Versions Compared

Old Version 130

changes.mady.by.user IT Support

Saved on

compared with

New Version Current

changes.mady.by.user IT Support

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Return to Overview

...

Add PAPER TRADE MAPPER 纸货上传格式 in ADMIN USER MANAGEMENT TABLE
  • after FREE TRIAL TIME

  • dropdown list

  • check validation for add tag

  • able to add multiple items


  1. when login, FE will get user info, paper_trade_mapper (list) is in the user info return

  2. cache the value of paper_trade_mapper

  3. when user go to new paper trade page, FE will add paper_trade_mapper into the standard broker list.

/smartfin/api/v1/trade/import POST

broker_name = value of select broker from paper_trader_mapper.


Test:

  1. use mafcloud account to add customized paper trade mapper. (currently test10 has FORCHIFORXXX)

  2. go to add new paper (test10), to check if FORCHI FORXXX is in the broker list

  3. upload the sample attached file in this ticket.

  4. to check if upload successfully.


paper trade mapper is only editable under mafcloud account (user_id = 1)

...

Before you save, you can check out the grouping function in the table which acts like a pivot table (click here to learn more) and can be categorised and organised by groups according to your needs. You can click here to learn how to customise the table by arranging and filtering the columns based on your preference. 


For more information about the terms used when creating a paper trade, please refer to List of Definitions: Trades.

...

You may easily change the portfolio allocation of (allocated) trades here as well, with the same procedures. To remove the allocated trade(s) from the portfolio, tick the checkbox(es) of the trade(s) you wish to unallocate, and select 'Remove Portfolio' from the drop-down list ('Select Portfolio') below the table. Click 'Save Portfolio' below to save the changes.


...

  • Note: If you trade any Chinese futures instruments via CTP (click here to learn how to link your CTP account), you can update your CTP trades in the Managing Paper Trades page. Simply click on 'CTP', select the account, and click 'Update CTP Trades'. Once updated, your (new) CTP trades will be displayed in the table, along with other trades you may have captured earlier and/or from elsewhere. (Please refer to CTP Accounts for more information).


...

Functionality

Please refer to Table Settings for table functionalities.

...