Exporting Data to CSV Files

The latest cBroker introduces a CSV export feature, providing brokers with a more powerful tool for managing large datasets. Compared to XLSX, CSV exports are faster and have no line limits, making them ideal for exporting large volumes of data from deals, orders and positions. You can now migrate your clients' trading activities more efficiently.

Searching across All Tree Levels

The search functionality in cBroker 9.3 has been significantly enhanced. Previously confined to a single level, the search feature now applies to all tree levels across applications in cBroker. For instance, you can now search for groups in the 'Transfer Settings' wizard in the Accounts application — a feature specifically requested by brokers. This upgrade allows brokers to locate important entities quickly and effortlessly.

Setting Stronger Passwords

In cBroker 9.3, stricter password requirements have been implemented to improve security for manager accounts. Passwords must now be a minimum of 8 characters long and include at least 3 of the following: uppercase letters, lowercase letters, numeric characters and non-alphanumeric characters. This change applies to new manager accounts, while existing accounts must comply with these criteria when changing their passwords.

Adjusting Multiple Account Balances

With the new 'Mass Accounts Balance Adjustments' feature, brokers can adjust the balances of multiple accounts in a single operation. After selecting this option from the 'Global Tools' menu, you can upload a CSV file containing account numbers and their respective adjustments. The new feature is especially helpful for correcting discrepancies from incorrectly closed trades, streamlining the process of making accurate bulk adjustments.

Exporting Tick Data for a Period

The 'Price Settings and Data' section in the Symbols application now includes a time field, enabling brokers to export tick data for a symbol within a time range on a given day. This addition enhances the precision of data exports, helping brokerage managers target specific timeframes for more effective reporting and analysis.

Restoring Archived Symbols in Bulk

Brokers can now restore multiple archived symbols at once using the 'Bulk Restore' functionality in the Archived Symbols tab of the Symbols application. This feature is especially helpful for brokers who archived symbols intending to restore them later, ensuring smoother workflows and immediate access to important assets.

Navigating Accounts and Positions Faster

In the new cBroker, performance has been enhanced across various user scenarios, notably in the Accounts and Positions applications. Smooth scrolling is maintained even after window resizing, and multiple UI rendering issues have been resolved, resulting in a more refined user experience.

Bugs

Some minor internal bugs have also been fixed in this release.

Duplicating Profiles in Symbol Sessions

The latest version enables cBroker users to create new session profiles, holiday profiles and holidays by duplicating existing ones in the Symbol Sessions application. Choose a donor profile you wish to copy, adjust its parameters as needed and input a unique profile name. The new feature is designed to streamline your workflow with symbol sessions and save time by eliminating the need to create profiles from scratch each time.

Transferring Symbol Settings within Groups

cBroker 9.2 delivers a quick way to copy the setting of a reference symbol to other symbols within the chosen group. The ‘Transfer Symbol Settings’ button has been added in the Groups application to execute this effortlessly for a large number of groups. After choosing a reference symbol, the transfer functionality allows you to copy the group profiles of this symbol to other specified symbols within each selected group.

Spotting Open Positions by Group

The main grid in the Open Positions tab of the Positions application has gained a new column, ‘Group’. With this enhancement in cBroker, you can now effectively categorise and analyse open positions based on their respective groups. The addition facilitates internal and external reporting for brokerage managers, allowing them to spot positions by entity more easily.

Bugs

Some minor internal bugs have also been fixed in this release.

Setting Negative Dividend Values

In response to the practice of charging negative dividends for indices adopted by certain liquidity providers, brokers can now accurately reflect these values within cBroker. The 9.1 version supports setting negative values for both long and short dividends in the Swaps and Dividends application. With this functionality on board, cBroker demonstrates commitment to empowering brokers with an adaptable trading environment across diverse liquidity provision networks. As a result, transparent and fair trading conditions will be established for end users.

