Organize Groups, Manage Groups


  • Multi Account Management MAM
  • Money Management MM
  • Managed Accounts MA
  • Managed Group MG

UniTrader offers a simple to understand and use MM system. You can manage your customers either in a simple way by combining all customers together but still see them separately or you can create a group that will combine all accounts or some accounts into a single group.

Organize Groups, Manage Groups


  • By right clicking on the Account information Window you will get another menu.
  • By selecting Organize Managed Accounts you will be prompted to another window.
  • All accounts will be chosen for you.
  • You will need to click on Add Group and Create a Name for a new Group.
  • A new Group will be created and will be residing at the bottom.
  • You can drag as many accounts as you want to the new group, either all or some depending on your trading strategies.
  • You can create as many groups as you like.
  • Accounts that are left unassigned will be sitting under Not in a Group and you will have to manage them individually.
  • Accounts that are residing in a group are now set for One Click Trading.
  • 10. By clicking to buy or sell something all accounts and their equity will be combined into one and you will deal with one Managed Group.
  • 11. The Newly Created groups are automatically called ‘group000’. If you want to rename a specific group, just select it, press ‘Edit Group’ tab and enter the new name for this group. Then press ‘Enter’.
  • You can also set Default Amount in percent of Usable Margin for the group in Edit Accounts Group window.
  • If you want to remove a group, select it and press ‘Remove Group’ tab. If this group has some accounts, they will be removed out from that group. You will be able to see them in ‘Not in groups’ section.
  • If you want to remove a group that has open positions, you will be asked to close them. You can’t remove groups with open positions.
  • You also cannot change the structure of the group if it has some open positions.