This comprehensive guide will walk you through every stage of becoming a Follower on our CopyTrading platform—from signup to strategy configuration and managing your subscriptions.
1. Getting started: How to become a follower
To begin, make sure you have a live trading account.
New here? If you haven’t registered yet, check out our step-by-step guide: How do I register a new account?
Step-by-step guide:
To get started, log in to your Client Portal.
Go to the Social Trading section and click “Offers for Invest”
Explore a variety of strategies from different Providers. Each Offer clearly displays key details such as the name, performance fee, and minimum balance requirement—helping you find a strategy that suits your investment goals.
Before clicking “Invest,” take a moment to evaluate each Provider using these indicators in the Provider Ratings section:
Equity
The current balance plus unrealized profit/loss on open trades. It shows the Provider’s real-time account status.Return
The percentage of net gain or loss generated by the strategy over time. A higher return usually means better overall performance.Max Profit
The highest profit recorded by the Provider over a specific period. This gives insight into the strategy’s profit potential.⚠ Max Drawdown
The largest drop from peak to bottom in the account equity. A lower drawdown usually means the strategy is more stable.
Pick a provider that fits you
Once you find a strategy that aligns with your trading goals and risk appetite, click “Invest”.
You'll be redirected to view full Offer details. Read everything carefully, then click “Continue.”
Set up your follower account
Choose whether to create a new Follower account or use an existing one, then select your preferred leverage and base currency for copying trades.
Final review and confirmation
Review your subscription details. When ready, click “Continue” to complete the setup.
2. Configuring your CopyTrading subscription
Before you can start copying trades from a Provider, you’ll need to complete three configuration steps in the Client Portal. These steps help you tailor your copy trading experience to fit your strategy, preferences, and risk level.
Step 0: Access the subscription setup
Go to the Client Portal.
Navigate to the Social Trading section.
Click on My Subscriptions.
Find the Offer you're currently subscribed to and click View.
You will see the Subscription Configuration setup flow.
Step 1: configure filters
This step allows you to define what kinds of trades you want to copy from the Provider.
Configuration options:
Direction
All: Copy both Buy and Sell trades.
Buy: Only copy Buy trades.
Sell: Only copy Sell trades.
Minimum Lot
The smallest trade size you’re willing to copy (e.g., 0.01).
Maximum Lot
The largest trade size you’ll allow to be copied (e.g., 1.00).
➡ Once done, click Submit to save this step.
Step 2: Configure strategy
This controls how trades are copied, including volume calculation, trade direction, and risk scaling.
Configuration Options:
Volume Scaling Mode (Volume Modifiers of Copies):
Autoscale: Automatically adjusts volume based on balance/equity ratios.
Multiply: Multiplies Provider's trade size (e.g., Provider 1 lot × 0.5 = 0.5 lots copied).
Fixed: Copies trades at a fixed volume size regardless of Provider.
Lots Proportion: Copies trades proportionally to your lot size scale.
Compared Values
Choose between Balance or Equity for Funds type.
Risk Ratio
* For Autoscale mode, it's the number to multiply the Compared values' ratio by.
* For Fixed mode, it's the volume to be opened on each copy.
* For Multiply mode, it's the number to multiply the provider's volume by for a copy.
* For Lots proportion mode, it's the multiplier for Lot step.
Copy Direction
Direct: Direction modificators of copies. With the reverse direction, a buy source deal becomes a sell deal as a copy, and vice versa.
Small Volumes Handling
Skip: Ignores very small trades.
MinLot (Risk by rounding): Rounds small volumes up to minimum tradable size.
⚠️ May use more margin.
➡Once satisfied, click Submit.
Step 3: Configure risk management
Protect your account by setting automatic triggers based on performance or floating risk.
Configuration Options:
Total Loss
Total realized loss of all copied trades since joining the provider. When reached, the subscription is archived.
Total Loss Subscription Action
Keep: Do nothing.
Suspend: Pause copying trades.
Unsubscribe: End subscription.
Total Loss Trading Action
Keep All: Leave trades open.
Close All: Close all copied trades.
Close Unprofitable: Close only trades in loss.
Close All Unprofitable: Close all copies with loss.
Total Profit
Total realized profit of all copied trades since joining the provider. When reached, the subscription is archived.
Total Profit Loss Subscription Action
Suspend or Unsubscribe
Total Profit Loss Trading Action
Actions in case the specified total profit loss level is reached.
Keep all: Do not perform any action on copied position.
Close all: Close all copied positions.
Close all unprofitable: Close all copies with loss.
Floating Loss
Acceptable level of aggregated floating loss of copied trades. When reached, the specified action is taken.
Floating Loss Subscription Action
Actions in case the specified floating loss is reached.
Suspend or Unsubscribe
Floating Loss Trading Action
Actions in case the specified floating loss level is reached.
Keep all: do not perform any action on copied position.
Close all: close all copied positions.
Close all unprofitable: close all copies with loss.
➡ Click Submit to finalize this step.
3. Activate your subscription
Once all three configuration steps are completed:
Click Activate to start copying trades from the Provider.
You're all set!
Once you've completed these configuration steps and activated your subscription, your account will begin copying trades based on the settings you've chosen.
These features are designed to give you full control and flexibility, ensuring your CopyTrading experience aligns with your goals and risk preferences.
You can always go back and adjust your configuration at any time.
Ready to start?
Log in to your Client Portal, activate your Follower profile, and start copying strategies from top-performing traders today. Your trading journey begins with a single click!
You can check all your subscriptions anytime by clicking on the “My Subscriptions” section. You’ll see all the Offer details you've invested in and manage them from there.
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