Duplicating All Group Profiles

Now, cBroker users are enabled to create new group profiles by duplicating existing ones in the Group Profiles application. The new ‘Duplicate Profile’ functionality has been added to the Commission Profiles, Leverage Profiles, Volume Profiles, Execution Profiles, GSL Schedule Profiles, Protection Profiles, Swap Free Profiles and Notification Profiles tabs. The selected donor profile will be copied with its parameters, while you need to input a new profile name and may alter the source parameters if required.

Handling Events with Improved Performance

cBroker 9.1 handles a larger number of events related to positions with improved performance. We have optimised the consumption of memory and significantly reduced the execution time. These improvements ensure that cBroker can manage higher volumes of data and activities more effectively, providing users with a robust and responsive back office solution.

Bugs

Some minor internal bugs have also been fixed in this release.

Improving the ‘Home’ Application UI

The Home application has been reorganised to adopt a consistent approach across cBroker, structuring its elements into tabs that are familiar to users. This enables smoother navigation in the Home application, facilitated by a cleaner interface and a visual hierarchy of information. The Home tab provides details about the upcoming scheduled update and features expandable ‘What’s New’ notes for recent application versions. The Video Tutorials tab displays cBroker videos for users’ quick and easy access. Finally, the Add-Ons tab catalogues key features provided by Spotware upon request. Now, you will never miss important updates with the upgraded Home application which is the first thing you see after cBroker opens.

Reordering Sections and Applications in the Main Menu

The main menu of cBroker is now customisable. You can drag and drop application sections and change the order of applications within each section as you find convenient. Just note that the ‘Favourites’ section always remains at the top. The sequence of sections and applications is saved per manager per environment. When a new section or application is added to cBroker, you will find it at the end of the main menu or respective section. Setting your preferred order of sections and applications, you will navigate around cBroker most efficiently.

Adding Negative Balance Limit to Group Settings

When the ‘Negative Balance Protection’ flag is enabled in group settings in the Groups application, you can now add a negative balance limit in USD. If the negative balance of any account belonging to this group drops below the defined limit, the protection will not be triggered, and the server will not top up the account balance automatically. Otherwise, the negative balance protection is triggered, and the account balance is restored to zero. This is a handy functionality for brokers to avoid manual reviews and manage risks.

Bugs

Some minor internal bugs have also been fixed in this release.

Refactoring and UI Improvements in the ‘Dealing Settings’ and ‘Dealing Blotter’ Applications

The Dealing Settings and Dealing Blotter applications have been revised to provide a smoother and quicker action flow for your dealing desk. You can now open the Dealing Settings application (including timeout settings) in a detached window directly from the Dealing Blotter application, which is crucial for reacting quickly to changing market conditions. The process for creating max auto execution size profiles has been changed to resemble the same process for group profiles. The settings of max auto execution size profiles can also be transferred from one profile to another, simplifying the management of complex dealing desks.

Defining Shared Access Rules at the Group Level

Adding another tool for complying with various regulatory demands, version 8.9 allows for configuring the availability of shared access at the group level. You can enable shared access only for accounts that are subject to regulatory requirements that do not prevent account sharing and disable this feature for all other accounts. This change also entails that the shared access functionality, which has previously been only available in non-branded cTrader applications, can now be added to your branded cTrader apps. To request the implementation of shared access in your branded apps, please contact Spotware’s service assurance team.

Revising the UI of General Settings

The UI of the General Settings application (formerly known as the General application) has been revised to closely match the UI of the GUI Settings application. Now, all sub-sections are displayed as rows in the central grid. On selection, the settings related to the chosen sub-section are opened in the right-most column of the UI. This change makes managing general settings more convenient, particularly if you are used to the flow of the GUI Settings application.

Charging Custom Commissions on Force Open

When force opening positions, you can now charge custom commissions rather than having to charge commissions according to the settings specified in the related commissions profile established at the group symbol level. As a result, you gain more control over trading conditions in the event you need to reopen a particular position. Note that if no custom commission is set during force open, the commission specified in the commission profile will apply to this action.

