Preferences

Overview

In the Preferences section, you can configure some of the application parameters.

List of preferences

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Use Reset preferences to default button to reset all preferences to their default values. Contact your admin in case this button is disabled.

Show exchange codes - use this toggle to display exchange codes in the block settings menu.
Show advanced/basic/classic view - use toggle to switch between different view modes - Desktop Only.
One-click trading - use this toggle to enable one-click trading.
One-click for RFQ - use this toggle to enable one-click trading for RFQ orders that can be placed in Classic view.
Night mode - use this toggle to enable a night mode.
Enable Book Adjustment - use this toggle to enable order book adjustment. In case enabled, external commissions are added to order book prices. Adjusted note is added to the order book title.
Enable Execution Explanation - use this toggle to enable orders execution explanation. In case enabled, the Events report displays price calculation formulas.
Show Total Account Value - enable to display the total account value in the Deposit pane.
Total Account Value Currency- select the currency for the total account value - Desktop Only. Note, that displayed Total Account Currency Value is converted from all active accounts currencies to the selected currency (E.g. from BTC and LTC to USD). In case there is no conversion rate available, the system shows a warning message Instead of a Total Account Currency Value. Contact your admin for more information.
Show confirmation by clicking on the order book- select to enable order confirmation form pop-up upon the click on any order book record.
Push Notifications - use to enable/disable CWUI push notifications.
Enable two-factor authentication for withdrawals - activate to enable a multi-factor authentication for withdrawal transactions (used with ORY Hydra authentication service provider).
Use Hotkeys - toggle on/of to enable/disable hotkeys.
Enable Sound Notifications - in case this option is available, you can turn on/off sound notifications for filled orders.
Closed Orders Columns - in case this option is available, you can select which columns you want to display in Closed Orders report.
Open Orders Columns - in case this option is available, you can select which columns you want to display in Orders report.
Order Events Columns - in case this option is available, you can select which columns you want to display in Events report.
Default prime broker account - if there is more than one primary broker account configured for your user, you can set the default one to be used as a Counterparty account for RFQ orders.
Reset preferences to default - if present, use this to reset your user preferences to their default values.

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Note, that all the above-mentioned options can be enabled/disabled by the system admins. Contact your admin for more information.

Export/Import Page Layout

Use Export/Import to export or import a custom trade room layout for your user (widget positions, view states, full screen etc.).

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Contact your admin in case this feature is disabled.

Hotkeys

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Contact your admin in case hotkeys are disabled.

Click Hotkeys ? help to display the available hotkeys.

Default Hotkeys:

ctrl+alt+t - toggle theme.
ctrl+alt+v - change the main view mode.
ctrl+alt+c + ctrl+alt+o - cancel all orders. You can also use the Orders side panel to do that.
ctrl+alt+c + ctrl+alt+l - liquidate all positions. You can also use the Positions side panel to do that.

One-Click Trading

One-click trading allows placing trade orders in one click and without confirming the order details.

In case it is enabled, the order destination and time-in-force acquire their default values. Contact your admin for details.
In case it is disabled, the trader has to check and confirm the order details prior to placing the order.

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In case you have RFQ enabled, you can use toggle to activate One Click Trading for these order types as well. This toggle is disabled if RQF is disabled for your trader.

Total Account Value

Total Value displays the total remaining value on all the accounts converted to the selected currency. If there is no conversion rate available for at least one of the accounts currencies, the system shows a warning message instead of the Total Account Value. You can select the Total Account Currency in the User Profile Preferences or in the Positions side panel.

Enable Show Total Account Value in Preferences.
Selected one of the currencies in the drop down list.
The Total Account Values is displayed in the right corner of the Deposit pane.

In case there is no conversion rate available:

The Total Account Value Calculation Example

In this example we will show how the total account values can be calculated. Consider the following trading instruments and market prices:

Trading Instrument	Bid Price	Ask Price
BTC/USD	9560	9540
LTC/BTC	0.0046525	0.0046520

The trader has accounts with the following total balances:

Account	Balance
BTC	2
USD	1000
LTC	10

Conversion Instrument Selection Rule

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Refer to Currency Trading Settings to learn how you can use Limit Currency for conversions.

Account currency = Base currency in the currency pair and Total Conversion Currency = Term currency in the currency pair.E.g.: LTCBTC to convert LTC account to BTC.

OR
Account currency = Term currency in the currency pair and Total Conversion Currency = Base currency in the currency pair.E.g.: BTCUSD to convert USD account to BTC.

Conversion Rule

Account currency = Base currency in the currency pair. It is a sell side and we take a bid price for conversion.
Account currency = Term currency in the currency pair. It is a buy side and we take a 1/ask price for conversion.
In case non of the above is applicable, conversion is not possible with the selected instrument.

Example

Account BTC: Total Account Value = 2 BTC. No conversion is required.
Account USD: USD is a term currency in BTCUSD currency pair. In this case, to convert the total account value to BTC, we take 1/ask price = 1/9540. Total Account Value = 1000 * 1/9540 ~ 0.104822 BTC
Account LTC: LTC is a base currency in LTCBTC currency pair. In this case, to convert the total account value to BTC, we take bid price = 0.0046525. Total Account Value = 10 * 0.0046525 ~ 0.046525 BTC

Total Value in BTC of all three accounts = 2 + 0.104822 + 0.046525 = 2.151347 BTC

Two-Factor Authentication

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This functionality can be enabled/disabled by the system admin. Contact your admin for more information in case disabled or does not operate as expected.

The following rules apply to changing multi-factor authentication preferences:

Mandatory Rules: Enabled by default and cannot be disabled.
Optional Rules: Can only be modified if MFA is enabled. If MFA is disabled, rules remain in their current state but cannot be changed.
Globally Enabled Rules (e.g., Change Password): Always enabled and cannot be modified, regardless of MFA status.

Authenticator application (TOTP)

An authenticator application, such as Google authenticator, Authy, or Microsoft Authenticator is required to set a two-factor authentication for the user account.

The following procedure uses Google authenticator as an example:

Click Activate to open a Two Factor Authentication window.
Scan the QR code with your Google Authenticator application.
Enter the verification code generated for your account by the Google Authenticator.
Click Confirm to save and submit.

CAUTION

Be aware that a verification code is required to disable a two-factor authentication. User is prompted to enter a verification code with each sign-in.

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Be aware, that the verification code is required to create API Keys.

Change Password

Important

Be aware, that contact email address must be submitted to the system to reset/change password.

To change your password:

In Change Password, click Change.
In Old Password, enter your old password.
In New Password, enter your new password.
In Repeat Password, repeat your new password.
Click Confirm.