Copy Trading Software — User Guide

This software copies orders. You place an order once, in your own broker terminal. The software places the same order in every other broker account you have set up.

The account you trade in is called the master. The accounts that receive copies are called child accounts, and they are normally your own further accounts and your family's.

What you need before you start.

1. A Windows PC, or a Windows machine in the cloud that you rent.
2. Your MyAlgoMate sign-in.
3. A subscription that covers your master account and the number of children you want.
4. Broker API credentials for every account, including the master.
5. The IP address your machine connects from, registered with each broker.

About the machine. It has to stay on and connected during market hours. If it sleeps, restarts for a Windows update, or loses its internet connection, copying stops while it is away. A home PC is fine for trying the software out. Most desks run on a cloud machine so this cannot happen.

About the other accounts. They do nothing. Nothing is installed for them, nothing is signed in to separately, and no other device has to be switched on. You hold each account's broker credentials in your own copy of the software, and it logs them in.

1. Run the installer and follow it through. Accept the default folder unless you have a reason not to.
2. Start the software. The sign-in window opens first.
3. Enter your MyAlgoMate email and password. This is your MyAlgoMate account, not a broker login.
4. Press Sign In.

The software checks your subscription at this point. It also checks whether a newer version exists. If an update is marked as required, you have to apply it before going further. The software closes itself after applying one, because the new version only exists after a restart.

Check your PC clock before anything else. Broker logins use a code worked out from the current time. If your clock is wrong by even a minute, that code is wrong, and broker logins fail without saying why.

The software measures your clock against an internet time server when it opens and tells you if it has drifted. The fix is in Windows, not here. Turn on Date & time ▸ Set time automatically, then press Check again.

The window has four parts.

The command bar, across the top. This holds START COPY, STOP COPY and EXIT ALL, plus the theme switch. The engine pill here tells you what the software is doing right now: not started, running, stopped, or stopped by a risk limit.

The header strip, under it. Your index prices on the left. On the right, your total profit and loss, then seven figures covering the health of the desk and your subscription. These are explained in The header strip.

The tabs. Six screens: ACCOUNTS, POSITIONS, ORDERS, RE-BALANCE, HOLDINGS and WATCHLIST. Ctrl+1 to Ctrl+6 switch between them.

The log dock, at the bottom. Ctrl+L opens and closes it.

The software opens on ACCOUNTS, because that is where everything starts.

Settings are a dialog, reached from the Settings menu. There are four menus in total: Accounts, View, Settings and Help. Anything you do often is a button on the screen it belongs to, not a menu entry. Press Ctrl+K to search for any command by name.

The master is the account you trade in yourself. Add it first. No child account can log in before it.

1. Go to ACCOUNTS.
2. Press Add Master.
3. The form opens on Step 1 — Select your master account. It lists the master accounts your subscription covers.
4. Pick the one you want. The Broker and Client ID fields fill in from your choice.
5. Type an A/C Name. This is your own label for the account, so use something you will recognise.
6. Fill in that broker's credentials. See Broker credentials, field by field.
7. Press Save.

Why broker and Client ID cannot be typed. Both fields are read-only, and only the list above fills them. Your subscription records which account is the master. An account typed in by hand is either one already in the list, or one your licence does not cover, which would be refused later when you try to start copying.

If the account you actually bought is not in the list, the record itself is wrong. Press Wrong account listed? Change registered master… to correct it. See Change the registered master.

If you have just bought an account and it is not showing, press Check for New Accounts.

A lapsed subscription is still listed, with its status shown. *Renew this* and *we cannot find your account* are different problems, so the account is not hidden.

Add Master is switched off once a master exists. There can only be one. To move to a different account, use Change Master.

The master form has no Enable Segments block. Segments and multipliers describe copying *into* an account, and nothing is copied into the master.

A child account is any broker account you want the master's orders copied into.

1. On ACCOUNTS, press Add Child, or press Ctrl+N.
2. Choose the Broker.
3. Enter the Client ID.
4. Type an A/C Name you will recognise.
5. Fill in that broker's credentials. See Broker credentials, field by field.
6. Set the account's segments and multiplier. See Multipliers and segments, per child.
7. Press Save.

Add as many as you need. Adding is never limited, and an account sitting in the list costs nothing.

