Risk accounts

See the exposure that multi-account strategies build

Traders who split one strategy across several accounts leave a trace in your exposure. XiroLink risk accounts value positions at live prices and show net exposure per symbol across accounts.

One strategy, many accounts

Opposite positions on linked accounts, or one trade copied across many, look harmless account by account. The risk shows when you add them together. XiroLink does not match client identities, devices or IP addresses. Your CRM and trading platform do that. Risk accounts give you the combined view of positions and exposure, so you can see where it builds.

How it works

1

Add the accounts you want to watch

Create risk accounts with login, group, tags, currency and leverage. Use tags to keep related accounts labelled together.

2

Load their deals

Enter deals by hand, import a CSV statement, or push deals by account login.

3

Value them at live prices

XiroLink values open positions at its own live prices, so balance, equity, floating P&L and margin stay current.

4

Read net exposure per symbol

See net lots and USD exposure per symbol across accounts, and how much of it your coverage offsets.

Tags and groups

Each account carries a login, group and tags, so related accounts are easy to keep together.

Netted positions

Positions netted per symbol, with realised and floating P&L, margin and margin level for each account.

Exposure per symbol

Net lots and USD exposure per symbol across accounts, with the covered percentage for each.

Equity curve and drawdown

Equity curve, growth that ignores deposits, and maximum drawdown for every account.

Audited ledger

Deposits, withdrawals, credit and adjustments go into a ledger, and every entry is audited.

Needs attention

Accounts running low on margin appear in Needs attention on the dashboard.

Live
Position valuation
Per symbol
Net exposure
3 ways
To load deals
$200
Add-on on Standard

Frequently asked questions

Does XiroLink detect linked accounts automatically?

No. XiroLink does not compare client identities, devices or IP addresses. Account linking belongs in your CRM or trading platform. XiroLink shows the combined positions and exposure of the accounts you track in it.

How do deals get into risk accounts?

By hand, by CSV statement import, or pushed by account login.

What prices are positions valued at?

At the live prices XiroLink already distributes, so equity, floating P&L, margin and exposure are always current.

Which plans include risk accounts?

Professional and Enterprise. On Standard they are an add-on at $200 per month.

Put related positions in one view

See risk accounts, exposure and coverage on a live bridge in a demo.