How a comprehensive trading system is changing the approach to asset management

Single Account is a modern platform for traders that allows you to perform operations with spot and margin instruments, perpetual contracts, futures, and options from a single profile without the need to allocate funds between different accounts. A certain trading platform has implemented this system to simplify the workflow for active market participants.

Main Advantages of a Unified Trading Approach

Trading Process Optimization — users gain the ability to work simultaneously with different types of instruments in multiple currencies within a single trading session. This eliminates the need for constant capital transfers between separate accounts and significantly speeds up strategy execution.

Increased Capital Efficiency — profits on some markets can offset losses on others, leading to more rational use of your portfolio. This netting capability allows traders to maintain the required liquidity levels.

Enhanced Risk Management — the system calculates margin considering all active positions and the total amount of liabilities, providing more accurate control over potential losses and enabling more effective implementation of complex trading tactics.

Four Main Operating Modes

The platform offers four configuration options tailored to different trading styles:

Simple Mode — the standard option for beginners, where margin operations are blocked. This mode provides a safe environment for users engaged exclusively in spot trading.

Single-Currency Cross Margin Mode — involves a common margin for all positions, with calculations conducted in one currency. Profits and losses can offset each other within a single currency pair.

Multi-Currency Cross Margin Mode — an extended version of the previous, allowing joint collateral and netting results across all open positions regardless of the settlement currency. This is the most flexible option for experienced traders.

Portfolio Margin Mode — a specialized mechanism for working with derivatives that provides joint collateral and PnL compensation across different types of contracts. For derivatives with a single index, automatic risk offsetting is provided.

Isolated Margin as an Additional Option

In addition to the above schemes, users can apply the isolated margin mode to any of the main categories. In this case, risks of individual positions are assessed independently of others, allowing you to control the maximum potential losses on a specific deal without affecting the entire portfolio.

Differences from the Traditional Approach

Unlike regular accounts, the single account offers significantly more capabilities:

• Simultaneous work with all asset classes without the need for capital transfers
• Netting results between different instruments, greatly improving your capital utilization
• A comprehensive approach to risk management through offsetting across various positions, especially important when implementing multi-purpose strategies

How to Get Started with the System

Activating the new mode is simple:

1. Go to the trading section on the platform
2. Click on the options menu (marked with three dots) in the upper right corner of the screen
3. Select Settings
4. Find the “Account Mode” section
5. Choose the desired option from the offered list

Important Points When Switching

If the selected mode has not yet been activated on your profile, additional actions may be required, such as successfully passing a knowledge test on margin trading fundamentals.

Critical restriction: if there are active orders or open positions on the account, changing the mode is not possible until all pending orders are canceled and all positions are closed. This prevents unforeseen consequences when switching between different margin management systems.

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