Configure symbol mapping

Set up symbol mapping to match trading instruments between master and investment accounts in copy trading, PAMM, and MAM

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.

To configure symbol mapping:

1

Expand the Settings menu.

2

Go to Symbol Mapping in the menu.

Symbol Mappings

3

If you have several platform instances (such as MT4, MT5, or cTrader), make sure you are in the correct instance, or go to it using the switcher in the upper-left page corner.

4

Auto-mapping with suffixes

To add a list of supported suffixes for automatic symbol mapping, click Add, and then enter a suffix. Permitted symbols include:

• Latin letters (A–Z, a–z)

• Numbers (0–9)

• Special characters: . _ - # ^ + !

To remove suffixes that you no longer need for mapping, click the bin icon next to a particular suffix.

5

Manual mapping

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

To remove symbol mapping for a particular instrument, click the bin icon next to this instrument.

6

Click Save to apply the changes.

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 isn't 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.