Trade Copier: Sizing modes explained

Quick answer

Start with Lot Multiplier = 1.0 until you confirm everything copies correctly.

Use Risk % / Risk $ only when you understand how SL affects lot calculations.

Symptoms (when you need this)

• Trades copy but the lot size is wrong
• You want to scale up/down for different account sizes
• You want risk-based sizing

Sizing modes (what each one does)

1) Balance Multiplier

Scales lots based on account balance ratio.

Example:

• Master balance: $10,000
• Receiver balance: $5,000
• Receiver will trade ~0.5× the master lot size (if other constraints allow)

Best for:

• Copying between accounts with different balances (simple proportional scaling)

2) Lot Multiplier

Multiplies the master’s lot size by a fixed factor.

Examples:

• Multiplier = 1.0 → same lot size
• Multiplier = 0.5 → half lot size
• Multiplier = 2.0 → double lot size

Best for:

• Simple scaling without complicated risk math

3) Fixed Lots

Always use the same lot size on the receiver, regardless of master size.

Best for:

• Testing
• Keeping receiver risk capped

4) Risk % (percent of receiver balance)

Calculates receiver lot size so that the stop loss risks a percentage of the receiver balance.

Important:

• Risk sizing requires a usable SL to calculate lot size.
• If SL is missing or invalid, the system may use a minimum lot (or a safe fallback).

Best for:

• Risk-consistent copying across symbols and account sizes

5) Risk $ (fixed dollar risk)

Same idea as Risk %, but risks a fixed dollar amount per trade.

Important:

• SL is required for correct calculation.

Most common causes of “wrong lot size”

• Receiver broker min/max lot and lot step constraints
• Missing or invalid SL (risk modes can’t calculate properly)
• Different symbol contract sizes across brokers (indices/crypto)

Verify it worked

1. Create a connection with your chosen sizing mode
2. Place a tiny trade
3. Open Logs and confirm the receiver lot size matches expectation

If it still looks wrong (Escalate)

1. Check Logs for “invalid volume” or “insufficient margin”
2. Read: - Troubleshooting: Order rejected (invalid volume / lot size) - Troubleshooting: Insufficient margin / not enough funds
3. Or run Copy Not Working? quick scan

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