SyncGuard Local Copier - Complete Setup Guide for Beginners and Advanced Users
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SyncGuard Local Copier - Complete Setup Guide for Beginners and Advanced Users

7 March 2026, 04:07
The Hung Ngo
The Hung Ngo
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This guide is designed for both beginners and advanced users.

It applies to both products:

How to use this guide

  • If you are new, start with Quick Start.
  • If you already understand the basics, go to Input Guide by Section.
  • If you want a ready-made configuration idea, go to Recommended Setup Recipes.

1. Platform combinations

Use only the MT5 version for:

  • MT5 to MT5

Use only the MT4 version for:

  • MT4 to MT4

Use both versions for:

  • MT5 to MT4
  • MT4 to MT5

If you want cross-platform copying, both products must be installed on the correct terminals.

2. Quick Start for Beginners

Goal of the first test

Do not try to configure everything at once. The best first test is:

  • one transmitter
  • one receiver
  • one symbol
  • one very small demo trade

The main settings you need first

  • Mode: TX / RX / BOTH / OFF
  • Channel ID (must match on TX & RX)
  • TX ID (unique sender name)
  • RX ID (unique receiver name)
  • Lot mode (Fixed/Mult/Risk/...)
  • Fixed lot (LotMode=Fixed) or Lot multiplier (LotMode=Multiplier)
  • Symbol map: SRC=DST;SRC2=DST2 only if broker symbol names are different

For the first demo test, leave the advanced settings at default values.

Step-by-step first setup

  1. Attach the EA to the master terminal chart.
  2. Set Mode: TX / RX / BOTH / OFF to TX.
  3. Attach the EA to the receiver terminal chart.
  4. Set Mode: TX / RX / BOTH / OFF to RX.
  5. On both terminals, use the same Channel ID (must match on TX & RX).
  6. On the master terminal, set TX ID (unique sender name) to something clear, for example TX1.
  7. On the receiver terminal, set RX ID (unique receiver name) to something clear, for example RX1.
  8. On the receiver, set Lot mode (Fixed/Mult/Risk/...) to Fixed.
  9. Then set Fixed lot (LotMode=Fixed) to a small value such as 0.01.
  10. Keep Copy SL/TP enabled.
  11. Keep Auto-recover (auto resync on mismatch) enabled.
  12. Keep RX snapshot on start (copy open trades) enabled.
  13. Enable AutoTrading.
  14. Open one small demo trade on the transmitter terminal.
  15. Confirm that the trade is copied to the receiver terminal.

Recommended beginner profile

  • Mode: TX / RX / BOTH / OFF = TX on master, RX on receiver
  • Channel ID (must match on TX & RX) = same on both terminals
  • TX ID (unique sender name) = TX1
  • RX ID (unique receiver name) = RX1
  • Lot mode (Fixed/Mult/Risk/...) = Fixed
  • Fixed lot (LotMode=Fixed) = 0.01
  • Copy SL/TP = enabled
  • Auto-recover (auto resync on mismatch) = enabled
  • RX snapshot on start (copy open trades) = enabled
  • RX auto-detect prefix/suffix = enabled

3. Setup by use case

MT5 to MT5

  1. Install the MT5 product on both MT5 terminals.
  2. Set one terminal to TX.
  3. Set the other terminal to RX.
  4. Use the same Channel ID (must match on TX & RX).
  5. Use a clear transmitter ID and receiver ID.
  6. Use a simple fixed lot on the receiver for the first test.
  7. Open one small demo trade and confirm the copy.

MT4 to MT4

  1. Install the MT4 product on both MT4 terminals.
  2. Set one terminal to TX.
  3. Set the other terminal to RX.
  4. Use the same Channel ID (must match on TX & RX).
  5. Use a clear transmitter ID and receiver ID.
  6. Use a small fixed lot on the receiver.
  7. Open one small demo trade and confirm the copy.

MT5 to MT4

  1. Install the MT5 product on the MT5 terminal.
  2. Install the MT4 product on the MT4 terminal.
  3. Set the MT5 terminal to TX.
  4. Set the MT4 terminal to RX.
  5. Use the same Channel ID (must match on TX & RX).
  6. Check symbol names on both brokers.
  7. If symbol names differ, use Symbol map: SRC=DST;SRC2=DST2 or prefix/suffix settings.
  8. Use a small fixed lot for the first test.
  9. Open one demo trade on the MT5 terminal and confirm the copy on MT4.

