Quick Start

Get up and running with CopySync in under 5 minutes. This guide walks you through signup, installation, and your first copied trade.

Prerequisites

• MetaTrader 4 or MetaTrader 5 installed on Windows
• At least two trading accounts (one master, one follower)
• A CopySync account — sign up free

Choose Your Setup

CopySync supports two hosting modes — pick one per account:

See Hosting Options for a full comparison. The steps below cover both paths.

Common Steps (Both Modes)

1. Create your CopySync account
   Go to copysync.net/signup, enter your email, username, and password. Verify your email address by clicking the link sent to your inbox.
2. Copy your API Key
   Log in to the dashboard. Open the Accounts tab and expand API Key (for EA Configuration). You'll need it for self-hosted EAs (managed-hosting users can skip it — we wire it in automatically).
3. Add your accounts in the dashboard
   In the Accounts tab, click Add Master (the source) and Add Follower (the copy target). For each account choose how it should run:
   • I'll run the EA myself — Self-Hosted (free)
   • Managed Hosting — enter your MT4/MT5 login, password and broker server; our server connects to your account automatically and copies every trade

Self-Hosted Setup

Use this path when you ticked "I'll run the EA myself" for an account.

1. Download the Expert Advisor
   In the dashboard Accounts tab, scroll to Download Expert Advisor and pick MT4 (.ex4) or MT5 (.ex5).
2. Install the EA
   In MetaTrader, go to File → Open Data Folder → MQL4/MQL5 → Experts. Copy the EA file there, then restart MetaTrader or refresh the Navigator panel.
3. Enable DLL imports
   Tools → Options → Expert Advisors → Allow DLL imports ✓. Required for socket communication.
4. Attach the EA to your master chart
   Drag the CopySync EA onto any chart on your master terminal. In the EA inputs enter your API Key, the Account Name (must match the dashboard exactly), set role to Server, and pick the nearest Server Region.
5. Attach the EA to your follower chart
   Same procedure on the follower terminal — set role to Client and use the follower account name.
6. Create a connection
   In the dashboard Connections tab, link your master to the follower. Trades will now copy automatically.

Managed Hosting Setup

Use this path when you ticked "Managed Hosting" for an account. There is no MetaTrader work on your end.

1. Enter your broker credentials
   When you add the account, fill in Platform (MT4 / MT5), Login (account number), Password, and the broker Server name (e.g. ICMarketsSC-Live). Credentials are encrypted at rest with AES-256-GCM.
2. Wait for provisioning
   The status will read Pending → Provisioning → Active. The CopySync server connects to your broker account using the credentials you provided, verifies the link, and starts mirroring trades.
3. Create your connection
   Once your master and follower are both Active, open the dashboard Connections tab and link them. Trades start copying immediately.
4. Manage or remove
   You can pause a hosted account from the Accounts tab at any time. Deleting one sends a removal request to admins — your VPS instance is shut down and credentials are wiped after confirmation.

Hosting Options

CopySync gives you two ways to run the Expert Advisor: install it yourself, or let us host it for you. Each trading account picks its own mode independently.

Side-by-Side Comparison

When to Pick Self-Hosted

• You already run MetaTrader on a PC or VPS that's online 24/7
• You want absolute control over your broker credentials (they never leave your machine)
• You want to install and trust the EA build yourself
• You're on the Free plan

When to Pick Managed Hosting

• You don't want to run MetaTrader on your own machine
• You need guaranteed 24/7 uptime without maintaining a VPS
• You prefer a hands-off, set-and-forget setup
• You're on a plan that includes managed hosting

Security of Managed Hosting

• Encryption at rest: Credentials (login, password, server) are encrypted with AES-256-GCM in the CopySync database. Plaintext exists only briefly in server memory while provisioning.
• Access control: Only authorised CopySync admins can reveal credentials — every reveal is audit-logged.
• Isolated sessions: Each hosted account runs in its own dedicated VPS instance on hardened CopySync infrastructure — they never share state.
• Right to be forgotten: Deleting a hosted account immediately tears down its VPS instance and wipes the credentials from the database.

