User manuals for Web and Mobile platforms, plus full API references for developers integrating with TraderEvolution infrastructure.
User Manual
Mobile — Phones
Complete guide for the TraderEvolution mobile application on iOS and Android. Covers account setup, order management, charting, and all trading features available on phones.
iOS & Android
Native apps
2 modes
Active Trading + Investing
Full
Order lifecycle
Two interfaces in one app. The mobile app ships with a full active trading interface and a simplified Investing mode. The broker configures which is available per user group via Back-Office.
Account & Watchlist Setup
Connect to your brokerage account, configure watchlists across asset classes, and personalise the instrument view with custom columns and sorting.
Charting & Technical Analysis
Candlestick and bar charts with 100+ technical indicators, drawing tools, and multiple timeframes — from tick data to monthly.
Order Entry & Execution
Market, limit, stop, and conditional order types. One-tap order placement with configurable stop loss and take profit from the order ticket.
Options Trading on Mobile
Full Option Chain with Greeks (Delta, Gamma, Vega, Theta, IV, OI), P/L Analyzer, Volatility Lab, and 10 multi-leg strategy templates.
Auto-Invest Plans
Create, manage, and monitor recurring investment plans. Dollar-cost averaging for equities, ETFs, and other cash instruments — fully automated.
Portfolio & Account Management
Real-time P&L, position history, statement export, and account balance overview across multiple accounts from a single login.
Full user guide for the TraderEvolution web trading platform. Multi-panel desktop layout with professional-grade tools for active traders and institutional clients.
Desktop
Multi-panel layout
PWA
Mobile via browser
Dark & Light
Colour schemes
One deployment, every device. The web platform works as a full desktop application and as a Progressive Web App on phones and tablets — no app store distribution required.
Workspace & Panel Management
Flexible multi-panel layout — Watchlist, Chart, Market Depth, Time & Sales, Order Book, and Positions panels arranged to suit any trading style.
Advanced Order Types
Market, limit, stop, stop-limit, trailing stop, OCO, and bracket orders. DOM trading, quick order buttons, and hotkey-based execution.
Market Depth & Level II
Full order book with aggregated depth, size visualisation, and Time & Sales tape. Suitable for equities, futures, and crypto.
Full-featured API for building custom front-ends, algorithmic trading systems, and AI agents on top of the TraderEvolution back-end. Covers the complete trading lifecycle.
WebSocket
Real-time subscriptions
REST
Request/response ops
MCP
AI agent layer
Open access to the full platform. The Client API exposes the same capabilities used by TraderEvolution's own front-ends. Any function available in the platform can be accessed programmatically — enabling custom front-ends, algorithmic trading systems, and AI agents.
Authentication & Session Management
Token-based authentication with session lifecycle management. Supports multi-account access and role-based permission scopes.
Market Data Subscriptions
Real-time quote streaming, Level I and Level II data, trade prints, and historical OHLCV data via WebSocket subscriptions.
Order Placement & Management
Place, modify, and cancel all order types. Receive real-time execution reports and fill confirmations via event subscriptions.
Portfolio & Position Data
Query open positions, closed trades, account balances, and margin state. Subscribe to position change events for live portfolio tracking.
Instrument & Exchange Metadata
Full instrument specifications including tick size, lot size, margin requirements, trading hours, and exchange details for all connected venues.
Standard FIX protocol connectivity for institutional clients, prime brokers, and algorithmic trading systems. Supports order routing, execution reporting, and post-trade data distribution.
FIX 4.4
Protocol version
DropCopy
Post-trade distribution
Multi-asset
All instrument types
Standard FIX for institutional workflows. Connect algorithmic trading systems, prime brokerage infrastructure, or third-party OMS/EMS using industry-standard FIX protocol — no proprietary adapters required.
Order Entry Session
New Order Single, Order Cancel Request, Order Cancel/Replace Request, and Order Status Request. Full execution report flow with partial fills.
DropCopy Session
Separate DropCopy FIX session for post-trade data distribution. Route execution reports to prime brokers, risk systems, or compliance infrastructure independently.
Market Data Feed
FIX Market Data Request and Snapshot/Incremental Refresh messages. Supports Level I quotes and order book data for all connected instruments.
Connectivity & Session Configuration
Initiator and acceptor session modes. Configurable heartbeat intervals, sequence number management, and reconnection behaviour per FIX standard.
REST API for programmatic control over all administrative and operational functions — user management, account configuration, instruments, reports, and platform settings.
REST
HTTP / JSON
Full CRUD
On all entities
Reports
Automated export
Automate broker operations. The Back-Office API enables CRM integration, automated account onboarding, KYC workflows, and custom reporting pipelines — all without manual Back-Office UI interaction.
User & Account Management
Create, update, and manage user accounts programmatically. Configure account types, trading permissions, leverage, and group assignments via API.
Instrument Configuration
Add, modify, and manage trading instruments across all asset classes — including tick size, margin requirements, trading hours, and routing rules.
Commission & Fee Structures
Define and assign commission plans, markup/markdown rules, and swap rates per instrument group or individual account via API.
Reporting & Statement Export
Automate generation of trade confirmations, account statements, P&L reports, and regulatory reports in structured formats.
Cross Rates & Asset Pricing
Configure cross rate sources, asset currencies, and conversion rules programmatically to maintain consistent multi-currency P&L calculations.