🌟Pro features

Welcome to the pro features of MetaCopier, where smart tools help you take your trading to the next level. Our Pro Features are built for traders who want more control, flexibility, and accuracy.

Dedicated IP

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A Dedicated IP is an IP address reserved exclusively for your use. It is not shared with other users, which helps avoid issues that can occur with shared access. Each Dedicated IP costs $6 per month. You can purchase one or more based on your needs and assign them to your trading accounts. This is especially useful if you manage multiple accounts or need a consistent connection for compliance or operational reasons.

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This feature doesn't require a Pro account because the fee is already covered with the order of the dedicated IP. It can also be used with both Basic and Pro accounts.

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An alternative to the Dedicated IP is the My Home IP feature. The purpose is the same, but the difference is that you provide your own IP, either from your home connection or through a VPS.

How to Use a Dedicated IP

  1. Choose the region (or multiple regions) where your accounts are located.

  2. Select the number of IPs you want to purchase.

  3. Click Save to place your order.

  1. Go to your account overview.

  2. Click on the Features button.

  3. Add the Dedicated IP Pro feature.

  1. Select the correct region from the list.

  2. Click Save to confirm.

For simplicity, the system displays an ID instead of the actual IP address.

  • You can use the same dedicated IP for multiple accounts. In this case, the Usage field will increase depending on how many accounts are linked to it.

  • Depending on the platform or account type, the proxy will use either:

    • an IPv4 address (x.x.x.x) or

    • an IPv6 address (x:x:x:x:x:x:x:x)

  • The IP address is shown in the account overview under the Proxy label (hover with your mouse).

Limitations

  • If you require more than 20 Dedicated IPs within a single region, please reach out to our support team. We can manually review your request and increase the limit to meet your operational needs.

  • Using a Dedicated IP may introduce a slight increase in latency due to the additional routing layer. For most users, especially those employing swing trading, day trading, or scalping strategies, this added latency is negligible and does not impact performance. However, if you rely on high-frequency trading (HFT), where execution speed is critical, we strongly recommend testing the setup in a demo environment first. This ensures you can evaluate performance and make an informed decision before committing real capital.

  • Please be aware that, although rare, there may be instances where our infrastructure provider revokes an assigned IP address. In such cases, we will automatically assign you a new Dedicated IP to ensure uninterrupted service. While we strive to maintain long-term continuity, these changes are beyond our direct control.

TP/SL Management

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The TP/SL Management feature gives you complete control over how Take Profit (TP) and Stop Loss (SL) values are handled on copied trades. This feature is highly customizable, allowing you to set fixed TP/SL values, adjust them dynamically, or remove them entirely, depending on your trading strategy.

TP/SL Management

Settings

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Changing the TP/SL values might require exit signal override from the master account to keep trades open.

Key Options:

  • Fixed TP/SL in Pips:

    • Set a fixed TP or SL value in pips for all copied trades.

    • Example: 20 pips for TP and 15 pips for SL.

    • Set to 0 if you do not want to use fixed values.

  • Adjust TP/SL with Master Distance:

    • Automatically adjust the slave account's TP/SL to match the same distance from the master trade's open price.

    • Example: If the master account’s TP is 50 pips from the open price, the slave account will maintain the same distance.

  • Remove TP/SL:

    • Option to remove the TP or SL from copied trades.

    • Useful for traders who prefer managing exits manually or using other strategies.

  • Additional Pips:

    • Add extra pips to the existing TP/SL values.

    • Example: Add 5 pips to TP and SL for better risk-reward optimization, especially for prop firm requirements.

  • Lock TP/SL: Activate this option if you want to set the TP/SL once, and prevent it from being updated afterward.

  • Per-Symbol Configuration:

    • Customize TP/SL settings for specific symbols.

    • Symbol-specific settings take priority over general configurations.

    • Example: Set 10 pips for TP and 5 pips for SL on EURUSD.

Benefits:

  • Provides flexibility to adapt TP/SL settings to your trading strategy.

  • Enables precise risk-reward management with fixed or dynamic adjustments.

  • Supports advanced customization for individual trading pairs.

This feature is perfect for traders who want granular control over TP/SL settings, whether you're optimizing for specific symbols or aligning slave trades more closely with the master account's strategy.

