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Configure Symbols & Spreads

Applies to: Administrators, Product Managers

This guide covers the management of trading symbols (e.g., EURUSD, BTCUSDT) for specific account types and projects, including bulk operations.

Configure Symbols for an Account Type

  1. Navigate to Product Settings > Account Types.
  2. Click Edit on the account type you want to configure.
  3. Go to the Symbol Configurations tab.
  4. You will see a list of all available symbols. For each symbol, you can:
    • Enable/Disable: Toggle whether this symbol can be traded on this account type.
    • Spread: Set a custom spread (in pips or points).
    • Leverage: Override the account's default leverage for this specific symbol.
  5. Make your changes and click Submit.

Symbol configurations

Bulk Operations

Bulk Enable/Disable or Update

  1. In the Symbol Configurations tab, use the checkboxes to select multiple symbols.
  2. Click the Bulk Action button (e.g., "Set Spread", "Disable").
  3. Enter the value or choose the action to apply to all selected symbols.
  4. Click Submit.

Upload Spreads via Excel

  1. Click the Upload Symbol Spread button.
  2. Download the provided sample sheet to understand the required format.
  3. Fill in the spreadsheet with the symbol names and new spread values.
  4. Upload the file. The system will update the spreads for the symbols listed in the file.