What does cost something is Copy Trades. That switch on each row says the account takes part in copying, and each switched-on child uses one place from your subscription. See Your subscription and account places.

The master and the children can be at different brokers. There is no requirement for any two accounts to match.

A/C Name is never filled in for you, on either form. It used to fall back to the Client ID, which left accounts named after their own number. It is the one label you choose, so the field is left empty on purpose.

Every broker's API works differently, so the form changes to match the broker you pick. You only see the fields that broker actually uses.

These are the fields you may be asked for.

The TOTP secret is the field people get wrong. The broker shows a QR code and a string of letters and numbers beside it. You need that string, not the six-digit code from your phone. The six-digit code changes every thirty seconds, so it would be wrong by the time you saved it.

Getting API credentials is done on your broker's site, not here. Most brokers have a developer or API section where you create an app and are given a key and a secret. Some charge a monthly fee for API access. Ask the MyAlgoMate team on WhatsApp if you cannot find it for your broker.

Proxy and static IP. Each account has its own proxy block. Fill it in if that account reaches the broker through a proxy with a fixed address. If you leave it empty, the account connects from the machine's own address.

Telegram is not here. It is set up once for the whole desk in Settings ▸ Telegram.

Brokers only accept orders from an IP address registered with them. That is your proxy's address, or the address of the machine the software runs on.

When the address is not registered, brokers do one of two things.

• Some refuse the login. You find out straight away.
• Some accept the login and refuse every order. The account looks connected, copying starts, and every child order comes back rejected.

The second kind is why this check exists. It used to surface after the market opened, which is the worst moment to learn it.

The check opens by itself as soon as you save a new account. You are at your desk and able to go and fix the registration, so that is when to ask.

For a broker where a login proves nothing, the check places one real order.

1. Choose the Exchange.
2. Search for a stock. Any liquid stock will do.
3. Type a Price.
4. Press Run check.

Enter a price well below the stock's current price. The order is a BUY limit for one quantity. A price below the market will not fill, so the broker accepts it, the software cancels it, and the test costs you nothing. A price above the market will fill. The check still passes, but you are then holding one unit and the result tells you to square it off.

The software has no live price for the stock you pick, which is why you type one. Prices arrive on the master's feed, and the account being tested may be the master itself, before any feed exists.

For a broker that refuses the login instead, there is no stock list and no price box. Logging in is proof enough, and no order is placed.

What the result tells you.

• Registered correctly. The broker accepted the order, and it has been cancelled. Nothing is left resting.
• Not registered. The broker's own refusal message is shown. Sign in to your broker's portal, register the IP, and run the check again.

If the order cannot be cancelled, the result says so and gives you the order id. Cancel it yourself from the ORDERS screen or at your broker. The software keeps reporting it until it is dealt with, even after a restart. An order left resting in a child account is worse than the problem this check fixes.

Skip for now saves the account without checking it. Use it when you are adding accounts in the evening and the broker's servers are down. Copying will not start until every account in use has been checked.

To run it later, open the account's ⋯ menu and choose Check broker IP. Once it has passed, that entry reads Re-check broker IP.

Change the proxy and the account counts as unchecked again, because the pass was recorded against the old address. An account with no proxy keeps its pass, because its address cannot be measured, and failing to measure your own address is not evidence the broker has stopped accepting it.

Accounts have to be logged in before anything can be copied.

Press Login All on the ACCOUNTS toolbar. The master is logged in first, on its own, and the software waits for it. The children follow.

The order matters. A child cannot log in before the master. Everything a child does comes from the master's orders, so a child session without a master can do nothing. Trying it gives you *Log in your master account first*.

You can also log in one account from its own row.

What each column tells you.

A dot in the A/C Name cell gives you the same answer at a glance.

Login All refuses rather than choosing. If you have more children switched on than your subscription covers, it declines the whole thing and tells you how many to switch off. It will not work down the list until the places run out, because then the software would be picking which child account gets copied.

Disconnect logs everything out.

Auto login on startup is in the Accounts menu. Turn it on and accounts log in whenever you open ACCOUNTS, with no button press. A refusal here stays a small message rather than a pop-up, because a dialog that appears just because you opened a tab is unwelcome however good the reason.

Sessions renew at 08:30 each morning. Only accounts within your allowance are renewed.

