Configure trading settings for copy trading and MAM
Learn how to configure trading settings for copy trading and MAM in the Admin panel
Use these general settings to control how positions are copied in copy trading and MAM, and to track subscription and unsubscription actions with zero-balance operations and associated comments on master and investment accounts.
To configure trading settings:
Expand the Copy Trading or MAM menu.
Go to Settings.
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.
On the Trading Settings tab, adjust the following options:
General Trading Settings
Copy opened positions to new investors
Default: Enabled
Enabled — when an investor subscribes, all existing open positions from the master account are copied to their investment account.
Disabled — existing open positions aren't copied upon subscription; only positions opened on the master account after the subscription is created will be copied to the investment account.
Copy only losing positions
Default: Disabled
Enabled — when an investor subscribes, only positions that are currently losing are copied to the investment account. This allows investors to enter at more favorable prices and potentially achieve a better profit-to-loss ratio.
Disabled — all positions from the master account are copied to the subscribed investment account, regardless of their current performance.
For example, suppose a trader opens a position with a potential profit of 80 points and a potential loss of 40 points.
If an investor copies this position when its price has become 20 points lower than the trader's opening price, the investor may earn 100 points and lose 20 points.
If the investor copies this position when its price has become 20 points higher than the trader's opening price, the investor may earn only 60 points and lose as much.
Copy on resub
Default: Disabled
Enabled — during resubscription, all open positions from the master account will be copied to the investment account, even if they were already copied before.
Disabled — only new positions opened on the master account after resubscription will be copied to the investment account.
Copy only new on resub
Default: Disabled
Enabled — during resubscription, only open positions that aren't yet on the investment account will be copied from the master account.
Disabled — only new positions opened on the master account after resubscription will be copied to the investment account.
Keep positions on unsub
Default: Disabled
Enabled — retains open positions on the investment account that were copied from the master account during unsubscription.
Disabled — closes all open positions on the investment account that were copied from the master account during unsubscription.
Copy only matching price group symbols
Default: Disabled
Enabled — copies positions from the master account to the subscribed investment account at the master account’s opening prices, but only if the symbols match exactly, ignoring symbol mapping settings and suffixes.
Disabled — copies positions to the subscribed investment account at current market prices.
Copy positions to read only accounts
Default: Enabled
Enabled — copies positions to read-only investment accounts.
Disabled — doesn't copy positions to read-only investment accounts.
Balance Operations
Use these settings to automatically create zero-balance operations with comments on master and investment accounts whenever subscriptions are created or terminated. The comments indicate when accounts are subscribed or unsubscribed, which can be helpful for tracking and analyzing operations on client accounts.
Balance operation after subscription/unsubscription (master)
Default: Enabled
Enabled — whenever a subscription to or unsubscription from a master account occurs, a zero-balance operation is created on the master account with the respective comment:
subs | <investment account number>unsub | <investment account number>Disabled — no zero-balance operations are created on the master account upon subscription or unsubscription.
Balance operation after subscription/unsubscription (investor)
Default: Enabled
Enabled — whenever an investment account is subscribed to or unsubscribed from a master account, a zero-balance operation is created on the investment account with the respective comment:
subs | <master account number>unsub | <master account number>Disabled — no zero-balance operations are created on the investment account upon subscription or unsubscription.
Last updated
Was this helpful?