ScaleTrade: Installation and Administration¶
ScaleTrade is a professional multi-asset trading engine built for brokers and financial institutions. The platform supports trading across forex, futures, stocks, bonds, and crypto through a single account, combining core execution with advanced tools for technical analysis, fundamental research, and algorithmic trading via robots.
The architecture is distributed and fault-tolerant — designed to handle hundreds of thousands of simultaneous connections without degradation. Built-in failover mechanisms and DDoS protection ensure continuous uptime even under peak load or external attacks.
The back-office system gives administrators full control over accounts, symbols, spreads, trading groups, liquidity connections, and risk parameters. Integration-ready by design: connect your CRM, KYC provider, payment gateway, or BI tools with minimal overhead.
ScaleTrade is available as a self-hosted trading platform or as a white-label SaaS solution — giving brokerages the flexibility to deploy on their own infrastructure or go live faster with a managed setup.
This guide covers installation, initial configuration, and ongoing administration of the ScaleTrade trading engine for system administrators and integrators.
Who should read this page
This page is intended for administrators and integrators. If you are a manager or customer support staff, proceed to the corresponding sections below.
Quick Start: Installation¶
Minimum requirements and high availability
We recommend at least two dedicated servers hosted by different providers — a primary and a backup1. This ensures maximum availability.
- Prepare hardware according to system requirements.
- Deploy ScaleTrade on the prepared servers.
- Activate the license and perform the initial configuration.
- Use the quick deployment feature to install additional components.
- To migrate or reconfigure the network topology, use console commands Installation and automation scripts.
Platform Setup¶
ScaleTrade administration covers the central Server and all associated modules that make up the infrastructure. Before configuration, review the basic trading concepts and principles behind price charts and the Depth of Market.
- Administrator
General information about the admin terminal, controls, symbols, and groups.
Open - Server Home
License, server status, clients, and account groups.
Open - Managers
Special roles for managing accounts, quotes, and reports.
Open - Funds and ETFs
Build investment funds with automated performance, fees, and payouts.
Open - Network
Manage access points, backup nodes, history servers, and more.
Open - Trades
Manage active and historical trades.
Open - Symbols
Settings for financial instruments: FX, futures, stocks, bonds.
Open - Integrations
Connect CRM systems, mail, KYC, and BI tools.
Open - Spreads
Configure margin discounts for hedged positions.
Open - Security
Built-in firewall, Anti-DDoS, certificates, and security policies.
Open - Charts
Manage financial symbol data behind charts.
Open - Automations
Automate routine workflows with event triggers.
Open - Routing
Create and manage routing rules for client requests.
Open - Ticks
Manage quotes and tick history for testing strategies.
Open - Time
Synchronize time, DST settings, and schedules.
Open - Gateways
Connect to external exchanges and trading systems.
Open - Synchronization
Sync with other ScaleTrade servers for redundancy.
Open - Holidays
Configure trading holidays per group or symbol.
Open - Data Feeds
Deliver quotes and news from providers.
Open - Subscriptions
Provide premium data, personal managers, or paid services.
Open - Groups
Categorize accounts for efficient management.
Open - Plugins
Extend platform with custom processing and bonuses.
Open - Live Updates
Securely deliver the latest system builds.
Open - Accounts
Manage client accounts, permissions, and security.
Open - Reports
Generate regulatory and business reports.
Open - Additional Tools
Analyze lead sources, UTM parameters, and mobile integrations.
Open
Platform Components¶
ScaleTrade is a distributed system. Core functionality is split across modular Server components to achieve load balancing and serve hundreds of thousands of users. All modules communicate via the central trading server, which stores system settings.
- Main Server
Includes main trading operations, history storage, backup, access points, and data feeds.
Open - Trading Terminal
Trade directly in the browser with full functionality.
Open - Backup Server
Provides data storage and automatic synchronization with the main server to ensure reliability and disaster recovery.
Open - Backoffice OMS
Provides data storage and automatic synchronization with the main server to ensure reliability and disaster recovery.
Open - CRM
Manage leads, customers, and their trading accounts through an integrated CRM workflow.
Open - Mobile Apps
Trade on any device with the ScaleTrade mobile application for iOS and Android.
Open
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Primary and hot-standby backup servers synchronize in real time and allow instant failover. ↩