Skip to main content
Each follower has its own Position size settings. You choose them when you add the follower, and you can change them any time in the account’s Settings tab.
During the free trial, every follower copies a fixed 1 contract per trade, whatever you choose here. Your sizing takes effect once your paid plan starts.

​
Sizing methods

​
Which one should I use?

  • All your accounts are the same size: Contract multiplier at 1.
  • A follower is half the lead’s size: Contract multiplier at 0.5, or Equity ratio.
  • Accounts of different sizes that change over time: Equity ratio.
  • A follower should always trade the same amount: Fixed contracts.
  • You think in dollars at risk: Fixed risk (% of equity) or Fixed risk (amount).

​
Equity ratio methods

These use each account’s live equity, so follower sizes change as balances move. For example, if the lead has $100,000 and buys 4 MES:
  • A follower with $50,000 buys 2 MES.
  • A follower with $25,000 buys 1 MES.
  • A follower with $10,000 gets 0.4 contracts, which is under half a contract, so the trade is skipped. Set Min contracts to 1 if it should still take part.

​
Fixed risk methods

CopyFlock works out the dollar risk per contract from the distance between the lead’s entry and its stop loss, then picks the number of contracts that fits your risk budget.
  • Sizes always round down, so a copy never risks more than your budget. If even 1 contract would risk too much, the trade is skipped.
  • These methods need a stop loss on the lead’s order. If the lead’s trade has no stop loss, the follower trades 1 contract. To skip those trades instead, turn on Skip trades without a stop loss.
NQ moves $20 per point per contract. The lead buys 2 NQ with a stop 20 points away, so each contract risks 20 × $20 = $400.
  • A follower with Fixed risk (amount) of $400 buys 1 NQ.
  • A follower with Fixed risk (amount) of $800 buys 2 NQ.
  • A follower with Fixed risk (amount) of $300 skips the trade, because 1 contract would risk more than $300.

​
Rounding

Futures trade in whole contracts, so every size is rounded:
  • Sizes round to the nearest whole contract, and halves round up. For example, 1.4 becomes 1, and 1.5 becomes 2.
  • Anything under half a contract is skipped.
  • Fixed risk methods always round down.
Rounding matters most with small trades. If a follower’s multiplier is 0.5 and the lead trades 1 contract, the follower also trades 1 contract (0.5 rounds up), not half the lead’s size. If the multiplier is 0.4, the follower skips the trade. For small trades, use Fixed contracts or set Min contracts to 1.

​
Minimum and maximum contracts

Min contracts and Max contracts are limits applied after the sizing method, to every trade on this follower.
  • Max contracts stops a follower from ever trading more than this, even if you size up on the lead. Set it to the account’s contract limit.
  • Min contracts makes the follower trade at least this many, including trades that would otherwise be skipped for being too small.
Leave either one empty for no limit.
Set Max contracts on every follower. It’s the simplest protection against a typo or an oversized trade on the lead.
  • To trade a different contract from the lead, such as MNQ instead of NQ, see Symbol mapping.
  • To close positions and pause a follower at a balance or equity level, see Account protection.