Configure symbol mapping

Learn how to configure symbol mapping to ensure compatibility between different symbol name conventions used on master and investment accounts for copy-trading, PAMM, and MAM services

You can configure symbol mapping to ensure compatibility in the case when different symbol name conventions are used to identify the same trading instrument on a master account and an investment account subscribed to it. The symbol mapping configuration applies to all copy-trading, PAMM, and MAM services.

To configure symbol mapping:

1

Go to Investment Platform and expand the required platform instance.

2

Go to Settings > Symbol Mapping.

Symbol Mapping

3

Auto-mapping with Suffixes

To add a list of supported suffixes for automatic symbol mapping, click the +Add button, and then specify a suffix.

To remove suffixes that you no longer need for mapping, click the Delete button related to a particular suffix.

4

Manual Mapping

To specify symbols related to a particular instrument that need to be mapped, click the +Add button, and then enter two or more symbols (such as EURUSD | EURUSD! | EURUSD' | EURUSD.fix | EURUSD?). Press Enter after specifying each symbol.

To disable symbol mapping for a particular instrument, click the Delete button related to this instrument.

5

Click Save to apply the symbol mapping configuration.

How the symbol mapping mechanism works

The mapping mechanism is enabled when a position opened on a master account can't be copied to an investment account subscribed to it because the groups to which the accounts belong support different symbols for the same instrument.

First, the required symbol is searched among the symbols specified for manual mapping.

If the symbol is found and available to the group to which the investment account belongs, the symbol is mapped and the position is successfully copied to the investment account.

If the symbol is not found or the found one is not available to the investor, the mapping mechanism starts substituting the suffixes specified for automatic mapping. The mechanism adds a suffix to the symbol and checks whether such a symbol exists and is available to the investor.

Once the symbol is found, it is mapped and the position is successfully copied to the investment account.

If during suffix substitution a symbol for mapping isn't found, the position isn't copied to the investment account, and the alert is logged to the error-monitoring system.