CandleKey Platform reference
Platform team→Owner, CandleKey
Platform reference · 2026

CandleKeyEverything the platform has.

Every capability of the CandleKey platform in one place — trading, money, clients, partners and operations. Read it once and you will know what candlekey.trade does, and what each part handles for the business.

7Apps & portals
2Markets — global & India
4Account types
1Ledger for every movement
Contents
  1. 00Main modules at a glance
  2. 01Where it runs — apps & portals
  3. 02Trading & markets
  4. 03Money & ledger
  5. 04Clients & onboarding
  6. 05Partners & growth
  7. 06Operations & reporting
  8. 07Standards built in
  9. 08Parity with known platforms
At a glance

The main modules, one line each

The short version of the platform. Tap any module to see what it covers, then jump to the full detail further down.Each module is covered in full in the pages that follow.

Trading engine

Market, limit and stop orders with stop-loss and take-profit, priced with the firm's own spread and confirmed with a margin preview.

Read the full section →
01
Where it runs

Seven places the platform shows up

Each is a finished surface, connected to the same account, the same balances and the same records.

Client web app

Portfolio, markets, trade ticket, funding, statements, documents, security — full terminal in a browser.

Desktop & tablet

Android app

Watchlists, one-tap orders, positions and funding — the same account, in your pocket.

Google Play

iOS app

Face ID unlock, live prices, instant alerts and full account management.

App Store

Partner portal

Links, funnel, downline, client list, commission statements and payout history — scoped to their own network.

For IBs

Back office

Client 360, verification queue, payments, approvals, risk desk, reconciliation and payouts.

Staff only

Marketing site

Fifteen pages, live prices, calculators, guides and legal — the shopfront that feeds sign-ups.

Public

API & webhooks

Scoped partner keys and signed events, so your systems and partners talk to the platform directly.

Integrations
One login, one balance A client who starts on a laptop can finish on a phone, and staff see the same record at the same moment.
02
Feature area 01

Trading & markets

Everything a client needs to price, place and manage a trade — with the risk rules that keep it inside the contract.

  • Any market you choose — forex, metals, indices, energy, share CFDs, crypto, plus Indian equities, F&O, MCX and currency derivatives.
  • Instrument control — contract size, tick size, leverage, session hours and trading days per instrument.
  • Live bid and ask with day change, spread and a visible freshness indicator.
  • Firm spread — our pricing layer, independent of the upstream feed.
  • Market, limit and stop orders, with stop-loss, take-profit and pending triggers.
  • Margin preview on the ticket: required margin, pip value and cost before confirming.
  • Live profit and loss, margin level, equity and free margin per position.
  • 100% margin warning and 50% stop-out, configurable, with negative balance protection.
  • Multiple accounts per client, live and demo, with internal account numbering.
  • Positions, pending orders and deal history in one blotter.
  • Charts with indicators, plus a TradingView charting datafeed.
  • Price alerts on any instrument, delivered the way the client chooses.
  • Overnight financing and swap accrual, posted to the ledger daily.
  • Corporate actions on share CFDs — dividends and splits handled.
  • Copy trading — strategy catalogue, allocation, risk multiplier, mirroring, profit share, drawdown and open-trade caps.
  • Risk engine — per-account, per-instrument and platform exposure limits, with a platform kill switch.
Live pricing

EUR/USD · 0.8 pip firm spread

Bid 1.08420Ask 1.08428Spread 0.8

Quotes refresh continuously. When a feed is unavailable the platform shows a dash rather than an invented price.

03
Feature area 02

Money & ledger

Deposits, withdrawals and the accounting underneath them. This is the part that decides whether a client trusts you with a second deposit.

