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6. Trading: Trading Groups

Trading groups let you define parameter overrides for segments of clients (e.g., VIP, Watchlist). A group can set global defaults for an instrument family and/or per-symbol overrides. Clients can belong to multiple groups; the order of groups on a client determines which overrides win.

Finding the page

Left navigation → Trading → Trading groups.

Page layout & controls

Total — number of groups in the table.
+ Add — opens the Add group form.
Table columns:

  1. Label — the short label displayed in lists and on the client page (e.g., VIP).
  2. Name — descriptive name (e.g., High-volume VIP).
  3. Actions — edit / delete.

Note: A Default group may exist in some installations; it is applied to clients automatically when no other group is assigned.

Creating a group

Click + Add to open the form.

General:

  1. Label (required) — short identifier shown in tables and chips.

  2. Name (required) — full, human-readable name.

  3. Active (toggle) — enables the group. Inactive groups stay saved but don’t apply.

Group-level overrides (instrument family)

Use this section to apply the same overrides to all symbols inside a selected family (e.g., all Crypto).
Fields (all optional; only those you fill are considered overrides):

  1. Group — instrument family selector (e.g., Crypto, Commodities, Forex, Stocks, Indices).

  2. Swap long — overnight fee for long positions (pips).

  3. Swap short — overnight fee for short positions (pips).

  4. Margin ratio — leverage used in margin calculation.

  5. Commission — per-order fee (pips).

You can add multiple family blocks with + Add Group (e.g., one for Crypto, one for Forex).

Symbol-level overrides (specific instruments)

Use this section to override parameters for individual symbols.
Fields (all optional):

  1. Group — select a symbol from the available list (context typically starts filtered by family).

  2. Swap long, Swap short (pips)

  3. Margin ratio

  4. Commission

Add more symbol entries with + Add Symbol.

Validation & save:

  1. Numeric fields must be valid numbers; pips values may be decimal.

  2. Leave a field blank to mean “no override” for that parameter.

  3. Save to persist the group; it appears in the table.

Editing & deleting groups

Edit: open the form, change any fields, Save.
Delete: removes the group; clients previously assigned will immediately stop inheriting its overrides.

All create, update, and delete actions are logged with user, time, and before/after values.

Assigning groups to a client

You manage membership per client from the Clients area.
Steps:

  1. Open Clients and select a client row.

  2. In the client profile, go to the Trading Groups tab.

  3. Click + Add and pick one or more groups from the dropdown.

  4. Ordering matters: drag and drop to reorder the client’s groups.

Resolution / inheritance:

  1. Apply all overrides defined in the first group in the client’s list.

  2. If a parameter (e.g., Commission) is not defined in the first group, look to the second group, and so on.

  3. For symbol-specific parameters, a symbol override beats family-level overrides within the same group.

  4. If no group chain defines a parameter, the system falls back to the base symbol configuration from Trading → Configurations.

Examples:
VIP: set Commission = 0, lower Margin requirement (if your build also exposes requirement at group level) or higher Margin ratio for greater leverage.
Watchlist: increase Commission and/or reduce Margin ratio to limit exposure.

How group overrides interact with Trading settings
  1. Configurations → Trading pairs remain the baseline. Group overrides replace only the fields you set; unfilled fields keep the pair’s baseline values.
  2. Orders use the effective parameters after all group inheritance is resolved:
    Margin checks use the active Margin ratio and any configured requirement policy.
    Fees and swaps use the effective Commission / Swap long / Swap short.
  3. Weekends/Holidays and Price deltas are unaffected by groups (they apply at instrument level).
Best practices

  1. Keep Label short and recognizable (e.g., VIP, Watchlist, Promo-Sep).

  2. Prefer symbol-level overrides only when an instrument needs special handling; otherwise set family-level rules to reduce maintenance.

  3. Minimize the number of groups per client; use ordering to make precedence explicit.

  4. Document business criteria for membership (e.g., “≥ $1M daily notional = VIP”) in your internal runbooks.

  5. Review inactive groups regularly and delete ones you no longer need.

Glossary

  1. Override — a value defined in a group that replaces the pair’s baseline parameter during resolution.

  2. Family (Group) — instrument category (Crypto, Commodities, Forex, Stocks, Indices).

  3. Pips — minimal price increment; used for Swap and Commission fields.

  4. Margin ratio — leverage factor used in margin = (lot * price) / margin_ratio.

  5. Baseline — the original value from Trading → Configurations used when no override is provided.



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