Skip to main content

1. Trading: Overview

The Trading section is the control center for configuring tradable instruments and running day-to-day trading operations. It provides the baseline market calendar, price/fee/margin parameters, operational price adjustments, order management, and client-level overrides—so risk, pricing, and execution behave consistently across the platform.

What it includes

  1. Configurations – Define instrument families and trading pairs: active state, spread (pips), swaps, commission, margin requirement, leverage (margin ratio), lot volume, price precision, timezone; manage weekends/holidays and bulk import/export.

  2. Price deltas – Schedule temporary price offsets (in pips) for a symbol/pair over a time window; the adjusted price is published and used for execution during the window.

  3. Orders – View, filter, create, edit, and close client orders; enforce trading calendar and margin checks; adjust price/quantity, stop-loss, take-profit, and (where allowed) swap overrides.

  4. Trading groups – Create client segments (e.g., VIP, Watchlist) with parameter overrides at family or symbol level (commission, swaps, margin ratio, etc.); assign and order groups per client with inheritance and fallback to base pair configuration.