如果您有：
1. 多个经纪商和账户，您可以选择在 设置>公司>公司数据>金融衍生品期货公司 页面绑定公司名称、期货公司和账户，或
2. 对于拥有多个公司（子公司）的账户(设置在”公司》公司资料“），您可以为各个公司（公司名称）与各个“金融衍生品”和”总分类账“页面的“期货公司”和”账户“进行绑定，从而为各个公司单独计算头寸和盈亏等。
您可以点击“设置>公司>公司数据”，然后点击”金融衍生品期货公司”在表格里设置。请点击“添加行”添加公司名称、期货公司和账户绑定，系统将自动根据您的设置为各个公司执行相应的计算。
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设置后，当您在上传期货交易或在总分类账选择经纪商，账户和公司名称会自动填充，反之亦然。但请注意，如果设置这个功能后，可以选择的经纪商和账户就会限制于这个表格里的数据。所以每当有新的经纪商和账户，您必须更新这个表格，不能直接在上传期货交易或在总分类账里添加新的经纪商和账户。
您也可以选择不设置这个功能，就能像现在这样随意在上传期货交易或在总分类账里添加新的经纪商和账户。
请注意：您必须确保创建”金融衍生品交易”和”总分类账“页面中的期货公司，账户和公司名称输入必须与金融衍生品期货公司表格中的设置完全相同，否则您将无法成功保存。
这个表格的录入是方便您在选择公司名称、期货公司或账户时，系统会自动根据您的设置自动填充（请参阅以下）。您也可以选择不用在这个表格里设置，就能直接在“金融衍生品”和”总分类账“页面手动录入公司名称、期货公司和账户。
设置好了之后，一旦您在“金融衍生品”和”总分类账“页面选择了期货公司，在”金融衍生品期货公司”表中设置的相应账户将自动显示，反之亦然。如果有多个期货公司/账户链接，您需要从下拉列表中选择。
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如果期货公司和账户与金融衍生品期货公司表中的期货公司和账户数据不匹配，将出现红色验证（单元格），您必须选择对的数据才能保存。
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If you have:
1 Parent Company with multiple brokers and accounts, or
Multiple companies (parent with subsidiary companies - set up in Company>Company Profile) with multiple brokers and accounts
you may set up the Paper Brokers function to bind/link Company Name together with its Brokers and Accounts, so whenever you select Company Name, Brokers and Accounts in Creating New Paper Trade(s) and General Ledger , the corresponding linked fields (Company Name, Brokers and Accounts) will be auto-filled or auto-filtered for selection. Data such as P/L and positions of paper trades will thus be calculated based on different Company Name, Brokers and Accounts separately according to your preference.
1. To access the function, please click on Settings>Company>Company Data>Paper Brokers from the navigation sidebar on the left. In the page, click on Add Row and fill in the Company Name, Brokers and Accounts in each row to be bind together. The system will thus automatically perform corresponding calculations for each company based on your settings.
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2. Once set up, when you upload/input trades in Creating New Paper Trade(s) or General Ledger and select Broker or Account or Company Name, the corresponding fields will be auto-filled/auto-filtered for selection according to your settings.
Please note that once this function has been set up, the brokers and accounts that can be selected in Creating New Paper Trade(s) or General Ledger will be limited to the data in this Paper Brokers table. So whenever there are new brokers and accounts to be added, you may need to update the table accordingly as you cannot add new brokers or accounts directly in the Creating New Paper Trade(s) and General Ledger tables. Please also ensure that the Broker or Account or Company Name you select/input in Creating New Paper Trade(s) and General Ledger are exactly the same as in the Paper Brokers table, otherwise, you will not be able to save the details successfully.
However, you may also choose not to set up this function, so you may add new brokers or accounts directly in the Creating New Paper Trade(s) or General Ledger table any time as per normal.
For instance, once you have input/uploaded your paper trades in Creating New Paper Trade(s), after selecting the Broker or Account, the corresponding Account or Broker will be auto-filled. If there are multiple entries under the same Broker or Account, you may need to select from the drop-down list.
For instance, once you have input/uploaded your paper trades in General Ledger , after selecting the Broker or Account or Company Name, the corresponding Account or Broker or Company Name will be auto-filled. If there are multiple entries under the same Broker or Account or Company Name, you may need to select from the drop-down list.
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If the Broker or Account or Company Name do not match those as set up in the Paper Brokers table, a red validation cell will appear, which requires you to input the correct data before saving successfully.
