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  • Welcome to the B2COPY knowledge base
  • Admin guide
    • Sign-in and 2FA
    • General interface overview
    • Configure B2COPY
      • Configure copy-trading and MAM settings
      • Configure PAMM settings
      • Configure Web UI settings
        • Show on Leaderboard
        • Show on Statistics page
        • Show on Trading Report
        • Fee settings
        • Subscription settings
        • Risk Ratio settings (applicable for copy trading only)
        • Account Properties
      • Configure account settings
        • Account settings
        • Default Master’s Positions Visibility
        • Default Investor’s Positions Visibility (applicable for PAMM only)
      • Configure access settings (only for a standalone solution)
      • Configure deposit and withdrawal settings (only for a standalone solution)
      • Configure the performance fee calculation settings
      • Configure the management fee calculation settings
      • Configure symbol mapping
      • Configure the trade fee filter
      • Configure B2COPY widgets
      • Prevent syncing of collapsed MetaTrader trading history with B2COPY
      • Copy positions to investment accounts with master account prices
      • Link open positions
      • Enable clients to select account groups when creating master and investment accounts in the Web UI
      • Run the Introducing Brokers (IB) program
        • Manage IB levels
        • Customize the IB partnership settings of investment accounts
      • Allocate custom rewards for assistance in managing master accounts
      • Use email templates to notify clients about important events
    • Register new Back Office users
      • Disable 2FA for Back Office users
    • Register new clients
      • Register new clients with email addresses
      • Register new clients with MT account logins (only for a standalone solution)
      • Add a profile picture and nickname to a client profile
    • Manage master and investment accounts
      • Create a master account
      • Set the default allocation parameters for a copy-trading or MAM master account
      • Set the allocation method and rollover settings for a PAMM master account
      • Create fee plans for a master account
      • Modify the default fee plan for a master account
      • Assign risk limits to a master account
      • Determine if risk limits are assigned to a master account
      • Assign a minimum deposit to a master account
      • Assign a subscription code to a master account
      • Set up a promo offer for a master account
      • View and execute pending PAMM requests on master accounts
      • Cancel pending PAMM requests on investment accounts
      • Create an investment account
      • Archive master and investment accounts
      • View information about archived accounts
      • Restore archived accounts
    • Manage trading robots
    • Manage subscriptions
      • Create a copy-trading or MAM subscription
      • Create a PAMM subscription
      • Assign a risk limit to a subscription
      • Modify a subscription
      • Resync open positions on a master account with subscribed investment accounts
      • Change a fee plan for an existing subscription
      • Initialize instant fee payments for subscriptions
      • View details about fees paid for a subscription
      • Pause and resume subscriptions
      • Terminate or reactivate a subscription
    • Manage deposits and withdrawals
      • Deposit funds to copy-trading and MAM accounts
      • Withdraw funds from copy-trading and MAM accounts
      • Deposit funds to PAMM accounts
      • Withdraw funds from PAMM accounts
  • User guide
    • Sign-in and 2FA
    • Account details
      • Subscriptions page
      • Trading Report page
      • Statistics page
      • Settings page
      • Requests page (for PAMM accounts only)
      • Fee Payments page
    • Use the Leaderboard to find the best-performing master accounts
    • Manage master and investment accounts
      • Create a master account
      • Set up or modify a fee plan for your master account
      • Change your master account visibility on the Leaderboard
      • Assign a subscription code to your master account
      • Assign a minimum deposit to your master account
      • Set up a promo offer for your master account
      • View and update rollover settings of your PAMM master account
      • Create an investment account
      • Add your profile picture and nickname
      • Add or change your account name
      • Reset your account password
    • Manage subscriptions
      • Create a subscription
      • Create a subscription using a subscription code
      • Create a subscription using a promo code
      • Change a risk ratio and allocation method for a subscription
      • Assign a risk limit to a subscription
      • Enable or disable the reverse copy option for a subscription
      • Check a fee plan applied to a subscription
      • Detach open positions copied into investment accounts
      • Pause or resume a subscription
      • Terminate and reactivate a subscription
    • Manage deposits and withdrawals
      • Deposit funds to your copy-trading and MAM accounts
      • Withdraw funds from your copy-trading and MAM accounts
      • Deposit funds to your PAMM accounts
      • Withdraw funds from your PAMM accounts
  • Copy-trading, PAMM, and MAM concepts
    • General comparison of copy-trading PAMM and MAM accounts
    • Allocation methods for copy trading and MAM
    • Allocation methods for PAMM
      • Reallocation on deposit and withdrawal
      • No action on deposit and autocorrection on withdrawal
    • Fee list
    • Mechanism for deducting accrued fee debt
    • Return calculation
    • Drawdown and Maximum drawdown calculation
    • Risk limits for investors
    • Risk limits for master traders
    • Score calculation
  • API Documentation
    • Authorization in the Back Office
    • Get a list of master and investment accounts
    • Create a master or investment account using the existing MT account
    • Get data for the Statistics widget
    • Get data for the Leaderboard widget
    • Seamless authorization (only for a standalone solution)
    • Register a client and create their payment account (only for a standalone solution)
  • Video tutorials
  • Key terms
  • Release notes
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On this page
  • ‍Proportional to Balance
  • Proportional to Equity
  • Proportional to Balance x Ratio
  • ‍Proportional to Equity x Ratio (default)
  • Fixed Lot Allocation
  • Ratio Multiplier (also called the Lot Allocation method)

