Commission profile

TradeSocio NewUX - Broker Admin manual

Commission profiles are broker trade charge settings. Each profile is a set of commission charges that will apply to the trades of investors.

The report consists of the functional toolbar and the table of contents:

  • +Add - create new commission profile

Commission profile charges can be set as USD/Lot or as percentage and specified as per symbol traded. All symbols are grouped by asset class.

Commissions are a round-trip charge, which means 50% of the charge is deducted on trade open, and 50% of the charge is deducted on trade close.

  • Export CSV - export the list of all created profiles in .csv format and save file on your computer

  • Connections - list of connections deployed for your platform

  • Search Keywords - search for relevant data in the report by using the keywords

By using the navigational buttons you can create a personalized view of report:

  • Add and remove the columns from the table of contents

  • Size to fit - resize columns to fit the current width of the widget

  • Auto-Size All - resize columns for the optimal view of the data displayed

You can perform following management actions from the table of content:

  • View Fund - view the list of the funds that use this profile

  • Activate/Deactivate - enable or disable the profile

  • Edit commission profile - edit the settings and values

  • Delete - erase and remove the profile from the report

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