Keep alive trade

The Keep Alive Trade Pro Feature is made to help prevent your account from being closed due to inactivity. It's especially useful for keeping demo accounts active or staying compliant during prop firm challenges.

When there are no trades from your main strategy, this feature will automatically open a small trade just to keep the account active. The trade uses the smallest possible lot size (usually 0.01) and is closed again as soon as possible, so it only affects the minimum possible amount (typically just the broker fee).

Keep alive trade options

Settings

  • Symbol: The trading symbol refers to the specific financial instrument (such as a currency pair, stock, or commodity) on which the keep-alive trades will be executed.

  • Close after: Specify how long the position should remain open, in seconds. (Default: 0 seconds, which means the position closes immediately.)

  • Cron expressions: Cron expressions are used to schedule the timing and frequency of the keep-alive trades. These expressions define the exact moments when the trades will be executed, based on a recurring schedule. In the example above it will be executed every week on Wednesday at 8:30 AM (UTC). Multiple cron expressions are possible. Please refer also to our cron expression examples and documentation.

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Make sure the cron expression is correct; otherwise, the system will not open the position.

Progressive trade sizing

The Progressive Trade Sizing feature automatically adjusts the trade size on the slave account if previous trades resulted in a loss (a strategy also known as Martingale). Here's a simple explanation:

  1. The copier looks at recent trades and groups them by symbol (e.g., XAUUSD, BTCUSD).

  2. If the latest trade for a symbol had a loss, the Progressive Trade Sizing will kick in.

  3. It will increase the lot size for the next trades by a multiplier (default is 2).

  4. If the next trade is profitable, the system will reset, and the process will start over if another loss occurs.

Settings

Progressive Trade Sizing settings
  • Look back in days: This setting controls how many days of past trades the copier should analyze. For example, if it's set to 5 days, it will only look at trades within the last 5 days to decide if Progressive Trade Sizing should be applied. Trades placed before enabling this feature are not taken into consideration.

  • Multiplier: This is the factor by which the trade size increases after a loss. For example, if the multiplier is set to 2, the trade size will double after a loss.

  • Limit levels: This sets the maximum number of times the trade size can increase. For example, if it's set to 3 levels, the trade size can only be multiplied 3 times after consecutive losses, then it stays the same until a winning trade occurs.

  • Last loss greater than (%): This setting defines the minimum percentage loss that triggers the Progressive Trade Sizing. For example, if it's set to 1%, the trade size will only increase if the last trade had a loss greater than 1%.

Trading windows

The Trading Windows feature lets you schedule exactly when trades can be opened and whether any open trades should be closed outside these scheduled times.

Overview

You can create one or more β€œwindows,” each defined by the following:

  • A Start Time and End Time in UTC (Coordinated Universal Time). If you're not familiar with UTC, you can use this link to convert from your local time zone: https://dateful.com/convert/utcarrow-up-right

  • An optional set of Active Days (e.g., Monday through Friday)

Trades are only allowed to open during these windows, unless otherwise specified. You can also choose whether to automatically close any open trades when a window ends.

Configuration Options

  1. Close Open Trades After Window Ends

    • If switched on, any trades still open when a window finishes will be closed immediately (e.g., at 16:00 if your window ends at 16:00).

  2. Temporarily skip until next window

    • This option is only applicable to copiers.

    • When trades occur outside a window and this setting is on, they’re queued up to be opened automatically at the start of the next window. If it’s off, those outside trades are simply ignored.

  3. Symbol-Specific Settings

    • If you want different schedules for different symbols (e.g., EUR/USD vs. GBP/USD), you can create separate configurations for each symbol. Symbol-specific settings override any general settings.

  4. Copier vs. Account

    • If you’re running multiple β€œcopiers” under the same account, each copier can override the account-wide schedule. That means the copier’s windows apply to trades it places, rather than the account-wide schedule.

How It Works

When a Window Ends

If Close Open Trades After Window Ends is enabled and the clock passes your end time, any positions still open are immediately closed. For example, if your window is 09:00–17:00 on weekdays, any open positions at 17:00 are closed if you remain in the app and the check occurs right after 17:00.

