How to configure my CopyTrading subscription before activation?

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

1. Go to the Client Portal.
   
   

2. Navigate to the Social Trading section.
   
   

3. Click on My Subscriptions.

4. Find the Offer you're currently subscribed to and click View.

5. 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:

1. Direction
   
   

   • All: Copy both Buy and Sell trades.
     
     

   • Buy: Only copy Buy trades.
     
     

   • Sell: Only copy Sell trades.
     
     

2. Minimum Lot
   
   

   • The smallest trade size you’re willing to copy (e.g., 0.01).
     
     

3. 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:

1. 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.
     
     

2. Compared Values
   
   

   • Choose between Balance or Equity for Funds type.
     
     

3. 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.
     
     

4. 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.
     
     

5. 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:

1. Total Loss
   
   

   • Total realized loss of all copied trades since joining the provider. When reached, the subscription is archived.

2. Total Loss Subscription Action
   
   

   • Keep: Do nothing.
     
     

   • Suspend: Pause copying trades.
     
     

   • Unsubscribe: End subscription.
     
     

3. Total Loss Trading Action
   
   

   • Keep All: Leave trades open.

   • Close All: Close all copied trades.

   • Close All Unprofitable: Close all copies with loss.

4. Total Profit
   
   

   • Total realized profit of all copied trades since joining the provider. When reached, the subscription is archived.
     
     

5. Total Profit Loss Subscription Action
   
   

   • Suspend or Unsubscribe
     
     

6. 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.
     
     

7. Floating Loss
   
   

   • Acceptable level of aggregated floating loss of copied trades. When reached, the specified action is taken.
     
     

8. Floating Loss Subscription Action
   
   

   • Actions in case the specified floating loss is reached.

   • Suspend or Unsubscribe
     
     

9. 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.

 Final Step: 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.

Happy CopyTrading!