Help Center
Our products knowledge base for customers
Copytrading referral report
Copytrading Referral Report
The report contains information about rewards accrued to partners for the copytrading activity of referred clients.
The partner's reward is paid from the broker's commission and does not affect the manager's income.
Use the filter to select the month for which accruals should be displayed.
The table contains the following information:
| Name | Description |
|---|---|
| Client ID | Profile ID of the client whose activity resulted in the reward accrual. |
| Client Account ID | ID of the client's account from which the copytrading commission percentage specified in the referral program settings was paid. |
| Introducer ID | ID of the partner's profile who referred the client and to which account the rewards will be credited. |
| Public Account Name | Name of the public account to which the client is subscribed. |
| Base Amount | Amount of the copytrading commission received by the broker according to the copytrading settings configured for the broker. |
| Reward | Reward accrued to the partner from the broker's share according to the referral program settings. |
| Settlement Date | Date and time when the reward was calculated and accrued. |
The reward amount is calculated using the following formula:Reward=Base Amount(commission received by the broker) xRevenue Share Percentage(from the referral program settings)For example, if the broker received a commission of
50 USDand the partner's share is30%, the partner will be credited15 USD.
The reward is calculated on the value date of the broker's commission. If the currency of the broker's nominal account differs from the currency of the referral program, the amount is converted using the EOD exchange rate of the previous trading day relative to the value date.
To save the report data in .xlsx format, click Save as XLSX.