Opening New Trades

  • Inside Window: Trades open as normal.

  • Outside Window:

    • Temporarily skip until next window = ON means those trades wait until the next scheduled window.

    • If that’s OFF, then those trades are ignored permanently.

Active Days

Each window can be active on specific days (e.g., Monday through Friday). If it’s not set, the window applies every day. For example, a window with Start Time = 00:00, End Time = 23:59, Active Days = Monday–Friday means trading is allowed 24 hours a day during weekdays, but stops on weekends (Saturday, Sunday).

Example Scenario

You define:

  • Close Open Trades After Window Ends: ON

  • Temporarily skip until next window: ON

  • Window: Start Time 08:00, End Time 16:00, Active Days = Monday–Friday

Result:

  • Any trade that tries to open after 16:00 (or before 08:00) waits until the next weekday at 08:00.

  • If a position is still open when you pass 16:00, it’s closed automatically.

  • No trading occurs overnight or on weekends.

Trailing stop

Overview

A Trailing stop automatically updates your stop-loss level as a position gains profit. Once the trade reaches a specific activation threshold, the stop-loss will follow the price at a specified distance (or step), ensuring you lock in profits without needing to manually update your stop-loss each time.

By using a Trailing stop, you can:

  • Protect Gains: Secure partial profits as the market moves in your favor.

  • Limit Risk: Prevent placing a stop-loss too close, avoiding premature exits.

  • Automate Risk Management: Reduce the need for constant monitoring and manual adjustments.

Trailing Stop
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We use points rather than pips for our break even and trailing stop functions because points provide a consistent, absolute measure of price movement across different assets. This approach simplifies setting stop levels since points represent a fixed unit regardless of an asset’s decimal format.

Examples:

  • XAU/USD (Gold): One pip is typically 0.10 (10 cents). So a 40-pip movement equals 4.0 points. Using points standardizes the stop level regardless of the pip value.

  • EUR/USD: One pip is generally 0.0001. In pairs quoted with four decimals, 1 pip equals 1 point, so a 40-pip move equals 40 points.

How It Works

  • Initial Stop Loss (optional): Set an initial stop loss in points from the entry price. A value of 0 means no stop loss will be applied until the trailing logic activates.

  • Activation Threshold (points): The number of points in profit needed before the trailing stop kicks in. The position has to exceed this profit threshold for trailing adjustments to begin.

  • Activation Threshold (percent): Defines the activation threshold as a percentage of the take profit. For example, if TP is 1000 points and this is set to 50, trailing stop activates at 500 points profit. A value of 0 means this activation method is deactivated. Requires TakeProfit to be set on the trade. If both activationThresholdPoints and activationThresholdPercentage are active (>0), the maximum (most conservative) value will be used.

  • Trailing Step: Defines how much the stop-loss moves each time the price moves further in your favor. For example, if your trailing step is 10 points, every time the price advances by 10 additional points, the stop-loss will shift accordingly.

  • Minimum Distance: Prevents the stop-loss from getting too close to the market price (which might trigger early). This sets a buffer to avoid tight stops.

  • Symbol-Specific Overrides: You can configure each symbol with its own initialStopLossPoints, trailingStepPoints, minimumDistancePoints, activationThresholdPoints or activationThresholdPercentage if you need a different approach for each instrument.

Configuration

Enabling the Feature (Account-Level)

  1. Navigate to your Account settings in MetaCopier.

  2. Locate the Features section and click Add Feature (or edit if already existing).

  3. Select Trailing stop from the feature options (or use the feature ID if you configure via API).

  4. Enter your desired values:

    • Initial Stop Loss Points

    • Trailing Step Points

    • Minimum Distance Points

    • Activation Threshold Points or Percentage

  5. Click Save to apply changes.

Enabling the Feature (Copier-Level)

  1. Go to Copiers under the selected account.

  2. Open the Features list for the chosen copier.

  3. Either create or edit a Trailing stop feature.

  4. Fill in the fields (same as above) and Save.

Per-Symbol Configuration

  1. If you want to override any of the above settings on a symbol-by-symbol basis, you can add symbol-specific entries under the Symbols Configuration section.

