Fintechee Job Network

Category FiSDK

Building a Custom Trading Dashboard with FiSDK
Building a Custom Trading Dashboard with FiSDK

Creating a custom trading dashboard can transform how traders and administrators interact with a platform. With FiSDK, building a lightweight, responsive, and fully functional dashboard is straightforward—even for users without extensive programming experience.

Structure of a FiSDK-Based Frontend

A typical FiSDK frontend consists of two essential components:

  1. HTML container: The structure and layout of the dashboard

  2. JavaScript file: The logic layer that interacts with FiSDK APIs

This separation allows users to design a visual interface independently from backend interaction, making dashboards easier to maintain and customize.

Role of dashboard.html and ui.js

  • dashboard.html
    This file defines the overall structure and layout of the dashboard. Users can add tables, charts, buttons, and forms to display trading data and allow interactions with the platform.

  • ui.js
    This JavaScript file handles communication with FiSDK. It sends requests, subscribes to real-time events, and updates the UI dynamically. For example, ui.js can listen for order execution notifications and automatically update tables or charts without manual refresh.

// Example: Listening to order execution events
fisdk.subscribeToNotification("orderExecuted", function(data) {
updateOrderTable(data);
});

Common Dashboard Use Cases

FiSDK dashboards support a wide range of trading and management functions, including:

  • Real-time order tracking: Display executed, pending, or canceled orders

  • Position monitoring: View current positions, P&L, and risk exposure

  • Account management: Track balances, margin requirements, and transactions

  • Risk management alerts: Trigger notifications when risk thresholds are breached

  • Custom reporting: Aggregate trading statistics or performance metrics

These use cases can be implemented easily by connecting UI elements to the relevant FiSDK API calls.

Custom UI Logic with FiSDK APIs

The flexibility of FiSDK allows users to implement custom UI logic. For instance:

  • Highlighting orders with unusual size or status

  • Automatically generating alerts based on account activity

  • Dynamically updating charts or tables in response to live market data

All of these operations are event-driven, so the dashboard reacts in real time without requiring complex polling or backend modifications.

Best Practices for Extending the Dashboard

  1. Keep separation of concerns: Keep HTML for structure, CSS for styling, and JS for logic

  2. Use event subscriptions efficiently: Subscribe only to necessary events to reduce overhead

  3. Modularize JS code: Organize functions in ui.js for readability and maintainability

  4. Leverage FiSDK abstractions: Avoid direct REST calls; use FiSDK’s simplified API functions

  5. Test incrementally: Build and test small features first before integrating them into a full dashboard

Following these best practices ensures that dashboards are scalable, maintainable, and responsive, while keeping the development process simple and accessible.

Challenges of Customer Service in Trading Environments
Challenges of Customer Service in Trading Environments

Customer service in the Forex and CFD industry is fundamentally different from support in traditional digital businesses. Support teams must handle inquiries related to pricing, execution, margin, order status, platform behavior, and account issues — often under strict time pressure and during high market volatility.

Traditional ticketing systems lack awareness of trading context. Support agents are forced to switch between CRM tools, trading platforms, and back-office systems to understand a single issue. This fragmented workflow increases response time, introduces operational risk, and negatively impacts customer satisfaction.

Using FiSDK and APIs for Support Workflows

Fintechee CRM addresses these challenges through FiSDK and broker-grade APIs, enabling fully integrated and automated support workflows.

FiSDK provides a set of SDKs and client APIs that allow brokers to build custom support tools or extend existing systems. Support actions — such as querying account status, checking order history, or validating trading events — can be performed directly through APIs without manual data reconciliation.

This SDK- and API-driven architecture allows brokers to design support processes that match their operational model while maintaining tight integration with trading infrastructure.

Tracking Service Requests and Resolutions

Fintechee CRM enables centralized tracking of service requests, support interactions, and resolution outcomes within a single system.

Each support request can be linked to the relevant customer profile, trading account, and activity history. This unified view allows support teams to quickly understand context, prioritize urgent cases, and maintain consistent service standards across channels. Managers gain visibility into support performance, response times, and resolution quality.

Linking Support Tickets with Trading Data

One of the most powerful features of Fintechee CRM is the ability to link support tickets directly with trading data.

When a trader submits an inquiry, support agents can instantly access related positions, orders, margin status, and execution details. This eliminates guesswork and reduces back-and-forth communication with clients. By grounding support decisions in real trading data, brokers improve accuracy, transparency, and trust.

Improving Response Time and Customer Satisfaction

By combining CRM logic with trading-native APIs, Fintechee transforms customer support into a proactive, data-driven operation.

Automated workflows reduce manual effort, while real-time data access accelerates issue resolution. Faster response times, higher accuracy, and consistent service experiences lead to improved customer satisfaction and stronger long-term relationships. For Forex and CFD brokers, effective support is not just a cost center — it is a key differentiator.