# About Heron Copier Source: https://docs.heroncopier.com/about Heron Copier started as a simple trade copier for MT5 and cTrader accounts and has since evolved into a **multi-platform** trade copier that supports cTrader, MetaTrader 4, MetaTrader 5, TradeLocker, MatchTrader, and DXTrade accounts. I developed Heron Copier as a personal project to help me copy trades between my cTrader accounts. I later decided to share it with the trading community, and it has since grown into a full-fledged trade copier that supports **multiple platforms** used by traders worldwide. Being a (prop) trader myself, I understand the importance of having a [versatile](/usecases), reliable trade copier that can copy trades quickly and accurately. I have put a lot of effort into making Heron Copier fast, reliable, and easy to use. Unlike other local-based trade copiers out there, Heron Copier provides a [dashboard page](/setup/monitoring) that allows you to monitor your trades in real-time and manage your accounts without having to login to your VPS. You can also configure Heron Copier to copy trades based on your risk management rules. And lastly... it doesn't have limitation on the number of accounts you can use it on for the local version. Starting on June 2025, a cloud version of Heron Copier was made available to the public. It is entirely based on the same technology as the local version, except that it runs on our cloud infrastructure. I believe that the trader should be able to choose between a local and cloud-based copier based on their needs and preferences, therefore, the cloud version was not meant to replace the local version, but rather to complement it. # Product Updates Source: https://docs.heroncopier.com/changelog/changelog Slave copier apps **20260710**: * Added two opt-in trade-entry safeguards: **Block Trade Without TP** and **Block Trade Without SL**. * Both settings are disabled by default. If **Block Trade Without TP** is enabled, the slave skips a new `Open` instruction when the master did not pre-set a raw TP; **Block Trade Without SL** does the same when the master did not pre-set a raw SL. * These safeguards apply only to new `Open` instructions. `Close`, `Modify`, and `Partial` instructions continue unchanged. * Supported on MT4, MT5, cTrader, DXTrade, MatchTrader, and TradeLocker accounts. MT5 master copier app for the local version: * Improved the license key validation TradeLocker slave and master copier apps for the local version: * TradeLocker master copier app: better TP/SL handling. * TradeLocker slave copier app: fixed missing global lot size cap and symbol-specific lot size cap in saved profile. MatchTrader slave copier app for the local version: * Fixed the non-API mode for various prop firms. This fix is required because non-API mode uses browser automation, and some prop firms recently made changes to their web platforms that made the copier incompatible with them. If you use non-API mode, you should update to this version. The dashboard has been redesigned to make it cleaner, faster, and easier to customize around the things you actually care about. What’s new: * Dashboard now supports extra widgets whenever you need them * You can remove widgets you don’t use, except for the accounts list (it has to be there by default, else you won't be able to see your accounts) * The dashboard has been redesigned to make it cleaner, faster, and easier to customize around the things you actually care about. What this means: You can keep your dashboard simple, or build your own workspace with the widgets that matter most to you ⚡ This is the first step toward making the Heron Copier dashboard more personal, modular, and useful for both quick monitoring and deeper account management. We’ll also be adding more widgets over time, so let us know if you have any suggestions for widgets or dashboard features you’d like to see. Slave copier apps now support optional copied lot-size caps for better account-level risk control. * Set global minimum and maximum copied lot sizes on slave accounts to keep calculated trade sizes within your preferred limits. * Add symbol-specific minimum and maximum caps when a particular market needs different sizing rules than the rest of the account. * For the cloud version: Dashboard create/edit flows now support these settings, including a Builder UI for symbol-specific caps. Bitcoin payments are now live on Heron Copier via [BTCPay Server](https://btcpayserver.org/). * New monthly and yearly subscriptions can now be paid with Bitcoin. * If your subscription starts with Bitcoin, future seat upgrades and renewals can also be managed from the dashboard and paid with Bitcoin. * Bitcoin payment is currently available for new subscriptions only. * Existing subscriptions cannot be switched to Bitcoin yet. * Bitcoin renewals are