Hosted Account Lifecycle

1. Pending — Your credentials have been submitted and queued for provisioning.
2. Provisioning — The CopySync server is spinning up a VPS instance and connecting to your broker account.
3. Active — The EA is connected and ready to copy trades.
4. Error — A broker login or connection problem needs your attention. You'll get an email, and the dashboard shows the exact reason with a Fix details & retry button.
5. Disabled — Paused; no trades will be copied to or from this account.
6. Stopped — inactive — Free plan only: the account sat idle too long and was switched off. Everything is kept; press Reactivate account to bring it back. See Inactivity Rule.
7. Removing — You requested removal; the VPS instance is torn down and credentials are wiped automatically.

Inactivity Rule (Free Plan Only)

Managed hosting on the free plan is a free slot on our infrastructure. Because those slots are limited, they are released again when an account stops trading. This rule applies only to the free plan — every paid subscription is exempt and can stay idle indefinitely without ever being switched off.

• Nothing is lost. Settings, connections, symbol mappings, lot configuration and trade history all remain intact.
• Reactivate any time via the Reactivate account button on the account card. It is queued for provisioning again and back online within moments.
• Upgrading removes the rule — as soon as you're on a paid plan, your hosted accounts are never switched off for inactivity.
• Only accounts that were already running are affected — accounts still being set up are never touched.

Dedicated IP

Managed hosting normally runs on shared servers. With the Dedicated IP add-on (€9.90/month) your accounts get a private Windows server that no other CopySync customer uses, and they reach your broker through that one address only.

It is worth having when your broker or prop firm ties account access to an IP address, or forbids several traders from sharing one.

Ordering

1. Open Settings → Add-ons and buy the Dedicated IP add-on. You can order more than one.
2. Pick the data centre it should run in. You get the confirmation email Your dedicated IP is being prepared right after the purchase.
3. The server is usually ready within one hour. A second email, Your dedicated IP is ready, tells you when it is live.
4. Assign your managed accounts to it in the Dedicated IPs tab. Until the server is live an assigned account shows an IP Pending badge and keeps running on shared hosting.

For security reasons the dashboard and the emails only show part of the address, for example 88.•••.•••.114. Support can confirm the full IP for you.

Moving accounts on and off

Assigning or removing an account restarts its terminal: it is shut down on one server and re-opened on the other, so the account is offline for a few minutes. Trades are not copied during that window, which makes it worth doing outside your trading hours.

Installation

Detailed installation instructions for the CopySync Expert Advisor on MetaTrader 4 and MetaTrader 5.

MetaTrader 5

1. Download CopySync_EA.ex5 from the dashboard
2. Open MetaTrader 5 → File → Open Data Folder
3. Navigate to MQL5/Experts
4. Copy CopySync_EA.ex5 into this folder
5. Restart MetaTrader 5 or right-click the Expert Advisors panel and select Refresh
6. Drag the EA onto any chart and configure the input parameters

MetaTrader 4

1. Download CopySync_EA.ex4 from the dashboard
2. Open MetaTrader 4 → File → Open Data Folder
3. Navigate to MQL4/Experts
4. Copy CopySync_EA.ex4 into this folder
5. Also copy the socket-library-mt4-mt5.mqh file to MQL4/Include (only needed if compiling from source)
6. Restart MetaTrader 4 or refresh the Navigator

Enabling DLL Imports

The EA requires DLL access for TCP socket communication. To enable it:

1. Go to Tools → Options → Expert Advisors
2. Check "Allow DLL imports"
3. Click OK

Verifying the Installation

After attaching the EA to a chart, you should see:

• An on-chart panel in the top-right corner showing connection status
• A green indicator when connected to the server
• Your account name and broker info displayed on the panel
• The EA tab in the Experts log showing Connected to CopySync server

How Trade Copying Works

Understanding the CopySync architecture — from trade detection to execution on follower accounts.

The Copy Flow

CopySync uses a master-follower model. The flow for every trade action is:

1. Detection — The master EA continuously monitors all open positions. When it detects a new trade, modification (S/L or T/P change), partial close, or full close, it creates a trade signal.
2. Transmission — The signal is sent to the CopySync server over a persistent TCP socket connection using NDJSON format, authenticated with HMAC-SHA256.
3. Routing — The server validates the message, looks up all follower accounts linked to this master, and forwards the signal to each connected follower EA.
4. Execution — Each follower EA receives the signal and executes the corresponding action on its broker — open, modify, close, or manage pending orders.
5. Confirmation — The follower reports back the execution result (ticket, price, latency) to the server, which stores it for tracking.

Supported Trade Operations

Why TCP Instead of HTTP?