Adding New Report Parameters to the ‘Journal’ Application

In the Journal application, you can now generate reports that only contain records about the actions performed by your managers. To do so, enable the ‘Only Manager Activity’ checkbox in the Account Activity tab and click on ‘Run Report’. Furthermore, the Journal application can now generate reports that contain data for more than one day. Note that you can only select a time period longer than one day if the ‘Only Manager Activity’ checkbox is enabled. You can use multi-day manager activity reports to optimise your risk management processes and fine-tune the delegation of access rights to various managers.

Adding Filtering by Asset Class to Orders, Deals, and Positions

All tabs in the Deals (History), Orders, and Positions applications now have an additional ‘Asset Class’ filter option. Asset classes allow for grouping symbols by custom criteria (such as separating US indices from EU indices). As a result, you should now be able to filter order, deal, and position data by whatever custom classes you have created. This quality-of-life feature is particularly useful if you have several asset classes that you need to closely monitor.

Transferring Price Filtering Settings

At the symbol level, price filtering settings make it possible to drop certain quotes if their negative spread exceeds a specific threshold. In the Symbols application, you can now transfer price filtering settings between two or more symbols. This makes it possible to quickly apply your preferred price filtering rules to a large number of symbols, which can be a useful tool for risk management.

Hiding FIX API Access for Sub-Accounts

To avoid unnecessary confusion in the cBroker UI, the FIX API Access section has been removed for all sub-accounts. As traders cannot log into their sub-accounts and use the FIX API with these accounts, there is no need to manage FIX API credentials for these entities. You should notice the removal of the FIX API Access section in the Accounts application as well in any other window that displays the details of an account entity.

Improving the cBroker Installation Process

The cBroker installer has been improved to simplify the setup process. The possibility of unexpected issues arising during installation has been reduced significantly. The cBroker installer has also been made more accessible for locales in which network providers have previously imposed restrictions preventing users from opening this file.

Bugs

Some minor internal bugs have also been fixed in this release.

Displaying the Next Update Date

The Home application now includes a new ‘Next Update’ section. In it, you should see the start and end times of the next update of cBroker and/or the cTrader backend. This information can be used to plan your operations around the times of brief service unavailability. As updates usually occur on the first Saturday following the release of US employment data, the section also includes a button leading to the official employment releases calendar. You can add this data to your calendar of choice so that you are fully prepared for future updates. In rare cases, updates may occur outside of the usual schedule. If this happens, the ‘Next Update’ section will still provide accurate and reliable information.

Transferring Settings in the ‘Accounts’ Application

The Accounts application has been made to offer the ‘Transfer Settings’ functionality. After selecting an account in the central grid, you should see the new ‘Transfer Settings’ button to the right of the account number in the entity details column. Click on it, and you will be prompted to transfer several essential account settings (e.g., the group to which the selected account is attributed) to one or more accounts.

Allowing for Withdrawing Funds From Sub-Accounts Regardless of Copying Status

Previously, it was only possible to withdraw funds from Copy sub-accounts if their copying status was set at ‘Stopped’. Starting from version 8.8, you will be able to withdraw money from sub-accounts even if these sub-accounts are actively investing in a strategy and their copying status is set to ‘Started’. This provides a valuable mechanism for managing Copy-related flows of funds.

Deals Statistics per Strategy

The Deals application now contains the History per Strategy tab. It provides several report parameters and UI filter options that you can use to attain fine-tuned reports about the deals generated by sub-accounts investing in various Copy strategies. The reports include detailed information about essential metrics including the total number of sub-accounts that have traded during the chosen report period, the total number of deals generated by these sub-accounts, and the total traded volume.

Allowing for Updating Symbols in Bulk

In the Symbols application, it is now possible to upload locally stored .CSV and .XLSX files containing symbol settings. On a successful upload, all matching symbols that exist on your server will be updated to match the settings from the chosen file. To access this functionality, open the new ‘Bulk Actions’ menu (located to the left of the ‘New Symbol’ menu) and select ‘Update’. If matching symbols are not found or if the new settings fully match the existing symbol settings, the corresponding data will not be displayed in the upload window.

