Risk Ratio settings (applicable for copy trading only)

Manage investor access to risk ratio settings for copy-trading subscriptions in the Web UI, including the ability to view, edit, and select allocation methods during subscription

On the Web UI Setting tab, navigate to the Risk Ratio settings.

These options enable investors to view and edit risk ratios applied to their subscriptions in the Web UI.

Risk Ratio settings in the Back Office

When Show is selected for the Risk Ratio option in the Back Office, the Risk Ratio field is displayed for each subscription on the Subscriptions page in the Web UI; otherwise, the field is hidden.

When the Allow to edit option is set to Yes in the Back Office, investors can edit the Risk Ratio field in Web UI and change risk ratios applied to their subscriptions; otherwise, ratios can't be edited.

In the Back Office, you can also set a range of values within which investors can set risk ratios for their subscriptions. To set the range, enter values in the Min Value and Max Value fields.

Risk Ratio

When Show is selected for the option Show allocation method on creation subscription page, investors can select the allocation method and risk ratio when subscribing to a copy-trading master account in the Web UI.

Create new subscription popup

By default, this option is set to Hidden, meaning that subscriptions are created using the default method and ratio selected for the given copy-trading master account. In the Back Office, you can view and edit these settings in the Default Allocation Parameters section on the Properties tab of the master account details (for details, refer to Set the default allocation parameters for a copy-trading or MAM master accounts).