🛤️Guide: Trading Path Configuration

This guide explains how to configure a customer's trading paths, including setting up providers, pairs, strategies, and trading permissions.

Step 1: Accessing the Trade Path Section

Step 1.1: Navigating to the Feature

1. Access the selected customer via the view icon (👁️)

2. Locate and click the "Trade Paths" tab

📌 Note: This is a critical step in setting up a customer’s trading capability.

Step 1.2: Viewing Available Tabs

1. You will see two main tabs:

   • Providers (first tab)

   • Customer Pairs (second tab)

Step 2: Setting Up Providers

Step 2.1: Accessing the Providers Tab

1. Click the "Providers" tab

2. View the table that lists all enabled providers

3. If no providers are added yet, the table may appear empty

Step 2.2: Adding Providers

1. Click the "Add Providers" button

2. A side panel will open on the right

Step 2.3: Selecting a Provider

1. Use the dropdown field to view available providers

2. Select "Bloquo" as the main provider

🔹 Main provider recommendation: Select “Bloquo”
• Upon selection, Bloquo is automatically configured

Step 3: Configuring Customer Pairs

Step 3.1: Accessing the Customer Pairs Tab

1. Click the "Customer Pairs" tab

2. View the table of configured currency pairs

3. Click "Add Customer Pair" to create a new one

Step 3.2: Initiating Pair Configuration

1. A form will open on the right-hand side

2. Prepare to input all required trading pair details

Step 4: Filling in Pair Fields

Step 4.1: Selecting the Currency Pair

1. Field: “Pair”

2. Select the desired currency pair

• Example: If BRL and USDT accounts were created, you’ll see “BRL/USDT”

Step 4.2: Account Configuration

1. Base Account: Select the account used as the base

2. Quote Account: Select the account used as the quote (must be different from base)

Step 4.3: Setting Operational Limits

1. Minimum Value: Enter the smallest tradable amount
   • Example: R$10.00

2. Maximum Value: Enter the largest tradable amount
   • Example: R$50,000.00

Step 5: Strategy Setup

Step 5.1: Quotation Strategy

1. Select how quotes will be presented to the customer

2. Choose one of the four available strategies

Step 5.2: Trade Execution Strategy

1. Define how trades will be executed after a quote is accepted

2. This strategy can differ from the quote strategy

Step 5.3: Available Strategies

1. ⚡ Fastest – Prioritizes speed

2. 💰 Best Price – Prioritizes best price

3. 🔻 Worst Price – Selects the least favorable price (for testing/specific cases)

4. 🎯 Priority-Based – Uses custom priority paths defined per customer

Step 6: Configuring Restrictions

Step 6.1: Side Restriction

1. Choose how the pair can be used:

   • No Restriction: Allows both buy and sell

   • Restricted to Buy: Only buying is allowed

   • Restricted to Sell: Only selling is allowed

Step 6.2: "Base Account Greater" Field

1. Select the base reference account

2. Choose from the list of accounts previously created for the customer

Step 7: Finalizing the Configuration

Step 7.1: Reviewing Data

1. Double-check the following before saving:

   • Selected pair

   • Base and quote accounts

   • Minimum and maximum values

   • Quotation and trade strategies

   • Side restriction setting

   • Reference account

Step 7.2: Final Actions

1. Cancel: Discards all changes made

2. Save: Confirms and activates the trading pair for the customer

✅ Once saved, the configuration is immediately applied and visible to the customer

Step 8: Preparing for Next Steps

Step 8.1: Trade Path Customization

1. After saving the pair, proceed to the next configuration step

🔜 Next: Define trade routes and priority settings for the provider