6. Trading: Trading Groups Trading Groups define leverage and trading parameter overrides for clients registered within the system. Trading Groups are the single source of truth for leverage. Symbols and Trading Pairs do not define or influence leverage in any margin, execution, or risk calculation. Finding the Page Left navigation → Trading → Trading groups Page Layout & Controls + Add — Opens the Add Trading Group form. Search Field — Allows users to search for trading groups by entering relevant keywords or identifiers. Total — Shows the number of trading groups displayed in the table. Locked Leverage Groups The system includes 5 predefined, locked Trading Groups : Leverage 1:10 Leverage 1:100 Leverage 1:200 Leverage 1:400 Leverage 1:500 These groups: Can be modified or deleted Can define category-level overrides Are available for assignment to any client On account creation: The system automatically assigns a trading group, which is marked as default. Creating a Trading Group Click  + Add General Section Name:  Full descriptive name Leverage: Defines the base leverage for the group Example: 1:10 1:100 1:400 Swap Long : Defines the swap value applied to long positions Swap Short : Defines the swap value applied to short positions Commission : Commission value applied to trades Active (toggle): If disabled, the group remains stored but cannot be used for new assignments. Click Save Group Configuration Overrides To add specific values for Symbols and Symbol groups for the trading group, select the group from the Trading groups table and choose one of the actions you need: add Symbol or Symbol group . You may define overrides for the following Symbol groups : Forex Crypto Commodities Stocks Indices Example : Group: Forex Swap Long: -3.5 Swap Short: 1.2 Leverage 1:200 Commission: 0.05 *Example values are provided for demonstration purposes only To define configurations for specific Symbols (trading pairs) like BTC/USDT, ETH/BTC, or NEO/USDT, set configurations for each field: Example: Symbol: BTC/USDT Swap Long: -0.16 Swap Short: 0.5 Leverage 1:200 Commission: 0.05 *Example values are provided for demonstration purposes only.  If no override exists, the group applies the default configurations. What Trading Groups Can Override Trading Groups may override: Commission Swap long Swap short Category-level leverage They do NOT override: Price feeds Tick size Contract size Trading hours Weekend rules Price deltas The following is no longer supported: Margin ratio defined on Symbols Leverage defined in Trading → Configurations Multiple group stacking for leverage resolution Leverage resolution is strictly:  Account → Trading Group → Category Override → Effective Leverage   Assigning Trading Group to an Account When a new client is created inside our system, it automatically assigns the trading group marked as default. This group serves as the initial trading configuration for all newly registered accounts and defines leverage, swaps, and commission settings. Values for specific Symbols or Symbol Groups are not defined by default. The assigned Trading Group can be changed manually later if the client requires different trading conditions. To change the Default group : 1. Choose the client in the  Clients module that requires changes 2. Click Edit on the right side of the table 3. Select Trading Groups in the table header 4. Click Replace and select the required option from the drop-down list 5. Click Save You can also add values for specific Symbols or Symbol Groups within this Default group . For example, if you need to add custom values for crypto trades, open the window with the current values for the Default group and click Add to configure settings. Then: In the window that opens, select the required category from the drop-down menu. Assign values for Swap Long, Swap Short, Leverage, and Commission. Save the changes. In this way, you can define all required specific settings. Hierarchy of Values When the client initiates a buy or sell trade, the system determines which value configuration to use as follows: First, it checks whether specific values are predefined at the Symbol level . If no Symbol-level values are defined, the system checks the Symbol Group level . If no specific values are configured at either the Symbol or Symbol Group level, the system applies the default settings from the assigned Trading Group . This creates the following hierarchy for applying value configurations: Symbol → Symbol Group → Trading Group Changing the Default group to the Priority group If your client requires specific configurations for Symbols or Symbol Groups , you can change their default Trading Group to the Priority Group. Follow these steps: Choose the client in the Clients module that requires changes Click Edit on the right side of the table Select Trading Groups in the table header Click + Prioritize Trading Group and select the required option from the drop-down list Click Save In the Priority Group Settings window, choose a specific Symbol Group or Symbol and set the required values In this case, the hierarchy for applying configurations will be as follows: Symbols in the Priority Group Symbol Groups in the Priority Group Symbols in the Default Group Symbol Groups in the Default Group Default configurations of the Trading Group The system must always have one active Trading Group assigned to each client before trading is allowed. Multiple group ordering logic is no longer used for leverage. Specifics of Changing Trading Group If the account has open positions, a modal appears: Recalculate margin for current open positions? Yes / No If "Yes" Selected All open positions are recalculated using new effective leverage Margin requirement updates immediately Liquidation levels adjust accordingly If "No" Selected Existing positions keep original leverage and margin New orders use the new Trading Group leverage Stored leverage on positions remains unchanged Position Leverage Storage At order execution: Effective leverage is calculated That leverage is stored on the Position It becomes immutable Stored leverage is used for: Margin maintenance Liquidation checks Risk monitoring PnL exposure logic If Trading Group changes later and "No recalculation" was selected: Existing positions continue using stored leverage. Leverage Architecture Core Principle Leverage is resolved exclusively through Trading Groups. Symbols and Trading Pairs never define leverage. Effective Leverage Resolution When an order is placed: System reads the account’s Trading Group System checks for an instrument category override If override exists → use override leverage If no override exists → use group default leverage Effective Leverage = Category Override (if exists) else Group Default Leverage The effective leverage is: Applied during margin validation Stored on the Position at execution Used later for liquidation and risk logic   Margin Calculation Margin is calculated using stored leverage on the position: Margin = Contract Size × Volume × Price / Stored Leverage For example: Contract Size = 100,000 Volume = 0.1 lot Price = 1.1000 Stored Leverage = 100 Calculation: Margin = 100,000 × 0.1 × 1.1000 / 100 Margin = 110 So, the required margin is 110. The system does not read leverage from: Symbol Trading pair configuration Historical group values Only stored leverage is authoritative.   Editing & Deleting Groups Edit Open the form → Modify values → Save. Changes affect: New orders immediately Existing positions only if recalculation was selected Delete Deleting a group: Removes it from availability Does not delete historical stored leverage on positions Locked default groups cannot be deleted. Interaction With Trading Configuration Trading → Configurations remains baseline for: Symbol setup Contract size Trading hours Swap defaults (if not overridden) Commission defaults (if not overridden) Leverage is never read from Trading pairs. Best Practices Use predefined leverage groups whenever possible. Avoid excessive category overrides unless required by risk policy. Review open positions before changing leverage for large accounts. Use clear and descriptive Names. Label is generated automatically. Document internal criteria for assigning leverage tiers.   Glossary Trading Group Container defining leverage and trading parameter overrides for clients. Default Leverage Base leverage defined at group level. Category Override Optional leverage rule for instrument family. Effective Leverage Leverage resolved at order execution. Stored Leverage Immutable leverage saved on a Position at creation time.