Find guides, sections, and import instructions.
Learn how FundStat accounts mirror your broker accounts, then choose the Simple or Detailed model for each one.
In FundStat, an account represents an account or sub-account reflected from a specific broker. If your broker separates activity by currency, tax wrapper, account number, or separate export/import history, mirror that structure with separate FundStat accounts so each broker file can be loaded directly and the history matches the broker records.
Brokers stay separate as well. XTB accounts should be created under XTB, Bossa accounts under Bossa, and each broker account or sub-account should have its own FundStat account.
Use the real broker structure as the source of truth. If one broker gives you several accounts, create the same several accounts in FundStat.
Real broker account structure
Real broker account structure
Available Options
Import Options
The account type is fixed after creation. If needed, create another account with a different management model.
If you want a deeper walkthrough before deciding, read our detailed blog guide on choosing the right account type.
Read: How to choose the right account type in FundStatIf you are unsure how to mirror your broker structure in FundStat, contact us and we will help you choose the cleaner setup.