  2. Click Add Symbol Configuration and specify:

    • Symbol (e.g., EURUSD)

    • Initial Stop Loss Points

    • Trailing Step Points

    • Minimum Distance Points

    • Activation Threshold Points or Percentage

  3. Save your changes. MetaCopier will apply this custom logic only to that symbol; all other symbols will use the default account or copier settings.

Example Use Cases

1. Basic Trailing stop

  • Initial Stop Loss Points: 0 (No stop loss initially)

  • Trailing Step Points: 10

  • Minimum Distance Points: 20

  • Activation Threshold Points: 30

Behavior: Once the position is 30 points in profit, the trailing stop sets a stop-loss that trails by 10 points (but never moves closer than 20 points from the current price).

2. Symbol Override

  • Global Setting

    • Initial Stop Loss Points: 50

    • Trailing Step Points: 10

    • Minimum Distance Points: 20

    • Activation Threshold Points: 30

  • Symbol-Specific Override (e.g., EURUSD)

    • Initial Stop Loss Points: 20

    • Trailing Step Points: 5

    • Minimum Distance Points: 15

    • Activation Threshold Points: 40

In this scenario, EURUSD uses a different configuration to better match its volatility, while other symbols use the global settings.

Break Even

Overview

A Break Even feature automatically sets the stop-loss to the entry price (or slightly in profit) once a position reaches a specified number of points in profit. This ensures you’re no longer risking your initial capital if the market reverses while locking in a small profit or minimizing the chance of turning a winning trade into a losing one.

By using Break-even, you can:

  • Protect Profits: Secure at least the initial investment once the trade is in profit.

  • Limit Risk: Eliminate your exposure or set a tiny cushion just above break-even.

  • Automate Risk Management: Reduce the need to monitor positions constantly to move the stop-loss manually.

Break Even
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We use points rather than pips for our break even and trailing stop functions because points provide a consistent, absolute measure of price movement across different assets. This approach simplifies setting stop levels since points represent a fixed unit regardless of an asset’s decimal format.

Examples:

  • XAU/USD (Gold): One pip is typically 0.10 (10 cents). So a 40-pip movement equals 4.0 points. Using points standardizes the stop level regardless of the pip value.

  • EUR/USD: One pip is generally 0.0001. In pairs quoted with four decimals, 1 pip equals 1 point, so a 40-pip move equals 40 points.

How It Works

  1. Trigger in Points: The profit threshold (in points) at which the Break Even logic activates. When the position moves this far into profit, the stop-loss automatically shifts to reduce/eliminate your risk.

  2. Stop Loss in Points: The exact stop-loss placement (in points from the entry price) once Break Even is triggered. A typical setup is to place the stop-loss exactly at the entry price or a few points above/below it to ensure a tiny buffer in profit.

  3. Reverse: If true, the break-even logic operates in reverse. Instead of moving the stop loss forward when a trade reaches the trigger in profit, it will move the take profit backward when a trade reaches the trigger in loss. In this mode, if the price moves against the position and reaches the trigger threshold, the take profit will be adjusted to be 'stopLossInPoints' away from the original entry price.

  4. Symbol-Specific Settings: You can configure Break Even settings on a per-symbol basis, ensuring that more volatile instruments or special cases have tailored values.

Configuration

Enabling the Feature (Account-Level)

  1. In MetaCopier, navigate to your Account and open Features.

  2. Click Add Feature (or edit an existing one) and choose Break Even.

  3. Configure:

    • Trigger in Points (e.g., 30)

    • Stop Loss in Points (e.g., 20)

  4. Click Save to apply the feature to the account.

Enabling the Feature (Copier-Level)

  1. Go to Copiers under the desired account.

  2. Access the Features list for a specific copier.

  3. Create or edit a Break Even feature with your desired Trigger and Stop Loss values.

  4. Click Save.

Per-Symbol Configuration

  1. If you want different Break Even logic for a specific symbol, go to Symbols Configuration under the Break Even settings.

  2. Click Add Symbol Configuration to open a dialog for that symbol, then adjust the Trigger in Points and Stop Loss in Points.

