A separate workflow from trading MAM
Trading MAM allocates a batch that an operator prepares and confirms. Copy trading follows supported source positions through configured subscriptions. TGS CRM keeps these workflows separate so users know which control and execution rules apply.
The current copy-trading release supports new market positions, SL/TP changes, proportional partial closes and full closes. It uses periodic position snapshots rather than a continuous stream of trading events. A position that opens and closes between polls may not be copied.
Explicit multi-broker routes
Sources and subscribers may belong to different brokers and different MT5 servers, provided both use supported hedging groups. Instrument mapping is explicit: each source symbol has a defined receiving symbol and route coefficient. The operator confirms instrument equivalence after reviewing contract conditions.
Subscriptions can use a source-volume multiplier or a fixed lot size. Volume is rounded down to the receiving instrument’s step. Entry controls include permitted direction, maximum spread, equity threshold, volume limits, entry age and the number of open copies. These controls do not guarantee identical risk or execution prices.
Consent, simulation and reconciliation
Simulation reads actual MT5 data while keeping hypothetical copies in a separate journal. It does not send trades or produce an actual performance record. Real mode requires client confirmation and administrator approval.
Unknown results block automatic resending and require evidence-based reconciliation. Pause blocks new entries while existing copies continue to be managed. Netting groups, pending source orders, performance rankings are outside the current scope.
Fee periods and execution-service availability
The separate Copy Trading accounting workspace reviews versioned rates, realized results and loss recovery before closing a completed UTC month. Administrators approve the accounting obligation; finance staff record verified external payments and reconcile the unpaid balance. The commission sandbox compares alternative rates without changing live tariffs.
Copying requires a running persistent execution worker. A stale or missing heartbeat means that service health needs investigation; opening the CRM does not prove that positions are being copied. Polling, broker execution and symbol compatibility still determine the actual result. These workflows describe the MT5 edition.
Implementation workflow
- 01
Define connections and account scope
- 02
Validate permissions and instrument settings
- 03
Test workflows in a demo environment
- 04
Agree production rollout and operations