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CONTENTS

Master Accounts 1

Slave Accounts 2

Settings for Main tab and for general program features 3

Synchronization 5

Mapping software to computers (hardware ID) 5

"Orders" tab 6

"Log" tab 7

"Symbol" tab 8

Copying Scheme 9

Copying Parameters 9 Copying Parameters » Compliance (symbols mapping) 9 Copying Parameters » Transformation 10 Copying Parameters » Copying 12 Copying Parameters » Filter 13 Copying Parameters » Expanded 15 Copying Parameters » Stops 17 Copying Parameters » Export, Import, Copy to group 18

Master Accounts

How do you add a master account? To add a master account, you will need to run the Power Trade Copier (PTC) and go to the "Master" tab. Press the "Add master" button on the bottom. Select the necessary server for the master account from the server list (you may use the Search field and the letter buttons to ease the search for the required server), put the account number and investor password into appropriate fields, enter a short identification for the account into the Description field and

click “Save”. You are able to add several master accounts.

If you have not found your sever in our servers list, provide us with information needed about your server. If you have an MT4 terminal, connected to your master account, take the .srv file from terminal Config folder. The path to srv file: in terminal window - menu File - Open Data Folder, then Config folder, then copy the file with a name like MT4 server name (you can see

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it in MT4 terminal window caption), and .srv extension. Then you can paste file to email attachment. We will add your server

immediately if we get such an email. Feel free to contact us for assistance.

Slave Accounts

How do you add slave accounts? Press the "Slaves". Press "Add slave" button and select server for slave account from server's list, put account number in to the "Login" field and trader password. Make sure that the Description field isn’t empty. Click “save” to add the slave to the list. You can delete the slave account by pressing 'Delete slave' button. You can also block

a slave account by pressing the 'Block' button.

Important information about "Provider" mode.

A master should put slave's account number in to the "Login" field and select server. A slave will enter a password and adjust copying parameters on the slaves side according their needs. For the "Copier" mode, all settings are performed on the master side.

Important information about "Provider" mode.

You should set a password for each slave account. It will protect all information about other clients' slave accounts.

The "Set password" button in "Slaves" tab allows the setup of a password for client accounts. When you set up the same password for all accounts of one client, you should give this password to the client. After the first start on the client’s computer the PowerTradeCopier will ask for a password and then display only the accounts which are protected by this password. This allows you to protect accounts from providing information about activity to any client or giving any client the possibility to change any other client’s password or block this account.

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If the access password for the slave is reset or changed, the client can set a new password for the slave PowerTradeCopier instance, by the means of the "Set Password" button in "Settings" window. This can be accessed by clicking the "Setting" button on the left bottom of the main window.

Settings for the Main tab and for general program features

After the 'Setting' button pressed, the Setup window appears:

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Here the program mode is shown (Copier mode or Provider mode), the clients quantity limit, the program version.

Email address could be set to receive messages from the program.

IP addresses for MT4 and MT5 connections have to be set. If the address is zeroed, the PTC connectors pool is used. However, if the IP is set to certain value, be sure that connector runs on the computer with that IP. For instance, if IP is set to

localhost (127.0.0.1), connector would run locally.

Outbound emailing settings include emails sending reasons (Never, For Errors - when copying errors happens, Always - when each order was copied or an error happened) and outbound mail box setting.

Synchronization settings - see the next section.

The Update button invokes the Update window, where you can prepare the PTC up- or down-grade:

Here the necessary (usually the latest) version would be selected and the PTC upgrade is prepared with Update button. The files upgrade as such will be conducted during the next PTC start. Start PTC ‘as administrator’ after you just prepared an

upgrade.

Show column ... tabs let the user set the programs Main tab appearance. The tables for master and slave accounts can be

configured with check boxes:

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The Hide info master tab allows the user to hide certain columns in the master table from client users in Provider mode:

Synchronization

By default, every time you start up PTC, it will display a small window asking if you want to synchronize master accounts with slave accounts:

When you click Start, the program retrieves data from transaction history by looking back for defined number of hours, and does the following:

• It tries to open missing orders on the slave account (which are opened on the master account).

