2. Trading: Use Cases

Use Case #1: Launching a New Trading Pair
Ops adds a new instrument under Trading → Configurations. They pick the symbols group (e.g., Crypto), click + Add symbol, and set Active, Spread (pips), Commission (pips), Margin requirement (%), Margin ratio (leverage), Lot volume, Price precision, and Timezone. From that moment, margin checks, pricing, and calendar rules apply consistently to the pair, and it becomes available to Orders.

Use Case #2: Scheduling Market Closures (Weekends/Holidays)
Risk defines a recurring non-trading window under Weekends. They choose a base timestamp, set Repeat (week/month/year), and optional work hours. For instruments with their own Timezone, the closure is evaluated in that zone. During the window no ticks are published and no orders are accepted for the affected instruments.

Use Case #3: Running a Controlled Price Simulation
For a short demo or QA scenario, an admin opens Price deltas and clicks + Add. They select a symbol, set From/To, and enter a Pips offset (positive to push price up, negative to pull it down). While active, the venue shows and executes at the adjusted price. Chaining minute-long deltas produces stepwise ramps without touching fees or spreads.

Use Case #4: Risk-Adjusting a Live Order
A risk manager filters Orders to a client’s open market positions, opens Edit, and updates Stop loss and Take profit (and, if policy allows, Price/Quantity). On save, validations enforce precision/step and re-check margin using the pair’s effective parameters (including any Trading Group overrides). The audit log records before/after values and the user.

Use Case #5: VIP Segmentation with Trading Groups
A client starts trading high notional daily. Ops goes to Trading groups to create a VIP group with Commission=0 and a higher Margin ratio, then assigns it to the client on Clients → Trading Groups. If the client later also needs a Watchlist group, ops adds it and drags the groups to set precedence. Resolution applies settings from the first group; missing fields cascade to the next group, then to the base pair configuration.