MT4 to MT5

  1. Install the MT4 product on the MT4 terminal.
  2. Install the MT5 product on the MT5 terminal.
  3. Set the MT4 terminal to TX.
  4. Set the MT5 terminal to RX.
  5. Use the same Channel ID (must match on TX & RX).
  6. Check symbol names on both brokers.
  7. If needed, configure symbol mapping.
  8. Use a small fixed lot for the first test.
  9. Open one demo trade on the MT4 terminal and confirm the copy on MT5.

One transmitter to multiple receivers

  1. First make one transmitter and one receiver work correctly.
  2. Add the second receiver only after the first receiver is confirmed working.
  3. Use the same Channel ID (must match on TX & RX) for all terminals in the same group.
  4. Use one clear transmitter ID on the master terminal.
  5. Use a different RX ID (unique receiver name) for each receiver, such as RX1, RX2 and RX3.
  6. Configure lot settings separately on each receiver if needed.
  7. Test each receiver with a small trade before live use.

4. What is normally copied

  • market orders
  • pending orders
  • order modifications
  • full closes
  • partial closes

This makes the copier suitable for real daily use, not only simple order opening.

5. Input Guide by Section

This section explains the visible input labels shown in the EA settings window.

How to read this section

  • What it does = the purpose of the setting
  • Use it when = when you may want to change it
  • Beginner recommendation = the safest starting approach

===== 1) QUICK SETUP =====

This is the most important section for first-time users. Most users can complete the first successful test using only this section.

Mode: TX / RX / BOTH / OFF

  • What it does: sets the role of the terminal.
  • Use it when: you decide whether this terminal should send trades, receive trades, do both, or stay inactive.
  • Beginner recommendation: use TX on the master terminal and RX on the receiver terminal.

Channel ID (must match on TX & RX)

  • What it does: defines the local copy channel used by the transmitter and receiver.
  • Use it when: you want to create one copy group or separate multiple copy groups.
  • Beginner recommendation: use the same simple channel value on both sides, for example CH01.

TX ID (unique sender name)

  • What it does: gives the transmitter a clear identity.
  • Use it when: you want the receiver to follow a specific master clearly.
  • Beginner recommendation: use a simple value such as TX1 or MASTER1.

RX ID (unique receiver name)

  • What it does: gives the receiver its own identity.
  • Use it when: you want to distinguish one receiver from another, especially in multi-receiver setups.
  • Beginner recommendation: use values such as RX1, RX2 and RX3 for different receivers.

Symbol map: SRC=DST;SRC2=DST2

  • What it does: maps source broker symbol names to receiver broker symbol names.
  • Use it when: symbol names are different between brokers.
  • Beginner recommendation: leave empty unless symbols are different. Example: EURUSD=EURUSDm;XAUUSD=GOLD.

RX symbol prefix

  • What it does: adds a prefix to the receiver symbol name.
  • Use it when: the receiver broker uses a common prefix on many symbols.
  • Beginner recommendation: leave empty unless you already know the broker uses a common prefix.

RX symbol suffix

  • What it does: adds a suffix to the receiver symbol name.
  • Use it when: the receiver broker uses a common suffix such as m or .a.
  • Beginner recommendation: leave empty unless you know a suffix is needed.

RX auto-detect prefix/suffix

  • What it does: tries to detect common symbol naming differences automatically.
  • Use it when: brokers use similar names with common prefixes or suffixes.
  • Beginner recommendation: keep enabled.

Lot mode (Fixed/Mult/Risk/...)

  • What it does: decides how receiver lot size is calculated.
  • Use it when: you want same-size copying, scaled copying, fixed-lot copying or risk-based copying.
  • Beginner recommendation: start with Fixed or Multiplier.

Fixed lot (LotMode=Fixed)

  • What it does: sets the receiver lot size when lot mode is Fixed.
  • Use it when: you want a simple, constant receiver lot size regardless of transmitter size.
  • Beginner recommendation: start with 0.01 on demo.

Lot multiplier (LotMode=Multiplier)

  • What it does: multiplies the transmitter lot size by a chosen factor.
  • Use it when: you want the receiver to copy larger or smaller lots proportionally.
  • Beginner recommendation: start with a conservative value such as 0.5 or 1.0.

