Trading Platform Features —
Complete Checklist for Brokers

Core Trading Features (Non-Negotiable)

These features must be present in every live brokerage platform. Without them, you cannot operate.

• Real-Time Price Streaming — WebSocket-powered live bid/ask updates, typically 10–50 ticks per second per instrument.
• Order Types — Market, limit, stop market, stop-limit, take profit and trailing stop. All standard for any professional platform.
• Position Management — Open positions table with real-time P&L, modify and close controls per position.
• Margin Display — Account balance, equity, used margin, free margin and margin level percentage — visible at all times.
• Trade History — Full closed trade ledger with entry/exit prices, profit/loss, commissions and swap charges.
• Watchlist — User-customisable list of instruments with live prices and one-click navigation to chart or order entry.
• KYC Onboarding — Document upload, identity verification, account approval workflow and welcome automation.
• Deposit & Withdrawal — Multiple payment methods, processing workflow, fund segregation and reconciliation.

Charting & Analysis Features

• Candlestick, OHLCV bar, Heikin-Ashi, Renko and line charts
• Multiple timeframes: 1m, 5m, 15m, 30m, 1H, 4H, D, W, M
• 100+ technical indicators including RSI, MACD, Bollinger Bands, Ichimoku, ADX
• Drawing tools: trend line, channel, Fibonacci retracement, horizontal levels
• Multi-chart layout (2, 4, 6 charts simultaneously)
• Indicator templates (save and reapply indicator sets)
• Chart alerts (notification when price reaches a level)
• Economic calendar overlay (mark news events on the chart)

Account & Client Management Features

• Multi-account trading (one login, multiple trading accounts)
• Account type configuration (standard, ECN, VIP, Islamic)
• Multi-currency account support (USD, EUR, GBP, INR, AED)
• Internal transfer between accounts
• Account statements (PDF export, email delivery)
• Two-factor authentication (authenticator app and SMS)
• Notification preferences (push, email, SMS per event type)

Broker Back-Office Features

• Client list with search, filter and account status management
• Full trade ledger with export (CSV, Excel, PDF)
• Manual deposit and withdrawal processing with approval workflow
• Instrument configuration (enable/disable, spread, lot size, leverage)
• Client group management (assign clients to pricing groups)
• Automated margin call and stop-out configuration
• Risk exposure dashboard (per-instrument, per-group, net position)
• IB commission management (multi-level, per-account, per-instrument)
• Reporting suite (daily P&L, trade volume, client acquisition, retention)
• Audit log (all configuration changes with timestamp and operator ID)

Advanced & Optional Features

• Copy Trading — Clients follow master traders. Commissions are charged per copy trade or as a performance fee.
• Social Trading Feed — Traders share charts, ideas and trade setups. Builds community and increases session time.
• Algorithmic Trading API — REST and WebSocket API for algorithmic traders to submit orders programmatically.
• Swap-Free (Islamic) Accounts — Accounts with no overnight swap charges for Sharia-compliant trading.
• Negative Balance Protection — Client account can never go below zero. System closes positions before equity reaches zero.
• VPS (Virtual Private Server) Integration — Clients can run automated strategies on a VPS connected to the platform (for MT4/5 EA runners).
• Market News Feed — Live economic news integrated into the platform for trading context.
• Loyalty & Rewards Programme — Points system, cashback on commissions and tiered account benefits to improve client retention.

Compliance & Regulatory Features

• KYC levels (basic, standard, enhanced due diligence)
• AML transaction monitoring with threshold alerts
• EMIR/MiFID II trade reporting data export
• GDPR data export and deletion request handling
• Client suitability assessment (appropriateness questionnaire)
• Risk warning display (ESMA-compliant CFD risk warnings)
• Full audit trail for all account actions and configuration changes