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
- UserId / UserName
- Trading Platform Type
- Currency
- Registration Type
- Leverage
- Trading Platform Group Id
- Regulator Type
- Enable
- Allow to change password?
- Enable Read Only
- Use Swap
- Is Corporate Account?
2. Import
- Import requires specific coloumn-data.
- Download the sample file using the button below.
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:
- Select filters
- Click on export button
To export ALL data, do not select any filters.
Filters
Trading Account allowes user to filter by:
- Domains
- Trading Platform Types
- Trading Platform Group Ids
- Leverage
- Is Converted
- Email
- Login
- Converted Date Range
- Credit
- Volume
- Pools
- Client Types
- Use Copy Trade
- Use Swap
- User Id
- Full Name
- Created Between
- Balance
- Equity
- Volume Trade Type
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).
