Any trader with a cTrader account can become a Strategy Provider to share trading strategies and charge fees from the Investors. The Strategy Providing option is available from the trader account profile. Please find the detailed information on the Account profiles above in the Account and Strategy profile section and follow the steps below to provide your strategy for copying.
Note that traders with Hedging accounts only can provide their strategies for copying. Providing strategies is impossible for Netting accounts.
To make sure the customers can select from the better choice of strategies, cTrader Copy applies the following requirements for all the Strategies that can be provided for copying from the Strategy list and can be found via the strategy finder.
These requirements apply to all users currently acting as the Strategy Providers or going to become a Strategy Provider. The strategies that do not meet the requirements will not be provided for copying from the Strategies list, and the investors will not be able to access them.
To become a Strategy Provider, select a trading account from the Accounts list to the left and click on it. The Account profile will appear on the right side. Note that the ability to charge fees for providing the strategies depends on the account type (Demo or Live) and membership type.
The ability to copy certain types of strategies is also regulated by the brokers by providing Investors with Full membership or Demo membership. Learn more from the Investing in Strategies section.
Check your account membership type before you start providing the strategies - FM or DM abbreviation in your account preview means Full or Demo membership respectively.
Note that providing Demo strategies deals with virtual funds only and doesn’t intend charging from the Investors.
When done, click Become a Strategy Provider to confirm your action.
Note that if you would like to change the fees or visibility options while providing a strategy, you have to stop it first. When providing a strategy, proceed to the Strategy Settings, select Edit Fees, and click Stop Providing Strategy.
Edit the required fees and click Save and Restart Providing Strategy. Note that when you stop providing a strategy, all the traders stop copying it automatically.
Note that only 300 Live and 300 Demo accounts from each participating broker can copy a strategy simultaneously. If the maximum number of followers is reached for a broker, then no new followers from that broker can start following the strategy. The limit has been imposed to ensure that all followers’ positions will be copied in a reasonable amount of time and that any discrepancy between execution prices between the strategy provider and the followers will be minimized.
When providing a strategy, click on your strategy preview in the Accounts list to expand the Strategy profile to the right for viewing the details, and managing the strategy. At the top of the Strategy profile, your strategy’s basic details are displayed:
Besides the standard charts and tables mentioned in the Account and Strategy Profile section, your Strategy profile will contain your personal strategy details in the Providers Analytics section. This section contains:
Click on the Strategy Provider cTrader ID to expand the full Strategy Provider statistics including Total Copied Capital, Strategy Activation date, Average Profit, Total Own Funds, Current Copiers, and All-Time Copiers. All the Providers' strategies are displayed below in the list.
Click Strategy Settings to the upper right of the Strategy profile to change the strategy sharing options, Minimum Investment, edit fees, or customize the strategy description. When done, click Save Changes to confirm your actions.
To stop sharing a strategy, click Stop Providing Strategy to the upper right and confirm your action in the pop-up. Note that when you stop providing a strategy, all the Investors will automatically stop copying it, and all the open positions within your strategy will be automatically closed for the followers.
After you have stopped sharing a strategy you can restart it, proceed to the Strategy Settings, or remove it completely if you are not going to share it anymore by clicking the trash bin icon.
As already mentioned, the strategies can be shared with the Investors in two ways - among all traders without any restrictions, or traders with invitation links only. In the first case, the strategies can be searched and discovered from the Strategies list or shared via public links. In the second - the traders with private one-time links only can follow them. Direct links to a strategy can be generated from the sharing menu to the top of a Strategy profile.
To invite traders to follow the strategy via a direct private link, the strategy sharing options should be set properly first. Sharing options can be set when you start providing a strategy in the Become Strategy Provider form, or when you are already providing a strategy in the Strategy Settings.
When you start providing a strategy, in the Become Strategy Provider form use the Allow Copying To drop-down to set sharing options. Select Traders with Invitation Links to hide the strategy from anyone else except those who have unique invitation links. Note that when you hide the strategy while any of the Investors are copying it, they will still keep copying it but the strategy will no longer be listed in the Strategies list.
When sharing options are set, the Personal Invitation Links section will be enabled in the sharing menu. Here you can generate and manage the individual invitation links.
To generate the individual links, enter the number of links you need (type or use toggles), and click Generate. The generated links will appear above in the list. Click Copy next to the required link to copy it.
Use checkboxes to select the required links for the group actions:
Note that when a recipient follows a direct link to a strategy, he will be prompted to log in or sign up to his cTrader ID. When logged in, the linked strategy will automatically open in cTrader Copy. If a recipient was already logged in with his cTrader ID credentials, then the linked strategy will be automatically opened.
Also, note that once a recipient follows the personal link and starts copying the strategy, the link will expire and will be removed from the list automatically.
A Provider can embed and publish strategies on the web with the embedded code provided in the sharing options. To get the embeddable code, click on the Embed button next to the cTrader ID on the top of the Strategy profile. Click Copy to Clipboard to copy the code and paste it wherever you would like to publish it.
Your Strategy profile will be published on the web with all the charts and tables including your current open positions updated in real-time. Clicking on the Start Copying button will redirect an Investor to your strategy in cTrader Copy, where he will be able to start copying it once he is logged in with his cTrader ID.
*Note that if you set a published strategy as private, then it will still be visible from the web, but when an Investor tries to copy it, he will be rejected.