service (we will see it in a later chapter), and a wheel that allows you or to automatically closes all the trades opened by that trader, or to disconnect him directly. These are both two operations to be performed with caution.

In each case, or by clicking on the portfolio or on a single Signal Provider, to the right appears the Equity Line chart. This Equity Line shows the account performance based on closed and accounted transactions only, not including the progress on the basis of open positions throughout the day.

PLEASE NOTE: in all the charts of this type which you’ll find in ZuluTrade you can use the mouse to select areas of the graph to enlarge. Simply click and drag the cursor to identify the area you wish to enlarge.


zulutrade dashboard equityIn this case it is empty because the demo account has just been created and the Signal Providers have not yet had the opportunity to open and close operations. However, after a few days the equity in this section might look like as in the image on the right.

With the time period buttons you can choose which portion of the data to observe, if all the available, if only the last year, or the last 6 months, or 3 months, or last month, or last 7 days, or last day.

Just two buttons are left. Follow Traders, that takes you to the Traders page where you can find a list of all the Signal Providers, and Simulate my portfolio, a very interesting section. We will cover both in other chapters.


The TRADE tab


Now, let’s skip for the moment the Settings Tab, and let’s open the Trade tab of this “My Account” section.


zulutrade my account trade section


I have to admit, this is the section I know less. With Social Trading you don’t need to trade by yourself, because you’re going to choose who will do it for you.

In any case, ZuluTrade gives you the opportunity to open positions on your own. Here you can find all the available Forex currency pairs and some CFD, together with the ask and bid values​. By clicking on sell or buy a pop up window will open to enter the order details.

Needless to say that if you are not a professional trader I strongly recommend you DO NOT try to trade on your own in this”My Account” section. Trading is very difficult. That’s why you can earn a lot. Better to have the good ones doing that and replicate their orders.

However, in this section you can find an interesting function choosing the advanced view.


trade section my account zulutrade news


Those calendar symbols located on some currency pairs are indications of how much time is left before an economic or political news that could potentially move that pair will be released.

By hovering over them with the mouse you can view more details about the type of news, the currency that will be affected, and the previous data release.

As mentioned a few lines above, this is primarily a tool for traders. Use it for curiosity, but do not get caught by the desire to open positions on the release of important economic news. In those moments sometimes huge explosions of volatility occur, very risky events for those on the wrong side of the market.




Let’s pass to the Positions Tab. In this ZuluTrade “My Account” section there’s the list and details of all the open positions not yet closed, divided by Signal Provider.


zulutrade my account positions section


You can find all the details:

  • the currency pair on which the trade has been opened
  • whether it is a buy or a sell
  • the operation lot size
  • the precise date on which it was opened
  • the entry price
  • the stop price set by the Signal Provider
  • the price of profit
  • which prices is quoting right now
  • if it loses or gains, both in pips and money.

One important thing to say is that all these operations can be ordered on the basis of each of these listed parameters, both ascending or descending. You can play around with ordering all the trade according to their date of opening, or maybe for the entry price, or perhaps for to the accumulated profit. Just do as you prefer.

At the bottom right you can find the orange “Close all” button, which if pressed will cause the automatic closing of all the Signal Provider’s open trades. The padlock symbol instead is the Lock Trade function. By pressing this button, the Signal Provider may no longer interfere with that open trade on your account. The trade will remain open, even if the trader instead had closed it on his account. This means you will be the one to manually manage the operation. As said before, be careful if you decide to take this path.

The X button instead is used to manually close only that single trade.

At the top of the box you can find a summary of the overall open positions situation, and you can choose to display all the operations per Signal Providers, as seen so far, or per Details, which lists the operations without dividing them for Signal Provider, or per Summary , which shows the operations grouped according to the currency pairs over which you are working.

In the summary option, given a pair, for example EUR/ USD, we can see how many the operations are, how much lots have been used in the totality of the operations, if overall the exposure is long or short (2 trades Long of one lot and 1 Short trade of one lot give a net exposure of one lot Long), what is the average entry price, and the total profit or loss in pips and money..

To conclude this section, there is a button “Close All Open Positions” to close in one moment all the Signal Providers’ open operations (a button for extreme cases), and the On-Off button to have or not the sound effects on the opening or closing of a transaction.


The ORDERS tab


Let’s move to the Orders tab. It is very similar to the Positions tab, except that here are shown, if any, the pending orders entered by the Signal Provider.


zulutrade my account order section


Pending orders are orders that are executed automatically when certain price levels are met. Here you can see if there are some and what the parameters are. As before, in this section you can sort orders according to the value of each column, either ascending or descending.




Let’s move on to the last tab of this ZuluTrade “My Account” chapter, one of the most interesting, the History tab.


zulutrade my account history tab


As in the Dashboard, you can start by choosing which portions of time to see in the chart, if all the available data, or just the last year, down to the last day. Here, however, by clicking the small calendar you can go to view a specific period, including the start and end date.

In the “Trader”  drop-down menu you can observe the data progress of the entire account by clicking Overall profit, or switch to a graphical histogram to see the wins or losses of all Signal Providers who worked on the account by flagging Profit for each signal Provider, or only those currently active flagging Active Provider.

You can also observe the performance of an individual trader or only some of them, or all together, each one with a dedicated equity line. Then using the Currency drop-down menu, you can further restrict the data analysis, asking the system to show only the data for one or more specific currency pairs.


zulutrade traders equity history section


The Monthly button allows you to view the data using a histogram chart with data displayed by month. Try to select Monthly and put a flag on all the Signal Provider from Trader drop-down menu. Now you can see who has earned money month by month, those who have lost, and how much.


zulutrade trader mothly profit history section


Let’s remove the Monthly function and move on. The Profit in USD function returns data and equity line based on how much money was actually earned or lost in your account, and of course here is reflected the lot size that you have decided to assign to the Signal Providers.

With Profit in Pips instead we pass to see the performance considering only the pips. When you’ll have replicated, even if only for a short period of time, a trader’s signals, try to flag him (only one at a time) from the Trader drop-down menu. Now two lines appear, one blue and one orange. The blue line represents the pips gained or lost by the traders operations, the orange instead of the pips gained or lost by you on your account. The difference might depend on the slippage, or by many other factors as we’ll see in the future. In any case, to know how to view this data is very important.


zulutrade profit pips history section


Below the Equity chart you can find the list of the operations performed on your account, grouped for all the Signal Providers, or divided by each one of them. Clicking on the tab of a particular trader is equivalent to flag him as before on the Traders drop-down menu.


Finally, as you can see there’s the possibility to download all these historical data in Excel format. This is one of the ZuluTrade feature we like the most. In fact, thanks to this functions we have been able to professionally study ZuluTrade and become expert of this platform, and also to create some of our professional tools.

And you will find all of that with the GOLD Membership.



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