Setup from the Master view

When you manage many slaves with a master account, the easiest is to set the Risk Factor going in the…

When you manage many slaves with a master account, the easiest is to set the Risk Factor going in the tab “Masters -> Accounts” and click on the “Slaves Settings” button for the master of your choice. In the popup window, you can assign the risk factor of your choice for each slave account separately.

define risk factor master

Setup from the Slave view

From the Slave perspective you can define from which Master and with which risk factor the Slave will copy trades,…

From the Slave perspective you can define from which Master and with which risk factor the Slave will copy trades, just go in “Slaves -> Accounts” and click on the “Account Settings” button for the slave of your choice.

In the popup window, you can either define a “Global Risk Factor” that will be used for all registered masters or you can set risk factors master by master.

The “Global Risk Factor” will be used for all masters that you don’t set a specific risk factor.

risk factor slave 

Setup from the Group view

If you are managing dozen of clients with the same risk factor settings you can use our group management tool…

If you are managing dozen of clients with the same risk factor settings you can use our group management tool in order to set up risk factor in a single place for all your slaves accounts.

First you need to create a new group with the name of your choice, and then define the risk factor in the “Group Settings” and/or “Symbols Settings”.

In the “Advanced Account Settings” popup window, you can either define a “Global Risk Factor” that will be used for all registered masters or you can set risk factors master by master. The “Global Risk Factor” will be used for all masters that you don’t set a specific risk factor.

If you want to copy some symbols with a specific risk factor, you can use our “Symbols Settings” tool and define which risk you would like to take for each symbols separately. It will override any risk factor already defined and if you are trading others symbols not specified in this list the default risk factor will be applied.

groups settings

 

Once the configuration of your group settings done, just define this group for all the slaves accounts you want, for this go in “Slaves -> Accounts” and click on the “+” button in the “Group” column next to the account settings.

slave set groups

Setup from the Symbols Settings

If you want to copy some symbols with a specific risk factor, you can use our “Symbols Settings” tool and…

If you want to copy some symbols with a specific risk factor, you can use our “Symbols Settings” tool and define which risk you would like to take for each symbols separately. It will override any risk factor already defined and if you are trading others symbols not specified in this list the default risk factor will be applied.

You can also apply this filter for all masters or only for one function of your strategy.

For this, just go in “Slaves -> Accounts” and click on the “Symbols Settings” button for the slave of your choice.

slave symbols settings