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  • Welcome to the B2COPY knowledge base
  • Admin guide
    • Sign-in and 2FA
    • General interface overview
    • Configure B2COPY
      • Configure copy-trading and MAM settings
      • Configure PAMM settings
      • Configure Web UI settings
      • Configure account settings
      • Configure access settings (only for a standalone solution)
      • Configure deposit and withdrawal settings (only for a standalone solution)
      • Configure the performance fee calculation settings
      • Configure the management fee calculation settings
      • Configure symbol mapping
      • Configure the trade fee filter
      • Prevent syncing of collapsed MetaTrader trading history with B2COPY
      • Copy positions to investment accounts with master account prices
      • Link open positions
      • Enable clients to select account groups when creating master and investment accounts in the Web UI
      • Run the Introducing Brokers (IB) program
      • Allocate custom rewards for assistance in managing master accounts
      • Use email templates to notify clients about important events
    • Configure the B2COPY Leaderboard and Account Statistics widgets
    • Register new Back Office users
    • Register new clients
    • Manage master and investment accounts
    • Manage trading robots
    • Manage subscriptions
    • Manage deposits and withdrawals
  • Admin panel guide
    • Welcome to the Admin panel guide
    • Access the Admin panel
    • Explore the Admin panel web interface
    • Manage security settings
    • Manage Admin panel users
    • Manage B2COPY settings in the Admin panel
    • Manage clients
    • Manage master & investment accounts
    • Manage links
  • User guide
    • Welcome to the User guide
    • Sign-in and 2FA
    • Account details
    • Use the Leaderboard to find the best-performing master accounts
    • Manage master & investment accounts
    • Manage subscriptions
    • Manage deposits & withdrawals
  • Copy-trading, PAMM, and MAM concepts
    • General comparison of copy-trading PAMM and MAM accounts
    • Copying of Stop Loss (SL) and Take Profit (TP) orders
    • Personal trading on copy-trading investment accounts
    • Allocation methods for copy trading and MAM
    • Allocation methods and their effect on open positions
    • Allocation methods for PAMM
    • Fee list
    • Mechanism for deducting accrued fee debt
    • Return calculation
    • Drawdown and Maximum drawdown calculation
    • Risk limits for investors
    • Risk limits for master traders
    • Score calculation
  • General concepts
    • General comparison of two B2COPY standalone versions
  • API Documentation
    • Authorization in the Back Office
    • Get a list of master and investment accounts
    • Create a master or investment account using the existing MT account
    • Get data for the Statistics widget
    • Get data for the Leaderboard widget
    • Seamless authorization (only for a standalone solution)
    • Register a client and create their payment account (only for a standalone solution)
    • Integrate your external CRM system with the B2COPY API
    • Initiate fee processing between master and investment accounts
  • Video tutorials
  • Key terms
  • Release notes
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  1. Admin guide

Configure B2COPY

Learn how to configure B2COPY, including settings for copy-trading, MAM, PAMM, Web UI, fees, account access, symbol mapping, trade filters, widgets, IB program, and client notifications

Configure copy-trading and MAM settingschevron-rightConfigure PAMM settingschevron-rightConfigure Web UI settingschevron-rightConfigure account settingschevron-rightConfigure access settings (only for a standalone solution)chevron-rightConfigure deposit and withdrawal settings (only for a standalone solution)chevron-rightConfigure the performance fee calculation settingschevron-rightConfigure the management fee calculation settingschevron-rightConfigure symbol mappingchevron-rightConfigure the trade fee filterchevron-rightPrevent syncing of collapsed MetaTrader trading history with B2COPYchevron-rightCopy positions to investment accounts with master account priceschevron-rightLink open positionschevron-rightEnable clients to select account groups when creating master and investment accounts in the Web UIchevron-rightRun the Introducing Brokers (IB) programchevron-rightAllocate custom rewards for assistance in managing master accountschevron-rightUse email templates to notify clients about important eventschevron-right
PreviousGeneral interface overviewchevron-leftNextConfigure copy-trading and MAM settingschevron-right

Last updated 9 months ago

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