RX magic number (tag copier trades)

  • What it does: tags receiver-side copier trades with a magic number.
  • Use it when: you want copier trades to be separated from other trades on the receiver account.
  • Beginner recommendation: leave the default value unless you already use a magic-number workflow.

Copy SL/TP

  • What it does: copies stop loss and take profit to the receiver side.
  • Use it when: you want copied trades to include the original protective levels and targets.
  • Beginner recommendation: keep enabled.

Max spread (points, 0=off)

  • What it does: blocks or delays receiver execution when spread is too high.
  • Use it when: you want extra protection during bad spread conditions.
  • Beginner recommendation: keep it simple at first; only set it if you know your broker spread behavior.

High spread action: HOLD/RETRY/SKIP

  • What it does: defines what the receiver does if spread is above the allowed limit.
  • Use it when: you want safer or stricter execution behavior during high spread.
  • Beginner recommendation: use HOLD.

Reverse direction (BUY<->SELL)

  • What it does: reverses the copied trade direction.
  • Use it when: you intentionally want opposite-direction copying.
  • Beginner recommendation: leave disabled.

Force resync on start

  • What it does: refreshes the receiver state when the EA starts.
  • Use it when: you want a clean alignment after attaching or restarting.
  • Beginner recommendation: usually leave at default unless you intentionally want a startup refresh.

Auto-recover (auto resync on mismatch)

  • What it does: allows automatic recovery when transmitter and receiver state do not match.
  • Use it when: you want the copier to recover more easily in practical use.
  • Beginner recommendation: keep enabled.

RX snapshot on start (copy open trades)

  • What it does: allows the receiver to request the current open-state snapshot when it starts.
  • Use it when: the receiver may attach after the transmitter already has open trades.
  • Beginner recommendation: keep enabled.

Show on-chart panel

  • What it does: shows or hides the panel on the chart.
  • Use it when: you want a visible status panel on the chart.
  • Beginner recommendation: keep enabled if you like visual status information.

Log level

  • What it does: controls how much information is written to the journal.
  • Use it when: you need more detail for troubleshooting.
  • Beginner recommendation: use a normal information level for daily use.

===== 2) TRANSMITTER (TX) =====

This section controls what the transmitter sends out.

TX magic filter

  • What it does: sends only trades with a specific magic number.
  • Use it when: you want to copy only one strategy from the master account.
  • Beginner recommendation: leave broad or default if you want to copy all trades.

TX copy manual trades

  • What it does: includes manually opened trades in copying.
  • Use it when: you trade manually on the master terminal.
  • Beginner recommendation: keep enabled if you want manual trades copied.

TX copy EA trades

  • What it does: includes EA-opened trades in copying.
  • Use it when: your master account trades are opened by expert advisors.
  • Beginner recommendation: keep enabled if you want EA trades copied.

TX include pending orders

  • What it does: sends pending orders as well as market orders.
  • Use it when: you want stop orders and limit orders copied too.
  • Beginner recommendation: keep enabled for full practical copying.

TX comment filter

  • What it does: sends only trades whose comments match specific text.
  • Use it when: you want to isolate one strategy by comment.
  • Beginner recommendation: leave empty unless you intentionally need comment-based filtering.

TX ignore copier trades

  • What it does: prevents the transmitter from re-copying trades created by the copier.
  • Use it when: you want to avoid loops and cleaner TX behavior.
  • Beginner recommendation: keep enabled.

TX snapshot server

  • What it does: allows the transmitter to serve current-state snapshots to receivers.
  • Use it when: you want better late attach, restart alignment and recovery behavior.
  • Beginner recommendation: keep enabled.

TX publish account info

  • What it does: makes transmitter account information available for scaling and compatibility support.
  • Use it when: you want proportional copying to work more smoothly across different accounts.
  • Beginner recommendation: keep enabled.

The remaining TX timing and polling inputs are mainly for advanced tuning. Most users should leave them unchanged.

===== 3) RECEIVER (RX) =====

This section controls what the receiver accepts and how it follows the transmitter.

Auto-apply symbol map

  • What it does: applies symbol mapping automatically when mapping is available.
  • Use it when: you want symbol mapping to work without manual re-application.
  • Beginner recommendation: keep enabled.

