Apply the Template Hierarchy

In-app tour: “Template Hierarchy Guide”.

Templates can be set at three levels, and understanding how they interact saves a lot of confusion:

1. Global — the default for everything.
2. Group — overrides global for one group.
3. Account — overrides group AND global for one account.

Global templates live in the Settings tab (Global Templates section). They define the baseline: the default Copy Method, Instruments, and Risk Management used whenever nothing more specific is set.

Group overrides are set in the Groups tab’s Account Group List: each group can carry its own Trading Template and Risk Template. When set, ALL accounts in that group use the group template instead of the global one. This is the natural place for strategy-based variations.

Account overrides are the most specific: individual follower accounts can carry their own Trading and Risk templates (right-click an account in the Accounts tab to edit its overrides). Account settings always win.

Resolution order. When a trade is copied, the system checks: does the ACCOUNT have an override? Use it. Otherwise, does the GROUP have one? Use it. Otherwise, use GLOBAL. This hierarchy applies separately for trading templates and risk templates.

Worked example. Suppose you have:

• Global: 100% size, $1,000 max loss.
• Group “Aggressive”: 200% size, no risk override.
• Account “Small” (inside “Aggressive”): 50% size, $500 max loss.

The “Small” account trades at 50% with a $500 max loss (its own overrides win). Every other account in “Aggressive” trades at 200% (group override) with a $1,000 max loss (global, because the group set no risk override).

Best practices: set sensible global defaults first; use group overrides for strategy variations; use account overrides sparingly, for genuine exceptions; and click X on any override to remove it and inherit from the parent again. More specific always wins.