Set default allocation parameters for copy-trading and MAM master accounts

Learn how to set default allocation methods and risk ratios for copy-trading and MAM master accounts in the Admin panel

You can set the the default allocation parameters, such as the allocation method and risk ratio, for each copy-trading and MAM master account in the Admin panel.

The selected allocation method and risk ratio will be applied by default when creating subscriptions to the master account in the Web UI.

To set the default allocation parameters for a master account:

1

Expand the Copy Trading or MAM menu.

2

Go to Masters.

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

Select the account and click the account number in the Account Login column to open the account details.

5

On the Properties tab, locate the Default Allocation Parameters section.

By default, the Proportional to Equity x Ratio method and the risk ratio of 1 are applied to all newly created copy-trading and MAM master accounts.

6

If you want to change these settings for the selected account, click Edit and choose another method in the Allocation Method dropdown and enter a new ratio in the Risk Ratio field.

The risk ratio is only required for allocation methods that support it.

Default allocation parameters

7

Click Save to apply the changes.