• It tries to close orders that were closed on the master but remain on a slave account.

• If ‘Remove orphaned orders’ is set, tries to close such orders on a slave account at any program restart.

• It does not close orders on the slave that were not opened by the PowerTradeCopier software.

• It changes nothing in the orders that were already transferred to the slave and remain opened on the master.

Orders for synchronization may be selected using the self-explanatory buttons according to the comparison the current price on slave account with the price on master account.

• Synchronize if the price is the same

• Synchronize if the price is better

• Synchronize if the price is worse

If some order doesn't pass the selection conditions, the program waits for a defined "Wait price" time, and if conditions still are not satisfied, rejects this order synchronization. You can also synchronize at any time by pressing the “Sync all” button in the “Copier” tab, or sync a specific master account by right-clicking on it, and selecting “synchronize”. A failed order can be repeated at a later time by means of the

synchronization function.

The “Settings” window provides options for the default synchronization behavior:

If the “Inquiry about synchronization” box is checked, the program shows a confirmation window on start.

The "Type sync" box lets to set to a default selection in the confirmation window

Mapping software to computers (hardware ID)

For security's sake, the PTC database stores the link between the license and hardware parameters of the computer, which have initially started PTC with that license. If you work in Provider mode, then you have two parts of software. The first part should be installed on your side (master part) and second part (slave part) should be installed on your customers computers. After being installed, the first software will be

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mapped to the computer on which it was installed and will work in master mode only on this computer. If started on other computers, it will work in slave mode which is suitable for your clients. Therefore, in Provider mode master part is mapped to a single machine. If you work in Copier mode, then your software is mapped to your computer or VPS. Only this computer works with full PTC functionality. If PTC is started on another computer, you (or anybody else) will see the restricted interface. If you need to change some hardware parameters (e.g. disk or net card) or install software on other machine, you should inform us and we shall clear mapping (hardware ID) in your license data. Then after being started your software will re-map itself. All of your settings will remain untouched and there is no need to restore settings after transferring software to another computer (VPS). One exception exists: passwords for slave accounts are coded and stored on the local machine, so if you change the PTC location, you will need to reenter the passwords

"Orders" tab

The "Orders" tab allows one to easily track the current and past orders on both masters and slaves via the "Orders" -> "Master"/"Slave" -> "Active"/"History" subtabs.

The "Slave" subtab has an additional function that allows you to close orders from inside the PTC. This is very handy if a slave order was not closed for some reason while master order was. Just check the box in the leftmost column for the orders you want to close and click "Close selected". Several check boxes can be selected or deselected with two methods: - press 'Select' table header to turn all check boxes; - hold Shift on keyboard and drag mouse over check boxes of which you want to turn.

The control at the bottom allows select orders for certain master or slave account.

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"Log" tab

The "Log" tab displays a log of all recent actions, non-standard situations, and errors during transactions. The controls at the bottom allow one to adjust the logs displayed: whether to display all logs, logs from a certain master or slave, certain types of logs, logs within a specific time frame, etc. The "Save log" button creates an html file with the log content.

Search operations are available for account numbers and order numbers. You can click on the appropriate column in the table and press Ctrl+'F'. A search sample window will appear:

The Arrow buttons will help to move through the log tape towards the selected item.

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"Symbol" tab

The "Symbol" tab allows you to track and choose which symbol does a specific master (on Master subtab) or slave (on Slave subtab) account "listen" for. Account selection should be done in the control at the window bottom. The "Max lot" column on the Slave subtab shows symbol parameter for lot size calculation of CFD and Metals trading. Blocking a symbol (checking the boxes in the "Block" columns) will stop PTC from tracking or picking up trades with that symbol on that account. "Block trade” will stop just trading, while quotes will be received. This is necessary, if you want to block trading on some main pairs, like 'AUDUSD' and 'USDJPY', but let the trading on cross pair, like 'AUDJPY'. Main pairs prices are necessary for some computations in this case. If symbol is not allowed for trade, it presents in the list but is blocked invariably, having no check box at all.

