Create a copy-trading or MAM subscription

Learn how to create a copy-trading or MAM subscription by linking an investment account to a master account and configuring allocation method, risk ratio, and copy direction

You can create a copy-trading or MAM subscription by subscribing an investment account to a master account in the Back Office.

In the case of copy trading and MAM, a single investment account may be subscribed to multiple master accounts, which means that investment accounts may have multiple subscriptions.

To create a subscription:

1

Go to Investment Platform and expand the required platform instance, such as MT4, MT5, or cTrader.

2

To create a copy-trading subscription, go to B2COPY > Subscriptions. To create a MAM subscription, go to Mam > Subscriptions.

3

On the Subscriptions page, click the +Create button located at the upper-right page corner.

Create a copy-trading subscription

4

On the Create Subscription page, enter a master account login and an investment account login to subscribe the investment account to the master account.

5

In the Allocation method dropdown, select a method used to calculate the size of positions that an investor copies from a master account. You can select one of the following methods:

• Proportional to Balance

• Proportional to Equity

• Proportional to Balance x Ratio

• Proportional to Equity x Ratio (default)

• Fixed Lot Allocation

• Ratio Multiplier

To learn more about each allocation method, refer to Allocation methods for copy trading and MAM.

6

In the Risk Ratio field, enter a numeric value. The default value is 1. Use a dot "." as a decimal separator for numeric values.

A risk ratio is used to recalculate the size of positions that an investor copies from a master account. A risk ratio only applies to the allocation methods that use the risk ratio in their formulas.

7

In the Copy Direction dropdown, select one of the following options:

• Normal – This option doesn't change a trade side when positions are copied from a master account to an investment account. For example, if a master trader opens a sell position, this position is copied as a sell position for an investor.

• Reverse – This option changes a trade side when positions are copied from a master account to an investment account. For example, if a master trader opens a sell position, this position is copied as a buy position for an investor.

8

Enable the Send email checkbox if you want to send emails with subscription details to the clients.

9

Leave the option Make a 'subs' balance operation after a new subscription and an 'unsub' balance operation after unsubscription enabled. If you don't want to make zero balance operations with comments on the master and investment accounts for this particular subscription, disable this option.

Refer to the section named Settings for tracking subscriptions in Configure copy-trading and MAM settings to learn more about this option.

10

Click Save to create the subscription.

Specify parameters for a copy-trading subscription

The created subscription and its settings are displayed on the Subscriptions page.