Create copy-trading and MAM subscriptions

Learn how to create copy-trading and MAM subscriptions in the Admin panel

You can create a copy-trading or MAM subscription by linking an investment account to a master account in the Admin panel.

In both copy trading and MAM, a single investment account can be subscribed to multiple master accounts, meaning that an investment account may have several subscriptions.

To create a subscription:

1

Expand the Copy Trading or MAM menu.

2

Go to Links.

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

Click Create in the upper-right page corner.

5

In the displayed popup, complete the following:

Accounts

• In the MA Login field, enter the number of the master account.

• In the IA Login field, enter the number of the investment account.

Allocation parameters

• In the Allocation method dropdown, select the allocation method for the subscription or leave the default one.

  For more details about allocation methods, refer to Allocation methods for copy trading and MAM.

• In the Risk ratio field, enter a numeric value or use the default value 1.

  The risk ratio only works with allocation methods that use the risk ratio in their formulas.

• 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.

• Enable the Send email checkbox to send the clients notifications with subscription details.

• Enable the checkbox Make a 'subs' balance operation ater a new subscription and an 'unsub' balance operation after unsubscription to create zero-balance operations with comments on the master and investment accounts, helping to track the subscription. Leave the checkbox disabled to skip adding comments for this subscription.

For more details, refer to Balance operations.

Create a subscription

6

Click Create.

The newly created subscription appears on the Links page.