Allocation methods define the formula used to calculate the investor position size when a trade is copied from a master account. One method is selected when creating a copy-trading or MAM subscription.
Position-size clamping
A position can’t be copied below the minimum or above the maximum size defined for an instrument. If the calculated size falls outside that range, it is copied at the minimum or maximum allowed size instead.
The Six Methods
| Method | Formula |
|---|---|
| Proportional to Balance | Master size × (Investor balance / Master balance) |
| Proportional to Equity | Master size × (Investor equity / Master equity) |
| Proportional to Balance × Ratio | Master size × (Investor balance / Master balance) × Ratio |
| Proportional to Equity × Ratio (default) | Master size × (Investor equity / Master equity) × Ratio |
| Fix Lot Allocation | Fixed predefined size (Ratio) |
| Ratio Multiplier (Lot Allocation) | Master size × Ratio |
Worked Examples
| Method | Inputs | Master position | Investor position |
|---|---|---|---|
| Proportional to Balance | Investor $2,000 / Master $8,000 | 2.00 lots | 2.00 × (2,000/8,000) = 0.50 lots |
| Proportional to Equity | Investor $5,000 / Master $2,000 | 2.50 lots | 2.50 × (5,000/2,000) = 6.25 lots |
| Proportional to Balance × Ratio | $2,000 / $8,000, Ratio 2.5 | 2.00 lots | 2.00 × (2,000/8,000) × 2.5 = 1.25 lots |
| Proportional to Equity × Ratio | $5,000 / $2,000, Ratio 0.5 | 2.50 lots | 2.50 × (5,000/2,000) × 0.5 = 3.13 lots |
| Fix Lot Allocation | Ratio 0.1 | 0.85 lots | 0.10 lots (fixed) |
| Ratio Multiplier | Ratio 0.5 | 2.50 lots | 2.50 × 0.5 = 1.25 lots |
For how these sizes behave after a position is open, see Allocation methods and their effect on open positions.
