How to Transfer a Trade

Release #242, on June 23, 2022, introduced the ability to easily transfer a trade, or portion of a trade, to a separate trade with updated attributes, i.e. transferring a portion of a trade to a different FCM. Follow these instructions to transfer a trade.

On the TRADES screen, find the trade you wish to transfer. Click the three dots on the left-hand side and select TRANSFER from the drop-down menu.

The resulting modal window provides a form where you can choose attributes to update on the trade to be transferred. It should look like this: 

To add an attribute to change, click + EDIT for a new attribute row to appear. Your screen should look like this: 

You can scroll down, select the attribute you wish to change, and enter the value. Once completed, change the attributes, click SAVE, and the trade will be transferred. 

The result of the transfer is two new trades, one in the opposite direction of the original trade and one in the same direction as the original trade, but with updated attributes. Your screen may look something like this:

This is very similar to the existing transfer functionality found on the TRANSFER tab of the TRADE EDIT screen, but with the ability to change any trade attribute necessary.

Transferring Grouped Trades

To transfer a group of trades, check out our How to Group Trades article. Then, hover your mouse over the trades you'd like to group and transfer and check the boxes accordingly. Your grouped trades should look like this: 

Then, just follow the steps above to transfer your grouped trades. 

Additional Notes:

Like existing transfer functionality, the tags @transfer-from and @transfer-to will be appended to the trades' tags to identify whether they were generated via transfer.

That's it! We hope this will save you some time. If you have any questions, please let us know at

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