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Trading ideas
Trading ideas
This tab displays a list of all available trading ideas.
The table contains the following columns:
| Name | Description |
|---|---|
| ID | Unique identifier of the trading idea in the platform. |
| External ID | External identifier of the trading idea sent in the connector from its source. |
| Instrument | The instrument or series of instruments to which a trading idea is applied. |
| Description target | Brief description of the trading idea. |
| Description background | Extended description of the trading idea. |
| Side | Trade side of the trading idea. |
| Open order type | Type of order opened at subscription to a trading idea. |
| S/L | Stop loss value specified in the trading idea. |
| Price | Instrument price at which the order will be placed. |
| T/P | The value of Take profit specified in the trading idea. |
| Confidence | Trading idea's condidence. |
| Create time | Date and time when the trading idea was created. |
| Expiration time | Date and time of expiry of the trading idea. |
| Publish time | Date and time of trading idea publication. |
In the table you can filter trading ideas by Status:
Active - active trading ideas.
Expired - expired trading ideas.
Draft - trading idea is displayed in this status if its publish time has not yet occurred or has not been set.
Deleted - deleted trading ideas.
Important! In order for trading ideas to be available to the client, the client profile in the account must be assigned a role that contains the View content permission.
Creating a trading idea
To create your own trading idea, click Create trade idea button. The sidepage that opens contains several blocks to be filled.
In the upper block you can specify the Instruments that will be included in the trading idea and the Publication time, when the idea will start to be displayed to the client:
The External ID field is automatically populated for ideas received by the system through a connection to a source.
Definition block
In the block, you must specify the parameters for placing a trade order, Confidence and Expiration time of the trade idea, after which it will be removed from publication:
Description block
In the block several localizations for a trading idea can be added:
Add locale button allows you to add a description of the trade idea for each of the available locales.
Locale selector is used to select the publication locale.
Target and Background fields are used to specify short and full descriptions for the selected locale.
Remove button allows to delete the description for the selected locale.
Alter filling in all available fields click Create button.
To edit an existing trading idea, click the Update button in the row with the desired trading idea in the table.
Please note! Only the trading ideas in the Draft status can be deleted or edited.
A sidepage will open where you can make the necessary changes, as well as Remove the trading idea from the system.
When you finish editing, the changes must be confirmed by clicking the Update button.
Followed ideas
The tab displays trade ideas to which at least one account is subscribed.
The table provides the following information describing the state of a trading idea on a particular account:
| Name | Description |
|---|---|
| ID | Unique record number for a specific account subscribed to a specific trade idea |
| Account | Account subscribed to the trading idea |
| Status | Execution status of the trade idea on the account (e.g. Order placed for placed order,Open for opened position) |
| Order ID | ID of the order placed as a result of subscription to the trade idea |
| Posıtıon ID | ID of the position formed on the account after execution of the order |
| Amount | Amount of the instrument specified in the order |
| External ID | External identifier of the trading idea sent in the connector |
| Instrument | The instrument or set of instruments to which a trading idea is applied |
| Status | Status of the trade idea to which the account is subscribed |
| Description target | Brief description of the trading idea |
| Description background | Extended description of the trading idea |
| Side | Trade side of the trading idea |
| Open order type | Type of order opened at subscription to a trading idea |
| Stop loss | Stop loss value specified in the trading idea |
| Price | Instrument price at which the order will be placed |
| Take profit | The value of Take profit specified in the trading idea |
| Confidence | Trading idea's condidence |
| Create time | Date and time when the trading idea was created |
| Expiration time | Date and time of expiry of the trading idea |
Filtering by multiple fields is available here:
Account - an account that is subscribed to at least one trade idea.
Status - statuses of orders related to a trade idea in the platform.
Instruments - filter by instruments for which a trading idea was created.