In CFD trading, many users hold funds for different goals at the same time: some are used for short-term swings, some are used for long-term allocation, and some are dedicated to testing new strategies. However, if all positions are mixed on the same interface, it will not only be difficult to track performance, but it will also easily lead to cross-contagion of risks. Wmax The platform launches a multi-account group management and independent risk isolation system, allowing users to create multiple virtual sub-accounts (Portfolio Groups) under a single login account. Each sub-account has independent net worth calculations, margin pools, risk control rules and transaction records, realizing true "one account with multiple policies and no risks".

This function does not change the trading rules, but helps users clearly distinguish fund uses, independently evaluate strategy performance, and prevent losses in certain operations from affecting the security of other funds through the optimization of the account structure. Because Wmax believes that professional money management starts with clear boundary division.

1. Freely group according to strategies or goals

Wmax Users can create multiple custom groups within the main account, such as "Intraday Trading Group", "Trend Tracking Group", "Simulation Testing Group" or "Educational Funding Group". Each group can be set with an independent name, color label and risk level. When opening a position, the user needs to clearly choose which group the position belongs to, and the system will automatically include it in the corresponding fund pool and statistical system.

For example, users can classify high-leverage short-term transactions into "Group A" and low-frequency long-term positions into "Group B." Although both are under the same main account, indicators such as profit and loss, margin occupation, and maximum drawdown are calculated completely independently. This structure allows users to see clearly at a glance: whether the short-term strategy is dragging down the whole, or whether the long-term layout is accumulating value.

2. Independent margin and liquidation mechanism

Each group has its own margin pool, and funds are not connected to each other. This means that the loss of Group A will not consume the available margin of Group B, and the liquidation of Group B will not trigger the liquidation of Group A. Wmax emphasizes that this isolation is not a technical limitation, but a best practice in risk management - to avoid overall damage caused by a single strategy failure.

In addition, each group can set independent risk control parameters, such as the maximum single risk ratio, total exposure limit, daily transaction limit, etc. For example, the "test group" can set the maximum loss for a single transaction to 1%, while the "main group" can set it to 2%. The system will monitor the status of each group separately and issue separate warnings when approaching the threshold to ensure that risks are always controllable.

3. Independent tracking and comparison of group performance

Wmax Provides a group-level performance dashboard, displaying key indicators such as equity curve, winning rate, profit-loss ratio, maximum drawdown, and Sharpe ratio for each group. Users can horizontally compare the performance of different strategies and identify strengths and weaknesses. For example, it was found that although the "day group" trades frequently, the profit-loss ratio is low, while the "swing group" has a low winning rate but stable single income.

All historical orders are archived in groups and support independent export and review. Users can generate a complete trading log of a strategy without manual filtering. This kind of refined tracking shifts strategy optimization from “feeling good or bad” to “data verification”.

4. Flexible fund allocation and audit convenience

Although funds in each group are isolated by default, Wmax supports manual cross-group transfer. Users can initiate a transfer application on the fund management page, enter the amount and direction (such as transferring US$500 from the "long-term group" to the "test group"), and it will take effect immediately after secondary confirmation. All transfer records are kept permanently to facilitate subsequent audits or tax declarations.

For institutional users or instructors, this function is particularly useful: independent groups can be assigned to different students or sub-accounts, and monitored uniformly without interfering with each other. Wmax also supports setting read-only permissions for groups to facilitate information sharing in team collaboration.

5. User Guide: Start group management in three steps

Create a group: Go to "Account Management" > "Portfolio Grouping", click "New Group", name and set initial funds; allocate positions: when placing an order, select the target group on the order confirmation page, and the system will automatically assign it; monitoring and optimization: check the performance of each group on the "Group Overview" page, and regularly adjust strategies or capital ratios.

Wmax Reminder: There is no hard limit on the number of groups, but it is recommended to set them appropriately according to actual needs to avoid excessive fragmentation affecting management efficiency.

Conclusion: Clear boundaries are the starting point of freedom

Financial markets are full of uncertainty, but account structures can be highly orderly. Wmax Through multi-account group management, chaotic capital flows are transformed into clear strategic units, so that every transaction has its own ownership, and every review has its target.

Because in Wmax’s philosophy, true trading freedom is not unrestricted, but within clear boundaries, so that every fund can move forward steadily according to its mission.