Allow symbols / Block symbols

  • What it does: limits copying to selected symbols or blocks unwanted symbols.
  • Use it when: you want to copy only certain instruments.
  • Beginner recommendation: leave open at first unless you intentionally want symbol filtering.

Allow magic / Block magic

  • What it does: filters copied trades by magic number on the receiver side.
  • Use it when: you want only some strategies to be accepted.
  • Beginner recommendation: leave broad unless you already use magic-based filtering.

Comment include / exclude filters

  • What it does: filters copied trades by comment text.
  • Use it when: you want to allow or block trades by comment naming.
  • Beginner recommendation: leave empty unless you intentionally want comment filtering.

Allow buy / Allow sell / Allow market / Allow pending

  • What it does: controls which types of trade actions are allowed on the receiver.
  • Use it when: you want to block some trade types while still copying others.
  • Beginner recommendation: leave all enabled for the first full demo test.

Fast sequential scan

  • What it does: improves receiver-side event processing efficiency.
  • Use it when: you want normal practical performance.
  • Beginner recommendation: keep enabled.

TX discovery interval

  • What it does: controls how often the receiver looks for available transmitters.
  • Use it when: you want to tune detection frequency.
  • Beginner recommendation: leave at default.

Skip old backlog when a new TX is found

  • What it does: skips old backlog when the receiver finds a transmitter late.
  • Use it when: you want practical current-state attachment rather than replaying old history.
  • Beginner recommendation: keep enabled.

Request snapshot when a new TX is found

  • What it does: requests a fresh current-state snapshot when a new transmitter is detected.
  • Use it when: you want safer late attach behavior.
  • Beginner recommendation: keep enabled.

Wait for snapshot before following a new TX

  • What it does: makes the receiver wait for current-state alignment before fully following a newly found transmitter.
  • Use it when: you want a safer attach flow.
  • Beginner recommendation: keep enabled.

Missing-event gap policy

  • What it does: defines what the receiver should do if some expected copy events are missing.
  • Use it when: you want to control whether the receiver waits, skips or freezes when there is a gap.
  • Beginner recommendation: use the safe snapshot-based option.

Snapshot request cooldown

  • What it does: limits how often the receiver sends snapshot requests.
  • Use it when: you want to reduce repeated snapshot requests.
  • Beginner recommendation: leave at default.

Snapshot wait timeout

  • What it does: defines how long the receiver waits before fallback logic applies.
  • Use it when: you want to control how strict snapshot waiting should be.
  • Beginner recommendation: leave at default.

Allow legacy fallback if snapshot wait times out

  • What it does: allows a compatible fallback recovery path if the preferred snapshot path is not available.
  • Use it when: you want a more tolerant operational behavior.
  • Beginner recommendation: keep enabled.

Request snapshot after auto-recover

  • What it does: asks for a fresh snapshot after automatic recovery.
  • Use it when: you want better re-alignment after recovery.
  • Beginner recommendation: keep enabled.

Reconcile interval

  • What it does: controls how often the receiver reconciles its state with the transmitter.
  • Use it when: you want to tune how often consistency checks run.
  • Beginner recommendation: leave at default.

Copy delay

  • What it does: delays receiver copying intentionally.
  • Use it when: you deliberately want delayed execution behavior.
  • Beginner recommendation: leave unchanged.

Maximum event age

  • What it does: blocks receiver actions on events that are too old.
  • Use it when: you do not want delayed old actions to execute later.
  • Beginner recommendation: leave at default unless you understand why you need it.

Use copying expiration / copying expiration time

  • What it does: expires very old delayed opening events.
  • Use it when: you want stricter control over stale delayed copies.
  • Beginner recommendation: leave default unless your workflow specifically needs it.

Copying delay

  • What it does: delays opening actions intentionally.
  • Use it when: you deliberately want delayed-copy behavior.
  • Beginner recommendation: leave unchanged.

Better price only

  • What it does: allows the receiver to open only if the price is not worse than the transmitter price.
  • Use it when: you want stricter price-quality control.
  • Beginner recommendation: use only after the basic setup is already working well.

Wait for better price on open

  • What it does: holds the open until a better price condition is met.
  • Use it when: you intentionally prefer delayed but potentially better entries.
  • Beginner recommendation: leave default at first.

Better price difference

  • What it does: defines the acceptable price difference for better-price logic.
  • Use it when: you use better-price behavior and want to tune it.
  • Beginner recommendation: leave default unless better-price logic is already part of your plan.

