Create a New Profile

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    01.

    Select Create Your Profile

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    02.

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

    03.

    Select Register

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    04.

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

Forgotten Password

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    01.

    Select Login

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    02.

    Select Forgot Password?

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    03.

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

    04.

    Select Submit

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    05.

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

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    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

Link For First Time

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    01.

    Navigate to the account page and click on link an account

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    02.

    Select if you would like to to Copy trades from signal provider or Provide signals for others to copy

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    03.

    Select the correct server

    04.

    Enter your trading account number

    05.

    Enter your password

    06.

    Accept and continue

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    07.

    If your account linked successfully, your status will say copying, which means you are live and can copy

Edit Profile

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    01.

    Navigate to the account page and click on settings

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    02.

    Select Edit Profile

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    03.

    Add/Edit your Name and image

    04.

    Add a Signal Name (this will appear as your Name in Discovery)

    05.

    Hide your profile if you don’t want to appear in the Discovery Section.

Search a Signal

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    01.

    Select Discover

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    02.

    Select the Search box

    03.

    Enter the user, friend or signal that you’re looking for

Copy a Trader

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    01.

    Navigate to Discover

    02.

    Search or select a Signal to copy

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    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”.
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    04.

    Indicates whether there is a fee

    05.

    Select your Trade size

    • Fixed size = all copy trades are fixed to one trade size
    • Mirror master size = all trades will be the same size as the Signal irrespective of account size
    • Proportional by equity = trade size is proportional to account equity. Copier can reduce or amplify their exposure to the size of trades
    06.

    Select round up to minimum Trade size, this ensures no trades are missed (optional)

    07.

    Select Copy existing trades this ensures any open trades will be copied (optional)

    08.

    Select Agree and Copy

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    10.

    Confirm you understand the risk and are happy to proceed

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    11.

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

  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.

Set Drawdown

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    01.

    Navigate to Account

    02.

    Select % of drawdown

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    03.

    Set soft stop = stops any new copy trade instructions

    04.

    Set hard stop = closes related open copy trades (Warning level has been removed)

    05.

    Select Agree and confirm

    Resetting your drawdown sets a new equity level from which your Soft and Hard Stops trigger. It does NOT reset your drawdown levels.

Edit Copying

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    01.

    Navigate to Account

    02.

    Select the Signal that you would like to edit

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    03.

    Select Edit copy

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    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

Connect as a Signal Provider and Set Fee

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    01.

    Connect as a Signal Provider

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    02.

    Submit the Risk Assessment 

    03.

    Make sure your account has a starting blanace of $500 and over 6 months trading history.

    04.

    You can send a trading statement with over 6 months history to @[email protected] if your current account does not have 6 months.

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    06.

    Click on the % shown to set a fee

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    07.

    Set a Performance Fee % between
    1%-50%

    08.

    Click Agree and Update (consenting to the terms and conditions)

Close or Edit a Trade

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    01.

    Select Copies tab to view your open trades

    02.

    Select Edit to set a Stop Loss or Take Profit

    03.

    Select Close to close the trade

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    03.

    Set a Stop Loss or Take Profit (the price is dependent on what your broker will allow)

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    05.

    Confirm your decision to close the trade

Link Multiple Accounts

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    01.

    Navigate to the account page and click on settings

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    02.

    Click on trading account

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    03.

    Select + button

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    05.

    Select whether you are a Copier or a Signal

Unlink Account

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    01.

    Navigate to the account page and click on settings

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    02.

    Click on trading account

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    03.

    Select X

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    04.

    Select yes

Switch between Accounts

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    01.

    Navigate to the account page and click on the Switch Button

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    02.

    Select the account you would like to use

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    03.

    Your account should have switched to the correct account

Refer a Friend

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    01.

    Navigate to Discover and search for the Signal you wish to refer.

    02.

    Click $Refer

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    03.

    Copy and paste the referral link or share directly via social media.

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    04.

    When the referral link is used, the user is directed to the app, where the relevant strategy opens automatically, whether they are already logged in or need to create an account first.