Traditional trade copiers poll an HTTP API at intervals (e.g., every 500ms). CopySync uses persistent TCP connections instead:

• No polling delay — signals are pushed instantly, not pulled on a timer
• Lower overhead — no HTTP headers, no TLS handshake per request
• Persistent connection — socket stays open, with heartbeat keepalive
• Result: end-to-end latency as low as 4 ms on same-region connections

Master & Follower

Understanding roles, linking accounts, and managing the copy relationship.

Roles

Every trading account in CopySync has exactly one role:

• Master (Server) — The account you trade on. Its positions are monitored and broadcast to linked followers.
• Follower (Client) — The account that copies trades. It receives signals from the master and executes them automatically.

Linking Accounts

To start copying trades:

1. Add both accounts in the dashboard Accounts tab
2. Go to the Connections tab
3. Select a master and a follower account
4. Click Create Connection

One master can have multiple followers. Each follower can have its own lot calculation settings, trade filters, and risk rules.

Account Limits

The number of master and follower accounts depends on your plan. See Pricing & Plans for details.

Lot Calculation

How CopySync determines the trade size on each follower account.

Every follower account has two settings that control its position size: a Lot Mode and a Lot Value. CopySync supports three modes — Ratio, Percent and Fixed — so you can match the master's risk exactly, scale it up or down, or trade a constant size regardless of the master.

Ratio Mode Default

Sizes the follower relative to the balances of the master and follower, so a smaller account automatically takes smaller trades and vice-versa. This keeps the same percentage of risk on both accounts.

Follower Lot = Master Lot × (Follower Balance ÷ Master Balance) × Lot Value

A Lot Value of 1.0 means "same relative risk as the master". Values above 1.0 take proportionally more risk, values below 1.0 take less.

Percent Mode

Sizes the follower as a fixed percentage of the master's lot, ignoring balances.

Follower Lot = Master Lot × (Lot Value ÷ 100)

So a Lot Value of 100 copies the master 1:1, 50 halves it and 200 doubles it.

Fixed Mode

Always opens the same lot size on the follower, no matter what the master traded.

Follower Lot = Lot Value

Useful when you want a constant, predictable position size on the follower. A Lot Value of 0.10 always opens 0.10 lots.

Lot Limits

Every result is clamped to the follower's limits before the order is sent:

• Min Lot — Lower limit (default: 0.01). If the calculated lot is below this, the minimum is used.
• Max Lot — Upper limit (default: 100.0). The follower will never open larger than this.

When the cap actually bites, the account card says so, because a capped account silently stops following the master:

Hitting the cap on every trade almost always means the lot mode is wrong for the size difference between the two accounts, not that the cap is too low.

Rounding

The calculated lot is rounded to 0.01 increments on the server, and the EA additionally snaps it to your broker's volume step and minimum volume for the symbol. If rounding would push the lot below the broker's minimum, the trade is skipped and logged.

Safety Fallback

Netting Mode

Holding a single position per symbol that mirrors the master's net exposure, instead of one position per master trade.

Normal Copying vs. Netting

By default CopySync copies ticket by ticket: every position the master opens becomes its own position on the follower. If the master holds three separate EURUSD buys, so do you.

In Netting Mode the follower instead holds one position per symbol. CopySync works out the master's net exposure for that symbol and adjusts your single position until it matches. Three master buys of 0.5 lots each become one follower position of 1.5 lots.

When it is automatic

MetaTrader 5 accounts come in two flavours, and your broker decides which one you get:

• Netting accounts — the platform itself allows only one position per symbol. CopySync detects this and switches Netting Mode on permanently; the toggle is shown but cannot be changed, because the broker would merge the positions anyway.
• Hedging accounts — the platform allows several positions per symbol, including opposite ones. Copying is ticket by ticket unless you turn Netting Mode on yourself.

MetaTrader 4 accounts are always hedging accounts. The toggle still works there, but the merging is done by CopySync, not by the platform.

Turning it on

Open the follower account in Accounts and enable Netting Mode. The help text under the toggle states the rule:

What to expect

• Ticket numbers do not match. Your single position is not tied to one particular master ticket, so there is no one-to-one relation between the two accounts any more.
• Partial closes just work. A partial close on the master lowers the net target, and your position is reduced by that amount.
• Stop loss and take profit are per position. If several master trades on one symbol carry different levels, a single follower position can only hold one set.
• Only CopySync's own positions are touched. Trades you opened yourself on the follower are left alone — they are not counted towards the net target and are never closed by the reconciler.
• It repairs itself. The net position is checked continuously, not just when a trade arrives. A missed or partially filled adjustment is corrected on the next check.
• A dead connection closes nothing. If the master's position data goes stale, the follower stops adjusting and waits for fresh data instead of flattening to zero.
• Adjustments are immediate. Since EA 1.5.5 a follow-up adjustment starts as soon as the previous one is confirmed, instead of waiting out a fixed pause. Only a rejected adjustment is retried after a short back-off.