Entering credentials for forty accounts once is enough. Accounts ▸ Save Account Template… writes your account list to a file, and Load Account Template… reads it back.

Use it to move a desk to a new machine, or to keep a backup.

Treat the file as you would treat the credentials themselves. It contains broker logins. Keep it somewhere private.

On loading, accounts come in with Copy Trades on only where a place is free. The software reports how many came in switched off, so a template from a larger desk cannot quietly put you over your allowance.

There is also a CSV import for adding accounts in bulk. A row with no name falls back to the Client ID, because a row has to become something.

Your subscription records which broker and Client ID is your master. Use this when that record is wrong, or when you want to move your master to a different broker on the same subscription.

Open Accounts ▸ Change Master Account….

1. Retarget. The dialog opens pre-filled with the broker and Client ID registered now. Change what is wrong. Usually that is one character.
2. Confirm. Read the summary. The once-a-day limit is stated here, before you commit.
3. The subscription is updated.
4. Credentials, if the new master is an account not already on your desk.
5. The old master. Choose to remove it, or keep it as a child account.

The subscription is changed first, before anything on your desk. If the licence server refuses, nothing local has been touched, and the software says so in those words.

A refusal happens for three reasons, each needing a different response.

• The master was already changed today.
• The account was used to log in today.
• There is more than one active subscription.

The licence server's own words are shown, because two of those carry a date this software does not know.

You get one change per day. Do not press the button to see what happens. Read the confirmation step first.

This is the only place a master's broker and Client ID are typed. Everywhere else they are chosen from your subscription, because everywhere else the subscription is the authority. Here it is the thing being corrected.

When to do it. Only before copying has been set up for the first time, and with copying stopped. After that the menu entry is switched off, because setting up copying is what rebuilt the list of accounts and re-checked your licence.

Open Settings ▸ Copy Option. Two lists of tick boxes decide what is eligible to be copied.

Enable Segments. NSE, NFO, NCO, MCX, CDS, BSE, BFO and BCD. All eight are on by default.

Enable Product Type. MIS, NRML, CNC, MARGIN and MTF. All five are on by default.

A master order in an unticked segment or product type is not copied.

Read this part twice, because it is the quietest way to lose an order.

An unticked segment produces no error. No order is sent, so no order can be rejected. Positions still appear on screen for the master and for the children, because the software reads every account's positions whatever your copy settings say. Nothing turns red.

A desk with MCX unticked looks exactly like a desk where MCX is working. The only difference is that the children never got the order.

This is why the software reads these choices back to you before the first start of each session. See The settings review.

There is a second layer, per account. Each child row in the ACCOUNTS grid has its own segment ticks. Settings ▸ Copy Option is the desk-wide rule, and the row is that account's rule. A segment has to be on in both places for an order to reach that child.

Open Settings ▸ Quantity. This matters only when a child's multiplier is a decimal.

Futures and options trade in lots. A decimal multiplier usually gives a quantity that is not a whole lot, and this setting decides which way it moves.

Round Up never sends less than the scaled intent. Round Down never sends more.

One thing to plan around. Every copied quantity is rounded to a whole lot.

That makes booking part of a position, and adding to a position, unreliable with decimal multipliers. Round one order up and the next one down and a child can be left holding a residual quantity it should not have, or in the worst case an opposite position to the master.

If you book partial profits or pyramid into positions, use whole-number multipliers.

Open Settings ▸ Order.

First, what these settings do not do. When you place a limit order in the master, the child accounts get a limit order at your price. These settings are not involved and nothing is adjusted. That is the normal case.

There is one block here, called Order Setting. It used to be two, and they have been merged. One set of fields now covers every case where the software has to pick a price for you. The screen lists those cases in a note at the top:

The last three are new. Re-Balance orders and the square-offs fired by a Max Profit or Max Loss limit used to be priced elsewhere. They now follow this block, so what you set here is what the software does everywhere.

The fields are these.

One caution on revising to market. Some instruments do not accept market orders at all. On those, a revision to market cannot go through and the order stays where it is. Use limit revision for anything you are not certain about.

Choosing a buffer. Too tight and child orders sit unfilled after the master's own order has filled. Too wide and they fill at a worse price than the master. There is no correct value, because it depends on what you trade and when. Start close to the reference price and widen it if you see children left behind.

