What do the allocation methods mean?
How each allocation method sets your trade size when you copy a master account, what the Risk Ratio does, and which option to pick.
When you copy a master account, the Allocation Method decides how big your trades are. You will find it in Step 2 of the copy setup, next to the Risk Ratio field.
Proportionally to Balance — you trade in proportion to your balance against the master’s. Their $100,000 account opens 1.00 lot, your $10,000 account opens 0.10.
Proportionally to Equity — the same, but using equity (your balance plus or minus open profit and loss).
Proportionally to Balance × Ratio — the balance calculation, multiplied by your Risk Ratio.
Proportionally to Equity × Ratio — the equity calculation, multiplied by your Risk Ratio. This is the default, at a Risk Ratio of 1.
Fixed Lot Allocation — every trade opens at one lot size you set, whatever the master does.
Ratio Multiplier — the master’s lot size multiplied by your ratio, ignoring account sizes. At 0.25, their 1.00 lot becomes your 0.25.
The Risk Ratio is the multiplier used by the three methods that include one. At 1 you copy at the calculated size; above 1 means more risk and more margin; below 1 means less. It magnifies losses as much as gains.
Not sure which to pick? Leave the default. Proportionally to Equity × Ratio at a Risk Ratio of 1.
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