not automatic, so you will need to self-manage your renewal from the dashboard to keep your subscription active. DXtrade slave copier app for the local version: * Fixed the issue with trade not being able to be closed on some brokers TradeLocker slave copier app **20260315**: * Fix the fixed risk options. * Implemented fallback connection to use REST API in case the Streams API of TradeLocker failed to return sync confirmation on their end. If your instance is stuck in synchronization phase, you should update to this version. MT4/MT5/cTrader slave copier EAs/cBot **20260315**: * Added min/max lot size cap. If the calculated lot size is outside of the max/min lot size defined by the broker, the lot size will be capped. cTrader slave copier app **20260308**: * Fixed an issue where some prop firms or brokers could close copied positions before the copied TP/SL were applied. * If the master trade includes either TP or SL, the slave now opens with temporary **500 pips** TP/SL protection first, then immediately updates both values to the copied master levels. General improvements for local-version copier apps: * MT4, MT5, and cTrader: updated the UI for the local versions. * MT4 and MT5: reduced verbosity in Experts logs. * MatchTrader: removed unused API calls in non-API local mode. * TradeLocker: added more connection fallbacks so the copier can use the REST API when the TradeLocker Streams API returns delayed data. * Delay feature: improved use-case support for dynamic delay values. * These are only examples. You can set any values based on your preference. * `3000`: uses a dynamic delay between `0ms` and `3000ms`. * `2000-3000`: uses a random delay within a fixed range of `2000ms` to `3000ms`. * `3000-3000`: uses a fixed delay of exactly `3000ms` (`3s`). MatchTrader slave copier app: * Removed instruments list and fixed position syncing. Hey everyone! 👋 Big one today - **Telegram Signal Copier is here** (Beta) 🚀 You can now copy trades directly from Telegram signal channels to your slave accounts. No more manually reading signals and placing trades - just connect your Telegram channels and let Heron Copier do the rest. **How it works:** * Add a Telegram Master account from your Cloud Dashboard * Enter your Telegram API credentials * Enter the channel ID you wish to copy * The copier uses AI to parse trade signals from any channel format - no templates or specific formatting required **What it supports:** * ✅ Market orders (BUY/SELL) with TP and SL * ✅ Close and close-all signals * ✅ Quoted reply to modify TP/SL or close specific positions * ✅ Works with any signal format - the AI figures it out **What it doesn't support (yet):** * ❌ Pending / limit / stop orders (ignored for now) This is a **beta release** - we're actively improving the AI parsing accuracy and adding more features. Give it a spin and let us know how it goes! Available on Cloud only for now. MatchTrader slave copier app: * Fixed an issue where Fixed Risk (by Percentage and by Nominal) modes calculated incorrect lot sizes on certain brokers. The problem was caused by inconsistent instrument data returned by different MatchTrader broker APIs — some brokers store the contract size value in a different field than others. For example, on XAUUSD (1 lot = 100 oz), one broker returns `multiplier: 100, contractSize: 1` while another returns `multiplier: 1, contractSize: 100`. The copier now correctly reads both fields to ensure accurate lot sizing regardless of how the broker structures their instrument data. MatchTrader and DXtrade slave copier apps (Non-API mode): * The copier now checks if your computer has enough memory before starting Non-API mode. If not, you'll see a clear error message instead of a crash * The browser window is now visible by default in Non-API mode so you can see what's happening * The browser window is now smaller and takes up less screen space * Fixed an issue where saving and loading profiles did not remember the API/Non-API mode setting (DXtrade) Hey everyone! 👋 We've been busy shipping some quality-of-life improvements to make your trading experience smoother and more secure. Here's what's new: **🔒 Two-Factor Authentication (2FA)** Your account security just got an upgrade. You can now enable 2FA to add an extra layer of protection to your dashboard login. How to enable it: * Go to your Dashboard * Look for "Settings" in the sidebar * Click on "Two-Factor Auth" * Scan the QR code with your authenticator app (Google Authenticator, Authy, etc.) Once enabled, you'll need to enter a code from your app every time you log in. Peace of mind. ✅ **🧠 Auto Symbol Mapping — Now AI-Powered** We've upgraded the Auto Symbol Mapping feature to use AI as a last-resort fallback. If your current suffix or alias settings are working fine, you don't need to change anything. The AI only