Copy Trading – A Complete Guide for Providers & Followers
What is Copy Trading?
Copy Trading allows you to automatically copy the trades of another trader in real time.
Instead of placing trades manually, your account follows the actions of a selected trader.
When they open, modify, or close a trade, the same action is replicated on your account.
Copy Trading connects two types of users:
- Providers – traders who share their strategies
- Trade their own strategy
- Create offers for others to follow
- Share their performance publicly
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- Followers (Copy Traders) – traders who copy those strategies
- Choose a Provider
- Copy trades automatically
- Control risk and capital allocation
Once activated:
- Trades are copied automatically
- Position sizes adjust based on your settings
- You always remain in control of your account
What is a Provider?
A Provider is a trader who allows others to copy their trading activity.
As a Provider, you:
- Trade on your own account as usual
- Share your trading performance
- Offer your strategy to followers to copy
Providers often attract followers with:
- Consistent trading behavior
- Transparent statistics
- Responsible risk management
Why Become a Provider?
Becoming a Provider allows you to:
- Share your trading experience
- Potentially earn from your trading activity
- Increase visibility within the trading community
Being a Provider also requires responsibility, as others may follow yourtrades.
How to Become a Provider
To become a Provider:
- Log in to your Client Portal
- Navigate to the Copy Trading section
- Select Register “AS” Provider
- Choose the server of your trading account (MT4 or MT5)
- Select the trading account you want to use
- Enter your trading account password
- Choose a Nickname (this will be visible to followers)
- Click ‘Register’
You will then be directed to your Provider Profile, where you can configure your account parameters and create offers.
Setting Provider Account Parameters
Common Information – Edit Provider’s Settings
Nickname: Your display name shown to followers.
Visibility: Controls how your profile can be accessed.
- Public: Can be followed through the User Portal or Ratings Modules.
- Private: Hidden from the public, only accessible via a direct offer link.
Show Account Name: Allows you to display the trading account name in the Provider Profile and ratings.
Personal Details of Account – Description of Trading Strategy by Provider
Providers may add a brief description of themselves or their trading approach to help Followers understand their strategy.
Strategy – How Your Trades Are Shared
Hide Stops: Choose whether Stop Loss and Take Profit levels are copied to Followers.
- Share: Followers copy your exact SL and TP levels.
- Hide: Followers do not receive your SL/TP. Only the entry price is copied.
Followers’ trades remain open until you manually close the trade, or they have their own risk rules.
Strategy Mode:
- All: All trades will reflect in Follower’s account.
- Out Only: Trades will not reflect in the Follower’s account.
Setting Provider Account Parameters
Finance – Select the Account Where YourFees Will Be Deposited
What is an Offer?
An offer is what Followers subscribe to when copying a Provider.
An offer includes:
- Strategy name
- Description of trading approach
- Conditions for Followers
- Visibility in the Copy Trading marketplace
- Provider’s fees
-
Followers do not copy Providers directly — they copy offers created by Providers.
Creating an Offer
Step 1: Basic Offer Details
- Title: Name of your offer (visible to Followers)
- Visibility:
- Public: Visible to all Followers
- Private: Accessible via direct link only
Step 2: Set Your Fees
Performance Fee (%)
- A percentage of the Follower’s profit only
- Charged at the selected interval (per trade, weekly or monthly)
- No profit = no performance fee
Management Fee (Fixed Amount)
- A fixed recurring fee (weekly or monthly)
- Charged regardless of trading performance
- Covers strategy management and availability
Registration Fee (One-Time)
- A one-off fee paid when a Follower subscribes
- Helps filter serious Followers
- Charged immediately upon subscription
Step 3: Choose Intervals
- Performance Fee Interval: How often performance fees are calculated
- Management Fee Interval: How often the fixed fee is charged
Once you have completed the fields, click ‘Create’!
Setting New Offer Parameters
You can now see your new offer and the parameters you have set.
You can edit:
- Your common information
- Your fees
- Your Intervals
Next steps are to set up:
- The Filters
- Public Agent Fees
- Additional Agent Fees
Now, let’s go into more detail.
Important Notes:
Performance Fee is calculated using the High-Water Mark (HWM) method.
- This means the system will charge a Performance Fee only on new profits that exceed the previous highest profit level (previous maximum).
- Deposits and withdrawals are not included in the Performance Fee calculation. The Performance Fee is calculated strictly based on the Profit & Loss values for the selected period.
- A Provider cannot change the Trading Interval of an offer if there are currently Followers already subscribed/attached to that offer.
Filters, Minimum Balance Limitation & Public Agents
Filters – Setting limitations for Followers
Minimum Balance: The minimum account balance required for a Follower to join an offer.
Example:
If the minimum balance is $50, Followers must have at least $50 to subscribe.