One block means one decision, so check it covers all six cases. A buffer chosen for a copied order also prices your Exit All, your Re-Balance corrections and any square-off fired by a risk limit. If you want those to go in more urgently than a copy, widen the buffer and accept the same width on copies. There is no longer a way to set them apart.

Open Settings ▸ Rejection. A child order can be refused by its broker, usually for margin. You decide what that does to the rest of the desk.

Don't Stop Copy Trading on any Order Rejection. Copying carries on for everyone. The rejection is logged and shown.

Stop Copy Trading on 1st Order Rejection. Copying stops for the whole desk as soon as one order is refused.

Conditional Stop Copy Trading on Order Rejection. The order is retried first. You then choose whether copying stops or carries on. Two fields control the retries.

• No. of Retry — how many times to try again.
• Retry @ (In Sec.) — how long to wait between tries.

Which one to pick, by what you trade. This is the part that matters, because the wrong choice can leave an account holding a position the opposite way round.

With Conditional, two things decide what happens. No. of Retry and Retry @ control the retries. The second pair of buttons decides the action once the retries run out. For option selling, set that action to Stop Copy Trading.

After a stop, bring that child account back in line. Re-Balance is the quickest way. Then start copying for it again.

Think about the first two choices properly, because they fail in opposite directions.

*Never stop* means one underfunded child account can miss orders all day while everything looks fine.

*Stop on the first rejection* means one underfunded child account halts every other account in the middle of a session.

Neither is wrong. Which one suits you depends on whether a halted desk or a drifting account is the bigger problem for you that day. This is one of the two settings the software reads back to you before each session starts.

These rules also cover self-trade errors on PROP accounts, including orders cancelled or rejected for that reason.

Four smaller sections of Settings.

Live Sync. Two switches, both on by default.

• Sync Positions — keep every account's positions current.
• Sync Funds — keep every account's available funds current.

Each one costs broker API calls for every account. A large desk on a slow connection may want to turn one off.

Telegram. Tick Enable Telegram Alerts, then enter your Bot Token and Channel ID. This is set up once and covers every account. There is no per-account Telegram setting.

To get a bot token, message @BotFather on Telegram and create a bot. For the channel id, add your bot to the channel and make it an administrator.

Others.

• Show PopUp — pop-up alerts on this PC. Turn it off if you watch the log instead.
• Auto Delete Logs and Days to Keep Logs — how long log files are kept on disk.

Reset puts every setting back to its default. The software has to be restarted afterwards, and it tells you so before you press it.

These two are set per account, in the ACCOUNTS grid, and they are the settings that decide what each child actually trades.

The multiplier scales the master's quantity. The master trades 2 lots, a child on ×3 trades 6.

• Whole numbers, fractions and decimals all work.
• A child can be above the master or below it.
• ×1 copies the master lot for lot. That is a legitimate choice, but it is rarely what a larger account wants, and it is the value a new account starts on.

You can set a different multiplier per segment on the same account. A child might be ×1 on NSE and ×2 on NFO.

Edit a multiplier straight in the grid. Press Enter to save it, or Escape to undo. They stay editable while copying is running, so you can change a size mid-session.

The segment ticks on the row decide which segments reach that child at all. An unticked segment is skipped in silence, exactly as in Settings ▸ Copy Option, and both have to be on for an order to arrive.

If you book partial profits or add to positions, avoid decimal multipliers. The rounding needed to reach a whole lot can leave a child with a residual quantity, or a position the opposite way round to the master. See Quantity.

Neither of these is ever reported as unfinished setup, because every value is a legitimate choice. The software cannot know that ×1 was a mistake. That is why they appear under Also worth checking in the setup panel rather than as a step with a tick box.

Check them before you go live, every time you add an account. A child added in a hurry sits at ×1 with every segment on.

Each account can be given a Max Loss and a Max Profit figure. Both are per account, and both have their own on and off switch.

When an account reaches its figure, that account is squared off and taken out of copying for the rest of the session. Other accounts carry on.

This is the only thing that ends an account's session without anybody pressing a button. Because of that it is marked more strongly than an ordinary stop. The engine pill changes and the window carries a red frame.

Where to set them.

• In the ACCOUNTS grid. Risk sits beside Funds, two columns from the profit and loss figure the limit is measured against.
• In the risk dialog, from Settings ▸ RMS Risk….