Symbol Mapping

How CopySync handles different broker symbol names to ensure trades are copied to the correct instrument.

The Problem

Different brokers name the same instrument differently:

Automatic Detection

When the EA connects, it automatically scans your broker's symbol list and detects the prefix and suffix used. This information is sent to the server, which uses it to map symbols between master and follower accounts.

For example, if the master trades EURUSD and the follower broker uses EURUSDm, CopySync detects the m suffix and maps the symbol automatically.

Custom Mappings

For non-standard symbol names (e.g., GOLD instead of XAUUSD), you can create custom mappings in the dashboard:

1. Go to Settings → Symbol Mappings
2. Click Add Mapping
3. Enter the server (master) symbol and the client (follower) symbol
4. The mapping applies globally to all your connections

MetaTrader 5 EA

Configuration and usage of the CopySync Expert Advisor for MetaTrader 5.

Connection

The MT5 EA uses MetaTrader's native SocketCreate() and SocketTlsHandshake() functions for a direct, TLS-encrypted TCP connection to the CopySync server. No DLL is needed for the socket itself — only the standard MQL5 network functions.

Setup

1. Drag the EA onto any chart (the symbol doesn't matter — all symbols are monitored)
2. In the Inputs tab, enter your API Key and Account Name
3. Select the Server Region closest to your broker's server
4. Set the Role to Server for master or Client for follower
5. Click OK — the EA will connect and show status on the chart panel

Features

• TLS-encrypted communication (native MQL5)
• HMAC-SHA256 message authentication
• Automatic symbol prefix/suffix detection
• On-chart info panel with connection status, account info, and last trade
• Auto-reconnect with configurable interval
• Heartbeat keepalive mechanism
• Trade execution with retry logic and slippage control

MetaTrader 4 EA

Configuration and usage of the CopySync Expert Advisor for MetaTrader 4.

Connection

The MT4 EA uses a shared socket library (socket-library-mt4-mt5.mqh) for TCP communication, since MQL4 does not have native socket functions. All messages are authenticated with HMAC-SHA256 signatures.

Setup

Same process as MT5 — drag the EA onto a chart and enter your API key, account name, role, and server region. The EA will connect automatically.

MT4 vs MT5 Differences

EA Parameters

The CopySync EA is intentionally simple — you only configure four inputs. Everything else (lot sizing, slippage, limits, timing) is managed from the dashboard and pushed to the EA automatically when it connects.

EA Inputs

These are the only settings you enter in MetaTrader (the EA Inputs tab). They are identical on MT4 and MT5:

Dashboard-Managed Settings

Trade sizing, execution and timing are configured per account in the dashboard (Accounts → select account → settings) and are sent to the EA automatically each time it connects — no MetaTrader restart needed. Their defaults are:

Dashboard Overview

A tour of the CopySync web dashboard at app.copysync.net.

Home / Overview Tab

The overview tab gives you a snapshot of your entire copy setup:

• Summary cards — Active accounts, total open positions, win/loss count, total profit by currency, monthly gain
• Account grid — All your master and follower accounts with balance, equity, leverage, gain %, and connection indicator
• Recent trades — Last 10 closed trades across all accounts
• Open positions — All currently open trades with real-time P/L updates via WebSocket

Navigation

The sidebar provides access to all sections:

• Overview — Account summary and live data
• Accounts — Add, edit, and manage trading accounts
• Connections — Link master and follower accounts
• Trades — Full trade history with filters and CSV export
• Analytics — Performance charts, metrics, and comparisons
• Settings — Profile, billing, trading defaults, and security

Real-Time Updates

The dashboard connects to the server via WebSocket for live updates. You'll see balance and equity changes, new trades, and connection status changes instantly — no need to refresh.

Accounts

Managing master and follower accounts in the dashboard.

Adding an Account

1. Go to the Accounts tab
2. Click Add Account
3. Enter an account name (this must match the EA's AccountName input)
4. Select the role: Master or Follower
5. Click Save

The account will appear as offline until the EA connects with the matching name.