kicks in when all other mapping methods fail to find a match. So if your manual aliases or suffix settings already handle your symbol mismatches, they'll continue to work exactly as before. But when a symbol still can't be mapped after trying suffix and alias rules, the AI will now step in and attempt to find the correct match from your broker's available symbols (e.g., "DJ30" → "US30", "XAUUSD" → "Gold"). **📧 Email Notifications for Failed Trades** Ever had a trade fail to copy and not notice until hours later? We've got you covered. You can now opt-in to receive email alerts whenever a trade fails to copy to one of your slave accounts. The email includes: * Which account and platform failed * The symbol and side (BUY/SELL) * The actual error reason from the logs * AI-powered recommendations on how to fix it 🤖 To enable it: → Go to your Dashboard\ → Click "E-mail Notifications" under Settings\ → Toggle on "Failed Trade Copy Notifications" Disabled by default, so you will have to opt-in. 🙌 **🔔 Browser Notifications** Real-time toast notifications weren't enough, so we added browser notifications too. Now when a trade copies (or fails), you'll get a browser notification even if the dashboard tab is in the background. Perfect for keeping an eye on things while you're doing other stuff. To enable it: * Open your Dashboard * Your browser will ask for notification permission * Click "Allow" Both failed and successful notifications auto-close after a few seconds. **⚡ TradeLocker Connectivity Improvements (Local Version)** For those running TradeLocker slave accounts on the local/desktop version: we've improved the connection stability. While we're still working with the TradeLocker team to get our API rate limits increased, we've implemented a smarter fallback system between their Streams API and REST API. This means fewer disconnections and more reliable trade copying overall. Note: This update only applies to the local version of Heron Copier. Cloud users are not affected. *** As always, if you run into any issues or have feedback, let us know! We're always looking for ways to make Heron Copier better for you. 🚀 TradeLocker master and slave copier apps: * Improved connection stability MT4 slave copier app: * Fixed labels visibility on the chart Hey everyone! 👋 We just shipped something new that we've been working on: **AI Mentoring** is now live in the Trading Journal (currently in BETA). Think of it as your **personal trading coach that actually knows your trading history**. It looks at your trades, journal entries, emotions, and ratings to give you feedback that's specific to you. This AI **focuses on trading psychology and discipline**, not market analysis or signals. It **won't tell you when to buy or sell**. Instead, it helps you **understand your own patterns and become a more consistent trader**. 🚀 **What it can help with:** * Spotting emotional patterns that might be affecting your decisions * Reviewing your recent performance (shows both dollar amounts and percentages) * Giving practical advice on discipline and mindset * Building better trading habits over time **Pro tip:** The more you journal your trades, the better the insights you'll get. Adding emotions, ratings, and notes to your trades gives the AI more context to work with, so it can give you more meaningful and personalized feedback. ✏️ **To try it out:** * Head to your Trading Journal * Pick a specific account from the dropdown * Open the AI Mentoring tab * Ask it anything about your trading 💬 Since it's still in BETA, each user is limited to 10 queries per day. Since each query costs us AI tokens, we need to keep things sustainable while we test things out. We may adjust this limit based on feedback and usage. 🙏 Let us know what you think! MatchTrader slave copier app: * Enabled FundingPips API access for MatchTrader accounts since they seem to have allowed it. TradeLocker slave and master copier apps: * Added WebSocket support for real-time updates. **If you are using the local version of the copier, you will need to update to this latest version.** Just some little updates for MT4/5 master and slave EAs for the local version: We fixed the reconnection handler not to close the terminals when the broker connection is lost. While such behavior is desired for cloud accounts, it's not for local accounts. Download the latest version from [heroncopier.com/download](https://heroncopier.com/download), and don't forget to run the EA installer from the Connector app. Hey everyone! 👋 We're excited to announce that we just pushed an update for the local version! **📊 Trading Journal Now Available on Local Version** The Trading Journal feature that was previously only available on the cloud version is now fully supported on the local version as well! 