Each column header carries an all-on and an all-off switch, covering every account including the master. The master holds profit and loss of its own and has its own limits.

Both figures are entered as money, not as a percentage.

Leaving a limit off is a legitimate choice, so the software never reports an unset limit as a problem. It does list risk limits as worth checking before you go live, because they are the one control that acts on its own.

A copy desk fails quietly. A master that logged out at 11am, a child with Copy Trades switched off, or a drifted PC clock all leave a desk that looks fine and copies nothing.

The setup panel is the answer to *what do I still have to do*. It opens from Help ▸ Setup Guide, from Show me on the readiness strip, and by itself whenever something that would stop copying is outstanding.

Five steps.

Each row tells you three things: what the step is, what silently does not happen without it, and the one action that clears it. A button on the row performs that action.

Only the first outstanding step is marked as blocking. Four warnings when the honest answer is *do this one next* is harder to act on, and the count of problems would rise as you made progress.

It opens on its own while copying is live, too. That is the most valuable moment to be told, because the command bar reads COPY RUNNING while the desk reaches nobody.

Closing and collapsing are different. Close means *not now*, and the panel stays away for that same situation. Fix the master and it returns for whatever is next. Collapse means *keep it where I can see it*, and it shrinks to a rail with the outstanding count on it.

Three things are listed but not counted, under Also worth checking: per-child multipliers and segments, per-account Max Loss and Max Profit, and the order type and buffer. None of them has a finished state, because every value is a legitimate choice. A checklist that can never reach the end teaches people to ignore it.

Once per session, before your first start, the software reads two settings back to you: Copy Option and Rejection Handling.

It is a review, not a check. Neither setting has a wrong value, so neither can be validated. What they have in common is that they change what gets copied without ever reporting that they did.

The review states what will happen, in plain words, rather than listing field names. For example, that a master order in MCX will not be copied, and that nothing on screen will say so.

Two buttons.

• Yes, these are right agrees and carries straight on into the start.
• Change jumps to the Settings section, leaving the review open behind it.

It is asked every session, not once per install. *Today I only trade F&O* and *today I cannot afford a halt* are daily decisions, and a setting agreed to last month is not one anybody remembers.

It is also offered once, unprompted, as soon as a master and a child are logged in. Skipping it costs nothing, because the start checks the same thing.

Press START COPY in the command bar. From that moment, orders you place in your master are copied.

What is checked first. Accounts are read fresh at the click, not from the last refresh, so a master that logged out a minute ago is caught.

1. Your internet is reachable.
2. Copying is not already running.
3. A master is added, logged in, and has Copy Trades on.
4. At least one child is logged in with Copy Trades on.
5. You are within your subscription's child allowance.
6. Every logged-in, copying account has passed its broker connection check.
7. Your settings have been reviewed this session.

Each refusal explains itself and names what to do. A refusal over your allowance also offers Buy more child A/Cs.

The first time you start, the software completes a one-off setup with the licence server and asks you to accept the user agreement. This happens inside Start Copy. There is no separate button for it.

What locks after that first setup.

• The account list. You cannot add, delete, log in or disconnect accounts for the rest of the session.
• The set of accounts that can copy. It is fixed at that moment. An account added later cannot join in.
• Change Master Account, and some Settings.

Clicking a locked control tells you why rather than sitting greyed out. Add Account asks first, and explains that the account will save and log in but cannot copy until the next session.

The way back in is to sign out and sign in again. Stopping copying does not unlock the list, because the set of accounts was fixed when copying was set up, not when it started running. Every message about this says *sign out and sign in again* for that reason.

The engine pill shows which of four states you are in: never started, running, stopped, or stopped by a risk limit. Only the last one puts a red frame round the window.

Seven figures, in two groups.

Group one answers: is anything out of line? Each figure is tinted only while it is not zero, so a healthy desk shows three quiet zeros.

Click any of them to go to the screen with the detail. Hover to see which accounts are involved.

OUT OF LINE counts instruments, not quantities. Multipliers make quantities differ on purpose, so comparing quantities would report every healthy desk as broken.

Group two is your subscription. CHILDREN reads *in use* over *allowed*, and VALID TILL is your expiry date. Renew subscription and Buy more child A/Cs sit beside them. Both go solid rather than quiet when the figure next to them becomes a problem.

