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View Trading Activities

Applies to: Administrators, Compliance Officers, Risk Managers

The Trading Activities section provides a comprehensive view of all trading operations across customer accounts, offering detailed insights and filtering capabilities.

Trading Activities

Accessing Trading Activities​

  1. Navigate to Customers > Trading Activities
  2. You will see a complete table of all trading events with advanced filtering options

Understanding the Data Table​

The table includes detailed columns such as:

  • Account ID: The trading account number
  • Customer Name: Name of the account owner
  • Account Type: The trading account type
  • Symbol: Symbol related to the activity
  • Activity Type: Trading activity type happened

Advanced Filtering Capabilities​

Use the powerful filters to analyze specific data:

Time-Based Filtering​

  • Date Range: Select custom date ranges
  • Time Period: Pre-set periods (Today, Yesterday, Last 7 Days, Last 30 Days, This Month, Last Month)

Trade-Based Filtering​

  • Symbol: Filter by specific trading instruments
  • Action Type: Filter by open/close/modify operations

Account-Based Filtering​

  • Account Type: Filter by Live/Demo accounts
  • Currency: Filter by account currency

Real-time Monitoring Features​

  • Live Updates: Table updates in real-time as trades occur
  • Auto-refresh: Auto refresh the table

Using Data for Analysis​

Risk Management​

  • Identify unusually large positions
  • Monitor high-frequency trading patterns
  • Detect potential manipulative trading

Viewing Individual Customer Activity​

To see trading activity for a specific customer:

  1. Go to Customers > List of all customers
  2. Select the specific customer
  3. Navigate to the Trading Activity tab in their profile
  4. View their personal trading history with the same filtering capabilities