  • Deposits by bank, UPI, USDT or crypto, with amount bands and per-client method eligibility.
  • Gateway control panel — encrypted account details, instructions and proof of payment.
  • Transaction reference on every claim, with duplicate rejection built in.
  • Finance review before any credit reaches a balance.
  • Withdrawals with checks on identity, method, limits and turnover.
  • Two-person approval on withdrawals and adjustments — nobody approves their own.
  • Manual adjustments with reason codes, a second checker and a full audit entry.
  • Double-entry ledger per client, currency and entity — never a pooled balance.
  • Multi-currency wallets with FX snapshots at the moment of each movement.
  • Statements with opening and closing balances, generated from the ledger, in PDF and CSV.
  • Transaction history with filters by account, type, direction and date.
  • Daily trial balance and a break queue for anything that does not match.
  • Settlement matching against provider and bank records.
  • Refunds, chargebacks and reversals handled as ledger movements, not edits.
  • India rails and charges — UPI, netbanking, NEFT/RTGS/IMPS, with brokerage, STT/CTT, GST, stamp duty and DP handled.
Deposit · control point
INR 2,50,000 · Bank transferApproved
ReferenceUTR 4429 8102 7715
MethodHDFC · IMPS
Submitted09:12
Duplicate checkPassed
Approved byFinance · 09:24
Credited toClient account

Nothing is credited without a reference. Duplicate references are refused automatically, and the entry posts to the ledger the moment it is approved.

04
Feature area 03

Clients & onboarding

From first visit to verified client — quickly for the good ones, carefully for the rest.

  • Sign up with email and a one-time code, or a magic link — no password to forget.
  • Two-step sign-in with an authenticator app and recovery codes.
  • Device and session list, with remote sign-out on any device.
  • Resumable application — save, leave and continue where the client stopped.
  • Identity capture — photo ID, proof of address, and a liveness selfie.
  • Automatic screening — sanctions, PEP and adverse media.
  • Risk scoring with gated auto-approval for clean cases.
  • Country eligibility checked at registration, not after funding.
  • Entity-specific agreements, with the accepted version recorded against the client.
  • Document library — statements, terms and disclosures in one place.
  • Notifications — price alerts, fills, deposits, withdrawals and a daily summary.
  • Channels by category — in-app, email and phone, with quiet hours.
  • Referral code and invite flow for every client.
  • Self-service profile, security and verification status.
Client chooses what reaches them
Price alert hit
Order filled or closed
Deposit credited / withdrawal paid
Daily summary at close
Market news and big moves

Alerts are per category and per channel, so a client is never spammed and never surprised. Every message is also kept in an in-app inbox.

05
Feature area 04

Partners & growth

A partner programme that runs on the same ledger as trading — so what you owe is never an estimate.

  • Unlimited-depth network — a partner tree that never hits a level limit.
  • Tracked links and click ids with attribution that survives a lost cookie.
  • Invitations for clients and sub-partners, with expiry and revoke.
  • Approval flow — a sub-partner lands pending until you accept them.
  • Commission plans — revenue share, CPA or per lot, per instrument.
  • Accrual on every closed deal, converted at the deal's FX rate.
  • Multi-level overrides for each ancestor, with rates you set.
  • Partner statements and payout history that reconcile to the ledger.
  • Payout runs with two approvers and accrual locking while a run is open.
  • Abuse controls — self-referral blocks, device and IP clustering, clawbacks.
  • Partner portal — funnel, clients, downline, links, QR codes and assets.
  • Client referral rewards with qualification and approval before payout.
  • Bonus and campaign tools — deposit bonuses, turnover conditions, loyalty tiers.
One closed deal, every level paid
Direct partner · 30%$5.13
Level 2 · 5%$0.86
Level 3 · 5%$0.86
Gross from the trade$17.10
Contribution after network$10.25

Every level is posted as an accrual the moment the deal closes. Nothing is calculated later in a spreadsheet.

06
Feature area 05

Operations & reporting

The desk your team works from, and the numbers that tell you whether the business is working.

