See the exposure that multi-account strategies build
Traders who split one strategy across several accounts leave a trace in your exposure. XiroLink risk accounts value positions at live prices and show net exposure per symbol across accounts.
One strategy, many accounts
Opposite positions on linked accounts, or one trade copied across many, look harmless account by account. The risk shows when you add them together. XiroLink does not match client identities, devices or IP addresses. Your CRM and trading platform do that. Risk accounts give you the combined view of positions and exposure, so you can see where it builds.
Live
Position valuation
Per symbol
Net exposure
3 ways
To load deals
$200
Add-on on Standard
How XiroLink handles it
Add the accounts you want to watch
Create risk accounts with login, group, tags, currency and leverage. Use tags to keep related accounts labelled together.
Load their deals
Enter deals by hand, import a CSV statement, or push deals by account login.
Value them at live prices
XiroLink values open positions at its own live prices, so balance, equity, floating P&L and margin stay current.
Read net exposure per symbol
See net lots and USD exposure per symbol across accounts, and how much of it your coverage offsets.
The features doing the work
Every step above runs on parts of the bridge you can try in the live demo.
Tags and groups
Each account carries a login, group and tags, so related accounts are easy to keep together.
Learn moreNetted positions
Positions netted per symbol, with realised and floating P&L, margin and margin level for each account.
Learn moreExposure per symbol
Net lots and USD exposure per symbol across accounts, with the covered percentage for each.
Learn moreEquity curve and drawdown
Equity curve, growth that ignores deposits, and maximum drawdown for every account.
Learn moreAudited ledger
Deposits, withdrawals, credit and adjustments go into a ledger, and every entry is audited.
Learn moreNeeds attention
Accounts running low on margin appear in Needs attention on the dashboard.
Learn moreFrequently asked questions
Does XiroLink detect linked accounts automatically?
No. XiroLink does not compare client identities, devices or IP addresses. Account linking belongs in your CRM or trading platform. XiroLink shows the combined positions and exposure of the accounts you track in it.
How do deals get into risk accounts?
By hand, by CSV statement import, or pushed by account login.
What prices are positions valued at?
At the live prices XiroLink already distributes, so equity, floating P&L, margin and exposure are always current.
Which plans include risk accounts?
Professional and Enterprise. On Standard they are an add-on at $200 per month.
Put related positions in one view
See risk accounts, exposure and coverage on a live bridge in a demo.