  3. Save your changes to apply them. MetaCopier will use the symbol-specific settings for that instrument only.

Example Use Cases

  1. Basic Break Even

    • Trigger in Points: 30

    • Stop Loss in Points: 0 Behavior: Once the position is 30 points in profit, the stop-loss is set exactly at the entry price, removing all risk.

  2. Lock Small Profit

    • Trigger in Points: 40

    • Stop Loss in Points: 10 Behavior: When the position gains 40 points, the stop-loss is placed 10 points into profit. If the market reverses, you still exit with a 10-point gain.

  3. Per-Symbol Override

    • Global Break Even: Trigger = 30, Stop Loss = 5

    • EURUSD Override: Trigger = 25, Stop Loss = 10 Behavior: Every symbol uses a global Break Even of 30/5, but EURUSD triggers Break Even sooner (at 25 points) and locks a bigger profit margin (10 points).

Best Practices & Tips

  • Start with a Demo: Test your Break Even thresholds on a practice account to see if they suit market volatility.

  • Combine with Trailing Stop: After Break Even triggers, a trailing stop can lock in additional gains.

  • Avoid Overly Tight Stop: Setting Stop Loss in Points too close (e.g., 1 point above entry) can cause unnecessary stop-outs in choppy markets.

  • Monitor Volatility: More volatile symbols may need higher trigger thresholds to avoid premature stop-outs.

HFT mode

The HFT mode is designed to minimize execution latency, optimizing trade execution speed. This feature reduces processing overhead and network delays, achieving a latency improvement up to 200 ms, making it ideal for high-speed trading strategies.

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Socket

The Socket Feature keeps your account connected in real time, so you receive updates instantly. This means changes to your open positions, trade history, equity, balance, and other key information are shown immediately without any delay.

The built-in Trading Terminal, which normally syncs every few seconds, will also benefit from this feature and update in real time when the socket is enabled.

To activate it, simply add the Socket Feature to the specific account where you want to receive real-time updates.

Socket feature

For more information, see the Socket API

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Approval

The Approval feature on MetaCopier.io adds an extra layer of control to trade copying, allowing users to manually review and approve trades before they are executed on the slave accounts.

When this feature is enabled, any trade opened on the Master Account will not be automatically copied to the Slave Account. Instead, it will first require manual approval from the user. Once the trade is reviewed and approved, it will then be executed on the Slave Account as per the predefined copying settings.

This feature is particularly useful for traders who want to maintain a level of discretion over their copied trades. It provides additional risk management, ensuring that only selected trades are executed on the Slave Account, preventing unwanted or high-risk positions from being copied automatically.

How It Works

  • User Interface: In the WebApp, approval requests will appear in the Accounts Page, allowing users to review and take action directly.

Approval button in the WebApp
  • Telegram Approval Notification: If you want to receive Telegram notifications when approval is required, please add the slave account in the Telegram notification settings.

Delayed execution

The delayed execution feature in MetaCopier provides users with greater control over trade execution timing by introducing a random delay before opening and closing trades.

How It Works

When enabled, trades on the copier (slave account) will not be copied immediately after execution on the master account. Instead, a delay is introduced based on user-defined settings. Users can specify a minimum and maximum delay in seconds (with millisecond resolution), and the system will randomly select a delay within this range before executing the trade.

Key Benefits

  • Greater Control: Users can introduce variability in trade execution timing.

  • More Flexibility: Ensures that trade execution is spread out rather than instant.

  • Customizable Per Symbol: Different delay settings can be configured for different trading pairs.

Technical Details

Delay Settings

Parameter

Description

Range (Seconds)

Min Delay Open

Minimum delay before opening a trade. (millisecond resolution)

0 - 3600

Max Delay Open

Maximum delay before opening a trade (millisecond resolution)

0 - 3600

Min Delay Close

Minimum delay before closing a trade (millisecond resolution)

0 - 3600

Max Delay Close

Maximum delay before closing a trade (millisecond resolution)

0 - 3600

If a fixed delay is needed, users can set the same value for both Min and Max. Otherwise, the system will randomly select a value between them.

Risk per trade

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This feature can be added at either the copier level or the account level. If you want to control the risk across all positions collectively, please refer to the Risk Limits.