Public Agents – An individual or company that refersFollowers to a Provider’s offer and receives a share ofthe Provider’s fees
How it Works
- The Public Agent fee is assigned at offer level
- The agent receives a percentage of the Provider’sfees
- Applies to Performance, Management, andRegistration fees
- The fee is paid from Provider to Agent
Additional Agents & Offer Links
Add Additional Agent – An Additional Agent is a specific agent assigned privately by the Provider to receive a custom share of fees from selected Followers
To add one:
- Enter the agent’s MT account ID
- Select their trading platform
- Set the percentage share of performance fees
- Click Create
Offer’s Join Link – The join link is the only way to follow a private Provider. Public Agents receive this link to share with followers
Click on Add to create the link.
Add Join Link – Create a link for the Public Agent
Key: A custom key added to the Social Trading URL that allows followers to join the offer.
Expiration: The date when the join link will expire.
Agent: The MT account number of the Public Agent. Followers who register through this link will be assigned to this agent.
Server: Public Agent’s trading platform
Click on ‘Create’.
Additional Agents & Offer Links
Add Additional Agent – An Additional Agent is a specific agent assigned privately by the Provider to receive a custom share of fees from selected Followers
To add one:
- Enter the agent’s MT account ID
- Select their trading platform
- Set the percentage share of performance fees
- Click Create
Offer’s Join Link – The join link is the only way to follow a private Provider. Public Agents receive this link to share with followers
Click on Add to create the link.
Add Join Link – Create a link for the Public Agent
Key: A custom key added to the Social Trading URL that allows followers to join the offer.
Expiration: The date when the join link will expire.
Agent: The MT account number of the Public Agent. Followers who register through this link will be assigned to this agent.
Server: Public Agent’s trading platform
Click on ‘Create’.
Follower
What is a Follower?
Also known as a Copy Trader, a Follower is a trader who automatically copies the trades of a Provider in their own trading account.
As a Follower, you:
- Choose a Provider to follow
- Copy trades automatically in real time
- Control your own risk and subscription settings
Followers can customise how trades are copied by adjusting lot sizes, direction filters, and risk. limits.
Why Become a Follower?
Becoming a Follower allows you to:
- Access experienced trading strategies
- Save time by automating trade execution
- Learn by observing real trading activity
Copy Trading keeps you in control of your account while benefiting from the Provider’s trading decisions.
Risk Management is Essential
Copy Trading involves inherent risks and may result in losses.
Followers are strongly encouraged to:
- Set a maximum acceptable loss amount
- Define risk limits and allocation settings
- Regularly monitor copied trades and performance
How to Register as a Follower & Check Provider Offers
A Follower is a client’s trading account that copies trades from Providers. A Follower can subscribe to multiple providers, and each connection is called a subscription. Followers may earn profits or incur losses based on the trades copied from their Providers.
Steps for Follower Setup
1.Log in to the Client Portal and click on ‘Become a Copy Trader’
2.Enter Server and Trading Account Details
Provide your trading account credentials.
3.Select a Provider
Choose a Provider to copy from the drop-down list or type the name of the Provider you wish to follow.
4.Choose a Provider’s Offer
Select the Provider offer that best suits you.
Review and accept the Terms and Conditions, then click ‘Register’.
How to Choose a Provider from Ratings
Besides selecting a Provider during registration, Followers can also browse and choose Providers any time after logging in by going to the Ratings tab.
1.Select the ‘Ratings’ tab so see all available Providers.
2.Use the search bar and sorting to find a Provider and compare metrics like Return & Max Drawdown
3.Click ‘Profile’ next to a Provider to open their detailed page.
4.From here, you can see a Provider’s Performance Overview, Trading History, and Additional Statistics like Sharpe ratio, Recovery factor, and Max profit.
5.When ready, click ‘Invest’ to follow the Provider.
Manage Strategy Filters
How to Set Filters for a Provider’s Trades
You will be redirected to adjust how trades are copied from the Provider by setting filters and risk controls for your subscription.
Provider Filters – Choose which trades from the Provider will be copied to your account.
Direction: Select whether to copy Buy trades only, Sell trades only, or, to copy trades in both directions, select All.
Lot Size Range: Set a Minimum e Maximum lot size you want to copy. Any trades outside this range will not be copied.
Example:
If you set a range of 0.01–2 lots and the Provider opens a 5-lot trade, that trade will not be copied to your account.
Choosing a Subscription Strategy
After setting up the Provider Filters, the next step is to configure the Subscription Strategy.
This section defines how the Provider’s trades are copied to the Follower’s account and allows the Follower to control risk, volume, and trade behaviour before copying begins.
Key Fields in the Subscription Strategy
- Volume Scaling
Choose how the copied trade size is calculated.
