Multi-Account Support

LamaTrader is well suited for traders who operate across more than one account. Connect your own accounts via Alpaca OAuth and add additional accounts — live or paper, personal or delegated — using API key credentials. Switch between accounts instantly, with distinct visual themes that make it impossible to mistake which account is active.

Connecting Your Accounts

Alpaca OAuth (Recommended for Your Own Accounts)

Sign in with Alpaca OAuth and both your live trading account and paper trading account load automatically. No API keys to manage, no configuration required.

The OAuth flow is handled entirely through Alpaca's authorization server — LamaTrader never sees your Alpaca password. You can revoke access at any time from your Alpaca account dashboard. If you rotate your Alpaca credentials, the OAuth connection continues to work without any action on your part in LamaTrader.

API Key and Secret (For Additional Accounts)

Add any additional account by entering its Alpaca API key and secret in the account management panel. This supports:

• Additional personal accounts (e.g. a second brokerage account or a family member's account you manage)
• Paper trading accounts configured separately from your primary paper account
• Client or delegated accounts you've been authorized to trade on behalf of

API key-connected accounts work identically to OAuth-connected accounts within LamaTrader. All trading, analytics, and AI features are fully available.

Delegated Trading

The API key approach is specifically well-suited for power traders, advisors, and fund managers operating on behalf of others.

An account holder generates a trading API key from their Alpaca dashboard. This key grants:

• View and execute access: positions, orders, market data, order placement
• Does not grant: fund withdrawals, banking operations, account security changes, or any action outside the trading API scope

The account holder shares the key and secret with you. You add it to LamaTrader. From that point, you can manage their portfolio in full — viewing positions, placing orders, monitoring P&L — without ever having access to their login credentials, withdrawal capabilities, or sensitive account settings.

The API permission boundary is enforced at the Alpaca level, not only by LamaTrader. The delegated account holder retains complete ownership and control of their funds.

Switching Between Accounts

All connected accounts are available from the account switcher, accessible from the navigation bar or via keyboard shortcut. Switching is instant — the platform updates immediately to show the positions, orders, and portfolio data of the selected account.

Each account maintains its own:

• Active layout (you can configure a different dashboard layout per account)
• Watchlists (or share watchlists across accounts, configurable)
• AI chat history
• Order history and fill records

Per-Account Visual Themes

Each account can be assigned a distinct visual theme — a color palette that changes the entire platform appearance when that account is active.

This is a safety feature. When you operate across multiple accounts, especially a mix of live and paper or multiple client accounts, the visual identity of the active account is immediately obvious. There is no ambiguity about which account you're about to place an order in.

Example setup:

Configure themes in Account Settings → Appearance. The theme takes effect the moment you switch to that account.

Account Summary Per Account

The Account Summary widget shows balance, buying power, margin utilization, and day trade count for the currently active account. When you switch accounts, the widget updates to reflect the new account's state.

For multi-account overviews, the account switcher panel shows a summary row for each connected account — net liquidation value, day P&L, and account type — so you can assess all accounts at a glance before drilling into any one of them.

Paper Trading

Paper trading accounts are treated identically to live accounts within LamaTrader. All features — advanced order types, options chain, AI assistant, Code Mode strategies, portfolio analytics — work in paper mode with real market data for pricing and simulated fills.

Use paper accounts to:

• Test new strategies without risking capital
• Practice advanced order types (bracket, OTO, OCO) before using them live
• Evaluate Code Mode strategies against real market conditions
• Onboard new traders or clients in a zero-risk environment

Assign a distinctive theme (e.g. blue) to all paper accounts to make the distinction from live accounts immediately clear.