Trading Platform Walkthrough
Use this walkthrough after the customer has an eligible trading account.
1. Open AltTrade and select an account
Confirm the selected account, account type, balance, equity, and trade availability.
2. Review symbols and chart
Use the market watch and chart area to select an instrument, inspect price movement, and confirm live market data is available.
3. Place or prepare an order
Open the order panel, review instrument details, enter trade size, and confirm order controls are available for the selected account.
4. Monitor positions and pending orders
Use the positions summary to review open positions, pending orders, closed positions, P&L, stop loss, take profit, and account impact.
5. Understand risk and account state
Watch financial metrics, margin impact, and connection/data status. If trading is unavailable, check account eligibility, KYC status, permissions, or Admin configuration.
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