Guide to setting up commonly used transaction features

In transaction, properly configuring your transaction settings allows you to manage your positions and risks more efficiently. Here is an introduction to the key features and how to use them:

1. Go to the transaction settings page.

Open the platform app, tap on "transaction," and select Spot, Futures, or Trading Strategy to access the transaction page. Then, click the "···" button in the upper right corner to enter the transaction settings page.

2. Account modes and position settings

On the "Trading Mode" page, you can switch account modes, margin modes, and set trading units.

• Account mode: Spot mode (trade spot and leverage); futures mode (trade spot, leverage, perpetual, delivery, and options); Advanced mode (divided into cross-currency margin and portfolio margin mode).

• margin mode: There are two types: one-way and two-way positions. The specific differences are as follows:

  One-way position: This is suitable for beginners. It only supports holding one side at a time. If you perform a reverse position operation, it will flatten the current position. For example, if you already hold a long position in the BTCUSDT perpetual futures and then open a short position in the same contract, your currently held long position will be flattened. If the long position is completely flattened, you will only hold the short position, maintaining a single side in your holdings.

  Two-way position: This allows you to hold both long and short position sides simultaneously. For example, if you already have a long position in the BTCUSDT perpetual futures, you can open a short position in the same contract. This way, you will hold both long and short positions in the BTCUSDT perpetual futures, and they will not flatten each other, providing flexibility to hedge risks.

  In the Transaction Settings interface, click on Position Mode to switch between Single Direction and Dual Direction positions. The system will automatically merge orders of the same side, type, and currency. It does not support separate positions for orders of the same side, type, and currency.

• futures transaction units: You can switch between "coins" or "conts" to accommodate different transaction preferences.

• Stablecoin preference: You can set your preferred stablecoin, such as USDT or USDC, to be displayed as the default pricing currency.

• 如何切换账户模式：点击【交易】-【合约】-右上角【···】-【交易设置】-【交易模式】-【仓位模式】，可切换单向持仓和双向持仓。

3. Take profit, stop loss, and risk warnings.

On the preferences page, you can set up features such as transaction notifications, position pop-ups, and transaction sharing.

• Take profit and stop loss notifications: When enabled, the system will send alerts when triggered, helping you lock in profits or control losses in a timely manner.

• Show estimated liquidation price: This feature displays the current liquidation price of your position in real-time, helping you assess risk at any time.

• Floating window: When enabled, key transaction information will appear in a small window on the page for quick viewing.

• Secondary confirmation: To prevent mistakes during trading, you can enable order confirmation, close all confirmation, reverse position opening confirmation, follow-up order confirmation, and DEX transaction confirmation for a secondary check.

4. Personalized interface settings.

On this page, you can set the appearance, candlestick colors, futures position buttons, and page layout.

• appearance: Supports day mode and Dark mode to adapt to different times of the day. Click the icon in the upper right corner 【···】 - 【transaction settings】 - 【Interface】 - 【appearance】 to switch between day mode and Dark mode.

• Color settings: You can adjust the colors for price increases and decreases. The default is green for increases and red for decreases, which enhances chart readability.

• futures position button: This button appears on the position page and can display 2 to 4 options. These include adding to position, take profit and stop loss, close all, and reverse position opening.

• Page layout: Set the layout of the transaction page's candlestick chart, the order page layout, and more.

Important notes:

1. Reverse position opening: This is an efficient tool for adjusting your position direction in real-time. With just one click, you can immediately close your current position at market price and place an order for the opposite position with the same quantity. To enable this feature, go to [Trading settings] - [Layout] - [Contract position button] - turn on the [Reverse position opening button]. Then, click [Trading settings] - [Preferences] - [Reverse position opening] feature button. Both must be enabled for the reverse button to appear on the position page. After that, you can easily reverse your position with one click in the position list.

If your funds are insufficient, a smaller reverse position will be opened based on the free margin. Additionally, the size of the reverse position will be limited to the maximum number of market price orders for the corresponding underlying. Opening a reverse position is influenced by various factors, including marketplace conditions, margin requirements, and risk management, so we cannot guarantee that this operation will be 100% successful.

2. To set the futures position button: On the transaction page, click the three dots in the upper right corner, then go to Transaction Settings - Interface - Futures Position Button. Enable the features you want to use, such as Take Profit/Stop Loss or Reverse Position, and you will see the activated feature buttons in your position.

5. Contract cooling-off period

cooling-off period: On the trade page, after clicking the 【···】 button, you can also set a cooling-off period. Select the pair and duration. Once the cooling-off period is activated, it will restrict perpetual and expiry futures functions.

You can enable the cooling-off period feature to limit perpetual and expiry futures trade. Once the cooling-off period is activated, it cannot be terminated early, and customer support cannot end the cooling-off period prematurely. Please use this feature with caution. The cooling-off period can only be set in days, such as 1, 3, 7, 14, or 30 days, and cannot be set by the hour.

After the cooldown period begins: You can reduce positions, flatten, and adjust margin and leverage level for existing futures, but you cannot increase positions or open new futures positions. The cooldown period does not affect copy trading and bot trading.

6. Calculator and alert functions

In addition to the features mentioned above, on the transaction page, you can also use the calculator, price alerts, and other functions by clicking the 【···】 button.

• Calculator: Quickly calculate position profits, liquidation prices, and other data to assist in decision-making.

• Alert: Set price thresholds to receive automatic notifications when your target price is reached, ensuring you never miss a trading opportunity. You can add and manage multiple price alerts.

7. Shortcut settings

In the web transaction interface, click the settings icon in the upper right corner. Then, select "Transaction Settings" and click on "Keyboard Shortcuts." Choose "Transaction," "Chart," or "Navigation," and enable "Use Keyboard Shortcuts" to use shortcuts like adding Favorites or switching trading pairs.

Add or remove Favorites cryptocurrencies: Click on the trading pair in the Favorites module, then click the star icon in the upper right corner to add or remove the cryptocurrency from your Favorites.