The Risk Per Trade feature allows you to control the monetary risk exposure for each trade executed by the copier or on an account. You can define risk in two ways:

  • Relative Risk: A percentage of the current account balance (e.g., 2.5 = 2.5%).

  • Absolute Risk: A fixed amount in the account currency (e.g., 50 = 50 USD).

If both values are set to 0, the feature is disabled.

Risk per trade configuration

Configuration

  • Correct lot size based on SL: Enable this to automatically calculate the lot size based on the stop-loss distance. This ensures the actual risk per trade aligns with the configured value. This only applies when a stop loss is defined on the master trade. This option is only available on a copier, not at the account level

  • Tick value automatic adjustement: To accurately compute risk, you must specify the tick value, the monetary value of a 1-point price move per 1.0 lot. You can take a look at Risk per trade - Tick value to calculate the tick value manually. Alternatively, enable the "thick value automatic adjustment" to allow the system to detect the tick value from live trades and history trades. The automatic tick value calculation requires some trades to be executed before it becomes effective. This option is only available on a copier, not at the account level.

  • Aggregate risk per symbol: If enabled, aggregates risk calculation across all open positions for the same symbol. When true and multiple positions exist for a symbol (e.g., XAUUSD), the total risk will be calculated by summing all open positions for that symbol before checking against the risk limits. When false, each position is evaluated independently

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Is possible to override risk settings for individual symbols (e.g., set a different risk for EURUSD). These settings take precedence over the global configuration.

Data collector

The Data Collector account feature automatically records key account metrics (equity, balance, and floating P&L) over time, providing valuable insights into your account's performance. Configure the collection interval and select which metrics to track based on your needs.

Data is recorded only when values change (smart detection), optimizing storage while ensuring every data point is meaningful. View your collected data through an interactive dashboard with time period filters, line charts, and statistics.

Data retention is automatically limited to 90 days maximum, with older records cleaned up automatically.

Configuration

  • Activate Data Collector: Toggle to enable or disable the feature. When disabled, no new data is collected, but existing historical data is preserved.

  • Collection Interval (seconds): Defines how frequently the system checks for metric changes.

    • Minimum: 10 seconds

    • Default: 60 seconds

    • Recommended: Adjust based on your trading style (scalpers: 10-15s, day traders: 30-60s, swing traders: 300-600s, position traders: 3600s)

  • Record Equity: Enable to track your total account value including open positions over time.

  • Record Balance: Enable to monitor your base account balance excluding floating profit/loss.

  • Record Floating P&L: Enable to track unrealized profit/loss from open positions.

  • Normalize Values: When enabled, normalizes all values when fetching data via REST endpoint to hide real account size. Uses the first record's balance (or equity if balance not recorded, or floating PnL if neither recorded) as reference point and scales it to 100,000. The same scaling factor is then applied to ALL records, preserving relative performance and growth patterns while obscuring actual account values. Example: if first balance is 50,000, all values are doubled (factor 2.0), making first balance = 100,000, but subsequent balances scale proportionally. Data is always stored as-is without normalization. Use this feature when sharing performance data without exposing real capital.

  • Retention Days: Fixed at 90 days (read-only). Older records are automatically deleted to optimize storage.

Note: At least one metric (Equity, Balance, or Floating P&L) must be enabled for data collection to function. You can enable multiple metrics for comprehensive analysis.

Data visualisation

Alternatively, you can use the REST API to retrieve the data: https://api.metacopier.io/rest/api/documentation/swagger-ui/index.html#/Account%20API/getAccountDataCollectorRecordsarrow-up-right

Masaniello

The Masaniello copier feature is an advanced money management system that automatically calculates the optimal position size for each copied trade based on a predefined series plan.

It is designed to help you reach a target profit goal over a fixed number of trades by distributing risk across the series in a structured way. Masaniello does not generate trading signals, it only controls how large each copied trade is opened.

This feature is ideal for traders who want:

  • Structured risk management

  • A predefined series plan (e.g., 10 trades, 6 wins needed)

  • Automatic lot sizing per trade

  • Optional safety breakers (max loss streak, cooldown, etc.)

Overview

Masaniello works with the concept of a series:

  • A series contains N events (trades), for example 10.

  • Within those N trades, you expect W wins, for example 6.

