Account Risk and Margin Flow
Who is involved
Customer, Risk Manager, Admin, and the trading system.
Flow map
| Step | Product | Actor | What happens | Result |
|---|---|---|---|---|
| 1 | AltCRM Admin Panel | Admin | Configures account types, leverage, symbols, and margin settings. | Trading risk rules are defined. |
| 2 | AltTrade Trading Platform | Customer | Opens, modifies, or closes trades. | Orders and positions update in real time. |
| 3 | AltTrade Trading Platform | System | Calculates account balance, equity, P&L, and margin impact. | Customer sees account state. |
| 4 | AltCRM Admin Panel | Risk Manager | Reviews margin levels, positions, and account exposure. | Risk team can identify accounts needing action. |
| 5 | AltCRM Admin Panel | Admin | Updates trading permissions or account settings if needed. | Customer trading access reflects risk controls. |
Detailed docs
- Account type setup: Create an Account Type
- Margin settings: Configure Margin Settings
- Margin levels: Monitor Margin Levels
- Open positions: Manage Open Positions