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Routing groups and Account Monitor

A routing group is a set of accounts. When you select a group in Account, every order goes to all the accounts in the group.

Create a group​

  1. In the CHART TRADING panel, click ⚙ next to Account (tooltip Configure Routing Groups). Routing Group Configurator opens.
  2. Click + New Group.
  3. In GROUP NAME, type the group name.
  4. In ACCOUNTS, select the accounts to include.
  5. For each account set the scale factor (×), for example 1.0 for the same quantity or 0.5 for half.
  6. Click Set Primary on the main account. The chart shows the position and lines of this account.
  7. Check that Enabled is selected.
  8. Click Save.
The Routing Group Configurator window.

To delete a group, select it and click Delete.

The same window also opens from the ⚙ next to Account in the DOM.

Trade on a group​

In the Account menu, groups appear with the 📡 icon, for example 📡 Prop (3 accounts).

With a group selected:

  • the position in the panel and the lines on the chart are those of the main account;
  • the other accounts with an open position appear next to the position. Their lines are thin and dotted, with the account name;
  • FLATTEN ALL and CANCEL ALL act on all the accounts in the group.

Account Monitor​

To follow all the accounts of a group, select the group and open the Account Monitor menu of the chart. Without a selected group, Select a routing group first. appears.

The window shows for each account:

ColumnContent
ACCOUNTThe account
SCALEThe scale factor
POSThe position
Avg PriceThe average price
P&LProfit or loss
WorkingWorking orders
The Account Monitor of a group.

The last row, TOTAL, adds up the accounts. On each row you find Flat (closes the account's position), Cancel (cancels its orders) and Reset (resets a phantom position). At the top, ⟳ Refresh updates the data and FLATTEN ALL closes the positions of the whole group, without confirmation.