Archiving Symbols in Bulk

In an earlier release, we added the ability to archive symbols, effectively hiding them from being displayed in the main grid in the Symbols application. However, it was only possible to perform this action for individual symbols. Starting from cBroker 8.8, you will be able to archive large numbers of symbols or even entire symbol categories. To access this functionality, open the ‘Bulk Actions’ menu in the Symbols application and select ‘Archive’.

Changing the Logic of Configuring Popular Markets

In the Symbols application, the ‘Display in Popular Markets’ flag has become the ‘Global Popular Markets’ flag. Its logic has also been changed: if this flag is enabled for a particular symbol, the symbol will be displayed in the ‘Popular Markets’ display in cTrader but only when the terminal is accessed from a country that is not included in any custom country sets in the ‘Popular Markets per Country’ section of the GUI Settings application. In the GUI Settings application itself, it is now impossible to configure the default watchlist for the ‘Popular Markets’ display.Email and in-app trade notifications are essential for accurate risk management. To simplify configuring notifications profiles (which determine when and how trade notifications are triggered), we have added the ‘Notification Profiles Settings’ button to the Trade Notifications application. Upon clicking on it, cBroker should open a new detached window displaying the Notifications Profile tab in the Group Profiles application.

Adding the Option to Delete Assets in Bulk

In some cases, you may want to easily delete multiple assets at once or delete entire asset types. To make this process as convenient as possible, the Assets application now includes the ‘Bulk Delete’ button. Upon clicking on it, cBroker will prompt you to select the assets/asset classes that you would like to remove from your server. If it is impossible to delete an asset (e.g., if it is used in any symbol(s) as a base/quote asset), it will be greyed on in the ‘Bulk Delete Assets’ window.

Skipping Empty Values When Performing Bulk Actions

When performing bulk actions that involve uploading locally stored files (e.g., the new ‘Bulk Update’ action for symbols), you should be able to leave fields that you do not want to update empty in the files that you choose to upload. All relevant upload windows now include the ‘Skip Empty Values’ flag. If it is enabled, and you upload a file with one or more empty fields, cBroker will not raise any conflicts and, instead, will retain the corresponding existing settings of the matching entities. As a result, the process of creating the files necessary for bulk actions and successfully uploading them is made much quicker.

Uploading .XLSX Files in All Major Uploading Features

In past versions of cBroker, several major uploading features (e.g., mass importing symbols) differed in their behaviours in that some of them allowed for uploading both .CSV and .XLSX files while others only accepted .CSV files. With this new release, all important uploading features have been changed to process both .CSV and .XLSX files. If you prefer working with .XLSX, there is no longer a need to keep separate .CSV files just for cBroker.

Increasing the Accuracy of Exposure per Symbol Reporting

When performing bulk actions that involve uploading locally stored files (e.g., the new ‘Bulk Update’ action for symbols), you should be able to leave fields that you do not want to update empty in the files that you choose to upload. All relevant upload windows now include the ‘Skip Empty Values’ flag. If it is enabled, and you upload a file with one or more empty fields, cBroker will not raise any conflicts and, instead, will retain the corresponding existing settings of the matching entities. As a result, the process of creating the files necessary for bulk actions and successfully uploading them is made much quicker.

STransferring Accounts Between DD and NDD Groups

Previously, it was impossible to transfer accounts from a DD group to an NDD one. In the new version of cBroker, this restriction has been lifted, allowing you to perform this transfer under certain conditions. To access this feature, go to the Accounts application, select an account that you would like to transfer and then click on the ‘Change Group’ button to the right of the ‘Group’ field in the entity details column. If the chosen account has no open positions or pending orders, you should be able to move it from a DD group to an NDD one.

Improved Navigation in the cBroker User Guide

Starting from version 8.8, the cBroker User Guide application includes several new options for convenient navigation. Using dedicated buttons, you can now go back/forward between previously and currently open pages or go back to the user guide home page. Alternatively, you can use standard browser shortcuts (such as ‘Alt + ←’) to access the same functionality. Last but not least, you can search the contents of the currently open page by pressing ‘Ctrl + F’.

