Trade Copier Settings

Sizing modes explained

Risk and sizing settings decide how large copied positions should be on the receiver. The safest approach is to understand what each mode is actually doing before you use it on live accounts.

Quick answer

Start with a simple sizing mode until you confirm everything copies correctly. Risk-based modes are powerful, but they depend more heavily on clean stop-loss data and broker constraints.

What each sizing mode does

  • Balance Multiplier: scales the trade by account-balance ratio. Good for simple proportional copying when balances are reliable.
  • Lot Multiplier: multiplies the master lot size by a fixed value. Good for predictable first tests.
  • Fixed Lots: always uses the same lot size on the receiver, regardless of the master size.
  • Risk %: sizes the trade from the receiver balance and the stop-loss distance.
  • Risk $: sizes the trade from a fixed cash-risk amount and the stop-loss distance.

Important notes from the current app

  • Balance multiplier depends on both sides having fresh balance data. If balances are not available, the trade can be skipped and shown in Copy Health.
  • Risk percent and risk dollar both depend on a usable stop loss. If SL is missing or unusable, the result may fall back to a minimum lot size or an unexpected safe fallback.
  • Different brokers can enforce different minimum lots, maximum lots, lot steps, and contract sizes.

Most common causes of wrong lot size

  • Wrong sizing mode for the use case.
  • Missing or invalid stop loss on a risk-based mode.
  • Receiver broker lot-step or margin limits.
  • Cross-platform differences such as futures versus CFD sizing.

How to verify the result

  1. Place one tiny test trade.
  2. Open Logs and confirm the lot size that landed on the receiver.
  3. If something still looks wrong, check Wrong lot size or order rejected.