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 to set the fees charged to the public account when it receives commissions from subscribers:

• The Default percent field defines the default fee percentage paid to the broker from the public account owner's fees. By default, the field is set to 0 and no fee is charged;
• The Shared percent field allows you to specify the default percentage that the broker receives from subscriptions to public accounts provided by another broker. If not set, the value from the Default percent field will be used.;
• The Fee account field is used to specify the account to which the broker will credit such fees.

By clicking the Add exclusive percent button, the custom fees for individual public accounts can be added. They will be used instead of the default fees. For a custom condition, simply specify the Public account and the Percent to be charged from it.

Broker fee calculation

The broker's fee is calculated based on the fee received by the public account owner:

Broker fee (Copytrading broker fee) = Owner's fee (Copytrading fee) x Fee (Default percent or Exclusive percent)

For example: Calculated fee of the public account owner = 20 USD Default percent = 50% Broker fee (Copytrading broker fee) = 20 x 50 / 100 = 10 USD Sum of fees paid by the client = 20 USD + 10 USD = 30 USD

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

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.

Cross instance fee

This block specifies the Account ID, which will be used to calculate platform fees for using the public account functionality, and the Percent deducted to the platform.

Commission Calculation Examples

Fee calculation examples

Example 1 (only cross-instance Copy Trading fees are configured): The manager's (public account owner) fee for using the public account is 1.1 USD. Configured fees:

• Shared percent of the broker providing the public account - 1.5%;
• Cross instance fee of the client's broker - 2%.

Therefore: The manager's fee (Copytrading fee) is 1.1 USD. The fee of the broker providing the public account (Shared percent) is: 1.1 x 1.5 / 100 = 0.0165 USD. The platform fee (Cross instance fee) is: 1.1 x 2 / 100 = 0.022 USD. The total service fee (Copytrading broker fee) is: 0.0165 + 0.022 = 0.0385 USD. The total amount charged to the client is: 1.1 + 0.0385 = 1.1385 ≈ 1.14 USD. The manager receives the full 1.1 USD.

Example 2 (fees are configured for both brokers): The manager's (public account owner) fee for using the public account is 10 USD. Configured fees:

• Shared percent of the broker providing the public account - 2%;
• Cross instance fee of the client's broker - 2%;
• Default percent of the client's broker - 5%.

Therefore: The manager's fee (Copytrading fee) is 10 USD. The fee of the broker providing the public account (Shared percent) is: 10 x 2 / 100 = 0.2 USD. The platform fee (Cross instance fee) is: 10 x 2 / 100 = 0.2 USD. The client's broker fee (Default percent) is: 10 x 5 / 100 = 0.5 USD. The total service fee (Copytrading broker fee) is: 0.2 + 0.2 + 0.5 = 0.9 USD. The total amount charged to the client is: 10 + 0.9 = 10.9 USD. The manager receives the full 10 USD.

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.