New Counters in the Deals Application

Similarly to the History per Partner tab in the Deals application, the History per Account, History per Symbol and History per Channel now include entity counters in their footers. These counters summarise the number of rows in their respective grids. This UI improvement makes it easier to track the total number of accounts/symbols/channels/partners for which deals are generated.

New Column in the Symbols Grid

The central grid in the Symbols application now contains the ‘Subscribed for Quotes’ column (note that it is hidden by default). The column shows whether a given symbol can receive new quotes from your LP. You can use it to easily filter symbols that are currently subscribed/unsubscribed to/from quotes.

Bugs

Some minor internal bugs have also been fixed in this release.

Easy Management of Copy Strategies

The Strategies app (previously known as the Strategy Providers app) displays information about all Copy strategies whose providers are from your trading server as well as the strategies that have been followed by investors from your server. In this application, you can filter strategies using several newly-added options such as filtering out all blacklisted strategies. When a strategy is selected, you should see detailed statistics for all sub-accounts to which you have access including how much funds they have invested into the strategy and their current equity and P&L rates. As a result, you can make informed decisions about whether or not certain strategies should be blacklisted for various White Labels.

Removing Strict Requirements for the Order of Columns in Uploaded Files

Previously, you could only upload .CSV files into cBroker if the order of columns in these files conformed to narrowly-defined requirements. This restriction has been removed, meaning that you can now upload .CSV files in which columns are listed in any order, provided that these files still contain all the required columns. This improvement greatly simplifies the creation of all server entities for which there is a mass import option (or similar functionality). To save time, you can export entire grids containing already existing entities, modify them accordingly, convert them into .CSV and upload these files into cBroker.

Importing Groups for Deal Reporting

When generating reports in the Deals application, you can now import .CSV files containing the names of several groups. Upon clicking on ‘Run Report’, cBroker will provide deal data for all accounts that belong to the specified groups and fit other reporting criteria. This feature can save time if you repeatedly deal generate reports for certain groups which is usually the case if you have many White Labels on your server.

Allowing to Change the Total Margin Calculation Type After Account Creation

To extract additional value and manage risks, you can now change the total margin calculation strategies of different accounts after account creation. Note that this action cannot be performed if the account in question has open positions at the time when you want to perform the change. Furthermore, if the account that you would like to configure is a limited risk account and its limited risk margin calculation strategy is either ‘According to GSL’ or ‘According to GSL and Leverage’, you will also be unable to change the total margin calculation type.

Adding the Option to Configure the Maintenance Margin

Benefitting brokers who offer tradable futures contracts, cBroker now allows for configuring maintenance margin in the Symbols application. To perform this action, choose a symbol for which you offer the futures contract functionality, and type a suitable value into the new ‘Maintenance Margin’ field. Note that enabling maintenance margin will mean that used margin for positions involving futures contracts will always equal the position volume in lots multiplied by the specified maintenance margin.

New Loading Bars for All Transfer Settings, Bulk Update and Mass Import Actions

Whenever you transfer settings, bulk update certain server entities or create new entities using mass import, cBroker will display an informative circular progress indicator summarising the progress in completing the requested action. If any errors occur, the progress window will also display the exact number of settings and/or entities for which the requested action has not been completed due to exceptions. At the click of a button, you will be able to download these exceptions into a .CSV file, which should help with identifying the cause of errors.

Quickly Configuring Notifications Profiles

Email and in-app trade notifications are essential for accurate risk management. To simplify configuring notifications profiles (which determine when and how trade notifications are triggered), we have added the ‘Notification Profiles Settings’ button to the Trade Notifications application. Upon clicking on it, cBroker should open a new detached window displaying the Notifications Profile tab in the Group Profiles application.

New Column in the ‘History per Deal’ Tab

The central grid in the History per Deal tab in the Deals application now contains the ‘Base CCY to USD’ column (note that it is hidden by default). It shows the conversion rate between the base asset of the symbol for which the deal was made and USD. As you can easily export this data, it can be highly beneficial for planning or risk management.