It is recommended to block any symbols you do not plan to trade in, because doing so drastically reduces the amount of processing power PTC requires and allows it to support more accounts at a time.

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Copying Scheme

How to create a copying scheme? Select 'Acc link' tab and for each slave terminal check the master terminals from which you want to copy orders. Master account headers are located in the topmost row. Slave account headers are located in the leftmost

column.

Copying Parameters

When your mouse hovers over Acc link table cell, the Setup button is shown. When Setup is pressed, the 'Copy options' window appears. It lets user set copying parameters for the master-slave pair, which is defined for the table cell. The window

has a set of tabs, let's look at them step by step.

Copying Parameters » Compliance (symbols mapping)

In most cases both of the Master and Slave accounts have a single symbol set with or without suffixes (for example, EURUSD ... and/or EURUSD_FX ...). In this case the copier maps symbols automatically. It understands that EURUSD means the same as EURUSD_FX, EURUSDi coincides with EURUSDm and so on. Nothing should be done on the Compliance tab in this

case

But if the Master or Slave account symbol list contains different spelling simultaneously (e.g. EURUSD and EURUSDc), symbols equivalence must be set to avoid ambiguity. Check "Mapping on" and set the desirable suffixes to the "Master" and "Slave" edit boxes.

In the most complex cases, the master-slave symbol spelling differs radically. Mostly it concerns non-currency symbols, CFD and exotic ones: "s&p500" means the same as "USA500", "bitcoin" - the same as "BTCUSD" etc. In these cases, the Special

symbols lists should be used

To activate, click the “Special symbols” button:

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To add a correspondence, select the required symbols from the “Symbol master” and “Symbol slave” columns, and click the right directed arrow.

To remove a correspondence, select it and click the left directed arrow.

Click “Save” to save the correspondences.

Note 1. Don't forget to save changes by means of the "Save" button.

Note 2. You need restart the software to make Compliance changes take effect.

Copying Parameters » Transformation

On this tab you may specify the lot scaling options i.e. the way of lot size calculation for the slave side.

You can use several lot calculation modes.

Ratio (MS) mode

You can use this option if you like to copy trades with constant coefficient. Slave lot is calculated as the master lot multiplied by Ratio(MS) coefficient. Slave Lot Size = Master Lot Size * Ratio(MS)

Example: Ratio(MS) = 2

Master Lot Size = 1 Slave Lot Size = 1 x 2= 2 Master Lot Size = 1.1 Slave Lot Size = 1.1 x 2= 2.2 Etc.

Fixed mode

Lot size on the slave doesn't depend from the lot size on the master account and equal to parameter "Fixed". Slave Lot Size = Fixed

Example: Fixed = 0.25

Master Lot Size = 1 Slave Lot Size = 0.25 Master Lot Size = 1.1 Slave Lot Size = 0.25

Balance(l) mode

This mode allows you to control the percent of the capital which you are ready to risk for each slave account.

Slave Lot Size is calculated as:

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Slave Account Balance/Basis * Percent

Basis - depends on leverage and account type (standard, mini, micro etc.)

Lot Size Leverage

1:400 1:200 1:100 1:50 1:20 1:10

100 000

(standard)

250 500 1,000 2,000 5,000 10,000

10 000 (mini) 25 50 100 200 500 1.000

1 000 (micro) 2.5 5 10 20 50 100

100 (nano) 0.25 0.5 1 2 5 10

Percent - percent of the capital (balance) which you are ready to risk for the slave account

Example:

SlaveBalance: 300000.00 SlaveBasis: 1000.0 BalancePercent: 0.50

SlaveLotSize = SlaveBalance/SlaveBasis * BalancePercent/100 = 300000.00/1000.0 * 0.50/100 1.50

RiskPcntEquity mode

This mode allows you to risk the same percent of capital for both slave and master terminals. Lot calculation is available in two scenarios in this mode:

Scenario 1 SlaveLotSize = RiskPcntEquity / ( (MasterOpenPricePips - MasterStopLossPips) / Basis)

Scenario 2 SlaveBalance * MasterLotSize / MasterBalance * Ratio

Scenario choice depends on SL and TP placed to order on the master account.