Account Details

Once the EA is connected, the account card shows:

• Broker name, platform (MT4/MT5), and account type (Real/Demo/Contest)
• Balance, equity, and free margin
• Leverage setting
• Total open orders
• Gain % from initial balance
• Connection status and last seen timestamp

Account Statistics

Click on an account to view detailed statistics:

• Total orders and closed trades
• Win rate percentage
• Average execution latency
• Net profit calculation
• Period performance (today, week, month, year)

Connections

Linking master accounts to followers to start copying trades.

Creating a Connection

1. Go to the Connections tab
2. Select a Master Account from the dropdown
3. Select a Follower Account from the dropdown
4. Click Create Connection

Trades will begin copying immediately as long as both EAs are connected.

Connection Settings

Each connection can have individual settings:

• Lot mode & value — Override the default lot calculation for this specific pair
• Trade filters — Restrict which trades get copied (by symbol, direction, etc.)
• Risk rules — Min/max lot caps and a limit on the number of open copied trades
• Enable/disable — Temporarily pause copying without deleting the connection

Trades

Viewing and managing your trade history and open positions.

Trade List

The Trades tab shows all trades across your accounts with powerful filtering:

• Status filter — Open, closed, or pending
• Symbol search — Search by symbol name
• Account filter — All, masters only, followers only, or specific accounts
• Date range — Filter by open date range
• Pagination — 25, 50, or 100 trades per page

Trade Details

Click on any trade to see:

• Entry and exit prices with timestamps
• Lot size, commission, and swap
• Profit/loss chart — a snapshot of how P/L evolved during the trade
• Trade duration
• Master vs follower comparison (for copied trades)

History Limit

On the Free plan the trade list covers the last 60 days or 3,500 closed trades, whichever limit is reached first. Open and pending positions are never affected — they are always shown in full, however old they are.

Older closed trades are kept and become visible again after an upgrade. All paid plans have no history limit.

CSV Export

Click Export CSV to download your filtered trade data as a spreadsheet-ready file.

Analytics

Performance metrics, equity curves, and advanced trading statistics.

Equity & Drawdown Charts

Track your account performance visually:

• Equity curve — Balance and equity over time, with expandable full-screen view
• Drawdown chart — Visualizes equity dips from peak, helping identify risk periods

Advanced Metrics

Performance Breakdown

• Symbol distribution — Which instruments you trade most and their profitability
• Win rate by symbol — Identify your best and worst performing pairs
• Weekday activity — Which days generate the most/least profit
• Hourly activity — Best and worst trading hours
• Monthly breakdown — Profit/loss by month for the last 12 months
• Daily summary — Best day, worst day, and period P/L

Master vs Follower Comparison

Compare performance side by side — overlay equity curves, compare trade counts, win rates, and drawdowns to verify your copy setup is performing correctly.

Signal Pages

Share your trading performance publicly with a unique analytics page.

What Are Signal Pages?

Signal pages are public-facing analytics pages for your trading accounts. Each page has a unique URL that you can share with anyone — potential followers, investors, or on social media.

Creating a Signal Page

1. Go to the Accounts tab
2. Click on the account you want to share
3. Enable Signal Page and configure visibility
4. Copy your unique public URL

Visibility Controls

You control exactly what information is shown on your public page:

Link Management

• Regenerate link — Invalidate the old URL and create a new one
• View counter — See how many people visited your signal page
• Enable/disable — Take the page offline without deleting it

Settings

Configuring your profile, trading defaults, billing, and security options.

Profile

View and update your personal information:

• Full name, username, and email
• Current plan and account quota usage
• Registration date

Trading Defaults

Global default settings that apply to all new connections:

• Default Lot Mode — Ratio, Percent, or Fixed (Ratio scales by account balance)
• Default Lot Value — The value used by the selected lot mode
• Max Slippage — Maximum allowed slippage in points
• Heartbeat Interval — Keepalive ping frequency
• Drawdown Mode — Floating or both (floating + account-level)
• Currency Position — Show currency before or after the number
• Live Sync — Toggle real-time WebSocket updates
• Theme — Dark or light mode

Email Preferences

Account Notification Emails controls the operational emails about your managed accounts. It is on by default and covers:

• A managed account connects successfully
• A managed account fails to connect
• A managed account is paused for inactivity

Billing Address

Required before making a purchase. Enter your company, name, street, postal code, city, and country.

