Copy trading settings

In this section, you can configure the settings that will be used for copy trading:

If the Subscribe OTP enable checkbox is enabled, clients will be required to complete 2FA verification when subscribing to a public account.

If the Show potential positions checkbox is enabled, the subscription conditions for a public account in the casual application will display the positions that will be opened.

Please note! The amount of positions is recalculated based on the amount of funds being subscribed.

If the Request disclaimer reading checkbox is enabled, a client will see an article specified in the Disclaimer article field when confirmin the subscription for a public account.

Note! The disclaimer article is set in the Unity Investments ➝ Publications ➝ Content section.

When subscribing to a public account, a special account of the Copytrading type is created for the client. The Account group field allows to specify an account group of settings used by default when creating such accounts if no other settings are used according to priority.

Broker subscription fee

This block allows you to set the broker's default fees for new public accounts:

The Fee account field is used to specify the account to which the broker's fees will be credited.

Management fee and Performance fee are configured independently. You can set either one, both fees, or use no broker fees.

For Management fee, specify:

• Fee - fixed fee amount and currency;
• Billing period - fee charging period.

For Performance fee, specify:

• Profitsharing percentage - percentage of the subscriber's profit charged by the broker from the income received by the public account owner;
• Calculation Period - fee calculation frequency.

Broker fees are charged independently of the fees configured in the public account tariff.

Please note! The actual fee amounts are rounded to two decimal places (for example, 0.022 ➝ 0.02).

The calculated fee to be paid is displayed in the Daily operations section.

When a public account is created, the current fees from this block are saved in its settings. Subsequent changes to the fees in the broker settings do not affect already created public accounts. For a specific public account, the broker fees can be changed using the Edit broker settings option in the Public accounts section.

Cross instance fee

This block specifies the Account ID used to credit platform fees for using the public account sharing functionality, and the Percent deducted to the platform.

Cross instance fee is calculated from the fees earned by the broker and is charged to the broker. This fee is not added to the fees charged to the client. If the broker receives both Management fee and Performance fee, Cross instance fee is calculated for each of them.

Approved badge

In the block, you can set a message that will be displayed in the tooltip when hovering over the icon of a verified public trader in the Copytrading section of the client terminal:

• the Language field is designed to add different localizations of the message;
• in the Approved badge text field, you can set a message that will be displayed for the selected locale.

Retry settings

In this block you can set up the frequency of retries sending of a trade order to the provider, if it was rejected by the provider during the initial placement of the order:

• Max retry count - number of retries.
• Retry base interval - interval until the first retry.
• Retry interval multiplier - the value by which the interval is multiplied when a request is retried.
• Retry max interval - maximum interval between resubmissions.

Public statistics

The Rebuild public stats button allows you to recalculate the points on the profitability charts of public accounts that exist in the broker.