TOTAL P&L, on the left of the strip, is the whole desk added up.

Why these figures and not totals. A total cannot show divergence. A desk of five children where one has been stopped since 09:20 still shows a healthy-looking order total, and the missing account is invisible *because* the number is large. Divergence is the only thing that goes wrong on a copy desk, so the figures measure it.

Open positions for every account, updating live.

Two views.

• Account-wise. One row per position per account.
• Symbol-wise. The same instrument grouped across every account, so you can see the desk's total exposure to it.

To exit, press the exit action on a row, or tick several rows and exit them together. Exits use the price settings in Settings ▸ Order.

To exit everything in every account, use EXIT ALL in the command bar. It needs no selection and asks for confirmation first.

This is the screen to watch during a session. Open ORDERS and choose the Copied Orders tab.

Each master order is one row, and the row leads with the answer rather than with the order itself.

The two status pills are deliberately different things. Replication is about the copying. Master Status is about your own order.

Click a row to expand it and see every child account.

Enlarge

The child table shows, per account: whether the order arrived, why not, Want, Sent, Filled and Short, the broker's own status message, and which broker the account is at.

Failures are sorted to the top and marked. Only the account that actually failed is marked. One bad account does not paint the whole row red.

Broker is shown on purpose. Children can be at different brokers, and *everything at this broker failed* is a diagnosis.

Problems only, on the toolbar, filters to the orders that did not reach every account. It carries the count while it is off. An empty grid under it is the good answer, and the screen says so.

What counts as copied. The figures read outcomes, not sends.

• Filled and working reached the account, and count as copied. An accepted order waiting to fill is waiting, not missing.
• Cancelled also counts as arrived, because it got there and was then withdrawn.
• Refused and not sent do not count.

Accounts counts accounts, not orders. A large quantity is split into several orders, so counting orders would make a two-account desk read 4 of 4. An account is in line only when every part of its order arrived. Half a split still leaves that account holding the wrong position.

Modifying or cancelling a master order. If you change a pending order in your own terminal, part of that change is passed on and part is not. This catches people out, so it is worth knowing before it happens.

So if you reduce a pending order from 10 lots to 5 in your own terminal, the child accounts still hold orders for the original quantity. Cancel the order and place a new one instead, which is copied correctly.

All Orders is the other tab, and keeps every column. It is the full record of the day. Tick rows there to cancel several orders together. Ctrl+E exports the order book.

Up to five named lists, over a shared pool of one hundred instruments. The cap counts distinct instruments across all lists, so the same symbol in two lists only costs one place.

To add instruments, press + Add Script on the toolbar, or the dashed + Add script row at the bottom of the list. The picker has three tabs for Equities, Derivatives and Commodities. A search box filters as you type across symbol, name and code.

Instruments already in the list are marked Added and cannot be ticked twice. Selecting more than the free places disables Add and tells you how many to deselect.

To manage lists. Click the open tab again to rename it. Press + after the last tab to create one, up to five. The × on the open tab closes it, with a confirmation.

The columns. Exchange, Symbol, LTP, % change, change, bid, ask, open, previous close, volume, open interest and last traded time. Exchange and Symbol stay in place when you scroll right, because NSE RELIANCE and BSE RELIANCE are different rows.

Prices come from the master's feed. When the master is logged out there are no prices, and the screen says so rather than showing a blank table that looks broken.

A dash and a zero mean different things. A dash means the instrument has never traded. A zero is a real zero, such as a pre-open bid or an equity with no open interest.

Click a row to tick it. Buy, Sell and ⋯ keep their own clicks. Buy and Sell open the order ticket.

This is a separate way of working from copy trading. Nothing is mirrored from a master. You pick an instrument and send one order into as many accounts as you choose, each with its own quantity.

Start from your market watch. Build a list of the instruments you follow (see Market watch), then press Buy or Sell on any row.

Copying does not have to be running.

The order itself sits on one band across the top: side, lots, quantity, product, order type, price and trigger.

Lots and Quantity are two views of one number. Type either and the other follows. Lots are hidden for cash equity, where a lot of one is not a unit. A quantity that is not a whole multiple of the lot is flagged rather than silently changed.

Order type offers LIMIT and SL. Market and SL-M are not offered, because broker APIs no longer accept them. The ticket opens on LIMIT with the price seeded from the last traded price.

