> For the complete documentation index, see [llms.txt](https://docs.metacopier.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.metacopier.io/tutorials/set-up-strategy.md).

# Set up strategy

{% hint style="info" %}
A strategy is used to group together multiple source accounts and risk limits to simplify management.
{% endhint %}

## Create a strategy

Go to the "Your Projects" tab and select the project you have created. On the left side you should see "Strategies" click on it.

<figure><img src="/files/MzMZSNuHY9BjKbu251lE" alt=""><figcaption></figcaption></figure>

Then click on the box with the cross.

<figure><img src="/files/51cuq32BlGqAsJFRNG33" alt=""><figcaption></figcaption></figure>

1. A new window will open, in this window you have to enter the name of your strategy.
2. Then activate the strategy below.
3. Done that you have to save it.

<figure><img src="/files/y2s9W3L9mw0ORmSK8J1s" alt=""><figcaption></figcaption></figure>

Once you have done this, you should see your strategy on the previous screen.

<figure><img src="/files/Pwv5tdOPI1UgnVQqRmXz" alt=""><figcaption></figcaption></figure>

## Configure your strategy

Now we have a strategy but it is not yet configured, we will do that here, first we have to add a copier from where the strategy gets the trades. Click on "Copiers" to open the settings.

<figure><img src="/files/iOKUYkIKeMhm9GC7G3Mw" alt=""><figcaption></figcaption></figure>

Then a new window will open with a cross click on this cross.

<figure><img src="/files/2Z95AutMtMRUgQrXAHj3" alt=""><figcaption></figcaption></figure>

1. When you have clicked on the cross, a new field will open, in which you must first specify from which account he copies the trades.
2. Then you have to activate the Copier Status if its not activated it won't copy.
3. Click on the Save button to save your settings

<figure><img src="/files/DQ2zHJDTh1yqezyzxWlX" alt=""><figcaption></figcaption></figure>

## Copy trades with a strategy

After configuring the strategy, there should be a 1 above the "Copiers" button.

Now that you have created a strategy you can apply the strategy to your accounts, go to "Accounts" on the left side of the page.

<figure><img src="/files/KT7TdQvwhcJkv2wk96al" alt=""><figcaption></figcaption></figure>

Select an account on which you want to copy the trades of the strategy you created earlier. Click on "Copiers" so that we can add the "Strategy" and than you have to click on the cross which appears.

<figure><img src="/files/ZD7k4IL3z6VXyeubJmkL" alt=""><figcaption></figcaption></figure>

First switch from account to strategy, then you can select your strategy in the lower field, finally save. after this point you have successfully created and applied a strategy

<figure><img src="/files/3jmgFUKar1QCKmsbBheX" alt=""><figcaption></figcaption></figure>

## Strategy copier features

Just like account copiers, strategy copiers also support features. You can add features such as Block Hedging, Multiplier, Maximum Lot Size, Trailing Stop, Break-Even, Trading Windows, and more directly to a strategy copier.

To add a feature to a strategy copier, navigate to your strategy, open the copier settings, and click on "Features".

### Feature priority

When an account subscribes to a strategy, features can be defined at two levels:

1. **Strategy copier level** - applies to all accounts subscribed to the strategy
2. **Account copier level** - applies only to the specific account

If the same feature type is configured on both levels, the **account copier feature takes priority** and the strategy-level feature is ignored. This allows you to set sensible defaults at the strategy level while still giving individual accounts the ability to override them.

{% hint style="info" %}
**Additive features:** The **Copier filter**, **Permitted symbols**, and **Order type filter** are exceptions - they are applied from both levels simultaneously (combined), rather than one overriding the other.
{% endhint %}

### Example use case

You run a strategy with 50 subscribers. You want all of them to have a maximum of 5 open positions, so you add the "Max Open Positions" feature to the strategy copier. However, one subscriber has a larger account and wants to allow 10 open positions - they can add their own "Max Open Positions" feature on their account copier, which will override the strategy-level setting for that account only.


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