Getting started
What you need before you begin, and the order to do things in.
Setting up a new workspace takes four steps, in this order. Each one is a page in this section.
- Create your workspace
Choose how many accounts you need and create your login. See Sign up.
- Set it up
A short wizard collects your company details, branding, and email preferences, and offers to connect your first trading account. See Set up your workspace.
- Connect accounts
Add the leader account and every follower account. See Accounts.
- Build copiers
Link each follower to the leader and choose its risk sizing. See Copiers.
What you need before you start
For each trading account you plan to connect: the login number, the password, and the exact broker server name. Trademetry validates all three against the live broker before it saves the account, so a typo in the server name fails immediately rather than silently later.
Get the server name from the MetaTrader terminal itself rather than from memory.
In MT4 and MT5 it is shown in the login dialog and in the bottom-right status
bar. Brokers run many servers with near-identical names — ICMarketsSC-MT5 and
ICMarketsSC-Demo are different machines.
Nothing to install. Trademetry runs the MetaTrader terminals for you on hosted infrastructure. You do not install anything on your own machine, and you do not need to leave a computer running for copying to work.
What Trademetry does not do
It does not choose trades. Every position originates on the leader account, placed by whoever or whatever trades that account. Trademetry decides how large the copy is on each follower, whether it is allowed through, and when it closes.
It does not hold your money. Funds stay in the broker accounts you already have; Trademetry connects to them with the credentials you supply.