Table of Contents

Accounts / Trading Account

Add new trading account

There are two ways to add trading account.It can be added manually or in case of larger data set - imported from csv.

1. Create

2. Import

To start importing, press the Import button below. You will be prompted to select a file from your local file-system.

3. Export

To export data to csv file:

To export ALL data, do not select any filters.

Filters

Trading Account allowes user to filter by:

Domains - filter by domains.

Trading Platform Types - filter by trading platform types.

Trading Platform Group Ids - filter by trading platform group ids

Leverage - filter by leverage.

Is Converted - filter by converted (true/false).

Email - filter by email.

Login - filter by login.

Converted Date Range - filter by converted date range.

Credit - filter by credit.

Volume - filter by volume.

Pools - Office/Team that serves specific clients. Pools are defined by Name, Language and Trading Platform Groups that they manage.

Client Types - filter by client types.

Use Copy Trade - filter by use copy trade (true/false).

Use Swap - filter by use swap (true/false).

User Id - filter by user id.

Full Name - filter by full name.

Created Between - filter by created between.

Balance - filter by balance.

Equity - filter by equity.

Volume Trade Type - filter by volume trade type (open/closed).