  • Client 360 — profile, verification evidence, accounts, transaction timeline, documents and notes.
  • Verification queue with document viewer and liveness frames.
  • Unified approvals queue — partners, sub-partners, unverified sign-ups.
  • Payments queue with approve, reject and reason codes.
  • Gateway management — add, edit and retire funding methods.
  • Risk desk — exposure, margin calls, limit changes and the kill switch.
  • Reconciliation runs and a break queue with resolution records.
  • Corporate actions processing for share CFDs.
  • Partner administration — tree, plans, approvals and payouts.
  • Commission traceability from deal to accrual to ledger to payout.
  • Reports — executive, revenue by spread/commission/swap, deposits, partner performance.
  • Regulatory-style exports and audit packs.
  • Staff roles and permissions, least-privilege by default.
  • Support tickets with categories, priorities and SLA timers.
Approvals · this morning
Deposit · INR 2,50,000 · UTR matched09:12
Withdrawal · USD 4,000 · second approver09:18
Identity · liveness passed · auto-approved09:21
Partner payout run · 14 partners09:30
Reconciliation · all checks passed09:45

Each item carries who requested it, who approved it and the reason. The same actions appear in the audit trail.

07
Underneath it all

Standards built into the platform

Not features clients see — the things that let the business run safely: encryption, audit, recovery, monitoring and access control.

Encryption end to end

Personal data encrypted at field level, documents in private storage, secrets managed and rotated.

Immutable audit trail

Every privileged action recorded with actor, time and reason — history cannot be quietly edited.

Tested recovery

Encrypted backups, point-in-time recovery and restore drills, so recovery is proven rather than assumed.

Firewall & rate limits

Web application firewall, bot protection and per-endpoint limits on money and sign-in paths.

Monitoring & alerts

Metrics, traces and health checks across execution, money and delivery, with alerting on the paths that matter.

Controlled releases

Automated checks and dependency scanning before anything reaches production, with a rollback path.

08
For reference

Feature parity with the platforms clients already know.

Clients arrive with expectations shaped by other platforms. Here is how CandleKey lines up against the four they mention most.

MetaTrader 5 · the terminal standard TradingView · charts and community XM / Exness · retail brokerage Zerodha Kite · India standard
Capability CandleKeyConfigurable per instrument, account type and entity MetaTrader 5 TradingView XM Exness Zerodha Kite
Markets✓Forex, metals, indices, energy, share CFDs, crypto — plus India equities, F&O, MCX and currency derivativesCFDs and forexData on most marketsCFDs and forexCFDs and forexIndia only
Account types✓Four types, fully configurableBroker-defined—Four typesFour typesTwo segments
Order types✓Market, limit, stop, stop-loss, take-profit, pendingMarket, limit, stop, pending—Market, limit, stopMarket, limit, stopMarket, limit, SL, CNC/MIS
Charting✓Candlesticks with indicators, TradingView datafeedBuilt-inReference standardVia MTVia MTBuilt-in indicators
Mobile apps✓Android and iOS, same account and balancesAndroid, iOSAndroid, iOSAndroid, iOSAndroid, iOSAndroid, iOS
Live P&L and margin✓Per position, with margin level and stop-out✓—✓✓✓
Funding in app✓Bank, UPI, crypto — reference-matched, approved, receipted—Broker side—Cards, e-wallets, bankCards, e-wallets, bankUPI, netbanking
Statements & reports✓PDF and CSV, P&L by market, tax-ready exportsTrade history—StatementsStatementsContract notes, tax P&L
Alerts✓Price, fills, funding and news — in app, email, phonePrice alertsAdvanced alertsPrice alertsPrice alertsPrice alerts
Copy trading✓Built in, with drawdown and open-trade caps—Ideas, not execution✓✓—
Partner programme✓Unlimited depth, multi-level overrides, accruals to ledger——IB programmePartner programmeReferral only
Back office✓Client 360, KYC review, payments, risk, reconciliation, payoutsServer administration—InternalInternalInternal
Audit & ledger✓Double-entry ledger, immutable audit, four-eyes approval—————
India access✓Native, broker-connected, SEBI algo controls, contract notes—Offshore only———✓Native
API & webhooks✓REST API, scoped partner keys, signed webhooks, postbacksManager and Web APIWidgets and dataLimitedPartner APIKite Connect
Crypto tax (India)✓1% TDS engine, 30% gain reporting, Schedule VDA export—————

Competitor columns reflect each platform's standard published capability, for orientation only. CandleKey columns describe platform capability — markets, pricing and permissions are configuration recorded per entity and per account type.

Every capability. One platform.

One account for the client, one ledger for the business, one platform for both markets.

Prepared by the CandleKey platform team Design · build · operations