The accounts fill the rest of the dialog, laid out in columns so forty accounts read in about fifteen rows. Each row shows a tick box, the name, the Client ID, the multiplier and the quantity.

• The quantity is worked out from the multiplier, and you can overtype it. A hand-typed quantity survives you ticking other accounts, and a ↺ puts the calculated one back.
• It resets if you change the order size, because it was typed against a different order.
• A filter box narrows by name, Client ID or broker. While it is active, Select all becomes Select shown, and ticking merges rather than replaces.
• Accounts that cannot be sent the order are listed with the reason, such as Logged out.

The master carries an M badge. Orders you place in the master from this ticket are not copied to the children.

The submit button reads the order back, for example BUY 600 qty · 3 A/C. If it is disabled, the reason is next to it.

Afterwards the dialog switches to results, one row per account, with a summary such as 2 placed · 1 rejected. With copying stopped, the results say that statuses will not update on their own, because the order-book sync is what updates them.

Child accounts drift. A copied order was rejected for margin, an exit failed, or somebody traded a child account directly.

This screen answers one question: is every child holding what the master is holding? It then places the orders that fix the difference.

> This screen places real orders in real accounts. Read the confirmation every time.

Press Refresh Positions first. The comparison is worked out when you press it, not continuously. The footer tells you when that was, and a notice appears when the table is getting old.

What it compares. One row per instrument.

The second case is why this finds leftover positions as well as missing ones.

Accounts that could not be checked are listed above the grid with the reason, such as logged out or not copying. The screen never implies an account is fine when it could not look at it.

Expand a row with the arrow, or by clicking the row, to see the figures per account.

Enlarge

You get: A/C Name, Client ID, Broker, Current Qty, Expected Qty, Action Qty, Action Type (buy or sell) and Multiplier. Quantities are signed, as your broker reports them. Hover for long or short.

Three ways to place the orders.

The confirmation lists the actual orders, one line each, such as BUY 100 NIFTY… — Child A, up to twelve and then a count. A dialog that only asks *are you sure* about real orders is not worth reading.

Positions are re-read immediately before placing. If any figure has moved since the table on screen, nothing is sent, and the software tells you what changed. A table a few minutes old cannot produce a wrong-sized order.

Afterwards every broker reply is shown: accepted, refused with the reason, or not sent. The table is re-read, so anything accepted that did not fill simply appears as out of line again.

Pending orders are not positions and are not corrected here.

How this works opens the rules in their own window. The button is highlighted on purpose, because every way this screen gets misread is answered inside it.

STOP COPY in the command bar stops copying for the whole desk. It asks for confirmation.

To stop one account, use Stop on its row. The rest carry on.

EXIT ALL squares off every open position in every account. It needs no selection, works whether copying is running or stopped, and asks for confirmation.

These two are separate actions, and it is worth being clear about the difference.

• Stop Copy stops new orders being copied. Positions already open stay open.
• EXIT ALL closes positions. It does not stop copying.

To go flat and stay flat, do both.

Neither Start Copy, Stop Copy, EXIT ALL nor the Re-Balance actions can be run from the Ctrl+K search box. They arm live copying or place real orders, so they cost a deliberate click on the screen you are looking at.

The log dock is at the bottom of the window. Ctrl+L opens and closes it, and you can drag it taller or shorter.

One search box filters across the message, account name, Client ID and symbol. The dock holds the most recent five hundred rows, and the footer says so once that limit is reached.

Two buttons.

• Log Folder opens the log files on disk.
• Export All writes the whole log out to a file.

To export the order book, press Ctrl+E, or use Export on the ORDERS screen.

Log files on disk are kept for as long as you set in Settings ▸ Others. Turn on Auto Delete Logs and set Days to Keep Logs.

When you contact support, the log folder is the thing to send. It carries the broker's own messages, which are usually the fastest route to a cause.

Your subscription covers the master and its children together. A two-account subscription is one master and one child, not two children.

CHILDREN in the header reads *in use* over *allowed*. In use means Copy Trades is on.

Adding accounts is never limited. Keeping spare accounts on file costs nothing. A place is used by switching Copy Trades on, and freed by switching it off, which also logs that account out.

