# Settings

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

![Settings](https://3809883000-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5nDTeWRBfWeQuJ1QN8Tw%2Fuploads%2Fgit-blob-4d9dadaabcbb02011bf298bccca2c26bb55e418a%2Finterface-settings.png?alt=media)

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.

## 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               |