===== 4) LOT / RISK =====

This section controls receiver lot sizing and protection.

Same-lot adjustment

  • What it does: adds or subtracts a small offset from same-lot copying.
  • Use it when: you want almost-the-same lot size with a small adjustment.
  • Beginner recommendation: leave unchanged unless you specifically need it.

Per-symbol multiplier map

  • What it does: applies different lot multipliers to different symbols.
  • Use it when: you want one symbol copied more conservatively than another.
  • Beginner recommendation: leave empty unless you need symbol-specific lot control.

Risk percent

  • What it does: defines the account risk percentage for risk-based lot modes.
  • Use it when: you choose a risk-based lot mode.
  • Beginner recommendation: do not start with this unless you already understand risk-based sizing.

Risk money

  • What it does: defines a fixed money risk for money-based risk modes.
  • Use it when: you intentionally want money-risk sizing.
  • Beginner recommendation: leave unchanged unless you use that specific lot mode.

Reference TX balance

  • What it does: provides a balance reference for proportional scaling.
  • Use it when: you want scaling relative to a chosen transmitter balance reference.
  • Beginner recommendation: leave at default unless you intentionally use proportional reference logic.

Virtual SL points

  • What it does: gives risk-based lot modes an assumed stop-loss distance if no real SL exists.
  • Use it when: you use risk-based modes on trades without actual stop loss values.
  • Beginner recommendation: leave unchanged unless you already use risk-based sizing.

Minimum lot / Maximum lot

  • What it does: clamps receiver lot size inside a safe range.
  • Use it when: you want to protect against too-small or too-large lots.
  • Beginner recommendation: set realistic limits for your broker and account.

Maximum exposure lots

  • What it does: limits total receiver exposure.
  • Use it when: you want a hard cap on copied exposure.
  • Beginner recommendation: useful if you want additional protection.

Maximum trades per symbol

  • What it does: limits how many receiver trades may exist for one symbol.
  • Use it when: you want to prevent too many positions on one instrument.
  • Beginner recommendation: leave default unless you intentionally want this restriction.

Maximum split orders

  • What it does: controls how large receiver positions may be split into multiple orders.
  • Use it when: large receiver volume may need splitting.
  • Beginner recommendation: leave default.

Netting mode

  • What it does: controls behavior in MT5 netting-style environments.
  • Use it when: you work with netting accounts and know which netting behavior you want.
  • Beginner recommendation: leave at default.

Lots per 1000

  • What it does: defines scaling for lot modes based on lots per 1000 account size.
  • Use it when: you intentionally use that type of lot mode.
  • Beginner recommendation: ignore until you need that specific sizing method.

Enable currency conversion

  • What it does: helps when transmitter and receiver accounts use different currencies.
  • Use it when: account currencies differ.
  • Beginner recommendation: keep enabled.

Per-symbol max spread map

  • What it does: sets different spread limits for different symbols.
  • Use it when: you want tighter spread control on some instruments than on others.
  • Beginner recommendation: leave empty unless you need symbol-specific spread logic.

Maximum price deviation

  • What it does: limits how far execution may drift from the transmitter price.
  • Use it when: you want stricter price control.
  • Beginner recommendation: leave default unless you already understand the trade-off.

===== 5) EXECUTION =====

This section controls how receiver trade actions are executed.

Slippage

  • What it does: defines allowed slippage during execution.
  • Use it when: you want to tighten or loosen execution tolerance.
  • Beginner recommendation: leave at default unless your broker requires tuning.

Filling mode

  • What it does: sets the order filling behavior on MT5.
  • Use it when: your broker requires a specific filling mode.
  • Beginner recommendation: leave at automatic if available.

Auto-adjust stops

  • What it does: adjusts SL and TP if broker stop or freeze levels require it.
  • Use it when: you want smoother compatibility across brokers.
  • Beginner recommendation: keep enabled.

TP multiplier / SL multiplier

  • What it does: scales copied TP or SL distances.
  • Use it when: you want wider or tighter copied exits than the original trade.
  • Beginner recommendation: leave default until the basic setup is already working.

TP offset / SL offset

  • What it does: shifts copied TP or SL by a fixed number of points.
  • Use it when: you want consistent offset adjustments.
  • Beginner recommendation: leave default at first.

