Skip to main content

​
Overview

Deltalytix Teams enables prop firms, trading groups, and mentors to collaborate effectively. Team owners can track multiple traders’ performance, managers can analyze combined metrics, and team members can share insights while maintaining individual privacy controls.

​
Team Features

Combined Analytics

View aggregated performance metrics across all team members. Compare individual vs team averages.

Member Management

Invite traders, assign manager roles, and control access levels with granular permissions.

Individual Dashboards

Click any team member to view their full trading dashboard with all charts, statistics, and journal entries.

Role-Based Access

Three roles: Owner (full control), Admin (manage members), and Viewer (read-only access).

​
Team Roles

From teams/components/team-management.tsx:

​
Owner Role

Team creators have full control:
  • Add/remove traders and managers
  • Delete the team
  • Rename the team
  • View all analytics
  • Access all trader dashboards
  • Manage billing (for paid plans)

​
Admin Role

Managers can:
  • View combined team analytics
  • Access individual trader dashboards
  • Add/remove other managers (Viewer or Admin)
  • Invite new traders to the team
  • Cannot delete the team or change ownership

​
Viewer Role

Read-only access:
  • View combined team analytics
  • Access individual trader dashboards
  • Cannot invite members
  • Cannot manage other managers
  • Cannot modify team settings
Traders (team members) always have full control over their own data. Only owners, admins, and viewers can see team data.

​
Creating a Team

From teams/components/team-management.tsx (lines 193-216):
1

Navigate to Teams

Click Teams in the main navigation, then select Manage Teams.
2

Create New Team

Click the Create Team button or card (if you have no teams yet).
3

Name Your Team

Enter a descriptive team name (e.g., “ABC Trading Firm”, “Mentorship Group”, “Funded Traders Q1 2024”).
4

Save Team

Click Create Team. Your new team is created instantly and you become the owner.
5

Invite Members

After creation, you’ll see your new team card. Click Manage to start inviting traders.

​
Adding Traders to Your Team

From teams/components/team-management.tsx (lines 493-516):
1

Open Team Management

From the Teams page, click Manage on your team card.
2

Invite Trader

In the Traders section, enter the trader’s email address in the invitation field.
3

Send Invitation

Click Send Invite. The trader receives an email with an invitation link.
4

Trader Accepts

The trader clicks the link in their email and confirms they want to join your team.
5

Access Granted

Once accepted, the trader appears in your team members list. You can now view their dashboard and analytics.

​
Pending Invitations

From teams/components/team-management.tsx (lines 1038-1079): Track invitation status in the management dialog:
  • Pending - Invitation sent, awaiting trader acceptance
  • Accepted - Trader joined the team
  • Cancel - Revoke pending invitations before acceptance
Traders must have a Deltalytix account with the invited email address. If they don’t have an account, they’ll be prompted to create one after clicking the invitation link.

​
Managing Team Members

​
Viewing Trader Performance

1

Go to Team Dashboard

Navigate to Teams → Dashboard → Select your team
2

View Combined Analytics

The main team dashboard shows combined statistics:
  • Total trades across all members
  • Combined win rate
  • Total team P&L
  • Average performance metrics
  • Team equity curve
3

View Individual Trader

From the team dashboard, click on any trader’s name or equity chart.
4

Access Full Dashboard

You’ll see that trader’s complete dashboard with:
  • All their widgets and custom layout
  • Their trade table with comments (if shared)
  • Their analytics and charts
  • Their mindset journal (privacy-controlled)

​
Removing Team Members

From teams/components/team-management.tsx (lines 531-575):
1

Open Team Management

Click Manage on your team card.
2

Locate Trader

Find the trader in the Current Traders list.
3

Remove Trader

Click the remove icon (user minus) next to their name.
4

Confirm Removal

Confirm the action in the dialog. The trader is immediately removed from the team.
Removing a trader from your team removes your access to their data, but doesn’t delete their Deltalytix account or their trade history.

​
Adding Managers

From teams/components/team-management.tsx (lines 258-322):
1

Open Management Dialog

From the team card, click Manage.
2

Navigate to Managers Section

Scroll down to the Managers section in the dialog.
3

Enter Manager Email

Type the email address of the person you want to add as a manager.
4

Select Access Level

Choose between:
  • Viewer - Read-only access to team data
  • Admin - Can manage team members and other managers
5

Add Manager

Click the Add button. The manager gains immediate access (no invitation required if they have an account).

​
Updating Manager Permissions

From teams/components/team-management.tsx (lines 372-422):
  • Click the dropdown next to any manager’s name
  • Select new permission level (Viewer or Admin)
  • Changes take effect immediately

​
Removing Managers

From teams/components/team-management.tsx (lines 324-370):
  • Click the remove icon next to any manager’s name
  • Confirm the removal
  • Manager loses access immediately
Managers don’t need to be traders. You can add coaches, analysts, or partners who only need to view data without trading themselves.

