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

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:

Effective Leverage =
Category Override (if exists)
else Group Default Leverage

The effective leverage is:

1. Applied during margin validation

2. Stored on the Position at execution

3. Used later for liquidation and risk logic

Creating a Trading Group
Click + Add.

General Section

Label (auto-generated)
The system automatically generates a technical Label based on the Name.
Label is used internally for API integrations and system references.

On create:

1. Label is not shown in the form.
2. It is generated automatically from Name.
3. Uniqueness is guaranteed by the backend.

On edit:

1. Label is displayed as read-only.
2. Label cannot be modified.

Name (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
500

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

Category-Level Overrides
This section allows defining leverage overrides per instrument category.

You may define overrides for:

1. Forex

2. Crypto

3. Commodities

4. Stocks

5. Indices

6. Any configured instrument family

Example:

If no override exists, the group default leverage applies.

What Trading Groups Can Override

Trading Groups may override:

1. Commission

2. Swap long

3. Swap short

4. Category-level leverage

They do NOT override:

1. Price feeds

2. Tick size

3. Contract size

4. Trading hours

5. Weekend rules

6. Price deltas

What Is No Longer Allowed

The following is no longer supported:

1. Margin ratio defined on Symbols

2. Leverage defined in Trading → Configurations

3. Symbol-level leverage overrides

4. Multiple group stacking for leverage resolution

Leverage resolution is strictly: Account → Trading Group → Category Override → Effective Leverage

Assigning Trading Group to an Account

You assign Trading Groups from the Clients module.

Steps:

1. Open a client.

2. Navigate to Trading section.

3. Select Trading Group.

4. Save.

Each trading account:

1. Must have exactly one primary Trading Group.

2. 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 / No

If "Yes" Selected

1. All open positions are recalculated using new effective leverage.

2. Margin requirement updates immediately.

3. Liquidation levels adjust accordingly.

If "No" Selected

1. Existing positions keep original leverage and margin.

2. New orders use the new Trading Group leverage.

3. Stored leverage on positions remains unchanged.

Position Leverage Storage

At order execution:

1. Effective leverage is calculated.

2. That leverage is stored on the Position.

3. It becomes immutable.

Stored leverage is used for:

1. Margin maintenance

2. Liquidation checks

3. Risk monitoring

4. 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 Leverage

The system does not read leverage from:

1. Symbol

2. Trading pair configuration

3. Historical group values

Only stored leverage is authoritative.

Editing & Deleting Groups

Edit
Open the form → Modify values → Save.

Changes affect:

1. New orders immediately

2. Existing positions only if recalculation was selected

Delete
Deleting a group:

1. Removes it from availability

2. Does not delete historical stored leverage on positions

Locked default groups cannot be deleted.

Interaction With Trading Configuration
Trading → Configurations remains baseline for:

1. Symbol setup

2. Contract size

3. Trading hours

4. Swap defaults (if not overridden)

5. Commission defaults (if not overridden)

Leverage is never read from Trading pairs.

Best Practices

1. Use predefined leverage groups whenever possible.

2. Avoid excessive category overrides unless required by risk policy.

3. Review open positions before changing leverage for large accounts.

4. Keep group labels short and clear.

5. 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.