Clarifications in the ‘Accounts’ Application

To make the cBroker UI more transparent, the Security section in the Accounts application has been renamed to FIX Access. In this section, you can check the FIX API password for authenticating the currently chosen account and configure the availability of authentication using a correct FIX API password. The UI also provides several informative tooltips summarising this information.

Bugs

Some minor internal bugs have also been fixed in this release.

Monitoring the Status of Connections to LPs

The Liquidity Feeds application is a renamed version of the Feed Symbol Settings application that includes several new features; chief among them is the ability to monitor the status of your connections to LPs in real time. The new Liquidity Feeds tab contains a list of all sessions you have opened to receive data from your LPs. The orange counter to the right of the Liquidity Feeds application in the application bar always shows the current number of non-established connections you have, allowing you to quickly react to any disruptions (the same information is shown in the Liquidity Feeds tab itself).

Adding the Option to Enable/Disable Investments in Strategies

The Strategy Providers app now includes the option to manage the ability to invest in strategies on a per-White Label basis. When managing individual strategies you can choose certain White Labels for which you would like to enable/disable investing. After blacklisting a strategy, all accounts registered under the selected White Labels will not be able to start investing in it; similarly, already existing investors who choose to stop investing will not be able to invest again. Note that blacklisting does not prevent existing active investors from copying a strategy. However, these investors will not be able to deposit funds to their sub-accounts.

Expanding Managers’ Access Rights

To help you mitigate risks that may arise from managers accessing sensitive information (e.g., symbol markups) that you do not want them to see or change, the ‘Access Rights’ section in the Managers application now includes the ‘Liquidity Feeds’ permission. This permission regulates whether a manager can access the Liquidity Feeds application and the Pricing Settings and Data section in the Symbols application.

New Tab in the Accounts Application

The Accounts application now contains the Not Linked to cTID tab which displays all account entities that have not yet been attributed to a cTID. The primary purpose of this tab is to highlight any cases where account-cTID linkage did not achieve its intended result. You can resolve these cases directly within cBroker.

Amended Markups Upload Logic

The logic of uploading markups in the Price Streams application has been made more clear and more transparent. If you attempt to upload an invalid file or if your file cannot be parsed, cBroker will now display an error message alerting you to the fact that your upload has been unsuccessful. cBroker now also correctly recognizes ‘true/false’ as valid values in the ‘Enabled’ column of any markup settings files you may be attempting to upload. Last but not least, the ‘Markup Type’ column in such files should now contain either ‘Points’ or ‘Percent’ in plain text.

Modified Upload Flow in the Swaps and Dividends Application

The ‘Upload Swaps’ and ‘Upload Dividends’ buttons in the Swaps and Dividends application have been merged into one ‘Upload’ button. On click, the button shows a choice between uploading swaps or dividends values. This frees space for other important elements of the UI, most notably the search bar and valuable tooltips. If the file you are attempting to upload cannot be parsed or contains invalid values, cBroker will notify you of this face with an error message.

Disabling Demo Deposits From Web Pages

The option to allow making deposits to demo accounts has been removed from the GUI Settings application. It is now only possible to make deposits to such accounts directly inside cTrader.

Improved Conflict Solving Solutions for Absent LP Feeds

The conflict resolution window for the Transfer Settings Between Servers feature has been reworked so that solving conflicts for absent LP feeds is more convenient. The ‘Symbols’ section now includes the ‘Absent Feeds’ sub-section where you can apply existing active pricing or trading feeds to one or more absent feeds. It is possible to apply active feeds individually or ‘in bulk’ to all absent feeds or absent feeds of a certain type. The ‘Feed Symbol Settings’ section now allows for creating entirely new feeds for any absent feed symbol settings.

New Report Logics and Statistics in the Deals Application

In the Deals application you can now only request deal data for no more than a year at a time. This change should reduce RAM and CPU consumption on your systems by encouraging report generation for smaller time intervals. In addition, it should be much easier to avoid accidentally requesting deal statistics for extended periods which could lead to long load times. The grids in the History per Deal and History per Accounts tab now include the ‘Strategy’ column which displays the name of the strategy that has caused a specific deal to originate.

