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Currencies

Maintain the currency catalog used for trading-account currencies and display-currency conversion.

Prerequisites

  • Your role grants access to the currencies page.

The currency grid

Open Currencies in the sidebar. Each currency is a row in an editable grid with a search box above it:

  • Code — the currency's short code, such as USD. It is fixed after creation.
  • Name and Description.
  • Digits — the number of decimal places (0–10) used when displaying amounts.
  • Sign — the display symbol, such as $.
  • Type — Forex or Crypto.
  • Enabled — a Yes/No badge.

Edit cells inline, then click Save to commit all changed rows together; Cancel discards pending edits.

Add a currency

  1. Click Add Currency.
  2. Enter the Code (it is stored upper-cased and must be unique — a duplicate is rejected with an explanation) and the Name.
  3. Choose the Type, and optionally set a Description, Sign, and the number of Digits (defaults to 2).
  4. Leave Enabled checked unless you are staging the currency for later.
  5. Click Create.

Note

The catalog defines the currencies themselves — codes, symbols, and precision. Conversion between currencies elsewhere in the Backoffice (for example, the display-currency selector on the trading accounts monitor) uses live market rates, not values set on this page.