Security

• Change password — Requires current password verification
• Change email — New email must be verified
• API Key — Your unique EA authentication key (treat it like a password)

Risk Management

Protect follower accounts with automatic risk rules that pause copying when limits are breached.

Available Rules

Risk rules are set per follower account. Leave a field empty to disable that rule.

How It Works

Risk rules are configured per follower account. When a rule is triggered:

1. Copying is automatically paused for that follower
2. Existing open positions remain (they are not closed)
3. A notification appears in the dashboard
4. You can manually resume copying after reviewing the situation

Trade Filters

Control which trades get copied to each follower using symbol, direction, reverse, time-of-day and concurrency filters.

Symbol Filter

Restrict copying to a specific set of instruments with an allow-list. Add one or more symbols (e.g. EURUSD, GBPUSD) and only those are copied to this follower; leave it empty to copy every symbol.

Direction Filter

• All — Copy both buy and sell trades (default)
• Buy only — Only copy long positions
• Sell only — Only copy short positions

Reverse Mode

Flips every copied trade: the follower opens sell when the master opens buy, and buy when the master opens sell. Handy for inverting a signal on a hedge account.

Max Concurrent Trades

Cap how many copied positions can be open on this follower at once. New master trades are skipped while the cap is reached (0 = unlimited).

Trading Time Window

Only copy trades opened within a daily time window (start–end, server time). Outside the window, new master trades are ignored — useful for session-based strategies.

Copy Pending Orders

Toggle whether pending orders (limit/stop) from the master are copied in addition to market trades.

If You Close a Trade Yourself

Sometimes a copied position disappears on the follower while the master is still holding it — you closed it by hand, or your broker closed it. This setting decides what CopySync does next:

• Open it again (default) — the position is restored, because the master still has the trade open. This is how CopySync has always behaved.
• Leave it closed — the position stays closed. That master trade is simply no longer mirrored on this follower; everything the master opens afterwards is copied as usual.

Two settings override this: with Strict Sync switched off nothing is ever opened again, and in Netting Mode the net position per symbol is always restored.

All filters are configured per follower account — each follower can have its own rules.

Server Regions

CopySync operates 4 global server locations for the lowest possible trade copying latency.

Available Regions

Choosing the Right Region

Select the server closest to your broker's trading server — not your physical location. Most major forex brokers host their servers in:

• London — Many UK/EU brokers (use UK region)
• New York — US brokers and some ECN providers (use US region)
• Frankfurt / Amsterdam — European ECN brokers (use DE region)
• Singapore / Tokyo — Asian brokers (use SG region)

Latency

Typical trade copy latency (master signal → follower execution):

• Same region: 4–15 ms
• Cross-region (EU ↔ US): 70–90 ms
• Cross-region (EU ↔ SG): 150–200 ms

Security

How CopySync protects your accounts, trades, and data.

Encryption

• Web traffic — All web connections use HTTPS (TLS 1.2+)
• MT5 connections — TLS encryption via native SocketTlsHandshake()
• MT4 connections — HMAC-SHA256 message authentication (MT4 does not support native TLS)
• WebSocket — Secure WebSocket (WSS) for dashboard real-time updates

Authentication

• Passwords — Stored with bcrypt (12 rounds) — never in plaintext
• API Keys — Cryptographically generated, unique per user
• JWT Tokens — Signed session tokens with automatic expiry
• HMAC Signatures — Every EA message is signed to prevent tampering
• Nonce + Timestamp — Replay protection on all EA messages

Data Protection

• Parameterized queries — All database access uses prepared statements (SQL injection prevention)
• Input validation — All inputs sanitized at system boundaries
• Rate limiting — API and trade signal rate limits to prevent abuse
• Row-level security — Users can only access their own data

Pricing & Plans

CopySync offers flexible plans for every trader, from free to enterprise.

Plans Overview

All plans include symbol mapping, the web dashboard, all 4 server regions and MT4 & MT5 support. Pro and Business also include priority support.

On the Free plan the trade list shows the last 60 days or 3,500 closed trades, whichever is reached first. Open and pending positions are always shown in full. See Trades for details.

Add-ons

Scale any plan with optional add-ons, billed monthly and cancellable anytime:

Upgrading

You can upgrade your plan at any time from the dashboard. The change takes effect immediately, and billing is prorated.

Billing & Invoices

Managing your subscription, invoices, and payment details.

