Copy trading infrastructure for brokers.
A copy trading solution is an execution and allocation problem, not a marketing feature. We design, integrate and administer the master/follower architecture, allocation logic, risk limits and reporting that let a licensed broker or prop firm run copy trading on its own platform.
Technology provision, not investment advice.
This is a broker infrastructure service. The distinction matters commercially and legally.
Copy trading platforms fail for operational reasons far more often than technical ones — allocation that ignores minimum volume, no stop-copy rule when a provider blows up, or support staff with no visibility into why a follower's fill differed from the master's.
We build the layer that makes those situations boring: explicit allocation rules, enforceable risk ceilings, and reporting that answers a client complaint in one screen.
What the copy layer actually does.
Six components define the behaviour of any copy trading deployment. Each one is a configuration decision, made against your risk appetite and your licence.
Master / Follower Model
Strategy provider accounts publish trades; follower accounts subscribe. The copy engine sits beside your trading server and mirrors positions in the direction, volume and timing your rules define.
Strategy Provider Accounts
Provider registration, verification state, visibility rules, performance history windows and the commercial arrangement between provider and broker — configured, not hard-coded.
Follower Account Management
Multiple subscriptions per follower, per-subscription allocation, pause and resume, subscription lifecycle events, and clean unwinding when a follower disconnects from a provider.
Allocation Logic
Fixed lot, lot multiplier, proportional-by-balance, proportional-by-equity, or risk-normalised allocation. Rounding, minimum volume and step size are handled per symbol so fills stay valid.
Risk Limits & Stop-Copy
Per-follower maximum exposure, maximum drawdown, equity floors, symbol allow/deny lists and automatic stop-copy conditions that detach a follower before a strategy damages the account.
Performance Visibility
Provider and follower statements, copied-versus-source deviation, slippage attribution and subscription-level P&L — the reporting your support and compliance teams need to answer questions.
Proportional copying, multipliers and the rounding problem.
Equity-based and balance-based copying behave differently the moment a follower deposits, withdraws or draws down. The model has to be chosen deliberately.
Symbol configuration is inseparable from copy behaviour. Contract size, volume step, minimum volume and the swap treatment on a copied position all change what a follower actually receives — which is why copy trading and swap and rollover configuration are handled by the same administration discipline.
Balance-proportional
Stable sizing that ignores open-position swings — predictable, but slow to react to real account health.
Equity-proportional
Sizing follows live equity, so exposure contracts automatically in drawdown. Requires careful floor rules.
Lot multiplier
Direct and transparent for sophisticated followers, but decoupled from account size — needs hard exposure caps.
Volume step and minimum lot
Every model eventually produces an invalid volume. Round down, skip, or detach — the rule is defined up front, per symbol.
Where it connects.
A copy engine that is not wired into the platform, the CRM and your reporting is a support burden. Integration is the majority of the work.
Platform Integration
Copy engines integrate with MT4 and MT5 through the Manager and Server APIs, and with cTrader or a proprietary platform through their published interfaces. We deploy alongside your existing server topology rather than replacing it.
CRM Integration
Subscriptions, provider status and copy settings surface in your CRM so a support agent can see and adjust a client's copy configuration without touching the trading server directly.
APIs & Plugins
REST endpoints for subscription management and statistics, webhooks for lifecycle events, and MetaTrader server plugins where the behaviour has to live inside the trading server itself.
Broker Administration
An operator console for enabling providers, adjusting allocation ceilings, applying group-level policy, suspending copying during abnormal conditions and auditing every change.
How we deliver it.
Requirement mapping
Which platform, which accounts, which allocation model, and which regulatory constraints apply to your licence and target markets.
Architecture
Vendor copy engine or bespoke build, deployment topology, latency budget between master and follower execution, and failover behaviour.
Configuration
Provider onboarding rules, allocation defaults, risk ceilings, symbol mapping, group policy and stop-copy thresholds.
Integration
CRM surfaces, reporting feeds, client-facing subscription UI and the administrative console for your operations team.
Testing
Copy fidelity under fast markets, partial fills, gaps, rounding at minimum volume, and behaviour when a provider is stopped out.
Operations
Monitoring, deviation alerting, ongoing configuration changes and support escalation once the feature is live.
Copy flow changes your risk profile.
One provider signal replicated across hundreds of followers concentrates exposure in a single direction within seconds. Your risk layer has to see it.
Automated monitoring and hedging is handled by RiskMan; live human oversight of the resulting book is the remit of the 24/7 dealing desk. They remain separate services, and both become more relevant the day copy trading goes live.
Correlated Exposure
Copy trading turns retail flow into correlated flow. Exposure aggregation, hedge triggers and dealing oversight matter more once it is live, not less.
Copy trading — common questions.
Discuss copy trading infrastructure.
Tell us which platform you run and how you want allocation and risk to behave. We will scope the integration or the build.
Explore Related Solutions
MT4, MT5, cTrader and custom platform deployment
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Surface subscriptions and copy settings to your support team
Server-side logic and bespoke platform engineering
Aggregate the correlated exposure copy flow creates
Swap, rollover and instrument configuration