  • You define a bankroll allocation (for example 5% of equity).

  • You define a target profit goal (for example +50% of bankroll).

The system then generates an internal staking table and calculates the next lot size automatically for each new trade.

How it works

When Masaniello is enabled:

  1. A bankroll is reserved for the current series (e.g., 5% of equity).

  2. The system calculates a series plan based on:

    • Total events (N)

    • Expected wins (W)

    • Expected payout model (R-multiple or payout factor)

    • Target profit

  3. Each time a copied trade closes, Masaniello updates the series result:

    • WIN

    • LOSS

    • BREAKEVEN (optional)

  4. Based on the updated state, the next trade size is calculated automatically.

  5. The series resets automatically depending on your reset rules:

    • target reached

    • bankroll depleted

    • series completed

Masaniello can also run with symbol-specific overrides, meaning each symbol can use different series settings.

Settings

Core Series Settings

  • Total events

    • Defines how many trades belong to one Masaniello series.

    • Example: 10 means a series contains 10 trades.

  • Expected wins

    • Defines how many wins you expect out of the total events.

    • Example: 6 wins out of 10.

  • Bankroll percentage

    • Defines how much of your account is reserved as bankroll for the series.

    • Example: 5%.

  • Bankroll base

    • Defines which account value is used for bankroll calculation:

      • BALANCE

      • EQUITY

      • FREE_MARGIN

  • Target profit percentage

    • Defines the profit target relative to the bankroll.

    • Example: if bankroll = $500 and target profit = 50%, the target is +$250.

Expected Payout Model

Masaniello needs a model to estimate how much profit a WIN produces.

  • Payout model

    • R_MULTIPLE: profit is modeled as R-multiple (risk-based).

    • PAYOUT_FACTOR: profit is modeled as fixed payout factor (binary-style).

    • REALIZED_R: optional advanced mode using realized R multiples from real trades.

  • Expected R multiple

    • Only used when payout model = R_MULTIPLE

    • Example: 1.0 means your average win is +1R.

  • Expected payout factor

    • Only used when payout model = PAYOUT_FACTOR

    • Example: 0.75 means a WIN earns +75% of the risked amount.

  • Expected loss R multiple

    • Defines the expected average loss in R.

    • Default is -1.0 meaning a full loss of risk per losing trade.

Lot / Position Size Control

These settings ensure that Masaniello produces broker-compatible lot sizes.

  • Minimum lot size

    • Smallest lot allowed, even if the calculation is smaller.

  • Maximum lot size

    • Hard cap to avoid excessive exposure.

  • Lot step

    • Defines the rounding increment for the calculated lot size.

    • Example: 0.01 for Forex.

  • Lot rounding mode

    • Defines how lots are rounded:

      • DOWN (recommended)

      • UP

      • NEAREST

Trade Outcome Policy (Win/Loss/Break-even)

Masaniello must classify each closed trade as a WIN, LOSS, or BREAKEVEN.

  • Outcome policy

    • THRESHOLD: uses win threshold percentage and threshold base

    • SIGN: profit > 0 = WIN, profit < 0 = LOSS, profit = 0 = BREAKEVEN

    • R_BASED: WIN depends on realized R (advanced mode)

  • Win threshold percentage

    • Defines how much profit is required to classify as a WIN.

    • Example: 0 means any positive profit is a WIN.

    • Example: 10 means profit must be at least 10% of the threshold base.

  • Win threshold base

    • Defines what the threshold percentage is applied to:

      • RISK

      • NOTIONAL

      • ABSOLUTE

  • Exclude break-even trades

    • If enabled, trades closed at 0 profit/loss do not consume an event in the series.

Partial Close Handling (Multiple TPs / Manual partial close)

When trades are partially closed, Masaniello must decide how the outcome is counted.

  • Partial win policy

    • IGNORE: partial closes are ignored until the trade is fully closed (recommended)

    • COUNT_AS_WIN: any partial close with profit counts as WIN

    • COUNT_AS_LOSS: any partial close with loss counts as LOSS

    • PROPORTIONAL: outcome is counted fractionally (advanced)

Reset Rules & Safety Breakers

These rules define when a series resets and adds additional safety controls.

