Copy Ratios & Position Sizing

Control how position sizes are calculated for followers.

What is a Copy Ratio?

The copy ratio is a multiplier that determines the follower's position size relative to the master's position:

Ratio Examples

Group vs Follower Ratio

Copy ratios can be set at two levels:

Group Level Ratio

• Set during group creation (Step 5)
• Applies to all followers by default
• Range: 0.1x to 5.0x
• Default: 1.0x

Per-Follower Override

• Set individually for specific followers
• Overrides the group ratio for that follower only
• Useful when followers have different account sizes

Maximum Position Size

In addition to the ratio, you can set a maximum position size limit:

• Caps the position regardless of the calculated ratio
• Protects against unexpectedly large trades
• Can be set at group level or per-follower

Example with Max Size

Calculation Order

When both ratio and max size are configured:

1. 1. Calculate base: Master volume × ratio
2. 2. Check follower override: Use follower ratio if set
3. 3. Apply max size: Cap at max if exceeded
4. 4. Round: Round to exchange-acceptable precision

Choosing the Right Ratio

Equal Account Sizes

If all accounts have similar balances:

• Use 1.0x for identical position sizes
• Simple and predictable

Different Account Sizes

If accounts have varying balances:

• Calculate ratio based on account size difference
• Example: Follower has 50% of master's balance → 0.5x ratio
• Maintains similar risk exposure across accounts

Scaling Up

To deploy more capital than the master:

• Use ratios greater than 1.0x
• Be aware of increased risk
• Ensure followers have sufficient margin

Next Steps

• SL/TP copying
• Monitoring positions
• Troubleshooting