1. Your Bourse Platform User Guide
  2. The MT4/MT5 Floating Leverage Functionality

MT4/ MT5 Floating Leverage Rules Configuration

To configure the rules for the MT4 functionality/MT5 plugin, choose the “Configure floating leverage“ option in the dropdown menu after clicking “Manage“ next to the plugin.

Upon doing this, the new page will be opened with all the current working rules. 

 

 

One can create a new rule or modify the existing one. In any case, a new page will be opened where a user can edit the rules. 

Let’s consider all the fields on this opened page.

  • Name - the name of the rule. Any name can be put here.

  • Symbols - symbols to which this rule will be applied. You should use * and a slash as a mask for any symbols.

e.g.: “*\EURUSD*” (with a backward slash, work for MT5) will contain all EURUSD symbols with any suffix and any Path or security group. “Forex\*” will contain all forex symbols. “*\*” will contain all symbols.

For MT4 please use the forward slash. */EURUSD*” will contain all EURUSD symbols with any suffix and any Path or security group. “Forex/*” will contain all forex symbols. “*/*” will contain all symbols

Wildcard "!" is used to exclude the symbols from the list. It should be put into beginning of the name(s) of the excluded groups. For example, !USDCAD will exclude the symbol USDCAD.

Important to preserve the order: the excluded groups (with “!” in the beginning) should go first, the "*" mask (all groups included) should be the last in the row

  • Groups - client groups to which this rule will be applied. You can use * as a mask for group names.

e.g.: “real*“ will include all real groups. “*USD*“ will include all groups with USD in its name.

"!" wildcard is used to exclude the group from the list. It should be put into beginning of the name(s) of the excluded groups. For example, !real* will exclude the groups that start with real.

Important to preserve the order: the excluded groups (with “!” in the beginning) should go first, the "*" mask (all groups included) should be the last in the row

  • Calculation type - a type of margin calculation.

    • Leverage - with this calculation type, all the existing accounts' leverages for the specified groups and symbols will be replaced with the specified Leverage. Margin value will be calculated as (price * volume * lot size/Leverage)

    • Margin Rate - in this scenario, the MetaTrader margin value will be multiplied by the margin multiplier (the specified value).
      For instance, margin multiplier 3 means that the precalculated margin from MT4/MT5 will be multiplied by 2. 

    • Margin Percent -  in this scenario, the MetaTrader margin value will be multiplied by the margin percent multiplier (the specified value). 

      For instance, margin percent 200 means that the precalculated margin will be increased by 200% (multiplied by 2). 

  • Position Range Type - range type for position tiers below.

    • Notional Value - position tiers are configured in Notional value. e.g., 100 000 means 100 000 of currency specified in the Currency field

    • MetaTrader Lots - position tiers are configured as MetaTrader lots. e.g., 1 Lot means 100 000 EUR for EURUSD or 100 000 USD for USDCHF, or 100 oz of Gold for XAUUSD with lot size 100.

  • Currency - currency in which we calculate tiers volume when Position Range Type is Notional

  • Tiers - rules which Leverage for which volume will be applied.

    • Volume - the number of lots or notional currency (depending on the Position Range Type parameter).

    • Leverage Margin Rate, or Margin Percent, depends on the Calculation type

  • Start / End - start and end time this rule will work. When the start interval is reached, it doesn’t affect current open positions without any trade request. The new calculation will be triggered only if the client sends a trade after the rule starts to work.

  • Change On Interval End - if this checkbox is selected when the End time is reached, margin values will be changed back to what they were before the rule started to work.

           For instance, if the account leverage is 1:100, and the rule leverage is 1:50, after the time when the rule stops working, the leverage roll back to the account leverage and become 1:100 again. Otherwise, the 1:50 will continue to work.  

  • Apply to new positions - if this checkbox is selected when the new leverages/margin multiplier apply only to the new opened positions. Otherwise, all positions on the MetaTrader will be affected. 

       !Please note, if the checkbox is not selected MetaTrader clients may get the stop out due to the increasing of the margin for their existing positions.


When the rule is create, one can make it apply for all the existing positions on MT4/MT5. To execute it, one should click "Manage" button and choose "Force Update" option

Floating leverage symbol groups

One can configure not only a rule for one symbol but also for symbol groups. This feature will allow one to set up the rules to calculate all the symbols as one symbol.

You can create different groups using symbol masks, securities masks, or combinations.

For example, you can add XAUUSD, XAGUSD, XPDUSD, and XPTUSD, and this means that margin calculation for those symbols will be aggregated, and any symbol from this list will be calculated as one symbol in the specified floating leverage rule.

To change the symbol groups, click “Create Symbol groups“. Then add all the needed symbols, masks, or combinations and click “Create“.