Settings

Trading

In this subsection you can change the trading settings of the dashboard.

General

The Quick trade checkbox allows you to enable or disable quick trade.

The Execution warning checkbox allows you to enable or disable the display of warnings when prices exceed the Stop/Limit.

Position

The Position closing confirmation checkbox enables confirmation when closing the position.

SL/TP percentage variation - here you can set the limits of percentage variation in which SL/TP will be displayed when the market price approaches the order price.

Order

The Order confirmation checkbox enables the display of an order confirmation window for a trade.

Use retail mode for stop orders means that the execution price of the stop loss is tracked on the same side as the execution.

Pricing mode allows you to select the type of pricing from the provider.

Name	Description
Pricing mode BEST	Strictly recommended for retail clients who trade in small volumes – the best possible available Bid and Ask price on the market at the time, as this may be provided by the Broker's Liquidity Provider(s).
Pricing mode VWAP	Strictly recommended for professional clients only who trade in large volumes – weighted average order book price at the time, as this may be provided by the Broker's Liquidity Provider(s).
Pricing mode SWEEP	Strictly recommended for professional clients who trade in large volumes – the worst order book price at the time is set to guarantee the required volume, as this may be provided by the Broker's Liquidity Provider(s).

Order settings - allows you to configure the default order execution type.

Ticket

Ignore previous order type - allows you to ignore the previous saved values of Order Type, Time In Force for instruments, categories and assets.

Trading amounts

In Trading amounts you can customise the volume ruler as you see fit for your clients. You can customise it separately for each instrument category.

Press + to add a new volume to the ruler.

To add custom volume sets for derivatives, click ADD CUSTOM SET under the category.

Remember to save your changes at the end.

Please note! To apply the changes to existing clients and display the trading board with your customised volume rulers and TOD tools, you must first reset the Default dashboard (Reset settings in the user settings). Remember that if the client has already logged in at least once, the default dashboard will not be changed on his account. To apply the changes, the reset must be done for all existing clients.

Watchlist

In this sub-section you can customise the watchlist appearance.

The User can add/ remove widgets checkbox allows the client to add and remove widgets.

Grid view

The types of watchlist display can be configured here:

Title	Description
All	set up both display types
Grid	set up Grid display type
Table	set up the Table display type

Amount - allows to switch on or off display of the volume ruler at the clients side.

Show position and PL in ticker - enables or disables the display of positions and PL in ticker.

Instrument filter

Here you can configure which indicators will be available to the client in the filter by instrument. The following values can be configured for visibility:

• Category
• Exchange
• Asset type
• Country

View settings

Here you can set additional watchlist settings.

Amount – enables or disables display of the volume bar for the client. Show position and P/L in ticker – enables or disables display of positions and P/L in the ticker. Show day range - enabling the setting displays the daily price ranges of the instrument to the client. Hide interest rates icon - when the checkbox is enabled, the interest rate icon in the watchlist is hidden.

The PL view settings field allows you to select the type of PL display in the client terminal:

• Total PL
• Open trade PL
• Unrealized PL

Instruments

This block configures the display of clients' watchlists, displayed to them by default:

Add watchlist allows you to configure watchlists to be displayed by default.

By clicking on the three dots on the watchlist tab, you can Rename, Duplicate and Delete watchlist. Also you can enable its display in the mobile application by checking the Show on mobile checkbox.

In each of the watchlists you can customise the display of instruments by selecting the required ones in the Add instrument filter.

General information is available here for each of the added instruments.

The Show on mobile checkbox is necessary for the created set of watchlists to be applied in the mobile application as well.

History

Transactions

In this subsection you can specify in what form the client will be able to see the transactions.

Options are available for displaying with grouping, without grouping, and an option that includes both types of display.

The Client can view the details of the group option enabled allows the client to see the details of the group.

Appearance

The Hide Value date, Tenor, Fix symbol fields for client option is needed to hide such entities as Value date, Tenor of instrument, FIX symbol from the client.

Please note! The setting also hides the Account and Accounting type columns from trades in the client terminal and Detailed P/L in position details. The setting also replaces the Detailed P/L column with Closed trade P/L in the Closed positions tab.

Onboarding hidden turns off the onboarding widget for all clients.

Trade comment hidden turns off the display of a trade comment in the client terminal.

Header menu tabs

In this block you can configure the display of sections of the client terminal available in the burger menu.

Margin

The block configures fields related to margin indicators, as well as fields that relate to the Total assets block of the margin widget.

Use MT5 margin style setting – enables displaying margin in the MT5 system style.

In the Margin fields and Margin total assets fields blocks, the display of the fields of the Total assets block of the client terminal Margin widget is configured:

Balance

The block configures the client terminal fields that display account balance indicators.

Trades

Here you can set the value to be displayed in the Closed P/L column of the Trades widget:

• Closed P/L - P/L of a closed trade
• Converted P/L - P/L of the closed trade in the conversion currency

Please note! The column name itself will not change.