Trading Overview - Adding/Removing a Client Account (counterparty) from the broker list

We've built a flexible automated flow management system which reduces time to action to broker bad flow. Learn more about that at Auto-Classification Summary

Occasionally you may want to override this automation with a manual rule for a specific account. Be careful not to create too many manual rules as there is a danger they can become out of date. We plot the performance of the manual rules (black and white lists) against the automated decision making (which is a good way of checking whether we are doing the right thing on our Risk Automation page. More on that at Counterparty white/black list reviews

Within our Trading Overview page we publish a real-time view of which Client Accounts have been making money.

In this video we show how we can add/remove those clients from that view into the broker classification list, to ensure they are brokered or internalised.