Close FIFO

  • What it does: closes positions in oldest-first order.
  • Use it when: broker rules or your workflow require FIFO behavior.
  • Beginner recommendation: leave disabled unless you specifically need it.

Close only at better price

  • What it does: applies better-price logic to close operations.
  • Use it when: you want stricter price-quality control on closes.
  • Beginner recommendation: leave default at first.

Retry failed actions

  • What it does: retries trade actions that fail temporarily.
  • Use it when: you want more practical resilience during execution problems.
  • Beginner recommendation: keep enabled.

Retry count / retry delay / retry interval

  • What it does: controls how retries are performed.
  • Use it when: you want to tune retry behavior for a specific broker or workflow.
  • Beginner recommendation: leave at default.

Stop after N trades

  • What it does: stops the receiver after a chosen number of copied trades.
  • Use it when: you want limited-duration or limited-count copying sessions.
  • Beginner recommendation: leave disabled unless you need this behavior.

Stop after N seconds

  • What it does: stops the receiver after a chosen amount of time.
  • Use it when: you want timed copying sessions.
  • Beginner recommendation: leave disabled unless intentionally needed.

Close copier trades on stop

  • What it does: closes receiver-side copier trades when auto-stop is triggered.
  • Use it when: you want stop behavior to close copied exposure as well.
  • Beginner recommendation: use carefully.

Auto-stop mode: hard skip / soft pause

  • What it does: defines what stop means operationally.
  • Use it when: you want stop to behave like a pause or like a strict skip.
  • Beginner recommendation: soft pause is easier to understand for temporary stops.

Multi-receiver safe mode

  • What it does: makes multi-receiver setups safer.
  • Use it when: one transmitter copies to more than one receiver.
  • Beginner recommendation: keep enabled in multi-receiver setups.

Delete processed events / move processed events to done

  • What it does: controls housekeeping for processed local copier events.
  • Use it when: you intentionally want different processed-file handling.
  • Beginner recommendation: leave defaults unchanged.

===== 6) SAFETY / SESSION =====

This section is for protection rules and time filters.

Daily loss limit / Daily loss percent

  • What it does: protects the receiver after a chosen daily loss threshold.
  • Use it when: you want daily downside protection.
  • Beginner recommendation: useful if you already know your protection limits.

Maximum drawdown percent

  • What it does: protects the receiver from deeper drawdown.
  • Use it when: you want a higher-level account protection rule.
  • Beginner recommendation: use only if you clearly understand your desired protection threshold.

Daily profit target / Daily profit percent

  • What it does: can limit activity after a chosen profit target is reached.
  • Use it when: you want to pause or control copying after reaching a daily target.
  • Beginner recommendation: optional.

Pause on safety trigger

  • What it does: pauses the copier when a safety rule is triggered.
  • Use it when: you want a softer safety reaction.
  • Beginner recommendation: easier to understand than aggressive close-all behavior.

Close all copier trades on safety trigger

  • What it does: closes all copier trades when a safety rule is triggered.
  • Use it when: you intentionally want strong protective action.
  • Beginner recommendation: use carefully.

Safety cooldown

  • What it does: prevents safety actions from repeating too often in a short period.
  • Use it when: you want more stable safety behavior.
  • Beginner recommendation: leave at default.

Enable session filter

  • What it does: allows copying only during chosen time windows.
  • Use it when: you want copying limited to certain sessions.
  • Beginner recommendation: leave disabled unless you intentionally need time filtering.

Allowed weekdays

  • What it does: controls which weekdays are allowed for copying.
  • Use it when: you want day-based restrictions.
  • Beginner recommendation: leave broad unless your workflow requires day filtering.

Session time windows

  • What it does: defines the allowed time ranges for copying.
  • Use it when: you want copying active only during selected hours.
  • Beginner recommendation: leave at default unless you intentionally need session-based control.

Apply time filter to open events only or to all events

  • What it does: decides whether time filtering affects only new opens or all event types.
  • Use it when: you want stricter session behavior.
  • Beginner recommendation: applying time filtering only to open events is easier to understand.

===== 7) UI / NOTIFY =====

This section controls messages and panel appearance.

Notify on trades

  • What it does: sends notifications for successful copied trade actions.
  • Use it when: you want trade alerts.
  • Beginner recommendation: optional.

