A Portfolio Account is the boundary for holdings, cash, valuation, Risk Controls, and Strategy Deployments. Add one by connecting a broker, importing holdings, recording a Manual Account, or creating a simulated Paper Account.
On this page
Choose an account source
| Source | Best for | How it stays current |
|---|---|---|
| Broker account | Viewing broker-held positions and using supported trading permissions. | Mavori reads the connected account when it synchronizes with the broker. |
| Imported account | Starting from a brokerage screenshot, statement image, photo, or pasted position list. | You confirm the extracted holdings, then maintain them as a Manual Account. |
| Manual Account | Tracking positions or transactions that are not connected. | You record holdings, cash activity, and trades. |
| Paper Account | Practicing proposals and Strategy Deployments with simulated money. | Mavori records simulated orders, fills, cash, and positions. |
Add the account
Open Portfolio
Choose the account-source action that matches the holdings you want to add.
Connect, import, or create
Complete the broker sign-in or credentials, confirm imported holdings, enter a Manual Account, or choose the starting cash for a Paper Account.
Review the account
Confirm its name, Live or Paper grouping, holdings, cash, valuation basis, and as-of information.
Set Risk Controls
Open the account's controls and activate the limits you want applied to trading activity.
Use accounts with the Agent
Select account context in the chat composer when you want the Agent to reason from positions, orders, or account performance. If a turn needs another account, Mavori asks you to choose which accounts may be read for that conversation. Read access and permission to place an order are separate decisions.
Manage account access
Manual and Paper Accounts expose their own cash and position controls on Portfolio. Broker connections are managed from Settings → Connections, where you can review connection state, trading access, halt orders, reauthorize, or disconnect. Removing a connection stops Mavori from using it; review the broker directly for any activity already there.