Configure trading history synchronization

Learn how to exclude collapsed MT trading history before a specific date from syncing with B2COPY while keeping track of the records

The MetaTrader (MT) trading history can be shortened by collapsing the trading operations recorded before a certain date into a single balance operation showing the total PnL calculated against all the collapsed records, which are then removed.

When syncing MT trading history with the B2COPY investment platform, it is possible to exclude updates to the MT trading records that occurred before a specific date. By setting the date, you can also exclude the balance operation representing the collapsed MT trading records from syncing and still keep track of such records.

To set a date before which updates to MT trading records aren't synced with B2COPY:

1

Expand the Settings menu.

2

Go to Synchronization in the menu.

3

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

4

Select the cutoff date. Records before this date won't be synced with B2COPY.

If the date isn't selected, the balance operation representing the collapsed MT trading records is synced with B2COPY and replaces the series of records that have been collapsed on MT.

5

In the Mask of archiving for balance deal field, enter the search mask to find the comment added to the balance operation representing the collapsed MT trading history.

If during syncing, the balance operation is found using the search mask, it is excluded from syncing.

Synchronization

6

Click Save to apply the changes.