Configure Position Sizing

In-app tour: “Copy Method Template Guide”.

Copy Method templates control how position sizes are calculated when copying trades from leader to follower accounts. This is the heart of risk management across different account sizes.

Choosing a sizing method. The Copy Method dropdown offers three modes:

• Exact Copy — 1:1 position size matching. The follower trades exactly what the leader trades.
• Percentage — proportional sizing. 50% halves the size, 100% matches it, 200% doubles it.
• Fixed Size — the follower always trades a specific number of contracts/lots regardless of the leader’s size.

Percentage is the most common choice when accounts differ in size.

Percentage settings. When Percentage mode is selected, two extra fields appear:

• Value (%): the percentage to apply (50 = half size, 200 = double).
• Rounding Method: how fractional results are handled. Example: the leader trades 3 contracts at 50% → 1.5 → rounded to 2 (with round-up).

Advanced options. These provide specialized behaviors that most standard setups won’t need:

• Map to Inverse Instrument. If the instrument has an inverse counterpart (like MES vs ES), the copier automatically maps to the inverse. Useful for hedging strategies or when followers trade different products (e.g. minis on the leader, micros on the follower).
• Inverse Order Direction. Flips the trade direction: leader BUY becomes follower SELL and vice versa. Useful for hedging or contrarian strategies — but be careful, this reverses all trades.
• Convert Fills to Market. Working orders are NOT copied immediately; only when the leader’s order actually FILLS does the follower send a market order. This guarantees the leader got filled before committing the follower.