Group Accounts

What is a group account?

A group account is a collection of pseudo accounts. A pseudo account is just a pointer to your real trading account. So a group account is, in effect, a collection of trading accounts.

Group accounts are available only to manual traders and portfolio managers who use the AutoTrader Web website. They are not available for automation API users.

Why use group accounts

• Portfolio managers can manage hundreds of trading accounts easily.
• You can group accounts by client profile (for example HIGH_PROFILE, LOW_PROFILE) or by category (for example EQUITY, DERIVATIVES, COMMODITY).
• You can copy a single order across different account groups. You can also set a different quantity per group (optional).
• You can square off an entire group in a single click.

How to create a group account

1. If you are a new user, first add your trading accounts.
2. Open your group accounts. Menu: Accounts -> Group Accounts.
3. Click the Create button to start a new group.
4. Give the group a name and a description.
5. The screen shows your available pseudo accounts. Click the (+) button to add an account to the group.
6. To remove an account, click the (-) button.
7. Click Save to save the group.

Screenshots

Create Group Account