Adding Holiday Profiles to the Symbols Grid

The grid in the Symbols tab of the Symbols application now includes the ‘Holiday Profile’ column that contains information about the holiday profile currently assigned to a symbol. This also means that holiday profiles are included in the exported symbols grid, allowing you to use this grid as a basis for subsequent cross-server settings transfers without having to add these profiles manually.

Additional Confirmation Windows in the Groups Application

As a safeguard against human error, the Groups application now displays new confirmation windows whenever you attempt to transfer settings at the group level or at the group symbol level. These windows contain all the data you need to make an informed decision on whether or not you should proceed with a transfer.

Bugs

Some minor internal bugs have also been fixed in this release.

Adding the Option to Deposit or Withdraw Credit

You can now manage the allocation of credit to your traders. This change is supported in several cBroker applications. Upon clicking on the ‘Deposit/Withdrawal’ button in the Balance Info section in the Accounts application, you can now select what you want to deposit or withdraw - funds, credit, or bonus. The Accounts application also includes the Credit section in the account details column allowing you to track just how much credit has been given to a particular trader.

New Structure of Educational Materials and Documentation

The ‘General’ section now includes the cBroker User Guide application. This application is the point of access for the cBroker user manual - the manual itself has been expanded and improved. In the documentation portal, you can easily navigate between pages using the ‘Copy and Go’ functionality.

Displaying Additional Information in the Accounts Application

The Accounts application now contains the Exposure per Symbol section in the account details column, enabling you to easily review exposure data at the per-account per-symbol level. The Balance Info and Deals sections have been changed to display information on Book A and Book B net realized P&L.

Separating Report Settings per White Label

The Report Settings tab in the Reports application now allows for defining report settings on a per-White Label basis. This means that managers can establish unique lists of recipients for every White Label they have access to. Furthermore, the account groups for which reports are generated and total currencies can also be unique per White Label.

Controlling Managers’ Access Rights to Report Settings

In the Managers application, the Reports permission now only regulates access to the Reports application. To offer more control over what managers can and cannot do, the permission to edit the general report settings is now given via the separate Reports: Edit flag.

Making Asset Deletion Possible

cBroker now allows for deleting existing assets directly in the Assets application. Note that this action is only possible to take if the asset you want to delete is not used in any symbols as a base or quote asset. This asset must also not be used as an account deposit currency or as a minimum commission currency in any commission profile.

Adding a New Asset Type

In the Assets application, you can now select ‘Other’ as a possible asset type. This new value extends the predefined list of asset types in cBroker, allowing you to create assets that do not fit into any of the standard types.

New Sub-Accounts Filter in the History per Deal Tab

The History per Deal tab in the Deals application now has the ‘Sub-Accounts’ UI filter option. Via this option, you can easily filter deals depending on whether they were originated by fully-fledged trading accounts or accounts created just for following a strategy.

Using Phone Trading With Non-Branded cTrader Applications

cBroker now allows for using the ‘Phone Trading’ mode even if you do not have a branded cTrader Desktop application. In this case, initiating the ‘Phone Trading’ mode will open non-branded cTrader Desktop. Note that this functionality is only available if you are using cTrader Desktop 4.7 (or higher).

New Confirmation Windows for the Force Trading Functionality

The bulk force trading functionality has been updated to include three new confirmation windows. They are displayed when there is a significant difference between spot and force close/open prices, preventing possible errors and minimizing risks associated with force trading.

Bugs

Some minor internal bugs have also been fixed in this release.

Changing the Pip Position and Lot Size of Existing Symbols

With the latest release, it is possible to change the pip position and lot size of already existing symbols which should simplify setting up new servers and managing any existing ones. This action is only possible when a symbol is not subscribed to quotes.

