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FIELD GUIDE
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Advanced settings

Overview of routing, profiles, time rules, alerts, chart preferences, and other non-essential setup.

You can connect, select one account, review health, and prepare a manual order without changing most advanced settings. Learn what a setting affects before saving it.

Multi-Account Execution

Routing settings can direct an action to more than the ordinary selected account and can lock direct account selection. Review the routing summary and target list before using manual or automated controls. If you want one-account scope, confirm that the workspace reports Selected account only.

Account profiles

Account profiles can save preferences for an account. A profile save is a configuration action, not an order. After switching accounts or applying a profile, recheck the displayed account, contract preference, risk settings, and readiness state.

Time Engine

Time Engine profiles can configure days, sessions, and timing rules for supported workflows. A timing profile can affect when automation is allowed. Check the active profile and scope before saving changes.

Model and automation configuration

Model cards and Auto Entry expose configurable options for their supported workflows. These are advanced controls. Read each field’s in-app explanation and review the resulting status after saving; this guide does not prescribe trading rules.

Alerts, chart, and panels

Settings can also change alert sounds, chart appearance, visible panels, and display preferences. These settings mostly affect presentation and notifications. If a control is clearly labelled as changing orders, risk, routing, timing, or entry behaviour, treat it as an operational setting and review its scope first.