Forex CRM / Partner Area/Symbols
Symbols
Manage tradeable symbols and assign them to groups.
Overview
Symbols (also called Instruments or Tickers) represent tradeable assets in your platform like EURUSD, GOLD, or US500. In Partner Area, symbols are used to configure commission rates for IB partners.
Why Symbols Matter
When a referred client trades a symbol:
- System checks if there's a commission rate for that symbol
- If yes, calculates commission based on the rate and volume
- Credits commission to the partner's wallet
If no rate is defined for a symbol, no commission is paid.
Managing Symbols
Viewing Symbols
Navigate to Partner Area > Symbols to see all tradeable symbols. The page includes:
- Statistics Cards - Total symbols, active count, inactive count, and symbols with groups
- Advanced Filter - Search by name, filter by group or status via offcanvas panel
- Quick Actions - Enable/disable status and add to groups directly from the action menu
Symbol Information
| Field | Description |
|---|---|
| Name | Symbol identifier (e.g., EURUSD) |
| Contract Size | Standard lot size for the symbol |
| Symbol Groups | Categories the symbol belongs to |
| Status | Active or inactive |
Adding a Symbol
- Go to Symbols page
- Click "Add Symbol"
- Enter symbol name (must match MT5 exactly)
- Set contract size
- Assign to symbol groups (optional)
- Save
Editing a Symbol
- Click the ... menu on a symbol
- Select "Edit"
- Update details
- Save changes
Quick Add to Group
- Click the ... menu on any symbol
- Select "Add to Group"
- Check the groups to add the symbol to
- Click "Update Groups"
This allows quickly assigning symbols to multiple groups without editing the full symbol details.
Deleting a Symbol
- Removes the symbol from commission configuration
- Does not affect existing commission history
- Cannot delete if actively used in commission structures
Symbol Naming
Important: Symbol names must match your MT5 server exactly:
- Case-sensitive (EURUSD not eurusd)
- Include suffixes if used (EURUSD.i, EURUSD_c)
- Match special characters exactly
Importing Symbols
For bulk symbol management:
- Go to Symbols > Import
- Download the CSV template
- Fill in symbol data
- Upload the file
- Review and confirm
Best Practices
- Keep symbol names consistent with your trading platform
- Organize symbols into groups for easier commission management
- Regularly sync symbols when adding new instruments
- Use descriptions to make symbols easily identifiable
- Remove deprecated symbols to keep the list clean