Multi-Platform Portfolio Management

Manage investment portfolios that span MetaTrader 4, MetaTrader 5, cTrader, and B2Trader. Unified account and balance operations across all platforms.

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The Challenge

Portfolio managers need to allocate funds, monitor positions, and rebalance accounts across multiple trading platforms. Each platform requires separate integration logic.

The WebAPI Solution

WebAPI's Account and Balance Services provide consistent interfaces for multi-platform portfolio operations. Batch operations enable efficient rebalancing across hundreds of accounts.

portfolio_ops.tsTypeScript

// Batch deposit across portfolio accounts
const result = await webapi.balanceService.DepositBatch({
  items: portfolioAccounts.map(acc => ({
    platform: acc.platform,
    login: acc.login,
    amount: calculateAllocation(acc, totalFunding),
    comment: `Q1 2026 allocation - ${acc.strategy}`
  }))
});

console.log(`Processed ${result.items.length} deposits in ${elapsed}ms`);

Rebalancing Workflow

4-step process for portfolio rebalancing

1Define allocation strategy

2Select target accounts

3Execute batch balance operations

4Monitor results in real-time

Batch Performance Metrics

500+accounts in single batch

3 secaverage batch execution

17balance action types

4platforms simultaneously

Account Grouping

Group accounts by different strategies

By Platform

MT4MT5cTraderB2Trader

MT4 accounts, MT5 accounts, cTrader accounts, B2Trader accounts

By Strategy

ConservativeBalancedAggressive

Conservative, Balanced, Aggressive

By Fund

Fund AFund BFund C

Fund A, Fund B, Fund C

Portfolio Data Available

Key metrics across your portfolio

Aggregate NAVSum of all equity

Total P&LOpen + closed

Positions by SymbolCross-platform

Margin UtilizationAcross all accounts

Relevant API Services

Account Service

multi-platform account management

Balance Service

batch deposits and withdrawals

Position Service

cross-platform position tracking

Group Service

portfolio group management

Real-world example

Fund managers use WebAPI to execute allocation changes across MT4, MT5, cTrader, and B2Trader accounts simultaneously, with batch balance operations processing hundreds of transactions in seconds.

Ready to build?

Manage portfolios across MT4, MT5, cTrader, and B2Trader with unified account and balance operations.