Trade Copier

The Trade Copier documentation guides you through setting up Portfolios, connecting accounts, and customizing copier settings for real-time trade replication across supported platforms.

Getting Started

After logging in for the first time, you'll be directed to the Getting Started page.
This step-by-step guide will help you create your first Portfolio, connect Master and Copier Accounts, and enable the Trade Copier.


Step 1: Create a Portfolio

A Portfolio simplifies the management of trading accounts by grouping them together.

Instructions:

  • Click Add New Portfolio to begin.
  • Enter a unique Portfolio Name (e.g., "First Portfolio").
  • Select the Number of Accounts you wish to connect.
  • Choose your Subscription Plan: Monthly or Yearly.
  • Click Continue and complete the payment process.

Step 2: Add a Master Account

Once your Portfolio is created, you can add the Master Account.
The Master Account is the trading account that acts as the source for all copied trades.

Instructions:

  • Click Add Master Account
  • Select your trading platform (e.g., MetaTrader 4, MetaTrader 5).
  • (Optional) Choose or add a new Environment for enhanced security (e.g., Default Environment or a Dedicated IP).
  • Provide the following credentials:
    - Login: Your trading account number.
    - Password: Your trading account password.
    - Server: Your broker’s server name.
  • Click Submit to connect the account.

It's take about 3 minutes for process connect. Once connected, your Master Account will appear with "ONLINE" status.


Step 3: Add a Copier Account

A Copier Account is the account that receives and replicates trades from the Master Account.

Instructions:

  • Click Add Copier Account
  • Select your trading platform and follow the same steps as adding a Master Account.

Wait about 3 minutes for process. Once connected, your Copier Account will appear with "ONLINE" status.
You can add multiple Copier Accounts within the same Portfolio later when Getting Started steps completed.


Step 4: Enable Trade Copier

By default, the Trade Copier feature for Copier Accounts is set to "OFF" for security reasons.

Instructions:

  • Click the Copier Settings button.
  • In the settings panel, switch the Trade Copier feature to "ON".
  • Save your changes.

You can also customize additional settings in the Copier Settings panel now or anytime later.


You can add as many Portfolios as you need, depending on your trading goals and strategies.
Each Portfolio allows you to group a Master Account with multiple Copier Accounts, providing flexibility to manage different trading systems, strategies, or client accounts independently.
This ensures complete control and organization for traders of all levels.

Portfolios Management

Portfolios are at the core of TradeCopify's functionality, allowing users to organize and manage multiple trading accounts efficiently.
This section guides you through the features and actions available within the Portfolios Management interface.


Portfolios Overview

The Portfolios section is your central hub for managing trading accounts.
Here, you can create and organize multiple portfolios for different trading strategies or clients.

Navigation:

  • Go to the Portfolios tab in the main navigation menu.
  • Use filters like All, With Problems, or Favorites to quickly access specific portfolios.

Creating a New Portfolio

To create a New Portfolio, click the Add New Portfolio button and fill in the following details:

Steps:

  • Portfolio Name: Enter a unique name for the portfolio (e.g., "First Portfolio").
  • Number of Accounts: Use the plus/minus buttons to specify the total accounts you want in this portfolio.
  • Subscription Plan: Choose between Monthly or Yearly billing.
  • Confirm the cost displayed and click Continue to process payment.

The new portfolio will appear in the list with its status as "Connected" if accounts are added successfully.


Viewing Portfolio Details

Click on any portfolio to view its detailed dashboard, including:

  • Accounts: Displays all Master and Copier Accounts within the portfolio. Accounts are the backbone of a portfolio, you can:
    • Add Master or Copier Accounts.
    • Monitor account roles (Master or Copier), connection status, and trade activity.
    • Toggle the Trade Copier feature for Copier Accounts.

  • Trades Log: Provides an overview of all trades copied within the portfolio:
    • Use filters to view data for the last 7 or 30 days.
    • Analyze trade details, including symbols, open/close prices, and profit/loss.
    • Toggle the Trade Copier feature for Copier Accounts.

  • Activity: Lists all actions performed in the portfolio, such as account additions, portfolio creation, or subscription updates.

  • Settings: Manage portfolio settings, including:
    • Updating the portfolio name.
    • Viewing subscription details (plan, number of accounts, next billing date).
    • Upgrading the subscription plan.
    • Removing the portfolio.


Removing Accounts

The Remove Account feature allows you to delete a trading account (Master or Copier) from a Portfolio.
This action permanently disconnects the account and disables all associated settings.

Steps:

  • Navigate to the Accounts tab within your Portfolio.
  • Locate the account you wish to remove (Master or Copier).
  • Click on the settings icon (three dots) next to the account.
  • Click Remove Account button.
  • A confirmation modal will appear with a warning message.
  • Type yes in the confirmation box to proceed.
  • Click Confirm to finalize the removal.

The Remove Account feature provides flexibility to adjust your Portfolio setup while maintaining control over your trading system.
If you need assistance, contact [email protected].


Removing a Portfolio

If you no longer need a portfolio, you can remove it along with all connected accounts.

