Behind every stable trading environment lies precise configuration. In WBCS CRM, the Trading → Configurations page defines every rule, parameter, and schedule that keeps your market running smoothly. It’s the foundation that connects pricing, risk, and margin logic across Crypto, Forex, Stocks, and more.

 

1. Setting Up Instruments

 

Administrators can easily create and edit trading pairs with fields for:

• Spread, swaps, and commissions (in pips)
  

• Margin requirement (%) and leverage (margin ratio)
  

• Price precision and lot volume
  

• Time zones for each instrument
  

These parameters ensure uniform behavior for pricing, margin calls, and risk checks.

 

2. Managing Weekends and Holidays

 

The Configurations panel includes a Weekends block to schedule recurring non-trading periods.
Each rule defines when price feeds pause and orders are blocked.
Rules are evaluated per instrument’s time zone, ensuring global accuracy.

 

3. Import, Export, and Validation

 

Bulk tools allow teams to import or export configurations in CSV or JSON formats.
Existing pairs are automatically updated during import — perfect for migration or audits.
Validation prevents incorrect values, keeping all markets aligned.

 

4. Margin Logic and Formulas

 

The platform automatically enforces margin checks before order execution:

margin = (lot * price) / margin_ratio

 

If a client’s balance doesn’t meet the Margin requirement (%), the order is rejected.
This formula ensures consistent collateral management across all trading pairs.

 

5. Security and Audit Controls

 

Every change in Configurations — adding a symbol, editing a fee, or deleting a rule — is saved in the audit log with user, timestamp, and old/new values.
Only authorized roles (Admin or Risk Manager) can modify these settings.

 

Benefits of Centralized Configuration 

• Faster market setup for new instruments
  

• Clear visibility of all trading parameters
  

• Full compliance with internal and regulatory standards
  

• Seamless synchronization with other Trading modules
  
  

Conclusion

 

Configurations are the backbone of trading in WBCS CRM.
They guarantee that every symbol, fee, and margin rule behaves as intended — providing stability and confidence for brokers and clients alike.

 

👉 Optimize your market setup with WBCS CRM — request a personalized walkthrough today.