01Create a New Profile

Create a new Profile

  • 02

    Fill in your details: email, choose a password, confirm password and your first and last name

    03

    Select Register

  • 04

    To complete the registration please check your email to confirm your account and then return to the app to login

Download pdf here

02 Forgotten Password

Forgotten Password

  • 01

    Select Login

  • 02

    Select Forgot Password?

  • 03

    Enter you email address – this must be the email registered to your account

    04

    Select Submit

  • 05

    Check your email and select ‘Reset password’ – remember to check your SPAM/JUNK folder

  • 06

    Enter your:

    Email address

    New Password

    Confirm your new password

    Select Reset

    Your password must be more than 8 characters and include at least one:

    • Number
    • Upper case alphanumeric
    • Lower case alphanumeric
    • Special character
Download pdf here

03 Link For First Time

Link For First Time

  • 01

    Navigate to the account page and click on link an account.

04 Edit Profile

Edit Profile

  • 01

    Navigate to the account page and click on settings.

    02

    Select Edit Profile

  • 03

    Select Edit Profile

  • 04

    Add/Edit your Name and image.

    05

    Add a search handle and hide your

    profile if you don’t want to appear in

    the Discovery Section.

Download pdf here

05 Search a Signal

Search a Signal

  • 01

    Select Discover

  • 02

    Select the Search box

    03

    Enter the user, friend or signal that

    you’re looking for

Download pdf here

06 Copy a Trader

Copy a Trader

  • 01

    Navigate to Discover

    02

    Search or select a Signal to copy

  • 03

    Select to Copy Signal

    • The fee charged by the Signal
    • Number of copiers
    • Recent trades can be viewed by clicking on arrows next to “Realised P/L” and “Unrealised P/L”.
  • 10

    Select OK to continue or select Max Drawdown to set soft stop and hard stop settings (see number 7 for more details)

Troubleshooting

1. Fixed size example – a user selects 0.5 lots, all copy trades will be
fixed to 0.5 lots
2. Mirror master size example – Signal places a trade at 0.3 lots,
copier places a copy trade at 0.3 lots despite having a smaller
account
3. Mirror master risk example – Signal ($10,000 account), copier ($1,000
account). The account size difference is 1/10th the size of signal. The
signal places a trade at 1 lot (if proportionality set to 1), the copier
will mirror the trade at 0.1 lot, which is 1/10th the size of the
signals trade.

Download pdf here

07 Set Drawdown

Set Drawdown

  • 01

    Navigate to Account

    02

    Select % of drawdown

  • 03

    Set soft stop – when triggered, stops any new copy trade instructions

    04

    Set hard stop – when triggered closes all related open copy trades

    05

    Select Agree and confirm

    06

    Resetting your drawdown sets a new equity level

    from which your Soft and Hard Stops trigger. It

    does NOT reset your drawdown levels.

  • 07

    You are also prompted to set your drawdown, when you first copy a signal

Troubleshooting

1. Warning level must be less than soft stop and soft stop must be less
than hard stop
2. Drawdown is set to your equity level NOT your balance
3. If you reset your drawdown, 0% will equal the equity at the time of
the reset. There is no need to adjust your other levels
4. Max drawdowns will track your growth in your equity, i.e. if
your equity increases the % levels set will be in line with the
increased equity value

Download pdf here

08 Edit Copying

Edit Copying

  • 01

    Navigate to Account

    02

    Select the Signal that you would like to edit

  • 03

    Select Edit copy

  • 04

    Adjust the copy trading settings

    05

    Select Update

    06

    To stop copying a signal, click X, and you will be asked how you would like to manage all open trades

    07

    Select OK

09 Set Signal Fee

Set Signal Fee

  • 01

    Navigate to Account

    02

    Select I want to charge a fee and complete a Signal Application Form if prompted

  • 03

    Set Fee Level

    04

    Agree and confirm

    • Performance fee is a % of any profit made by your copiers and cannot be greater than 50%
    • Performance fee is charged when a profit is made over a High Water Mark
    • Any updates or edits to the fee will only affect future copiers
    • The App can charge an Admin fee
  • 05

    Edit your signal fee by clicking on the % shown

  • 06

    Select Agree and Update

Download pdf here

10 Open a Trade

Open a Trade

  • 01

    Open the trade tab

    02

    Select your symbol category

  • 03

    Select your FX player

  • 04

    Select chart timescale

    05

    Confirm Sell or Buy

  • 06

    Force Open: place direct trade into the market

    07

    Order: submit a pending order

    08

    Quantity: size of trade

    09

    Stop Loss: protects losses beyond price

    10

    Profit Limit: locks profit

    11

    Press Trade

  • 12

    Congratulations, you have now successfully opened a trade

Download pdf here

11 Close a Trade

Close a Trade

  • 01

    Select Positions tab to view your open trades

    02

    Select Close

  • 03

    Select Close

  • 04

    Confirm your decision to close the trade

  • 05

    Congratulations, you have now successfully closed a trade

Download pdf here

12 Edit a Trade

Edit a Trade

  • 01

    Select Positions tab to view your open trades

    02

    Select Edit

  • 03

    Edit you Stop Loss or Profit Limit

    04

    Select Edit to confirm

  • 05

    Congratulations, you have edited your open trade

Download pdf here

16 Switch between Accounts

Switch between Accounts

  • 01

    Navigate to the account page and click on the “Switch Button“.

  • 02

    Select the account you would like to use.

  • 03

    Your account should have switched to the correct account