CONFIGURATION #

Social Trading Admin is a dedicated administration panel available at st-admin.match-trade.com, used by brokers to manage their Copy Trading setup – including Money Managers, subscriptions, fees, and global sharing settings.

Key roles in the system:

• Money Manager – a trading account introduced into the Social Trading system. Trades are copied from this account to subscribers. Supported on Match-Trader (QFX), MT4, and MT5.
• Subscriber – a trading account that follows a chosen Money Manager with a defined budget.
• Global Master – a Money Manager whose trades can be followed not only by clients of the same broker, but also by subscribers from other brokers within the Match-Trade ecosystem.

IMPORTANT: The Social Trading Admin panel (st-admin.match-trade.com) is separate from the Back Office. Access it using your Back Office (CRM) login credentials.

SIDEBAR MENU OVERVIEW #

After logging in, you will see the following tabs in the left sidebar:

• Money Managers – manage and add Money Manager accounts
• Subscriptions – view all active subscriber relationships
• Fee – incentive fee history
• Global Master Fee – fees generated from cross-broker subscriptions
• Configuration – broker-level settings for Social Trading behavior
• Global Master Supported Brokers – (SuperAdmin only) control which brokers can access Global Masters from other brokers
• Logout

SUBSCRIPTIONS TAB #

In the Subscriptions tab, you can see all clients who have subscribed to Money Managers under your broker.

Column descriptions:

• Subscribed From – date and time when the subscription started.
• Amount Following – funds allocated to follow a particular Money Manager.
• Amount Changed – date and time of the last change to the subscription amount (if applicable).
• Maximal Loss – the maximum loss in the subscriber’s currency that the subscriber accepts. When exceeded, the subscription is automatically terminated (e.g. 30 = $30).
• Take Profit – an optional threshold at which the subscription will automatically stop (e.g. 50 = $50 profit).
• Subscription Profit – current profit or loss generated from following this Money Manager.
• High-Water Mark – shows the highest profit peak reached. If Subscription Profit is positive, HWM is met. If not, a red “✕” is displayed with information on how much additional profit is needed before the next incentive fee is triggered.
• Status – shows whether the subscription is currently active or paused.

To manually unsubscribe a client from the admin panel, use the action icons in the Subscriptions table.

FEE TAB #

The Fee tab shows incentive fees for closed profitable trades that have been credited to Money Managers’ balances. Fees are applied according to the High Water Mark (HWM) principle.

GLOBAL MASTER FEE TAB #

In the Global Master Fee tab, you can see fees generated from subscriptions made by clients of other broker companies following your Global Master Money Managers.

EVENT LOG TAB #

The Event Log tab allows you to monitor all significant Social Trading events in chronological order.

It is especially useful when a trade copy was not successful. Using the timestamp and position ID, you can locate a specific event and review detailed information about what occurred.

If multiple logs exist for the same Position ID, they are grouped into a single red block, which can be expanded to view full details.

MONEY MANAGER VIEW #

A trader can request to become a Money Manager themselves. To do this, they select “Become Money Manager” from the menu in their Client Office.

The request then appears in the Back Office, where you can either “Confirm” or “Reject” it.

⚠️ Important: Approving the request in the Back Office is not sufficient on its own. Once approved, you must also manually go to the ST Admin panel (st-admin.match-trade.com) and add the account as a Money Manager, following the same steps as described in the MONEY MANAGERS TAB section above. Only after this step will the account appear on the Copy Trading leaderboard.

Once the Money Manager is active, two tabs become visible to that client in their Client Office: LEADERBOARD and MONEY MANAGER ROOM.

• LEADERBOARD – shows all available Money Managers to follow and indicates whether any account is already being followed.
• MONEY MANAGER ROOM – displays the Money Manager’s account balance, number of followers, total amount invested by copiers, Return on Investment (ROI), and commissions received from followers.

ADDITIONAL NOTES

• Money Managers who have not opened any positions in the last 3 months are automatically hidden from the leaderboard in Client Office and Match-Trader.
• If a Money Manager’s name contains an email address, the system automatically hides the part after “@”, displaying only the prefix.
• The number of subscribers displayed on the leaderboard reflects only subscribers from the same broker as the Money Manager — not the total cross-broker count.
• Selected Money Manager accounts can be hidden from the leaderboard and Social Feed using environment variables (e.g. for test or unwanted accounts). Contact MTT support for configuration details.

After logging in, you will see the Money Managers section. Already added Money Managers will appear here and you can add new ones by clicking the “+” button.

To add a new Money Manager:

1. Select the broker from the “Select Broker” dropdown (if you have access to multiple brokers).
2. Enter the trading account number that you want to make a Money Manager and press the “Find Client” button. The name and the trading account login will load automatically.
3. Enter the Incentive fee percentage – commission the Money Manager will receive for profitable trades (e.g. entering 10 means 10%). The High Water Mark (HWM) rule is applied.
   
