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Navigate to Client Interface → Accounts. Create a trading account to charge rewards (if necessary)
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Scroll down to the Invest accounts tab and click +Become a manager
A window with the strategy settings will appear.
Specify the following parameters:
Prior to being able to set up a strategy, you must have 2 Live accounts open. Note that 2 different accounts must be selected; 1 reward account (This is where you will receive your profits), and the other the external one (The account you will use to trade).
The External Account must only have a 100:1 leverage.
Social trading investors' accounts are set at 100:1. So, trades on each account will always be the same.
We do this to protect our clients as much as possible from wild equity swings by limiting the number of trades that can be opened on their accounts at any given time.
- Strategy name
- Description: Add a strategy description. Here you can add an image, a link, and use all the tools of a conventional text editor
- Reward account: A trading account to charge reward
- MetaTrader: Select MT5
- Servers: Select a server
- Account types: Select an account type
Automatically create an account: If you do not want to create an account automatically, select a converted account
Enable or disable rollovers (Rollovers are the period during which you will be able to make transactions with investments (open or close an investment, withdraw or deposit funds).
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Rollovers frequency: Set Weekly or Monthly
Monthly
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Rollover days: Set the day of the month (from 1 to 31). You can choose one or more days
Weekly
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Rollover days: Set the day of the week from Monday to Sunday. You can choose one or more days
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Rollovers start time (UTC): Set rollovers start time in UTC. Possible values: 00:00 to 22:00
- Rollovers end time (UTC): Set rollovers end time in UTC. Possible values: 01:00 to 23:00
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Reward type: Share of profit or High water mark.
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Reward amount: Reward amount as a percentage
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New investments: Possible values: Open only new deals or Open current deals
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Minimal investment amount: Enter an amount equal to the specified value or more.
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Enable auto confirmation for investment requests: If this box is checked and rollovers are disabled, investment requests will be processed automatically without waiting for confirmation. If this box is checked and rollovers are enabled, investment requests will be processed automatically, but only during the allowed time period (Rollovers start time (UTC) to Rollovers end time (UTC))
Click Create strategy or Cancel to discard the changes.
A new investment strategy will appear in Client Interface → Invest rating. Strategies are sorted here by yields in descending order.
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