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cTrader Copy: Configuration Options

Introduction​

cTrader Copy is a versatile and powerful platform for money managers and investors. Via cTrader Copy, skilled traders can provide strategies for other traders to invest it. When a trader invests in a strategy, they automatically copy the trades executed by the strategy provider.

Investors are free to allocate different amounts of capital into different strategies, which means that traders can create custom 'portfolios' containing one or more strategies that they have invested in. In turn, strategy providers may choose to charge various fees to investors, creating an additional revenue stream and incentivizing becoming a strategy provider.

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If you have access to the cTrader Admin back office, you can learn more about cTrader Copy by watching the 'How to Interpret Data from the Collateral Application' video available in the Home application.

This documentation also details Spotware's solution for embedding the copy service into the broker's client area.

General Provisions​

In general, investors can allocate funds to strategies the providers of which are registered with different cTrader-affiliated brokers.

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For example, an investor registered with Broker 1 can see and allocate funds to strategies created under Broker 2, Broker 3, and Broker 4, even if these brokers exist on different plants and constitute independent business entities.

However, depending on your business needs, you may want to adjust the availability of cTrader Copy to traders registered on different plants or within the same plant but with different White Labels. Consider the examples below.

  • You own a White Label that offers unique trading conditions compared to your ‘main’ brokerage (e.g., different symbols). To control Copy-related flows of funds, you could choose to isolate this WL from all other WLs on the plant and from all other plants.
  • You are a White Label reseller and, as part of your risk management effort, you want to ensure what WLs have access to the Copy service and in what capacity.
  • You want to encourage Copy trading only within the confines of your brokerage so that you no longer have to worry about external strategy providers or external investors.

To help you achieve your aims, Spotware provides access to three options for configuring the availability of cTrader Copy.

  • Plant mode. Via this feature, you can define Copy availability at the plant level.
  • WL isolation. This option allows you to determine strategy/investment availability at the level of individual WLs. WL isolation is more granular than plant mode and, as such, adds a new layer of security constraints for certain WLs within the same plant.
  • Disabling Copy. If needed, you can also disable Copy entirely for individual White Labels.

Structure of the Documentation​

The documentation for cTrader Copy consists of the following sections:

  • Glossary. The glossary explains the key terms used in the documentation.
  • Plant mode. This section defines plant modes and what they mean to you, strategy providers and investors.
  • WL isolation and disabling Copy. This section describes the different methods of WL isolation and how they work under various plant modes.
  • Embedded copy service. This section introduces the embedded copy service and highlights its benefits for the broker's client area.
  • Integration. This section outlines the rules, requirements and flow steps to integrate the embedded copy service.
  • API Calls. This section outlines the API calls for the embedded copy service integration.