🎉 This makes Heron Copier the **only local copier that supports a trading journal feature**. Trade on your own premise while benefiting from features typically offered only by cloud-based copiers! 🏆 All the same great features are now at your fingertips: * **📈 Equity & Balance Tracking** - Automatic snapshots with beautiful interactive charts * **📋 Trade History** - All your closed trades automatically synced * **📝 Journal Entries** - Add notes, emotions, ratings, and detailed analysis to your trades * **📊 Meaningful Metrics** - Discover hidden patterns in your trading with statistics you'd never uncover on your own — win rates by session, average hold times, drawdown analysis, and more **📥 How to Get It:** Make sure you download the latest version from **[heroncopier.com/download](https://heroncopier.com/download)** to get access to the Trading Journal feature on your local copier. Do not forget to update your EAs as well! Happy trading and journaling! 📈📝 Hey everyone! 👋 We're thrilled to announce a brand new feature that will take your trading to the next level! **📊 Introducing: Trading Journal** **💭 Why We Built This** As traders ourselves, we've learned that understanding your emotions plays a bigger role than any strategy out there. You can have the best system in the world, but if you can't manage your psychology, you'll struggle to stay consistent. That's why we focused on making it easy for you to track your emotions, thoughts, and most importantly, the lessons you can learn from your trades. A journal should be a place where you can reflect on your trading journey and learn from your mistakes. It should be a place where you can celebrate your wins and grow from your losses. When it comes to trading, we can't predict or control where the market is going — but we **can** control our emotions and how we react to it. **✨ Key Features:** **📈 Equity & Balance Tracking** * Automatic snapshots of your account equity and balance * Beautiful interactive charts showing your growth over time * Filter by account, date range, and more **📋 Trade History** * All your closed trades automatically synced to your journal * Filter by symbol, account, outcome (win/loss/breakeven) * View detailed trade information including entry, exit, volume, and P\&L **📝 Journal Entries** * Add notes, emotions, and ratings to any trade * Tag your trades for easy categorization * Write detailed analysis using our Markdown editor * Track your psychological state and learn from your patterns **🔗 Shareable Trade Images** * Generate beautiful shareable images for any trade * Includes QR code linking to your public trade page * Perfect for sharing your wins on social media! **⚠️ Important: How to Enable Trading Journal** To start using the Trading Journal, you need to redeploy your cloud instances: 1. Go to your dashboard at [https://dashboard.heroncopier.com/](https://dashboard.heroncopier.com/) 2. Navigate to the **Cloud Accounts** page 3. Click the **"Redeploy Instance"** button on each of your accounts 4. Wait for the instance to restart (this will take 2-3 minutes at max) 5. That's it! Your trades will start syncing automatically **🖥️ How to Access:** Once your instances are redeployed, navigate to the **Trading Journal** page from the sidebar on your dashboard. We can't wait to see you tracking your trading journey! 🚀 Happy trading! 📈 Hey everyone! 👋 We're excited to announce two new volume sizing options that many of you have been asking for! **🙏 We know this has been a long time coming!** We've been promising this feature for a while now, and we apologize for the delay. Behind the scenes, we've been working on a lot of quality-of-life improvements, bug fixes, and infrastructure upgrades to make the copier more stable and reliable. But we're thrilled to finally deliver this highly requested feature! **🎯 New Volume Sizing Options: Fixed Risk by Percentage & Fixed Risk by Nominal** We've added two powerful new ways to manage your position sizing: **Fixed Risk by Percentage** * Set a fixed percentage of your account equity to risk per trade * Example: If you set 1% and have $10,000 equity, the copier calculates lot size so your max loss is ~$100 * Perfect for consistent risk management across all trades **Fixed Risk by Nominal** * Set a fixed monetary amount (in your account currency) to risk per trade * Example: If you set $50, the copier calculates lot size so your max loss is ~$50 * Great for traders who prefer fixed dollar-amount risk **⚠️ Important Note:** Both Fixed Risk modes require the master trade to have a stop loss. If the master trade doesn't have a stop loss, the trade will be skipped with the message: "Trade skipped: No stop loss provided from master. Fixed Risk modes require a stop loss to calculate lot size." This is logged to your trade history so you can track any skipped trades. **🔧 Platform Support:** These new options are available on ALL platforms: * MT4 & MT5 (both local and cloud) * cTrader (both local and cloud) * DXTrade (both local and cloud) * MatchTrader (both local and cloud) * TradeLocker (both local and cloud) **📚 Documentation:** Check out the updated [Slave Account Configuration](/config/slave#volume-sizing) page for detailed explanations and examples. Happy trading! 