6. Trading: Trading Groups
Trading Groups define leverage and trading parameter overrides for trading accounts.
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
Top Section
Total — Number of trading groups in the table.
+ Add — Opens the Add Trading Group form.
Table Columns
| Column | Description |
|---|---|
| Label | Short identifier (e.g., 1:100, VIP, Watchlist) |
| Name | Descriptive name |
| Default Leverage | Base leverage defined for the group |
| Active | Indicates whether the group is active |
| Actions | Edit / Delete |
Default 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:
-
Cannot be deleted
-
Cannot have their base leverage modified
-
Can define category-level overrides
-
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:
-
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
Creating a Trading Group
General Section
Label (required)
Example:
1:100
VIP
PROMO-Q4Name (required)
Full descriptive name.
Active (toggle)
If disabled, group remains stored but cannot be used for new assignments.
Default Leverage (required)
Defines the base leverage for the group.
Example:
100
200
500Represents 1:100, 1:200, 1:500 etc.
Category-Level Overrides
This section allows defining leverage overrides per instrument category.
You may define overrides for:
Forex
Crypto
Commodities
Stocks
Indices
Any configured instrument family
Example:
Category Leverage Forex 200 Crypto 50 Indices 100 If no override exists, the group default leverage applies.
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
What Is No Longer Allowed
The following is no longer supported:
Margin ratio defined on Symbols
Leverage defined in Trading → Configurations
Symbol-level leverage overrides
Multiple group stacking for leverage resolution
Leverage resolution is strictly:
Assigning Trading Group to an Account
You assign Trading Groups from the Clients module.
Steps:
Each trading account:
Must have exactly one primary Trading Group.
Cannot trade without one.
Multiple group ordering logic is no longer used for leverage.
Changing Trading Group on an Account
If the account has open positions, a modal appears:
Recalculate margin for current open positions?
Yes / NoIf "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.
Margin Calculation
Margin is calculated using stored leverage on the position:
Margin = Position Value / Stored LeverageThe system does not read leverage from:
Symbol
Trading pair configuration
Historical group values
Only stored leverage is authoritative.
Editing & Deleting Groups
EditEdit
Open the form → Modify values → Save.Changes affect:
New orders immediately
Existing positions only if recalculation was selected
DeleteDelete
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.
Keep group labels short and clear.
Document internal criteria for assigning leverage tiers.
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.