Payment

Payments are processed securely through Stripe. We never store your card details on our servers.

Billing Address

A billing address is required before your first purchase. You can set it up in Settings → Billing Address.

Invoices

All invoices are available in the Settings → Invoices section:

• View invoice date, amount, and payment status
• Download invoices as PDF
• Full billing history for tax and accounting purposes

Affiliate Program

Earn recurring commissions by referring traders to CopySync. Share your personal link, and get a share of every subscription your referrals pay.

How it works

The affiliate program lets you earn on the subscriptions of customers you bring to CopySync. The whole flow is tracked automatically in your affiliate portal:

1. Get your referral link — Once your affiliate account is created you receive a unique link and code (e.g. copysync.net/?ref=YOURCODE).
2. Share it — Post it wherever you reach traders: YouTube, signal groups, a blog, or social media.
3. They sign up & subscribe — New customers who register through your link (or with your code) are permanently attributed to you.
4. You earn on every payment — You receive a share of the net subscription revenue for each qualifying invoice, not just the first.
5. Get paid — Request a payout from your cleared balance once it reaches the minimum.

Standard terms

Referral attribution

• Attribution is set at sign-up and is permanent for that customer.
• If a customer already had an account, or was already referred by someone else, no new attribution is created.
• Self-referrals — using your own link on your own account — do not qualify for commission.

Read the full Affiliate Program Terms or the How it works guide for more detail.

Commissions & Payouts

How commissions are calculated, when they become payable, and how you get paid.

How a commission is calculated

You earn a percentage of the net subscription revenue — the amount the customer pays excluding VAT/taxes and payment fees. Example with the standard 30% rate on a €30/month plan:

Commission states

Each commission moves through a few states so refunds and chargebacks are covered before money is paid out:

• Pending — recorded when the customer's payment clears, then held for the clearance period (30 days by default).
• Payable — after the hold, it joins your available balance and can be paid out.
• Paid — included in a payout that CopySync has sent to you.

Requesting a payout

• Choose your payout method in the portal under Settings: PayPal, Wise, or bank transfer.
• The Request payout button unlocks once your available balance reaches the minimum for your method (€50 PayPal/Wise, €70 bank).
• Payouts are made in EUR and processed manually. Track each payout's status in your dashboard.
• Before your first payout you'll be asked to read and accept the affiliate terms.

Privacy & GDPR

Your data rights and how CopySync complies with GDPR.

Data Export

You can export all your personal data at any time:

1. Go to Settings → Privacy
2. Click Export Data
3. Your data will be compiled and downloaded as a JSON file

The export includes your profile, accounts, trade history, and all associated data.

Account Deletion

To permanently delete your account:

1. Go to Settings → Privacy
2. Click Delete Account
3. Confirm by entering your password
4. Acknowledge that this action is irreversible

Privacy Policy

Read our full privacy policy at copysync.net/privacy.

FAQ

Frequently asked questions about CopySync.

General

Can I copy between MT4 and MT5?

Yes. CopySync works cross-platform. Your master can be on MT4 and followers on MT5, or vice versa.

Can I copy between different brokers?

Yes. CopySync automatically maps symbol names between brokers. For non-standard names, you can set up custom symbol mappings.

How fast is the trade copying?

As low as 4 ms on same-region connections. Cross-region latency is typically 70–200 ms depending on distance.

Does the EA work on Mac?

MetaTrader itself only runs natively on Windows. You can use a VPS or a Windows virtual machine on macOS. We recommend a Windows VPS for 24/7 operation anyway.

Do I need to keep MetaTrader open?

Yes. The EA must be running on an active chart for trade copying to work. Use a VPS for uninterrupted 24/7 operation.

Trade Copying

What happens if my follower EA disconnects?

Trades that were opened will remain open. New trades from the master won't be copied until the follower reconnects. The EA automatically reconnects after a disconnection.

What about pending orders?

CopySync fully supports pending orders (buy limit, sell limit, buy stop, sell stop). They are copied, modified, and deleted in real time.

Can I set different lot sizes per follower?

Yes. Each connection (master-follower pair) can have its own lot calculation settings.

What if a symbol doesn't exist on my follower broker?

The trade will be skipped for that symbol. You'll see a notification in the dashboard. You can add a custom symbol mapping if the instrument is available under a different name.

Account & Billing

Can I change my plan?

Yes, upgrade or downgrade at any time from the dashboard. Changes take effect immediately.

