Set the default allocation parameters for a copy-trading or MAM master account

Learn how to set the default allocation method and risk ratio for copy-trading or MAM master accounts in the Back Office

After creating a copy-trading or MAM master account, you can set the default allocation parameters, such as the allocation method and risk ratio, for that account. These parameters will be applied by default when clients create subscriptions to master accounts in the Web UI.

To set the default allocation parameters:

1

Go to Investment Platform and expand the required platform instance.

2

For copy-trading master accounts, navigate to B2COPY > Masters. For MAM master accounts, navigate to MAM > Masters.

3

Select the master account, and then click Edit.

4

On the Properties tab, go to the Default Allocation Parameters section.

Default allocation parameters

By default, the Proportional to Equity x Ratio method and the risk ratio of 1 are applied to all newly created copy-trading and MAM master accounts.

5

If you want to change these settings, select another method in the Allocation Method dropdown and enter a new ratio in the Risk Ratio field.

The risk ratio is only required for allocation methods that support it.

6

Click Save to apply the changes.