Field Reference

Symbol Fields

This table covers fields in the symbol creation form and Symbols list. See Symbol Types for the calculation model behind each type.

Field	Meaning	Value or example	Notes
`Account`	The account that owns the symbol.	An existing account.	It must match an existing account during creation. The account display name enters the symbol filename.
`Symbol`	The tradable instrument code.	`BTCUSDT`, `BTCUSDT.P`, `ES`, `XAUUSD`.	The normalized code enters the filename: `SBL-{Account Display Name}-{Normalized Symbol}.md`.
`Type`	The model used to interpret quantity, contract unit, and fees.	`Crypto Perpetual`, `Crypto Spot`, `Future`, `CFD`, or Clear.	It is normally inferred from the code and can be changed in the Symbols list. Missing or unrecognized values make position calculations fall back to `Crypto Perpetual`.
`Fee`	The symbol’s fee rate or per-unit fee.	`0.1%`, `1.25` per contract, or `3` per lot.	Its unit changes with `Type`. A position uses it to derive an absolute fee.
`Contract Unit`	The instrument size represented by one quantity unit.	`MES = 5`, `XAUUSD = 100`.	Crypto uses a fixed value of 1. Futures use built-in values. CFDs use a built-in value or a positive integer override.
`Position Count`	The number of positions linked to this symbol.	`24`.	Display only. It counts exact position symbol links and does not affect filenames.

Quantity and Fee across the four Types

`Type`	Position quantity field	Valid range	Notional Value	Meaning of `Fee`
`Crypto Perpetual`	`Amount`, as a USD amount or `Native` asset quantity.	It must be positive to enter calculations.	Native mode uses `Amount × Entry Price`; Contract Unit is fixed at 1.	Percentage of Notional Value, above 0 and below 100.
`Crypto Spot`	`Amount`, as a USD amount or `Native` asset quantity.	It must be positive to enter calculations.	Native mode uses `Amount × Entry Price`; Contract Unit is fixed at 1.	Percentage of Notional Value, above 0 and below 100.
`Future`	`Contract`, measured in contracts.	An integer from 1 through 20.	`Contract × Entry Price × built-in Contract Unit`. It cannot be derived without a built-in Contract Unit.	An amount per contract. It must be a finite number of at least 0.0001.
`CFD`	`Lots`, measured in lots.	0.01 through 20.	`Lots × Entry Price × Contract Unit`.	An amount per lot. It must be a finite number of at least 0.0001.

Code normalization

The code is trimmed and converted to uppercase first. It is then resolved against built-in symbols, pair shapes, and derivative shapes.

Input	Saved result	Rule
`doge/usdt`	`DOGEUSDT`	A spot pair with a known quote asset loses its separator.
`BTC/USDT:USDT`	`BTCUSDT.P`	A settlement marker becomes `.P`.
`BTCUSDT_PERP`	`BTCUSDT.P`	Derivative suffixes such as `PERP` become `.P`.
`XAUUSD+`	`XAUUSD`	A built-in symbol returns the canonical catalog name first.
`FOO/BAR`	`FOO/BAR`	An explicit pair with an unknown quote asset keeps its uppercased separator shape.

An empty code, or one that cannot resolve to an uppercase alphanumeric code, explicit pair, or supported derivative shape, is rejected. A symbol is also rejected when its normalized filename already exists under the same account.