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6. Trading: Trading Groups

Trading groups let youGroups define leverage and trading parameter overrides for segmentstrading accounts.

Trading Groups are the single source of clients (e.g., VIP, Watchlist). A group can set global defaultstruth for anleverage.
Symbols instrumentand familyTrading and/Pairs do not define or per-symbolinfluence overrides.leverage Clientsin canany belongmargin, toexecution, multipleor groups;risk the order of groups on a client determines which overrides win.calculation.

Finding the page

Page
Left navigation → Trading → Trading groups.

Page layoutLayout & controlsControls

Top Section

Total — numberNumber of trading groups in the table.
+ Add — opensOpens the Add groupTrading Group form.

Table columns:Columns

ColumnDescription
LabelShort identifier (e.g., 1:100, VIP, Watchlist)
NameDescriptive name
Default LeverageBase leverage defined for the group
ActiveIndicates whether the group is active
ActionsEdit / Delete

Default Locked Leverage Groups
The system includes 5 predefined, locked Trading Groups:

  1. Leverage 1:10

  2. Leverage 1:100

  3. Leverage 1:200

  4. Leverage 1:400

  5. Leverage 1:500

These groups:

  1. Cannot be deleted

  2. Cannot have their base leverage modified

  3. Can define category-level overrides

  4. Are available for assignment to any trading account

On account creation: The system automatically assigns Leverage 1:100

An account must always have one Trading Group to trade.

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:

  1. System reads the account’s Trading Group.

  2. System checks for an instrument category override.

  3. If override exists → use override leverage.

  4. 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

Creating a Trading Group

Click + Add.

General Section

Label (required)

Short identifier displayed in tables and client profile.

Example:

  1. Label
    —
    the
    short
    label displayed in lists and on the client page (e.g.,
    1:100
    VIP).
  2. Name — descriptive name (e.g., High-volume VIP).
  3. Actions — edit / delete.

PROMO-Q4

Name (required)

Note:Full Adescriptive Defaultname.

Active (toggle)

If disabled, group mayremains existstored inbut somecannot installations;be itused isfor appliednew to clients automatically when no other group is assigned.assignments.

Creating

Default aLeverage group

(required)

Click + Add to openDefines the form.base leverage for the group.

General:Example:

  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.

100
200
500
Group-level

Represents 1:100, 1:200, 1:500 etc.

Category-Level Overrides

This section allows defining leverage overrides (per instrument family)category.

UseYou thismay sectiondefine tooverrides applyfor:

Example:

CategoryLeverage
Forex200
Crypto50
Indices100

If no override exists, the samegroup default leverage applies.

What Trading Groups Can Override

Trading Groups may override:

They do NOT override:

What Is No Longer Allowed

The following is no longer supported:

 (all

Leverage optional;resolution onlyis those you fill are considered overrides):strictly:

  1. Account → Trading Group —→ instrumentCategory familyOverride selector→ (e.g.,Effective 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).

Leverage

Assigning Trading Group to an Account

You canassign addTrading multipleGroups familyfrom blocks withthe +Clients Addmodule.

Group

Steps:

(e.g.,

  1. Open a client.

  2. Navigate to Trading section.

  3. Select Trading Group.

  4. Save.

Each trading account:

Multiple group ordering logic is no longer used for Forex).leverage.

Symbol-level
overrides

Changing (specificTrading instruments)

Group on an Account

UseIf thisthe sectionaccount tohas overrideopen parameterspositions, a modal appears:

Recalculate margin for individualcurrent symbols.open positions?
FieldsYes (all/ optional):No

If "Yes" Selected

If "No" Selected

Position Leverage Storage

At order execution:

Stored leverage is used for:

If Trading Group changes later and "No recalculation" was selected:

Margin Calculation

Margin is calculated using stored leverage on the position:

  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. Position
  4. Value

    Commission

    /
    5. Stored
Leverage

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.



The system does not read leverage from:

Only stored leverage is authoritative.

Editing & Deleting Groups

Edit

Open the form → Modify values → Save.

Changes affect:

Delete

Deleting a group:

Locked default groups cannot be deleted.

Interaction With Trading Configuration

Trading → Configurations remains baseline for:

Leverage is never read from Trading pairs.

Best Practices

Glossary

Trading Group
Container defining leverage and trading parameter overrides for accounts.

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.

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