There are four possible options for the master order:

1) StopLoss and TakeProfit are not placed (Scenario 2)

2) StopLoss is placed, and TakeProfit is not placed (Scenario 1, because Take Profit can be placed later and doesn't affect lot size or risk)

3) StopLoss is not placed and TakeProfit is placed (Scenario 2, because Take Profit doesn't affect lot size or risk)

4) StopLoss and TakeProfit are placed (Scenario 1)

Example 1 (Scenario 1, when MasterStopLoss is set): RiskPcntEquity: 5.00

Basis: 50.00

MasterOpenPrice: 1.34280

MasterStopLoss: 1.34230

SlaveLotSize = RiskPcntEquity / ( (MasterOpenPricePips - MasterStopLossPips) / Basis) = 5.00 / (

(134280 - 134230) / 50.00) = 5.00 lots

Example 2 (Scenario 2, when MasterStopLoss is not set):

Ratio: 4.00000

MasterLotSize: 0.50

MasterBalance: 5010.00

SlaveBalance: 3000.00

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SlaveLotSize = SlaveBalance * MasterLotSize / MasterBalance * Ratio = 3000.00 * 0.50 / 5010.00 *

4.00000 = 1500.00000 / 5010.00 = 1.19760 = aprox. 1.20

FreeMargin

Mode is currently unavailable

LotRatio (MRT)

Mode is currently unavailable

Balance(2) mode

In this mode you may calculate the slave lot size according to slave account balance and desired maximal risk.

Slave Lot Size is calculated as:

Master Lot Size * (Slave Balance / Master Balance) * Ratio (risk)

Example:

MasterLotSize = 1.50 MasterBalance = 30000.00 SlaveBalance = 60000.00

Ratio (risk) = 4.00

SlaveLotSize = MasterLotSize * (SlaveBalance/MasterBalance) * Ratio (risk) = 1.50 *

(60000.00/30000.00) * 4.00 = 1.50 * 2.00 * 4.00 = 12.00

RiskPcntEquity(2) mode

This is almost the same as Balance(2), but lot size is calculated from Equity, not Balance.

Slave Lot Size is calculated as:

Master Lot Size * (Slave Equity / Master Equity) * Ratio (risk)

Slave Lot Size Bounds

MinLot and MaxLot - You can set the minimal and maximal size of the lot calculated for each slave account.

Copying Parameters » Copying

On this tab you can adjust several important parameters

Slippage - this is the difference between the master order price, which trader expects the slave order to be filled at, and the actual price that the slave order could be filled at.

Copy with slave price - this option allows copying the order to slave at slave's price no matter how far is it from master's price (slippage will be ignored).

Pending activation gap - This is about pending orders copying. When a pending order is copied to a slave account, it will be activated when the price will reach the pre-defined level. This level is the same for master and slave accounts but prices on master and slave accounts could be different, so pending orders could be activated at a different time. If this difference is within 'Pending activation gap' value, both opened orders are linked just like usual market orders, and any changes on master order produces appropriate changes on slave order. If order on slave account remains in pending state while order on master account is activated, and the time of such mismatch exceeds 'Pending activation gap' value, then the pending order will be

cancelled on slave account.

Copy SL-TP after order is opened - defines the order opening algorithm for a slave account. If set, a master account sends an order to slave account with no SL-TP, then it sends command for order modification and SL-TP values setting.

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If not set, the master account sends opening command with SL-TP values already defined, thus the slave account executes

opening in one step. Evidently, it's more convenient, but some brokers do not allow this way to be executed.

The Magic number box has tree self-explanatory choices: Copy - master order magic is set to slave order, Don't copy - slave order magic remains intact, New value - for all slave orders slave magic is set to adjacent edit field value.

Don't change the comments - if set, then the slave order comments remains intact.

Always write master ticket number to comment – if set, then the master order ticket number is added to the comment on the slave order, making it easier to track the interactions between the masters and slaves.

Overwrite comment - if set, then the slave order comment is overwritten with "New Comment" field content.

Copying Parameters » Filter

On this tab you can adjust copying filters.

