# Settings

Access settings by clicking the **gear icon** in the topbar of the Trading terminal.

![Settings](/files/TLylfRWWmfPms8yqawMd)

Settings are organized into tabs:

* [Interface](#interface): Configure language, time display, and visual theme.
* [Widgets](#widgets): Customize widget display options.
* [Action Confirmation](#action-confirmation): Choose which actions require additional confirmation.
* [Account margin](#account-margin): Manage collateral assets for margin trading.
* [Trading report](#trading-report): Generate comprehensive trading and account reports.
* [API token management](#api-token-management): Generate and manage tokens for accessing the Trading API.
* [TradingView Webhooks](#tradingview-webhooks): Configure TradingView webhook alerts for automated order execution.

## Interface

Configure global interface preferences:

**Language**

Select the interface language from the dropdown menu.

**24 hour mode**

* Enable: Display time in 24-hour format.
* Disable: Display time in 12-hour format with AM/PM.

**Dark theme**

* Enable: Apply dark color scheme.
* Disable: Apply light color scheme.

## Widgets

Configure display options for the following widgets.

### Price chart

**Display positions**

When enabled, open positions are shown on the chart along with:

* Position size and current PnL.
* Quick access to edit price triggers and close positions.
* Color coding: Long positions (green), Short positions (red).

**Display orders and triggers**

When enabled, the following orders and triggers are displayed on the chart:

* Active Limit and Stop orders with order type, price, and amount.
* Stop loss, Take profit, and Trailing stop triggers.
* Quick access to edit triggers and cancel orders.
* Color coding: Buy orders (green), Sell orders (red).

**Display executed orders**

When enabled, executed orders are shown on the chart with order type indicators:

* Green `B` tag for Buy orders.
* Red `S` tag for Sell orders.

Clicking `B` or `S` will open details of one or more orders that were executed during the candle interval.

**Market quick trade panel**

When enabled, a panel is displayed on the chart for placing Market orders with:

* Quick amount selection from preset values.
* Leverage ratio input (when applicable).

Amount presets can be configured in the corresponding field displayed when the option is enabled.

**Limit quick trade panel**

When enabled, a panel is displayed on the chart for placing Limit orders with:

* Quick amount selection from preset values.
* Leverage ratio input (when applicable).

Amount presets can be configured in the corresponding field displayed when the option is enabled.

## Action Confirmation

Choose which trading actions require an additional confirmation dialog before execution.

**Cancel orders**

* Enable: A confirmation dialog is displayed before canceling orders.
* Disable: Orders are canceled immediately without confirmation.

This setting applies to single and bulk order cancellations from the **Open Orders** widget and the **Price chart**.

The confirmation dialog includes a **"Don't ask again"** checkbox. To skip the confirmation for future order cancellations, check this box.

**Full Close Positions**

* Enable: A confirmation dialog is displayed before closing positions.
* Disable: Positions are closed immediately without confirmation.

This setting applies to single and bulk position closures from the **Open Positions** widget.

**Limit order cross-TOB warning**

* Enable: A confirmation dialog is displayed before a Limit order is submitted if its price crosses the current top-of-book — that is, when a Buy price is at or above the best ask, or a Sell price is at or below the best bid. The dialog shows the entered price and the current best bid/ask, and includes a **Do not show this warning again** checkbox.
* Disable: Crossing Limit orders are submitted immediately without the warning.

The warning is enabled by default. The dialog checkbox and this toggle share the same global setting and stay in sync.

The warning is informational only — it does not block the order. If you confirm, the order is submitted with the original price. The warning applies only to standard Limit orders; Stop-limit, Take-profit-limit, IOC, FOK, and other order types are not affected. If best bid or best ask data is unavailable (empty book or disconnected feed), the order is submitted without the warning.

## Account margin

Control which assets can be used as collateral for margin trading.

### Asset list

The following information is provided about each asset:

**Asset**

The alphabetical code of the asset.

