Change a risk ratio and allocation method for a subscription

Learn how to adjust the risk ratio and allocation method for your copy-trading subscriptions to recalculate position sizes based on your preferred settings

You, as an investor, can change risk ratios and allocation methods applied to your copy-trading subscriptions.

The allocation method and risk ratio are used to recalculate position sizes when positions are copied from a master account to your investment account.

To change a risk ratio and allocation method:

1

In the main menu, expand B2COPY, and then click My Accounts under the desired platform, if more than one is available.

2

Click the investment account in the list.

3

In the account details, go to Subscriptions.

4

Select the subscription.

5

In the subscription row, click ⋮ (the Actions button) and select Edit in the dropdown.

Click Actions
Click Actions
6

In the Edit subscription popup:

  • In the Allocation method dropdown, select another method for your subscription.

  • In the Risk ratio field, enter a numeric value. For decimal values, use a dot . as a decimal separator. The risk ratio only applies to the allocation methods that use it in their formulas.‍

For more information on available allocation methods, refer to Allocation methods for copy trading and MAM.

Assign a risk ratio
Assign a risk ratio
7

Click Save to apply the changes.

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