Creating Groups

Organize your accounts into groups for efficient batch trading.

What are Groups?

Groups allow you to organize multiple accounts together and execute trades across all of them simultaneously. This is useful for:

• Batch trading - Execute the same trade on multiple accounts
• Organization - Group accounts by purpose, client, or strategy
• Efficiency - Save time by managing accounts together

Creating a New Group

1. 1
   Navigate to Groups

   Go to the Groups page from the sidebar.

2. 2
   Click Create Group

   Click the Create Group button in the top right.

3. 3
   Enter group name

   Give your group a descriptive name (e.g., "Main Trading", "Scalping Accounts", "Client: John").

4. 4
   Select accounts

   Check the accounts you want to include in this group. You can select as many as you need.

5. 5
   Save the group

   Click Create to save the group.

Group Naming Tips

Good group names make management easier:

• By strategy - "Scalping", "Swing Trading", "DCA Bots"
• By client - "Client: John", "Client: Jane"
• By account type - "Main Accounts", "Test Accounts"
• By risk level - "High Risk", "Conservative"

Accounts in Multiple Groups

The same account can be in multiple groups:

• An account can belong to many different groups
• Trading on one group doesn't affect positions from another group
• Use this for flexible organization (e.g., "All Accounts" + "High Volume Only")

Viewing Your Groups

The Groups page displays:

• Group name
• Number of accounts in the group
• Account badges showing member names
• Creation date
• Actions: Edit, Delete

Next Steps

• Learn batch trading
• Managing groups
• Set up copy trading