The first asset in the list is the **root asset** of the platform.

***

**Caption**

The asset name.

***

**Available**

The balance available for trading, calculated as *Total – Halted*, where *Halted* represents funds locked for pending Limit orders.

***

**Total**

The complete asset balance including locked funds.

***

**Margin ratio**

The percentage of asset value that can be used as collateral for margin trading.

***

**Use as margin**

Enable this toggle to use the asset as collateral for margin trading.

Configure which assets can be used as collateral for margin trading by toggling the **Use as margin** setting for each asset.

Only assets with **Margin ratio** greater than 0 (zero) can be enabled.

The platform root asset is enabled by default and can't be disabled.

### Filtering options

Click the **funnel icon** to configure the asset list display:

* **Show/Hide zero balances**: Control visibility of assets with zero balance. By default, hidden.
* **Show/Hide assets unused as margin**: Control visibility of assets with disabled margin usage.
* **Show/Hide assets with zero margin ratio**: Control visibility of assets that can't be used as collateral. By default, hidden.

## Trading report

Generate comprehensive reports containing:

* **Trade history**
  * Closed positions
  * Executed orders
  * Individual trades
* **Transfers history**
  * All account transfers
* **Account statistics**
  * Total balance
  * Realized PnL
  * Position swaps
  * Position funding
  * Commissions

To generate a report:

1. Select a custom period of time within the last 92 days (UTC time). The following timeframe presets have been implemented for your convenience:

* **Today**
* **Current**: week, month, quarter
* **Previous**: week, month, quarter.

2. Click **Download**.

Once generated, the report will be automatically downloaded to your computer as a zipped CSV file.

## API token management

Generate tokens for accessing the [Trading API](https://api-docs.b2trader.b2broker.com/):

* **Limit**: 10 tokens per account
* **Validity**: 1 year
* **Management**: Can be revoked or deleted at any time

To generate a token:

1. Click **+ Create new**.
2. In the **New API token** popup, fill in a **Name** for the token, to help you identify it later.
3. Click **Create**.

The newly generated token will be displayed and available for copying, along with its name and expiration date.

{% hint style="warning" %}
The token only reveals once in the creation popup. Copy and store it securely before closing the popup. The token can't be retrieved again after closing.
{% endhint %}

## TradingView Webhooks

Use TradingView Webhooks to automatically execute orders on your trading account based on alerts from TradingView. When a TradingView alert triggers, it sends a webhook request to B2TRADER, which places an order according to the parameters specified in the alert message.

This feature supports all market types: Spot, CFD, and Perpetual Futures.

### Set up the webhook

#### Step 1: Create a webhook API key

To create a webhook API key in the Trading terminal:

1. Click the **gear icon** in the topbar to open Settings.
2. Navigate to the **TradingView Webhooks** tab.
3. Click **+ Create new**.
4. In the popup, fill in a **Name** for the key.
5. Click **Create**.

The popup displays the generated API key and the webhook URL. Copy both values and store them securely.

{% hint style="warning" %}
The API key is shown only once at creation. It can't be retrieved after closing the popup.
{% endhint %}

The following limits apply:

* Maximum 10 active keys per user
* Each key is valid for 1 year from creation
* Keys can be revoked at any time

#### Step 2: Configure the alert in TradingView

1. In TradingView, create a new alert or edit an existing one.
2. In the **Notifications** section, enable **Webhook URL**.
3. Paste the webhook URL copied from the terminal.
4. In the **Message** field, enter the alert body in JSON format (see [Alert message format](#alert-message-format)).
5. Save the alert.

When the alert triggers, TradingView sends the message to B2TRADER, and the order is placed automatically.