Available options include:
- Autoscale
- Multiply
- Fixed
- Lots Proportion
- Compared Value
Select the account value used when calculating copied volumes (e.g., Balance or Equity). - Ratio Multiplier
Adjusts the copied trade volume based on the ratio between the Provider’s and the Follower’s account values.
Example: A multiplier of 2 means if the Follower’s account is half the size of the Provider’s, the trade volume is adjusted to be equal to the Provider’s.
- Copy Direction
• Direct: The Follower opens trades in the same direction as the Provider.
• Reverse: The Follower opens trades in the opposite direction. - Small Volumes Handling
Defines how very small trade sizes are handled during copying.
- Skip low volumes: Skips trades where the calculated copy size is too small to execute.
• Risk by rounding to min lot: Rounds the trade to the minimum allowed volume instead of skipping.
What is Autoscale Volume Scaling & How Does it Work?
Autoscale copies trades proportionally based on the relationship between the Follower’s account value and the Provider’s account value.
The System:
- Compares the selected value (e.g., Balance) of the Follower and the Provider
- Calculates a ratio between them
- Applies this ratio to the Provider’s trade volume
- Multiplies the result by the Ratio multiplier
This method automatically adjusts position size as account balances change.
Example:
- Provider balance: $10,000
- Follower balance: $2,000
- Provider trade size: 1.0 lot
- Ratio multiplier: 1
Calculation:
$2,000 ÷ $10,000 = 0.2
Copied volume = 1.0 × 0.2 = 0.20 lots
If the Follower’s balance increases or decreases, copied volumes adjust automatically.
Suitable for:
✔ Followers who want proportional risk
✔ Long-term copying
✔ Accounts of different sizes
What is Multiply Volume Scaling & How Does it Work?
With Multiply, the copied trade volume is calculated by multiplying the Provider’s trade size by a fixed multiplier.
The Follower’s balance is not compared to the Provider’s balance.
The copied size always follows the Provider’s volume, scaled by the chosen multiplier.
Example:
- Provider trade size: 0.50 lots
- Volume multiplier: 2
Calculation:
- Copied volume = 0.50 × 2 = 1.00 lot
If the provider opens 1.0 lot:
- Copied volume = 1.0 × 2 = 2.0 lots
Suitable for:
✔ Followers who want fixed exposure relative to the Provider
✔ Advanced users who understand position sizing
⚠ Risk increases quickly with higher multipliers
What is Lots Proportion Volume Scaling & How Does it Work?
Lots Proportion calculates the copied trade volume based on fixed monetary steps from the Follower’s selected account value, such as Balance.
Instead of copying trades proportionally, the system uses defined balance steps to determine how many lots should be copied.
The System:
- Counts how many full lot steps fit into the follower’s Compared value
- Multiplies the number of steps by the Volume per step
- Uses the result as the copied trade size
Only full steps are counted. Partial steps are ignored.
Example:
- Compared value: Balance
- Lot step: $50
- Volume per step: 2 lots
Follower balance: $120
Calculation:
- $120 ÷ $50 = 2 full lot steps
- Copied volume = 2 steps × 2 lots
- Final copied volume = 4 lots
The remaining $20 is ignored because it does not complete a full step.
Suitable for:
✔ Structured, rule-based position sizing
✔ Followers who prefer balance-based scaling
✔ Clear and predictable risk control using fixed steps
Correction & Risk Management Settings
Correction
Max Open Volume: The maximum trade volume that can be copied.
Action: Specifies what happens if the calculated copy volume exceeds the Max Open Volume:
- Scale down: The trade’s volume is reduced to match the Max Open Volume
- Skip: The trade will not be copied
Risk Management
Parameter: Set a Stop Loss or Take Profit Amount (You may create several parameters).
Threshold: Choose amount to trigger automatic action.
Subscription Action: Actions triggered when the threshold is reached:
- Keep: No changes to the subscription
- Suspend: Temporarily pause the subscription
- Unsubscribe: Stop following the Provider
Trading Action: Actions triggered when the threshold is reached:
- Keep all: No changes to copied positions
- Close all: Close all copied positions
- Close unprofitable: Gradually close losing positions, starting with the biggest loss, until losses fall below the threshold
- Close all unprofitable: Close all losing positions
Follow the Provider
How to Follow & Unsubscribe from a Provider
Once you have completed the general settings, to start copying the Provider you must click on ‘Actions’ and select ‘Activate’.
- You will see the management fee that will be charged
- You may choose to Copy or Ignore any current open positions of the Provider. If you ignore, the next trades opened by the Provider will reflect on the Follower’s account.
- Click on ‘Activate’ to start following the Provider.
You may also ‘Unsubscribe’ from the Provider from the Actions tab.
