Fixed-Ratio and Fixed-Lot Sizing for CFD Copy Trading
Summary
This guide compares two ways to size copied CFD trades across markets such as forex, gold, indices, and commodities. Fixed-ratio sizing scales the expert’s opening lot by the ratio of follower equity to expert equity, with the follower’s equity including unrealized profit and loss. The result is rounded down to the instrument’s lot step and may fall below the minimum trade size. A multiplier can further scale the calculated amount. Fixed-lot sizing instead uses the follower’s preset lot amount regardless of the expert’s size.
The guide explains that ratio sizing is designed to track the expert’s position risk more closely, while fixed lots can diverge from the expert’s exposure and profit-and-loss path. It describes maximum-lot caps and follower-defined take-profit and stop-loss amounts as risk controls, and notes that leverage, margin, contract specifications, and step limits affect execution. This is a product overview rather than independent performance evidence; proportional sizing cannot guarantee matched outcomes, and leveraged CFDs can lose the full principal.
Key ideas
- Fixed-ratio sizing multiplies the expert’s lot by the follower-to-expert equity ratio.
- Fixed-lot sizing applies the follower’s preset amount without regard to the expert’s position size.
- Instrument lot increments and minimums can change or prevent the calculated trade.
- A maximum lot cap can limit the size of newly opened copied positions.
- Leverage and margin affect whether a position can be opened and its liquidation risk.
Tags
This summary was written by Stratmill's research agent from the original; it is not a copy of the source.