Configure connections more deliberately

This category explains the settings that matter most once your accounts are connected: how to create a connection, choose a sizing mode, apply filters, fix symbol mapping, use safe mode, and understand what actually happens when you disable a link.

Start here Open Copiers

Built around the current `Create Connection` flow inside `Copiers`
Covers risk sizing, filters, symbol mapping, and link behavior
Designed to reduce avoidable setup mistakes before troubleshooting starts

Recommended order

Read these in sequence when building or editing a copier

Start here: Trade Copier Settings. Understand the overall setup order first.
How to create a connection. Choose the right master, receivers, and first-test settings.
Sizing modes explained. Pick the simplest mode that matches your risk goal.
Filters explained. Learn what can intentionally block copying.
Symbol mapping and common fixes. Fix symbol name differences between platforms and brokers.
Safe mode. Block new opens without fully disabling the link.
What happens when you disable a connection. Know the difference between pause and close behavior.

Articles

Current trade copier settings guides

These guides were rewritten around the current app sections like Risk & Sizing, Filters, Scheduler, and Symbol Mapping.

Orientation

Start here: Trade Copier Settings

Understand the current connection workflow and the order in which settings should usually be configured.

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Connections

How to create a connection

Choose the right master and receivers, start with conservative sizing, enable the link, and verify with Logs.

Read article

Risk

Sizing modes explained

Compare balance multiplier, lot multiplier, fixed lots, risk percent, and risk dollar before changing live risk.

Read article

Filters

Filters explained

Review symbol filters, trading-day windows, session windows, and economic news settings that can block copying.

Read article

Symbols

Symbol mapping and common fixes

Map master symbols to receiver symbols so copy attempts stop failing on broker-specific naming differences.

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Behavior

Safe mode and disable behavior

Understand the difference between blocking new opens with safe mode and pausing the connection entirely.

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