### Alert message format

The alert message is a JSON object with the following fields:

| Field             | Required    | Description                                                                |
| ----------------- | ----------- | -------------------------------------------------------------------------- |
| `apiKey`          | Yes         | Webhook API key generated in the terminal                                  |
| `accountId`       | Yes         | Trading account ID                                                         |
| `symbol`          | Yes         | Market symbol with type prefix (see [Symbol format](#symbol-format))       |
| `side`            | Yes         | Order side: `buy` or `sell`                                                |
| `quantity`        | Yes         | Order quantity in base asset                                               |
| `orderType`       | No          | `market` (default), `limit`, `stop`, or `stop_limit`                       |
| `price`           | Conditional | Limit price. Required for `limit` and `stop_limit` orders                  |
| `stopPrice`       | Conditional | Stop price. Required for `stop` and `stop_limit` orders                    |
| `leverage`        | No          | Leverage ratio. Applicable to CFD and Perpetual Futures markets only       |
| `takeProfit`      | No          | Take profit trigger price                                                  |
| `stopLoss`        | No          | Stop loss trigger price                                                    |
| `timeInForce`     | No          | `gtc` (default), `ioc`, `fok`, or `day`                                    |
| `comment`         | No          | Custom comment, up to 256 characters                                       |
| `deduplicationId` | No          | UUID for idempotency. Duplicates within 5 minutes return a cached response |

#### Symbol format

The symbol must include a market type prefix:

| Market type       | Prefix  | Example         |
| ----------------- | ------- | --------------- |
| Spot              | `spot.` | `spot.btc_usdt` |
| CFD               | `cfd.`  | `cfd.eur_usd`   |
| Perpetual Futures | `perp.` | `perp.btc_usdt` |

#### Examples

**Market buy order (Spot):**

```json
{
  "apiKey": "wh_key_your_api_key_here",
  "accountId": "your_account_id",
  "symbol": "spot.btc_usdt",
  "side": "buy",
  "quantity": "0.01"
}
```

**Limit sell order with TP/SL (CFD):**

```json
{
  "apiKey": "wh_key_your_api_key_here",
  "accountId": "your_account_id",
  "symbol": "cfd.eur_usd",
  "side": "sell",
  "orderType": "limit",
  "price": "1.0900",
  "quantity": "1000",
  "leverage": "10",
  "takeProfit": "1.0800",
  "stopLoss": "1.0950",
  "timeInForce": "gtc"
}
```

### Manage webhook API keys

To view or manage your webhook API keys, navigate to **Settings** > **TradingView Webhooks**.

The following information is provided about each key:

| Column      | Description                                     |
| ----------- | ----------------------------------------------- |
| **Name**    | The name assigned to the key at creation        |
| **Status**  | Current key status: Active, Revoked, or Expired |
| **Created** | The date and time the key was generated         |
| **Expires** | The date and time the key expires               |

To revoke a key, click the **Revoke** button next to the key entry.

### Rate limits

Webhook requests are limited to 5 requests per second per user. If this limit is exceeded, the request returns a `429` error code and the order isn't placed.

### Troubleshooting

The following table describes common error scenarios and their solutions:

| Issue                            | Cause                                                        | Solution                                            |
| -------------------------------- | ------------------------------------------------------------ | --------------------------------------------------- |
| `Invalid API key`                | The API key is incorrect or wasn't copied in full            | Generate a new key and update the TradingView alert |
| `API key expired`                | The key has passed its 1-year validity period                | Generate a new key                                  |
| `API key revoked`                | The key was manually revoked                                 | Generate a new key                                  |
| `Invalid symbol format`          | The symbol is missing a market type prefix                   | Add the prefix: `spot.`, `cfd.`, or `perp.`         |
| `Price required for limit order` | A `limit` or `stop_limit` order is missing the `price` field | Add the `price` field to the alert message          |
| `Rate limit exceeded`            | More than 5 requests were sent within 1 second               | Reduce the alert frequency in TradingView           |
| `Account not found`              | The `accountId` doesn't exist or isn't accessible            | Verify the account ID in the terminal               |


---

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