Follow a Master Strategy

How to use this guide: Follow the numbered steps in order. Each heading names the button, field or control to use, the note below it explains what happens, and the pointer on the screenshot shows exactly where to click.

22 Step-by-step guide

Follow a Master Strategy

Follow a master's strategy so that its trades are placed on your own accounts, with your own lot sizes.

1

Open Master Trading › Choose a Strategy.

The page lists the strategies you can follow.

Step 1 · action shown above

2

Select Choose on the strategy you want to follow.

Use View first to see the strategy's details.

Step 2 · action shown above

3

Choose when following starts: For the remainder of the current month or For the next month.

This sets the period your subscription covers.

Step 3 · action shown above

4

For each account that should follow the strategy, enter a Fixed # of Lots (or a % of Balance).

This sets the size of each trade placed on that account for the strategy.

Step 4 · action shown above

5

Enter Rebuy Lots to size the strategy's rebuys differently.

Leave it as “same” to use the same lot size for rebuys.

Step 5 · action shown above

6

Tick the fee option, Flat or Percentage.

The fee terms are set by the strategy and shown on this page.

Step 6 · action shown above

7

Under Select Symbols, tick each symbol to follow.

Only the strategy's trades on the symbols you tick are placed on your accounts.

Step 7 · action shown above

8

Tick All Time for the symbol, or select Adjust Time to follow it only during set hours.

Outside the hours you set, the strategy's new trades on that symbol are not placed on your accounts.

Step 8 · action shown above

9

Select Choose to start following.

From now on, the strategy's new trades are placed on your selected accounts.

Step 9 · action shown above