The Filter tab consist of several subtabs with different features. "List", "Numeric" and "Enumerate" features could be

distinguished.

List filters are placed on Comment, Magic and Time subtabs. The first two have "pass" and "don't pass" lists, third - list of time intervals within 24 hours. Manipulations are self-explanatory: fill the list and save. If an order on master account satisfies conditions of "pass" list and doesn't fit the "don't pass" list, it is copied.

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Numeric filters are placed on SL, TP and Lot subtabs. They have controls for definitions of the "pass - don't pass" intervals for appropriate values. Manipulations are self-explanatory: set minimum and maximum values for interval. If appropriate order parameter on master account is inside the "pass" interval and outside "don't pass" interval, order is copied.

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Enumerate filters are placed on the Date and Type subtabs. They have check boxes for definitions of what day of the week is allowed for copying (Date subtab) and what order types are allowed for copying process (Type subtab). A checked box translates to "allowed".

Copying Parameters » Expanded

This tab allows you to set some special modes of copying.

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Close slave trade when master trade closes - if this option is unchecked then slave trades will not be closed when the master trade closes.

Reverse - this mode allows reversal copying from a master account to a slave account. This will mean that

BUY order will be copied as SELL order

SELL order will be copied as BUY order

BUY STOP order will be copied as SELL LIMIT order

SELL STOP order will be copied as BUY LIMIT order

BUY LIMIT order will be copied as SELL STOP order

SELL LIMIT order will be copied as BUY STOP order

Also in this mode, Stop Loss and Take Profit values will be rearranged on the slave account trade to preserve SL and TP distances from the slave account price.

Correct price - corrects prices for pending orders automatically when the software copies the pending order on which the price is too close to the broker's market price at the moment, and broker forbids the setting of this price with error "Error/CREATE/SL or TP invalid value Price".

Hidden pending order - pending orders will be hidden from the broker. The values of pending orders are stored in the memory. When the price will reach the level of order execution, the order will be opened as a market order.

Copy after pending activation- pending orders are not copied, but after a pending order is executed on master account, the market order is copied to slave account with the master order parameters.

Better price pending - if set, the pending order is opened on a slave account when the market order is opened on a master account. When the master opens an order as BUY, SELL on the slave, a pending order should be opened as BUY LIMIT, SELL LIMIT. Pending orders executing price is set as the master order open price shifted towards the 'better' value. The shift size (in points) is set in the adjacent spin box.

In NORMAL (non-reverse) MODE the "Better price" will always be deducted from the order's BUY price and added to the order's SELL price.

Example 1: If order was opened on master account BUY at 1.3852 and "Better price" = 2, then on the slave account BUY LIMIT order will be opened at 1.3850

Example 2: If order was opened on master account SELL at 1.3855 and "Better price" = 5, then on the slave account SELL LIMIT order will be opened at 1.3860

In REVERSE MODE function should also work together with "Reverse" mode. In this mode, the BUY LIMIT order will always be below the market price and SELL LIMIT order will be above the market price.

Example 3: If order was opened on master account SELL at 1.3910 and "Better price" = 4 , then on the slave account BUY LIMIT order will be opened at 1.3906

Example 4: If order was opened on master account BUY at 1.3920 and "Better price" = 4 , then on the slave account SELL LIMIT order will be opened at 1.3924

If "Better price" = 0, then the function will continue to open the LIMIT order at exactly the same price as the original master order

Example 5: If order was opened on master account SELL at 1.3910 and "Better price" = 0 , then on the slave account BUY

LIMIT order will be opened at 1.3910

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Example 6: If the order was opened on master account BUY at 1.3920 and "Better price" = 0 , then on the slave account SELL

LIMIT order will be opened at 1.3920

Division orders – allows the split of a single large order on a master account side into several small orders on a slave account side. The top field in the box – “Min lot for division” determines the smallest size of a lot that have to be split up. The bottom field determines the lot size of a resulting orders on a slave account. If remainder after the division occurs, the order is copied with lot size equal to the remainder.

