👥 Customers & Trading

📄️ Customer Management

Managing customers, profiles, bulk uploads, assignments, and announcements.

Creating and managing trading accounts, account types, and customer wallets.

Monitoring open positions, swap history, position activities, importing positions, and order summaries.

Monitoring margin levels, credit repayments, and margin call warnings.

Managing automated trading bots, bot statistics, and the bot mission control dashboard.

Profit/loss analytics, candle analytics, trading hours heatmaps, reports hub, and customer logs.

Retention dashboards, sales management, agent timelines, and inactive customer management.

Managing customer-initiated requests including KYC submissions, account changes, and financial requests.