If you buy more places on the website, press the refresh button beside the CHILDREN figure. The software cannot see a purchase made elsewhere until it asks. A changed allowance applies at once, with no restart. The button can be pressed once a minute, and tells you the seconds remaining if you are early.

Renew subscription and Buy more child A/Cs are in the header, and hand off to MyAccount for payment. Your licence refreshes when the payment finishes.

Buy more child A/Cs and Add Child Account are different things. Add Child saves broker credentials on this PC, for free. Buy more raises the number of accounts your licence covers, for money.

If your allowance is reduced, the software does not switch accounts off to fit. The CHILDREN figure turns red and you choose which to drop. Switching accounts off on your behalf would change your configuration and pick which child account stopped being copied.

VALID TILL is your expiry date. It turns red inside a week.

The software checks for a new version two ways, and they mean different things.

At sign-in, but only when the licence server says a new version exists. The session is held while you decide.

Help ▸ Check for Updates…, at any time.

Some updates are required. A required update offers no way past it, so that a known problem cannot be traded through. An optional one can be declined, and signing in carries on as normal.

After an update is applied, a countdown runs and the software closes itself. The new version only exists after a restart. Start it again and sign in as usual.

Close the window with the ✕ in the title bar. It asks for confirmation.

The software then saves your session, with a progress bar. Wait for it to finish. This is what preserves your account list, settings and layout.

Before you have signed in, closing is just a confirmation and an exit, because there is nothing to save.

Closing the software stops copying. Nothing is copied while it is not running. Positions stay open at your brokers, exactly as they would if you closed your broker terminal.

If the machine is a cloud machine, log off from Windows rather than shutting it down, so the machine stays available.

Read the Error column on the account's row first. It carries the broker's own message.

Work through these in order.

1. Check the PC clock. This is the most common cause and the least obvious one. Broker logins use a code worked out from the current time, so a clock a minute out produces a code the broker refuses. The failure looks like a wrong password. It is also intermittent, which makes it worse. Turn on Windows Date & time ▸ Set time automatically.

2. Check the TOTP secret. It must be the long string of letters and numbers from the broker's site, not the six-digit code from your phone.

3. Check the master is logged in. A child cannot log in before the master. The message for this is *Log in your master account first*.

4. Check the IP registration. If the message mentions the IP, address or whitelist, run Check broker IP from the account's ⋯ menu. See Check your broker accepts this connection.

5. Check your API subscription with the broker. Several brokers charge monthly for API access and switch it off when it lapses.

6. Check whether you are over your allowance. A refusal here names the accounts holding the places and tells you how many to switch off. It is not a credentials problem.

7. Check the API credentials have not been regenerated. A new key at the broker's end makes the stored one invalid.

If the message says the licence could not be checked, child logins are refused on purpose. Press the refresh button beside the CHILDREN figure in the header.

The desk reads COPY RUNNING but children are not getting orders. Work through these.

1. Look at the header. A non-zero COPYING figure means an account you enrolled is not copying. Hover it to see which, and why.

2. Check the segment is ticked, in both places. This is the quietest cause by far. A segment unticked in Settings ▸ Copy Option, or on the child's own row, means those orders are never copied. No order is sent, so nothing is rejected and nothing turns red. Positions still show for both accounts.

3. Check the product type is ticked. MIS, NRML, CNC, MARGIN and MTF each have their own tick box, and the same silence applies.

4. Check Copy Trades is on for the child. An account with it switched off is skipped, and is also logged out.

5. Check the account was added before copying was set up. The set of accounts that can copy is fixed at that point. An account added later cannot join until you sign out and sign in again.

6. Check whether a rejection stopped the desk. If Settings ▸ Rejection is set to *Stop on 1st Order Rejection*, one refused order halts everything. Conditional can halt it too, once the retries have run out and the action is set to stop. Either way the engine pill will read stopped.

7. Check whether a risk limit fired. An account that reached its Max Loss or Max Profit is squared off and taken out of copying. The window carries a red frame when this is what happened.

8. Open Copied Orders and press Problems only. This lists every order that did not reach every account, with the broker's own reason per account.

If child orders are being rejected rather than not sent, the reason is on the expanded row in Copied Orders. The usual causes are margin shortfall, an unregistered IP, or an instrument the child's broker does not allow.

If the master's own order was rejected, nothing is copied, and that is correct. There is no order to copy.