Link open positions

Learn how to link open positions on copy-trading investment accounts with corresponding master account positions, enabling position synchronization

You can link open positions on copy-trading investment accounts with the corresponding positions opened on master accounts. Positions can be linked if they are opened for identical symbols.

This may be useful in the following cases:

• when migrating data from a third-party platform to the B2COPY investment platform

• when it’s needed to open a position on an investment account later than the corresponding position is opened on a master account

Before linking open positions on an investment account with the positions on a master account, make sure that the investment account is subscribed to the master account.

Link positions as follows:

1

Go to Investment Platform and expand the required platform instance.

2

Go to B2COPY > Admin Tools > Link Positions.

Link positions

Link individual positions

In the Investor position ticket and Master position ticket fields, enter tickets of the positions that you want to link and click the Link button.

If no errors are displayed, the specified positions are successfully linked.

To link another pair of positions, click Add, enter position tickets in the displayed fields, and then click the Link button.

To unlink a pair of positions that you previously linked, click the bin icon.

Link multiple positions at once

To link multiple positions at once, use bulk linking:

1

Click Download CSV template.

2

In the downloaded CSV template, enter pairs of position tickets that you want to link in the following format:

Investor position ticket,Master position ticket 1001,1002 1003,1004

3

Save the updated CSV file.

4

Click Select file, and then navigate to and select the CSV file on your computer.

5

Click the Link button to link the positions specified in the CSV file.

If no errors are displayed, the positions specified in the CSV file are successfully linked.

After linking, open positions on investment accounts will be closed when the corresponding positions with which they are linked are closed on master accounts.