New Report Parameters in the Deals Application

In the ‘History per…’ tabs in the Deals application, you can now generate reports containing data about specific account groups. In addition, you can also generate reports showing data about certain accounts. This simplifies reporting by enabling you to quickly receive deal statistics for the exact traders that you would like to monitor.

New ‘Offsetting’ Filter in the ‘History per Deal’ Tab

The ‘Offsetting less than, sec’ UI filter option has been added to the ‘History per Deal’ tab in the Deals application. It allows for filtering deal entities based on their offsetting duration (the difference between the first opening deal and the final closing deal for a particular position). As a result, you can quickly detect deals that may have been originated by ‘scalper’ accounts.

Supporting Symbol Archivation

Managers with the ‘Symbols.Edit’ permission can now archive symbols in the Symbols application. After archiving, the symbol will be added to the new ‘Archived Symbols’ tab; it will not be shown when managing symbols or other server entities related to symbols such as feed symbol settings.

Setting Optional Parameters When Creating Symbols

When creating new symbols (either individually or via mass uploading), you can now specify the values of several optional parameters including futures contracts settings, default swap values, and custom markups. This quality-of-life feature reduces the amount of time needed to configure new symbols created individually, via mass import, or by using the Symbol Import Wizard.

Updating Feed Symbol Settings in Bulk

The newly added ‘Bulk Update’ feature allows for uploading a .CSV file containing custom settings for existing feed symbol settings. After a successful upload, any existing feed symbol settings that you have listed in the .CSV file will be updated with the settings from that file.

Transferring Settings Between Feed Symbol Settings

The Feed Symbol Settings application now includes the option to transfer settings between feed symbol settings. This feature is useful if you want to quickly enforce certain rules (e.g., deal expiration timeouts) across large numbers of feed symbol settings.

Changing the Logics of the ‘Popular Markets’ Display

It is now possible to change which symbols appear in the ‘Popular Markets’ display in cTrader if the ‘Default Watchlist’ in the GUI Settings application is empty. To do so, enable/disable the ‘Display in Popular Markets’ flag in the Symbols application.

Saving Custom Access Rights Templates for Managers

cBroker 8.4 adds the option to save custom access rights templates in the Managers application. To access this feature, select a manager and click on ‘Save Template’. After creating a new template, the template will appear as a selectable option in the ‘Manager Role’ menu in the ‘Access Rights’ section. Note that you can also overwrite any existing templates.

Redesigned Bulk Force Close Window

The ‘Bulk Force Close’ window accessible via the Symbols application has been redesigned. Positions can now be filtered by group or by White Label of the accounts that have opened them. Instead of closing all positions/canceling all pending orders, you can now select individual positions/orders to be closed or canceled.

Improved Trade Notifications

The 8.4 release adds the option to configure repeatable sound notifications for the trade notifications that appear in the Trade Notifications application. We have also redesigned pop-up trade notifications to be more informative and easy to read.

New Period Selectors in the Accounts Application and Changes to Balance/Deal Statistics

In several sections of the Accounts application (e.g., the ‘Transactions’ and ‘Bonuses’ tabs in the account details column), you can now use period selectors to generate reports for certain timeframes rather than requesting all past data at once. Note that ‘Today’ is the default value in these period selectors. The ‘Balance’ and ‘Deals’ sections have also been redesigned.

New Columns in the Grid in the Symbols Application

The central grid in the Symbols application has been expanded to include four new columns, namely ‘Pip Position’, ‘Lot Size’, ‘Units’, and ‘Trading Mode’. You can quickly receive information about these parameters without selecting a symbol and having to find the corresponding fields in the symbol details column.

Note that all four columns are hidden by default.

Exporting Price Streams, Swaps and Dividends Profiles, and Exposure Statistics

cBroker now allows for exporting price streams and swaps and dividends profiles into locally stored .XLSX files. You can then upload these settings to apply certain markup and/or swap and dividends settings ‘in bulk’. It is also possible to export exposure statistics from the ‘Exposure per Asset’ and ‘Exposure per Symbol’ tabs in the Exposure application.

Bugs

Some minor internal bugs have also been fixed in this release.