​
Team Analytics Dashboard

The team dashboard (teams/dashboard/[slug]/page.tsx) provides:

​
Combined Metrics

Team Statistics Widget:
  • Total trades (all members)
  • Combined win rate (weighted average)
  • Total team P&L
  • Total commissions paid
  • Average trade duration
  • Team profit factor
Team Equity Curve:
  • Aggregated equity across all traders
  • Individual trader curves overlaid (optional)
  • Color-coded by trader
  • Hover to see individual contributions

​
Trader Grid View

From teams/components/user-equity/team-equity-grid-client.tsx: The trader grid shows each member:
  • Trader name/email
  • Individual equity curve thumbnail
  • Current balance
  • Daily/weekly/monthly P&L
  • Number of trades
  • Win rate
  • Status indicators (active, inactive)
Click any trader card to:
  • View their full dashboard
  • Access their trade table
  • See their detailed analytics
  • Read their trade journal (if shared)

​
Filtering Team Data

Apply filters to team analytics:
  • Date Range - View specific time periods
  • Traders - Select specific team members
  • Accounts - Filter by account numbers
  • Instruments - Symbol-specific team performance
Filters apply to both combined metrics and individual trader views.

​
Team Use Cases

​
Prop Firms

Challenge Programs:
  • Track all evaluation candidates
  • Monitor passing rates
  • Identify top performers
  • Ensure rule compliance
Funded Traders:
  • Monitor funded account performance
  • Track aggregate risk exposure
  • Identify struggling traders early
  • Analyze combined profitability

​
Trading Groups

Peer Learning:
  • Share trade ideas and setups
  • Compare individual performance to group average
  • Learn from top performers
  • Identify common mistakes
Mentorship:
  • Mentors view student progress
  • Students learn from mentor’s trades
  • Track improvement over time
  • Document teaching points in journals

​
Trade Copiers / Signal Providers

Performance Verification:
  • Transparent track record
  • Real-time results
  • Subscriber performance tracking
  • Compare copier vs source performance
Use team tags to categorize strategies. For example, tag trades with “Strategy A” and “Strategy B”, then filter to see which performs better across all team members.

​
Privacy & Data Sharing

​
What Team Owners/Managers Can See

Visible by Default:
  • Trade entry/exit prices, times, P&L
  • Position sizes and instruments
  • Account numbers (can be anonymized)
  • Win/loss statistics
  • Equity curves
  • Tags applied to trades
  • Images attached to trades
Privacy Controlled:
  • Trade comments (traders can hide)
  • Mindset journal entries (private by default)
  • Personal information
  • Email addresses (only shown to owners)

​
What Team Owners/Managers CANNOT See

  • Trader’s login credentials
  • Trader’s personal settings
  • Trader’s other teams (if they’re in multiple)
  • Trader’s subscription/billing info
  • Trader’s private notes (if marked private)
Traders maintain full control over their data. Leaving a team removes the team’s access to their data, but doesn’t delete anything.

​
Team Management Best Practices

Set expectations upfront. When inviting traders, clearly communicate what data will be shared and how it will be used.
Regular check-ins. Review team performance weekly. Use team meetings to discuss insights from the combined analytics.
Celebrate wins. Use the team dashboard to highlight top performers and successful strategies.
Support struggles. When you see a trader in drawdown, reach out proactively. Use their individual dashboard to understand what’s happening.
Large teams (>50 traders) may experience slower dashboard loading. Consider breaking into multiple teams or using date filters to improve performance.

​
Team Settings

From teams/components/team-management.tsx:

​
Renaming a Team

1

Open Management

Click Manage on your team card.
2

Edit Name

At the top of the management dialog, enter a new team name in the Rename Team field.
3

Save

Click Rename. The change takes effect immediately for all members.

​
Deleting a Team

1

Open Team Card

From the Teams page, locate the team you want to delete.
2

Click Delete

Click the Delete button on the team card (only visible to owners).
3

Confirm Deletion

Read the warning carefully. Enter the team name to confirm.
4

Delete

Click Delete Team. The team is permanently deleted.
Team deletion is permanent and cannot be undone. All member associations are removed, but individual trader data remains intact in their personal accounts.

​
Leaving a Team

As a trader or manager:
1

View Team Card

Navigate to the Teams page and find the team you want to leave.
2

Click Leave

Click the Leave button (not available for owners).
3

Confirm

Confirm you want to leave. Your data will no longer be accessible to the team.

​
Billing & Subscriptions

Team plans vary by subscription:
  • Free Plan - Create 1 team with up to 3 traders
  • Pro Plan - Create unlimited teams with up to 10 traders each
  • Enterprise Plan - Unlimited teams, unlimited traders, advanced analytics
See Pricing for current team plan limits.

​
Troubleshooting

​
Trader Can’t Accept Invitation

Possible causes:
  • Invitation email in spam folder
  • Email address doesn’t match Deltalytix account
  • Account not created yet
  • Invitation expired (after 7 days)
Solution: Resend invitation or have trader contact support.

​
Manager Can’t See Trader Data

Check:
  1. Manager has Viewer or Admin role (not just invited as trader)
  2. Trader has accepted team invitation
  3. Trader has imported trade data
  4. Correct team selected in navigation

​
Team Dashboard Loading Slowly

Optimization tips:
  • Use date range filters (e.g., last 30 days instead of all time)
  • Reduce number of widgets on team dashboard
  • Remove inactive traders from team
  • Upgrade to higher-tier plan for performance improvements

​
Next Steps

Dashboard Customization

Customize your team dashboard layout

Analytics

Deep dive into team performance metrics

Build docs developers (and LLMs) love

Get started for freeTalk to us