Important Notes:

  • Removing a portfolio will delete all associated data, including accounts and trade logs.
  • Any active subscription linked to the portfolio will be canceled without refunds.

Steps:

  • Navigate to the Settings tab within the portfolio.
  • Click Remove Portfolio.
  • Read the warning carefully and type yes to confirm.
  • Click Confirm to finalize the removal.

Trade Copier Settings

Trade Copier Settings allows you to configure how trades are copied between Master and Copier accounts.
This section details how to manage these settings effectively.

General

The General tab includes essential settings for enabling trade copying, selecting the types of orders to copy, and managing symbol prefix/suffix adjustments.

  1. Trade Copier ON/OFF: Enables or disables trade copying for the Copier Account.
    Switch to ON to activate trade copying. Switch to OFF to pause it temporarily.

  2. Order Types: Select the types of orders you want to copy. Available options:
    BUY, SELL, MODIFY, CLOSE

    Pause Trade Copier: To pause the Copier, uncheck both BUY and SELL options.
    Existing trades will still be monitored but no new trades will be copied.

  3. Symbols Prefix / Suffix: Adjusts prefix and suffix for symbols to ensure compatibility between Master and Copier Accounts:

    • Auto Detection: Automatically identifies prefixes/suffixes.
    • Manual Configuration: Manually input the prefix or suffix if automatic detection fails.

  4. Note: Add personal notes for the configuration.
    Use this to document why certain settings were applied for future reference.


Volume Control

The Volume Control tab allows you to adjust trade lot sizes for the Copier Account.
It provides flexible options to calculate lot sizes automatically, replicate the Master Account's lot size, or use a fixed value.

  1. Lot Calculation:

    • Auto Calculate (Recommended): Automatically calculates lot size based on differences in equity, account type, and lot size between Master and Copier Accounts.
    • Copy Master’s Lot: Replicates the exact lot size from the Master Account.
    • Fixed Lot: Uses a fixed predefined lot size for all trades.

  2. Lot Multiplier: Adjusts the calculated lot size by a multiplier value.
    Adjust the multiplier to align with your trading strategy and risk tolerance.

  3. Notes:

    • If the calculated lot size is smaller than the broker’s minimum allowed size, the minimum lot size will be used.
    • If it’s larger than the maximum allowed size, the maximum lot size will be applied.

Price Adjustments

The Price Adjustments tab defines how trades are executed on the Copier Account, including criteria for opening and closing orders and adjustments for stop loss and take profit levels.

  1. Open Orders:

    • Open Immediately: Trades are opened at the current market price.
    • Open at Better Price: Trades are opened only when the current price equals or exceeds the Master Account’s price.

  2. Close Orders:

    • Close Immediately: Trades are closed at the current market price.
    • Close at Better Price: Trades are closed only when the current price equals or exceeds the Master Account’s closing price.

  3. Stop Loss and Take Profit:

    • Stop Loss: Choose whether to replicate the exact stop loss level from the Master Account or ignore it.
    • Take Profit: Choose whether to replicate the exact take profit level or ignore it.

  4. Notes:

    • Some trades may not execute if the price conditions are not met.
    • The Copier will attempt to meet the desired price conditions but cannot guarantee execution in all market conditions.

Orders Filtering

The Orders Filtering tab allows you to define specific rules for filtering trades based on order count, lot size, or symbols.
These settings help you control which trades are copied to the Copier Account.

  1. Filter by Number of Orders: Set a maximum number of market orders allowed for the Copier Account.
    New trades will be ignored once the limit is reached.

  2. Filter by Lot Value: Set a minimum and maximum lot size for trades. Trades outside this range will not be copied.

  3. Filter by Symbols:

    • Whitelist: Specify symbols to allow copying. Leave blank to allow all symbols.
    • Blacklist: Specify symbols to block from being copied.

Equity Protection

The Equity Protection tab provides safety mechanisms to protect your Copier Account from unexpected losses or lock in profits automatically.

  1. Emergency Stop: Automatically closes all positions and turns off the Trade Copier if equity falls below a specified percentage of the account balance.

    Example: Set to 30% to trigger Emergency Stop when equity drops below 30% of the balance.

  2. Profit Lock: Automatically closes all positions when equity exceeds a specified percentage of the account balance to secure profits while keeping the Copier active for new trades.

    Example: Set to 10% to lock profits when equity increases by 10%.

  3. Notes: When Emergency Stop is triggered, the Trade Copier will automatically switch to OFF. To resume, turn it back ON.


Reverse Mode

Allows trades to be copied in reverse direction (BUY becomes SELL and vice versa).

This feature is under development and will be available soon.


Manual Trade Simulation

The Manual Trade Simulation feature provides a unique approach to copying trades by simulating them as if they were manually executed.

This ensures that no automation traces, such as the "placed by Expert" note in MetaTrader logs, are left behind.
It creates the appearance of manual trading, maintaining full transparency and compliance, especially for prop trading accounts or accounts with strict trading policies.

This feature is under development and will be available soon.