Documentation
The essentials for using the workspace.
Roles
Viewer (read), trader (scans, paper orders, alerts), risk officer (limits, kill switches), admin (flags, secrets), super admin (users and roles). Risk officer, admin and super admin accounts must use TOTP MFA.
Basic and Advanced
Basic hides diagnostic columns; Advanced shows every field. The choice and the density preset are saved to your account.
Alerts on Android
Install the site as an app from Chrome, then enable Web Push on the Alerts tab.
Emergency Stop
Risk officers and admins can engage the global kill switch from the header. New orders are refused until it is released; existing paper orders can still be canceled.
Workspace tabs
Command CenterStrategiesRapid DeskOptions DeskScannerFusion LabBacktest LabAutoTradePortfolio & RiskAlertsBroker HubResearchAdminA tab switched off by an administrator shows a Not enabled panel with the reason.