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Manager Portal

The Manager Portal is intended for team leads, fund managers, or trading supervisors/dealers. It enables oversight across multiple trader accounts, provides aggregated performance reporting, and allows for configuration of trading rules, limits, and approvals. This portal supports efficient team management and ensures compliance with internal policies.

Based on the premesstions provided by the Admin, managers access provide full control in the trading groups assigned to the manager,

Market Feed

Dashboard​

Charts​

The TradingView chart is available in the Manager Portal, just like it is for regular traders. This allows managers to monitor real-time price movements in sync with their traders.

In addition, managers can create personalized watchlists to group selected symbols for easy access and efficient monitoring — enabling better decision-making and faster response to market changes.

Clients & Accounts​

Managing online users, client creating and trading account.

Online users​

View online users and disconnect any user if necessary

Client​

In OMTrader, a Client is a defined user within the system. Each client can have multiple trading accounts, with each account maintaining its own wallet and balance.

To start trading, a client must have at least one active trading account. This account is used to manage orders, track positions, and handle all trading-related activity.

Tip

Multiple accounts allow for flexibility in managing strategies, currencies, or asset classes under a single client profile.

Trading account​

A Trading Account is required for any client to begin trading on the OMTrader platform. Each trading account is:

  • Linked to a specific client (user must exist in the system).

  • Assigned to a group, which defines permissions, trading conditions, and execution rules.

Account Credentials

Every trading account includes:

  • Username – Used to log in to the platform.

  • Password – Secure credential for account access.

  • Investor Password (optional) – Read-only access for monitoring the account without placing trades.

🔒 Investor passwords are useful for audits, third-party monitoring, or managed accounts.