This tool available if you have several accounts. You can create Account Groups to manage users in groups, to create reports for groups, and/or to trade.

Manage Account Groups  

The Account Groups panel displays account groups and allows creation of new account groups.

To open a new Account Groups panel, select Tools > Account Groups.

The Account Groups section includes a list of account groups and available accounts. You can group accounts into account groups for general purposes like get reports, group trading, etc. Memberships of the groups are displayed in the Account Groups section. To create a new Account Group, click the "+" button. To delete an Account Group, select the group and click the "-" button. To add a new account to an Account Group, first select a group and then select the account in the Available Accounts section, then click the left arrow button. To remove an account from a group, select the account in the Account Groups section and click the right arrow button.

Note that each user can be added to several account groups.

Account Group Settings

Double-click on Settings in the Account Group to access the Account Group Settings.

In General Settings you can edit the Allocation Type for a Account Group and rename it. The allocation type will affect trading as follows:

•  Fixed - trading with a fixed allocation will use the account rates specified in the Account Group as the trading weight for each account.
• Percentage - trading with percentage allocation is similar to fixed, but you will always need to check that the sum of the account rates is 100%.
• By Balance - this allocation type will ignore account rates and will use the Account balance as the trading weight.

The account ratio is the weight of the account when trading.

When you open a Group position, all accounts within the Account Group will follow the same strategy using their own rates.

Trading with an Account Group

You can trade for a whole Account Group. Just select the User Group to trade with in the Order Entry panel and treat it like a regular user, but note that the number of lots traded per account within the Account Group will be calculated as [Number-of-Lots-to-Trade]*[Account-Rate] and rounded to the nearest integer number of lots.

Note: the sum of the position amounts within a group position will always be the same as entered in the order. Allocations are just different ways of understanding weights.

For example, you can use Fixed allocation type if you want to add accounts to a group later and you need their weights to be linked with some initial deposit or some other constant value. Percentage is useful if you want to divide weights according to the percentage of the initial share. Balance is a dynamic weight calculated each time a group position is opened.

In the Positions panel a group position will looks like this:

You can treat this position just like a regular position as all its positions will follow it in the same way. Alternatively, you can manage the positions separately.