Is there a free trial?

The Free plan is free forever with 1 master and 2 followers. No credit card required.

Why was my hosted account switched off?

On the Free plan, managed hosting slots are released again when they sit idle. If a hosted account goes 7 days without a trade you get a warning email, and after 14 days it is switched off and removed from the hosting server. Nothing is deleted — press Reactivate account in the dashboard to bring it straight back. Paid plans are exempt and are never switched off for inactivity. See Hosting Options.

How do I cancel my subscription?

Go to Settings → Billing in the dashboard. Your access continues until the end of the billing period.

Public API

Access your CopySync data programmatically via our read-only REST API.

Overview

The CopySync Public API lets you retrieve your account data, open positions, trade history, and statistics from external applications, bots, or custom dashboards. The API is read-only — no trades can be opened or modified through it.

Authentication

All requests require an API key sent via the X-API-Key header:

curl -H "X-API-Key: cs_live_abc123..." https://app.copysync.net/api/v1/accounts

Creating API Keys

1. Go to Settings in the dashboard
2. Scroll to Public API Keys
3. Enter a name and click Create Key
4. Copy the key immediately — it's only shown once

Base URL

https://app.copysync.net/api/v1

Rate Limits

The API allows 300 requests per 15 minutes per API key. Exceeding this returns HTTP 429.

Endpoints

Accounts

Trades

Statistics

Query Parameters

Response Format

All responses are JSON. Successful responses return the requested data directly. Errors return an error field:

// Success
{
  "accounts": [ { "id": 1, "name": "Master", "balance": 10500.00, ... } ]
}

// Error
{ "error": "Invalid API key" }

Example: Get Open Positions

curl -s -H "X-API-Key: cs_live_a1b2c3d4..." \
  https://app.copysync.net/api/v1/accounts/1/positions | jq

{
  "account_id": 1,
  "account_name": "Master IC Markets",
  "currency": "USD",
  "positions": [
    {
      "ticket": 12345678,
      "symbol": "EURUSD",
      "type": "buy",
      "lots": 0.10,
      "open_price": 1.08542,
      "profit": 23.50,
      "swap": -1.20,
      "time": "2026-04-20 08:30:00"
    }
  ]
}

Example: Get Closed Trades

curl -s -H "X-API-Key: cs_live_a1b2c3d4..." \
  "https://app.copysync.net/api/v1/trades?status=closed&from=2026-04-01&limit=50" | jq

{
  "trades": [ ... ],
  "total": 342,
  "limit": 50,
  "offset": 0
}

Security Notes

• API keys are hashed with SHA-256 — the raw key is never stored
• Each key is scoped to a single user — you can only access your own data
• Max 10 keys per user — revoke unused keys regularly
• Keys can have an expiration date for temporary integrations
• All requests must use HTTPS

Troubleshooting

Common issues and how to resolve them.

EA Won't Connect

Check DLL imports

Make sure Allow DLL imports is enabled in MetaTrader: Tools → Options → Expert Advisors.

Check allowed URLs (MT5 only)

Add your server region's hostname to the allowed URLs list: Tools → Options → Expert Advisors → Allow WebRequest for listed URL. Add https://uk.copysync.net (or your region).

Verify API Key

Ensure the API key in the EA matches your dashboard API key exactly. Copy-paste to avoid typos.

Check account name

The AccountName in the EA must match the account name in the dashboard exactly (case-sensitive).

Firewall / VPS

Ensure port 7777 is not blocked by your firewall or VPS provider. The EA needs outbound TCP access on this port.

Trades Not Copying

Check connection status

Both master and follower must show as connected (green) in the dashboard.

Verify the connection exists

Go to the Connections tab and confirm the master-follower link is active.

Check trade filters

If you have trade filters enabled, verify the symbol and direction aren't being blocked.

Check risk rules

If a risk rule was triggered, copying is paused for that follower. Check the dashboard for notifications and resume manually.

Symbol Mismatch

If your follower broker uses different symbol names:

1. Check if auto-detection handled it (most prefix/suffix differences are automatic)
2. If not, add a custom symbol mapping in Settings → Symbol Mappings

High Latency

• Ensure both EAs connect to the same server region for lowest latency
• Use a VPS geographically close to your broker's server
• Check your VPS network quality — packet loss causes retransmissions

Still Need Help?

Contact support via the dashboard ticket system or email support@copysync.net.