Configure copy-trading and MAM settings
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For copy-trading and MAM services, you can configure the settings for copying positions from master accounts to subscribed investment accounts, as well as the settings for tracking subscriptions.
Go to Investment Platform and expand the required platform instance, such as MT4, MT5, or cTrader.
For copy-trading settings, go B2COPY > Settings. For MAM settings, go to Mam > Settings.
Make sure you are on the Trading Settings tab.
In the Copy open positions to new investors dropdown, select either of the two options:
Yes – to copy the existing open positions from a master account to an investment account after an investor has subscribed to the master account.
No – not to copy the existing open positions from a master account to an investment account after an investor has subscribed to the master account. Only positions that are opened on the master account after creating a subscription will be copied to the investment account.
In the Copy only losing positions dropdown, select either of the two options:
Yes – to copy only positions that are currently losing. In this case, investors copy positions at more favorable opening prices, ensuring a better ratio of potential profit to loss.
No – to copy all positions from a master account to a subscribed investment account.
Example
Consider a case when a trader opens a position counting on the potential profit of 80 points and loss of 40 points.
If an investor copies this position when its price has become 20 points lower than the trader's opening price, the investor may earn 100 points and lose 20 points.
If the investor copies this position when its price has become 20 points higher than the trader's opening price, the investor may earn only 60 points and lose as much.
The following settings are enabled by default to make automatic zero balance operations with comments on master and investment accounts after creating and terminating subscriptions. We recommend that you leave these settings enabled, as comments indicating when accounts are subscribed or unsubscribed may be helpful when analyzing operations made on your client accounts.
Make zero balance operations on master accounts with a 'subs' comment upon subscribing and 'unsub' comment upon unsubscribing
If enabled, each time a subscription to any master account is created, a zero balance operation is made on this master account with the comment:
subs | <investment account number>
Each time an investment account is unsubscribed from any master account, a zero balance operation is made on this master account with the comment:
unsub | <investment account number>
Make zero balance operations on investment accounts with a 'subs' comment upon subscribing and 'unsub' comment upon unsubscribing
If enabled, each time any investment account is subscribed to a master account, a zero balance operation is made on this investment account with the comment:
subs | <master account number>
Each time any investment account is unsubscribed from a master account, a zero balance operation is made on this investment account with the comment:
unsub | <master account number>
The following is an example of zero balance operations with 'subs' and 'unsub' comments made on a master account when an investment account was subcribed to it and then unsubscribed.
subs and unsub comments