Notify on errors

  • What it does: sends notifications when something goes wrong.
  • Use it when: you want error alerts.
  • Beginner recommendation: useful if you actively monitor the copier.

Push notifications / Email notifications

  • What it does: sends alerts through MetaTrader push or email.
  • Use it when: those notification channels are already configured properly in MetaTrader.
  • Beginner recommendation: use only if your notification setup is already working.

Notification throttle

  • What it does: prevents too many notifications from being sent too quickly.
  • Use it when: you want to reduce notification spam.
  • Beginner recommendation: leave at default.

Panel position and colors

  • What it does: controls the appearance and placement of the chart panel.
  • Use it when: you want a different visual layout on the chart.
  • Beginner recommendation: purely optional.

===== 8) ADVANCED / DIAGNOSTICS =====

This section is mainly for troubleshooting and advanced tuning. Most users should leave this section at default values.

Diagnostics mode

  • What it does: adds more detailed logs.
  • Use it when: you are troubleshooting a problem.
  • Beginner recommendation: use only when needed.

Auto-resync cooldown

  • What it does: limits how often automatic resync may happen.
  • Use it when: you want to tune recovery frequency.
  • Beginner recommendation: leave default.

Days to keep local files

  • What it does: controls how long local copier files are retained.
  • Use it when: you want shorter or longer local history retention.
  • Beginner recommendation: leave default.

Timer interval / processing limits / scan batch size / protocol version

  • What it does: controls deeper processing and operational behavior.
  • Use it when: you already understand the performance or diagnostic reason for changing them.
  • Beginner recommendation: leave unchanged.

6. Recommended Setup Recipes

Recipe A - Easiest first demo test

  • TX on master, RX on receiver
  • Same Channel ID on both terminals
  • Clear TX ID and RX ID
  • Lot mode = Fixed
  • Fixed lot = 0.01
  • Copy SL/TP = enabled
  • Auto-recover = enabled
  • RX snapshot on start = enabled
  • Leave the rest at default

Recipe B - Same-size copying

  • Lot mode = Same
  • Optional same-lot adjustment only if needed
  • Check minimum lot and maximum lot values

Recipe C - Smaller receiver size

  • Lot mode = Multiplier
  • Lot multiplier = for example 0.5

Recipe D - Fixed receiver lot

  • Lot mode = Fixed
  • Fixed lot = for example 0.01 or 0.02

Recipe E - Different broker symbol names

  • Keep auto-detect prefix/suffix enabled first
  • If needed, use Symbol map
  • Use prefix or suffix only when broker naming is consistent

Recipe F - One transmitter to multiple receivers

  • Use a different RX ID for each receiver
  • Keep Multi-receiver safe mode enabled
  • Test each receiver separately before live use

Recipe G - Safer spread handling

  • Set a reasonable Max spread
  • Use High spread action = HOLD

7. Common beginner mistakes

  • Using different Channel IDs on transmitter and receiver
  • Forgetting to enable AutoTrading
  • Not checking broker symbol name differences
  • Changing advanced settings before the first successful test
  • Using a lot mode they do not fully understand
  • Using the same receiver ID for multiple receivers
  • Trying live accounts before completing a full demo test

8. Full test before live use

Before moving to live accounts, test the following on demo:

  1. Open one market order
  2. Confirm the copied open
  3. Modify stop loss or take profit
  4. Place one pending order
  5. Modify or delete the pending order
  6. Close one trade fully
  7. If possible, test one partial close

9. Troubleshooting checklist

  1. Is one terminal set to TX and the other to RX?
  2. Do both terminals use the same Channel ID?
  3. Is AutoTrading enabled?
  4. Are the symbol names correct on the receiver broker?
  5. Do you need Symbol map or prefix/suffix settings?
  6. Is the receiver lot size allowed by the broker?
  7. Are you using the correct MT4 and MT5 products for your platform combination?
  8. Did you leave advanced settings at default for the first test?

10. Final advice

The copier includes many inputs because it is designed for both simple and advanced workflows. That does not mean you need to configure all of them.

The best approach for most users is:

  1. start with the simplest possible setup
  2. confirm one successful copied demo trade
  3. then configure symbol handling if needed
  4. then adjust lot settings
  5. only after that explore filters, safety controls and advanced options

This step-by-step approach gives the fastest success and reduces mistakes.

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