   Example: There is a 10% Incentive fee.
   1) Client makes a profit of $10 → pays $1 fee.
   2) After that he loses $5 → no fee, as there is no net profit.
   3) Client makes another $10 profit → current profit is $10 − $5 + $10 = $15. As fee was previously paid for $10 of profit, that is the HWM. $15 − $10 (HWM) = $5 of new profit → 10% = $0.50 incentive fee.
   
   Please note that open positions are also factored into the actual profit value. If the profit on closed positions is smaller than the loss on still-open positions, HWM will not be met and no incentive fee will be paid.
   See detailed examples in the INCENTIVE FEE section at the bottom of the page.

4. Subscription fee – a fixed commission the Money Manager receives regardless of performance. It is charged every 30 days (e.g. entering 12 means $12 every 30 days), with the first charge made immediately upon subscribing.
   ⚠️ Important: As of the latest update, subscription fee is no longer refunded when a client unsubscribes before the 30-day period ends. If a client does not have sufficient funds to cover the subscription fee, they will be detached automatically.
5. Minimum subscription amount – set a minimum amount required to subscribe to this Money Manager.
6. Global Master checkbox – if enabled, this Money Manager will be visible not only to your broker’s clients, but also to subscribers from other brokers within the Match-Trade ecosystem (subject to per-broker configuration). See the Global Master Supported Brokers section below.
7. Visible only on branch – makes this Money Manager visible only to clients within the same Branch in the Back Office.
8. Allow copy open positions – if enabled, new subscribers can choose to immediately copy positions that are currently open on the Money Manager’s account (executed at market price).
9. Press the “Save” button to confirm and add the Money Manager.

SUBSCRIBER VIEW #

Before subscribing to a Money Manager, the client can analyze the performance of each available Manager using the “DETAILS” button, which provides full statistics on that account.

In this section, every statistic is pointed out:

To subscribe:

1. Select a Money Manager from the leaderboard and press the “COPY” button.
2. Enter the subscription amount — this determines the proportional relationship between the follower’s and the Money Manager’s balance, and how trade volumes are scaled.
3. Optionally, set:

• Maximal Loss – auto-unsubscribe if losses exceed this amount.
• Take Profit – auto-unsubscribe when this profit level is reached.
• Single Position Stop Loss and Take Profit – applied per copied position.
• Copy open positions – choose which of the Money Manager’s currently open positions to copy immediately at market price.

To edit an existing subscription, the client should go to the Copy Trading section → “Copied Managers” → click the edit button on the relevant account. They can then update the subscription amount, stop loss, and take profit.

Then enter the subscription amount, which determines the proportion between the follower’s and the Money Manager’s balances and defines how trades will be mirrored. Optionally, the client can enable maximum loss and take‑profit limits, as well as Single Position Stop Loss and Take Profit. Subscribers can also choose which of the Money Manager’s currently open positions should be opened immediately on their own account at market price.

If a client wants to edit their subscription for a Money Manager they already follow, they simply need to go to the Copy Trading section, open Copied Managers, and click the Edit button on the ST account. From there, they can update the subscription amount, stop loss, and take profit.

To unsubscribe, the client should go to “Copied Managers” and click “Unsubscribe”. They will then choose between two methods:

Unsubscribe & Close Positions – stops copying and closes all positions that were copied from this Money Manager.

Unsubscribe only – stops copying new trades. Existing copied positions remain open.

INCENTIVE FEE #

Detailed examples of incentive fee calculations.

All examples assume a 10% incentive fee rate.

Example 1:

Master has 2 positions:

Position A: +500 USD (profitable)

Position B: −400 USD (loss, still open)
Closes Position A with +500 USD.
→ Open positions are at a loss, so they are factored in. Actual realized profit = 500 − 400 = 100 USD. Incentive fee is calculated on 100 USD

Example 2:

Master has 2 positions:

Position A: +500 USD (profitable)

Position B: +400 USD (profitable, still open)
Closes Position A with +500 USD.
→ Open positions are profitable, so they are NOT deducted. Actual realized profit = 500 USD. Incentive fee is calculated on 500 USD.

Example 3:

Master has 3 positions:

Position A: +500 USD

Position B: −400 USD (open loss)

Position C: −200 USD (open loss)
Closes Position A with +500 USD.

→ Total open loss (600 USD) exceeds closed profit (500 USD). No incentive fee is charged

Example 4:

Master has 2 positions:

Position A: +500 USD

Position B: −400 USD (open loss)
Closes Position A → realized profit = 100 USD (500 − 400). Fee is charged on 100 USD.
Then Position B moves from −400 USD to +400 USD. Master closes it.
→ Open profit changes from −400 to 0, and closed profit increases by 400 USD.
Fee is now calculated on a total of 800 USD (reflecting the change in both open and closed trades).

Example 5:

Master has 2 positions:

Position A: −200 USD (open loss)

Position B: −400 USD (open loss)
Closes Position A with a loss of −200 USD.
→ No incentive fee. Open PnL is not checked or recorded.
Then Position B moves from −400 USD to +400 USD. Master closes it.
→ Fee of 200 USD is calculated based on the final net profit across closed trades.