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  1. Copy-trading, PAMM, and MAM concepts

Allocation methods for copy trading and MAM

Learn about various allocation methods for copy trading and MAM to understand how positions are allocated from master accounts to investment accounts

PreviousGeneral comparison of copy-trading PAMM and MAM accountsNextAllocation methods for PAMM

Last updated 1 month ago

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This article describes the allocation methods available for copy trading and MAM. The methods are used to calculate position sizes that should be copied from a master account to subscribed investment accounts.

One of the following allocation methods can be selected when in the Back Office:

  • (default)

  • (also called the Lot Allocation method)

A position can't be copied with a size that is beyond the minimum or maximum possible size defined for a particular instrument. If a calculated position size is beyond the valid range, the position is copied to an investment account with the minimum or maximum possible size respectively.

‍Proportional to Balance

Investor’s position size = Master trader’s position size x (Investor's balance / Master trader’s balance)

Example

The master trader's balance = $8,000

The investor's balance = $2,000

The master trader opens a position of 2.00 lots. The investor copies that position as 2.00 x (2000/8000) = 0.50 lots

Proportional to Equity

Investor’s position size = Master trader’s position size x (Investor's equity / Master trader’s equity)

Example

The master trader's equity= $2,000

The investor's equity = $5,000

The master trader opens a position of 2.50 lots. The investor copies that position as 2.50 x (5000/2000) = 6.25 lots

Proportional to Balance x Ratio

Investor’s position size = Master trader’s position size x (Investor's balance / Master trader’s balance) x Ratio

Example

Ratio = 2.5

The master trader's balance = $8,000

The investor's balance = $2,000

The master trader opens a position of 2.00 lots. The investor copies that position as 2.00 x (2000/8000) x 2.5 = 1.25 lots

‍Proportional to Equity x Ratio (default)

‍Investor’s position size = Master trader’s position size x (Investor's equity / Master trader’s equity) x Ratio

‍Example

Ratio = 0.5

The master trader's equity= $2,000

The investor's equity = $5,000

The master trader opens a position of 2.50 lots. The investor copies that position as 2.50 x (5000/2000) x 0.5 = 3.13 lots

Fixed Lot Allocation

Investor’s position = Investor’s fixed position size (Ratio)

The investor’s position size is fixed and is defined in advance for each position that will be copied regardless of balance, equity, or free margin of both master and investment accounts.

Example

Ratio = 0.1

The master trader opens a position of 0.85 lots. The investor copies that position as 0.1 lots (regardless of the position size in the master account and of the balance, equity, or free margin of both master and investment accounts).

Ratio Multiplier (also called the Lot Allocation method)

Investor’s position = Master trader’s position x Ratio

The investor’s position size is a multiplier to the master trader’s position size regardless of the balance, equity, or free margin of both master and investment accounts.

Example 1

Ratio = 1

The master trader opens a position of 2.50 lots. The investor copies that position as 2.50 x 1 = 2.50 lots (the same position size as in the master account).

Example 2

Ratio = 0.5

The master trader opens a position of 2.50 lots. The investor copies that position as 2.50 x 0.5 = 1.25 lots (half of the position size in the master account).

creating a copy-trading or MAM subscription
Proportional to Balance
Proportional to Equity
Proportional to Balance x Ratio
Proportional to Equity x Ratio
Fix Lot Allocation
Ratio Multiplier