Balance Readers

Overview

Balance Readers provide real-time visibility into your trading accounts by automatically fetching wallet balances and open positions across trading venues.

The Balance Readers page in the Deltix Universe Configurator allows you to set up and manage Balance Readers for different exchanges.

Interface Layout

The Balance Readers page is divided into two sections:

1. Connectors List: Displays the list of balance readers available for configuration.
2. Settings Panel: Provides configuration options for the selected balance reader.

Connectors List

The Connectors List shows all balance readers available for configuration.

A search bar above the list allows you to quickly find connectors by exchange name or connector name:

When a trade connector has instances created for it, the number of instances is displayed in brackets next to the trade connector's name.

Example

DERIBIT (2) indicates two configured instances of this connector.

Settings Panel

The Settings Panel allows you to configure options specific to the selected balance reader. Within the configuration form, you can view the balance reader name and parameters list.

Available actions include:

• Copy: Duplicate the reader configuration.
• Delete: Remove the reader.
• Save: Save any configuration changes.

Creating a Balance Reader

1. In the connectors list, locate the desired reader.
2. If no instances of the reader exist, click the reader's name to open the settings panel. If instances of the reader already exist, click the Add New button next to the reader's name.
3. Fill in the required parameters for the balance readers. Configure authentication credentials by either directly entering passwords/API keys, or specify a HashiCorp Vault path by switching from Password to Vault input mode:
4. Click Create to create the balance reader.