  • Reset on target reached

    • Resets the series immediately once target profit is reached.

  • Reset on bankroll depleted

    • Resets the series if the bankroll is depleted before reaching the target.

  • Auto reset on series complete

    • Resets automatically after total events are completed.

  • Max consecutive losses

    • Safety breaker: force reset after X consecutive losses.

    • 0 disables this rule.

  • Cooldown after reset (minutes)

    • Prevents immediate restart after a reset (useful for prop firm rules or aggressive strategies).

    • 0 disables cooldown.

Auto-Tuning (Historical Win Rate)

Masaniello can automatically adjust expectedWins based on historical performance.

  • Use historical win rate

    • If enabled, expectedWins is adjusted using past trades.

  • Statistics look-back days

    • Defines how many days are used for historical stats.

    • 0 means only current series trades are used.

  • Minimum trades for historical win rate

    • Minimum number of closed trades required before auto-tuning is applied.

    • Below this threshold, manual expectedWins is used.

  • Min / Max expected wins

    • Clamps the auto-calculated expected wins into a safe range.

  • Win rate smoothing factor

    • Defines how fast the system adapts to new results (0..1).

    • Higher values update faster.

Per-Symbol Configuration

You can define symbol-specific Masaniello settings. Symbol settings override the general settings.

This is useful when:

  • You trade different symbols with different volatility

  • You want different risk plans per symbol

  • You want to isolate series per symbol

Example Scenario

You define:

  • Total events = 10

  • Expected wins = 6

  • Bankroll = 5% of equity

  • Target profit = 50% of bankroll

  • Payout model = R_MULTIPLE

  • Expected R multiple = 1.0

Result:

  • Masaniello reserves a bankroll for the series

  • It calculates a stake plan across 10 trades

  • Each copied trade receives the correct lot size for the current step

  • The series resets automatically when:

    • target is reached

    • series completes

    • bankroll is depleted (optional)

Notes & Limitations

  • Masaniello assumes trades can be classified clearly as WIN / LOSS / BE.

  • For strategies with many parallel trades, you should decide whether series state is handled:

    • per symbol (recommended)

    • global per copier account

  • If your master trades do not use stop loss values, prefer:

    • PAYOUT_FACTOR

    • or a conservative expectedRMultiple

Trade Guardrails

The Trade Guardrails account feature helps you protect your account by automatically enforcing safety rules on your open trades. It continuously monitors your positions and closes them automatically if they exceed your configured limits.

You can use Trade Guardrails to prevent positions from becoming too large, to limit total exposure on a single symbol, or to avoid keeping trades open longer than intended.

This feature is especially useful for traders who want an extra layer of protection when copying trades or running automated strategies.

Compared to the basic copier features, Trade Guardrails are not limited to slave accounts only. They can also be used on master accounts, where trades are opened, providing higher-level, account-wide protection by automatically reacting when risk limits are exceeded. Of course, they can also be used on slave accounts for additional safety.

How it works

When Trade Guardrails is active, MetaCopier checks your open positions and applies the following protections:

  • Maximum position size Positions can be automatically closed if they exceed your maximum allowed trade size.

  • Optional per-symbol aggregation Instead of checking each position individually, you can also apply the limit to the total exposure per symbol. This prevents exposure stacking when multiple trades are opened on the same market.

  • Maximum open time Positions can be closed automatically if they stay open longer than your allowed holding time.

If no limits are set, the feature will not close any trades.

Configuration

  • Activate Trade Guardrails Toggle to enable or disable the feature. When disabled, no trades are monitored or closed.

  • Maximum position size Defines the largest trade size that is allowed. If an open position exceeds this value, it may be closed automatically.

  • Aggregate per symbol (optional) When enabled, the system checks the total open exposure per symbol instead of checking each position individually. This is recommended if you frequently open multiple trades on the same symbol.

  • Maximum open time (seconds) Defines how long a trade is allowed to stay open. If the time limit is exceeded, the position may be closed automatically.

Symbol-specific rules (optional)

Trade Guardrails supports custom limits for individual symbols.

This allows you to define stricter or more flexible rules depending on the market you trade (for example, tighter rules on more volatile instruments).

Symbol-specific rules always take priority over the global settings.

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