📈 Some little updates for local version of the copier: * MatchTrader slave: Fixed the non-API mode for Maven accounts * TradeLocker slave: Improved closing operation speed Hey everyone! 👋 Hope you're all crushing it with your trades! We've got some HUGE news that's going to make your cTrader experience so much better. **🚀 Major cTrader Cloud Upgrade - 100% Feature Parity!** We've completely rebuilt our cTrader cloud implementation from the ground up! Instead of using the old token-based [OpenAPI](https://help.ctrader.com/open-api/) approach, we've switched to using [cTrader Algo](https://help.ctrader.com/ctrader-algo/) (the same engine that powers our local desktop version). What this means for you: * 100% feature parity - Your cTrader cloud accounts now have ALL the same features as the local version * Better stability - No more random disconnections that plagued the old OpenAPI implementation * Same level of performance - Consistent execution and more reliable connections * Simplified setup - Just enter your email, password, and account number - no more OAuth token hassles! 🔧 What changed: * Before: Token-based authentication with limited OpenAPI features * Now: Direct credential login using the full cTrader Algo engine * Result: Same reliable experience whether you're using cloud or local! 🎯 Our ongoing stability mission: This is part of our continuous effort to make cTrader as stable as our other platform implementations. We know the previous OpenAPI version had issues, and we're working hard to bring cTrader to the same level of service reliability as our other platforms. **Real talk though** - when it comes to fault tolerance and stability, **these things can only truly be proven over time**. There are so many edge cases and scenarios that we simply **can't** replicate in testing. But we're committed to this journey and will keep refining the implementation based on real-world usage and your feedback! 💪 **⚠️ Important for existing cTrader users:** You'll need to remove your existing cTrader cloud instances and recreate them with the new system. The old token-based accounts won't work with the new implementation. Here's what to do: * Delete your current cTrader cloud accounts from your dashboard * Create new ones using your direct cTrader credentials (email/password/account number) * Enjoy the much more stable experience! Don't worry - the new setup is actually way simpler than the old OAuth process! For new users: Just set up your cTrader accounts like any other platform - super straightforward! **🔧 Some smaller updates we've also shipped:** * Improved MatchTrader slave - Now properly handles volume step requirements and rounding for specific symbols * Enhanced MT5 master - Better handling of edge cases where withdrawals trigger position closures without symbols or position IDs attached We really appreciate your patience as we work through making cTrader a first-class citizen alongside our other supported platforms. Your feedback and real-world usage data is what helps us identify and fix those edge cases we can't catch in testing! 🙏 As always, if you run into any issues or have questions about the new setup, just drop a message here and we'll help you out immediately. Happy trading! 📈 P.S. - This update is already live for all cloud users! P.P.S. - Still working on that "Fixed Risk by %" feature - coming very soon! 🔥 Hey everyone! 👋 Hope you're all doing well and making some good trades! We've got some exciting news to share with you. **🎉 You can now buy additional cloud seats right from your dashboard!** We've been working hard to make this as smooth as possible for you. No more waiting for us to manually add seats - you're now in full control! **💌 Special offer for our amazing community** Since many of you have been asking about this feature, we wanted to give you something special. If you decide to grab some extra seats before August 31st, you'll get 20% off FOREVER - seriously, as long as you keep your subscription, that discount stays with you. Just use the code CLOUD and you'll pay $6.40/month instead of the regular $8/month per seat. **🤗 No pressure though!** Here's the thing - we're not enforcing seat limits until September 1st anyway. This is really just us giving you the chance to lock in some great pricing while helping us cover our growing server costs (our 750+ vCPU cores and 1.4TB RAM cloud infrasructures aren't cheap! 