Instruments
Manage instrument configuration, P&L settings, and commission rates for all your traded symbols.
Instruments
Configure the instruments you trade and their commission rates. Access this page in Settings → Instruments.
Desktop: a searchable instrument list on the left with a detail panel on the right. Mobile: a list view that opens a sheet drawer when you select an instrument.
Instrument List
The list is grouped into three collapsible sections:
| Section | Contents | Default state |
|---|---|---|
| Your Instruments | Custom instruments and presets that have trades | Always expanded |
| Archived | Soft-deleted instruments (trades are kept) | Collapsed |
| Presets | Built-in instruments provided by Tradeways | Collapsed |
Use the search bar to filter by symbol, name, or exchange. Each row shows:
- Symbol (monospace) and Name
- Asset class badge (futures, stocks, crypto, forex, CFD)
- Source badge — Preset or Custom
- Trade count and P&L currency
- Effective commission rate (editable inline)
Instrument Detail
Select an instrument to view or edit its configuration.
Editable Fields (Custom Instruments)
| Field | Description |
|---|---|
| Symbol | Ticker symbol. Renaming triggers a recalculation warning if trades reference this instrument. |
| Name | Display name shown alongside the symbol. |
| Asset Class | Futures, Stocks, Crypto, Forex, or CFD. |
| P&L Unit | Ticks or Currency. Determines which sub-fields appear (see below). |
| Lot Size | Quantity per lot. Defaults to 1. |
| P&L Currency | ISO 4217 currency code for monetary values. |
| Exchange | Optional exchange identifier. |
When P&L Unit is Ticks:
| Field | Description |
|---|---|
| Tick Size | Minimum price increment (e.g. 0.25 for ES futures). |
| Point Value | Dollar value of one full point. |
| Tick Value | Calculated automatically from Tick Size and Point Value. |
When P&L Unit is Currency:
| Field | Description |
|---|---|
| Contract Multiplier | Multiplier applied to price changes. |
Preset Instruments
Preset instruments are read-only. To customize a preset, click Create an account override — this creates a local copy you can edit without affecting the original preset.
Actions
- Edit — modify any editable field on a custom instrument.
- Archive — soft-deletes the instrument. Existing trades are preserved; the instrument moves to the Archived section.
- Restore — returns an archived instrument to the active list.
- Delete Permanently — only available when no trades reference the instrument.
Commissions
Commission rates are configured directly on the instruments page with a scope toggle to switch between Global and per-account rates.
Rate Levels
Three levels of specificity (most specific wins):
- Per-symbol rate — overrides all other rates for that symbol
- Per-exchange rate — overrides the default for all symbols on an exchange
- Default rate — fallback when no symbol or exchange rate is set
If no rate is configured at any level, the commission is 0.
Cascade: per-symbol → per-exchange → default → 0.
Editing Rates
All rate fields are editable inline. Rates are per contract, per side (e.g. $2.50/side = $5.00 round-trip). Click the delete button on a symbol or exchange rate to remove it and fall back to the inherited rate.
Recalculation Warning
Changing any P&L-affecting field — tick size, point value, contract multiplier, lot size, P&L unit, P&L currency, or symbol — triggers a confirmation dialog:
"Changing specs for ES will recalculate P&L for 42 trades. This cannot be undone."
Review the affected trade count before confirming.
See Also
- Accounts — manage trading accounts and currencies