# Configure trading history synchronization

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:

{% stepper %}
{% step %}
Expand the **Settings** menu.
{% endstep %}

{% step %}
Go to **Synchronization** in the menu.
{% endstep %}

{% step %}
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.
{% endstep %}

{% step %}
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.
{% endstep %}

{% step %}
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.

<figure><img src="/files/S8dFD1pO4GV70810aK5d" alt="Synchronization"><figcaption><p>Synchronization</p></figcaption></figure>
{% endstep %}

{% step %}
Click **Save** to apply the changes.
{% endstep %}
{% endstepper %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.b2copy.b2broker.com/admin-panel-guide/manage-b2copy-settings/configure-trading-history-synchronization.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