Expect better price. If "Delta price" is not zero and the master order comes, the program will take the current price on slave account, improve it on "Delta price" value (i.e. substitute from ask price for BUY or add to bid price for SELL) and try to open a slave order with the "improved" price. If this does not succeed, program waits for a desirable price for "Wait price" minutes. If price does not reach that level, copying is cancelled.

Margin control - allows you to close all active orders on slave account and do not copy new ones when this slave account's balance or equity (selected via the two radio buttons in the “type” box) reaches specific value. If the Margin control is active (checked), user can specify two edit boxes: Risk percent and Balance start.

Example:

Risk percent = 25

Balance start = 20000.00

This excerpt above means that we are willing to take risks 25% from $20000.00 which is $20000.00-$5000.00 = $15000.00

Therefore, if the account balance reaches the level $15000.00 then the margin control function has to:

1) close all currently active trades on this slave account

2) block copying any new trades to this account

Copying Parameters » Stops

This tab allows you control the copying of StopLoss and TakeProfit

Copy SL and Copy TP - these options allow to specify if you wish to transfer SL/TP from the master order to the slave order.

Correct low TP level and Correct low SL level - these options are useful if slave broker has limitations for SL/TP level (Stop Loss, Take Profit and Pending Orders N pips or more away from the current price). If slave server rejects modification because of specified SL or TP is out of allowed bounds, you will get "SL or TP less than the resolved level" error message in your log and trade will not be modified. If you check these checkboxes, PTC will correct too close Stop Loss and (or) TakeProfit values and place them on the minimal allowed distance from the current price.

StopLoss and TakeProfit Copying Mode

You can set the copying mode for StopLoss and TakeProfit

"A": absolute mode. StopLoss and TakeProfit values will be copied from the master side as is. "P": pips mode. StopLoss and TakeProfit values will be adjusted. Program calculates SL/TP distance from the price on master account, then calculates new StopLoss and TakeProfit for slave account to preserve their distance from the slave account price.

Hidden SL and TP - in this mode StopLoss and TakeProfit will be hidden from broker (will not be copied to slave account). The values of StopLoss and TakeProfit profit are stored in the memory as slave account order properties. When price on slave account reaches SL or TP level, software closes the order.

Overwrite SL and Overwrite TP - these options allow you to set StopLoss or(and) TakeProfit values for slave order as NewStopLoss and NewtakeProfit fields define (in points), while SL/TP values on master must be simply non zero

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move SL and move TP - these options allow you to increase the order’s StopLoss and TakeProfit values distance from the

price of a slave account in comparison with such values of the order on a master account (in points).

Example 1:

Type OpenPrice TakeProfit StopLoss Calculation formula

Master account BUY 1.1 1.105 1.095

Slave account BUY 1.1 1.105 1.094 1.0950-10points

Example 2: 1.4050+10points

Type OpenPrice TakeProfit StopLoss Calculation formula

Master account SELL 1.1 1.095 1.105

Slave account SELL 1.1 1.095 1.106 1.1050+10points

(for the "SELL" trade StopLoss level is higher than the OpenPrice, so in this case the value of "move SL" is added to StopLoss

level of Master but not subtracted from it)

This function is useful when the master and slave accounts are on different brokers. When slave account broker provides greater spread (or a different currency pairs has different spreads). So, it may happen that the master account has not yet reached StopLoss, while on the slave it may be reached which may lead to different results on the slave and master.

SL nul copy and TP nul copy - these settings relate to "move SL" and "move TP" functionality. If these checkboxes are checked then slave will get "move SL" and "move TP" levels even if SL and TP levels on the master account equal to zero.

Copying Parameters » Export, Import, Copy to group

Buttons in the window bottom allows to:

Export - sends parameters of the current Master - Slave pair to file with .stp extention. File can be used on the same computer or transported to another computer.

Import button loads parameters from .stp file to the current Master - Slave pair.

Save and copy button performs the copying of current Master - Slave pair parameters to any selected pairs, which are present

on the Acc link tab. This button invokes the window with Acc link tab copy:

Set checks on Master – set Slave pairs to where you need the setting have to be copied to, then press Copy - and all selected pairs will get the same parameters, identical to current pair.