😅). ****For our beta family****: You're still getting your 4 accounts with the base plan (yes, ****4 accounts since you're all grandfathered in****, not 3 accounts). ****For newer folks****: You get 2 accounts with your base plan, and can purchase more seats whenever you need them. 🚀 How it works: Just head to your Cloud Accounts page, look for the "Seat Management" section, and you'll see options to add more seats. The whole process takes like 30 seconds - we made it super simple. 📅 Timeline: Right now through Aug 31: Get that 20% discount with code ****CLOUD**** Sept 1: We'll start actually enforcing the limits, and start shutting down instances from unpaid users starting on the 7th of September (server costs are expensive, we can't keep offering the extra seats for free forever) As always, if you run into any issues or have questions, just drop a message here and we'll sort you out. We really appreciate all your support - it's what keeps this whole thing running! 🙏 Happy trading! 📈 P.S. - The 20% discount offer expires August 31st P.P.S - We're still working on "Fixed Risk by %" volume sizing option, stay tune for more updates from us in the next few days! **Minor Updates - Cloud Dashboard** **⏯️ Pause/Resume Controls** Added pause/resume buttons to cloud accounts page. Now it's even easier to pause/resume selected account(s). **🤖 AI-Powered Trade Copier Logs Analysis** We know it's frustrating when you don't know the meaning behind the [logs](https://dashboard.heroncopier.com/logs) returned by the API servers of different platforms - **they can be so technical**. To make it easy, just click the **"Analyze"** button where our ChatGPT-powered AI assistant will help you understand the reason why some trades didn't get copied (e.g. symbol mismatches, invalid volume, insufficient margin, trade account disabled, etc.). The AI assistant will even provide a working solution so you can proceed to change your copier settings to fix the problem. Both features are live now. As always, let us know if you run into any issues 💪 Hey everyone! 👋 Just pushed some updates that you've been asking for - finally got Equity to Equity and Risk Multiplier working across MatchTrader, DXTrade, and TradeLocker! Plus some game-changer features... 🚀 **🆕 What's new:** * **Equity to Equity for DXtrade, MatchTrader, and TradeLocker slaves** - Your trades now scale based on account balance differences (no more manual math!) * **Risk Multiplier** - Same as above but with your own custom multiplier for extra control (e.g. in case you want to risk 1% on the master account, but 0.5% on the slave account) * **Auto Symbol Mapping** - This thing is actually smart now! Handles USD/JPY vs USDJPY (and other symbols too, of course), strips broker suffixes (.pro, .raw, etc.), and just figures out what symbol that are available * **Account Switching** - You can now edit existing slave accounts to listen to different master accounts! No more deleting and re-adding everything! * **Server Browser** - Browse and select servers easily, or type in new ones if they're not listed yet **🎯 About Auto Symbol Mapping:** The auto mapping especially... it was driving me nuts seeing people struggle with symbol mismatches because not everyone can map the symbols properly. Now it just works. EURUSD becomes EUR/USD, USDJPY.pro becomes USD/JPY, whatever your broker calls it - the copier figures it out. Quick note: It's pretty smart but some indices with totally different names (like US30 vs DJI30, or GER40 vs DAX40) might still need manual mapping via the symbol alias setting. The auto mapper can't automagically read minds... yet! 😄 **⚙️ Other Improvements:** Now you can just edit your slave and point it to a different master without losing all your settings. Should save everyone a ton of time! The improved server browser makes setup way easier too - no more guessing what your broker's server is called or typing it wrong. **🖥️ Infrastructure Update:** We're now sitting at almost 700 vCPU cores and 1.3 terabytes of RAM 😅 Seriously, you guys keep coming and we keep adding more servers. The growth has been absolutely insane. You can check out the real-time stats on our status page: [https://status.heroncopier.com/](https://status.heroncopier.com/) **🔮 Coming Next:** Fixed Risk % option - set a fixed percentage of your account to risk per trade. This one's been highly requested and we're working on it! **⚠️ Quick Heads Up:** If you want the new volume sizing options and auto symbol mapping, you'll need to re-add your slave accounts (the new options won't show up otherwise). But honestly? If your current setup is working fine, just leave it alone. No need to fix what ain't broken! The account switching and improved server browser are already live for everyone though, you should be able to see the changes on the "Cloud Accounts" page @ [https://dashboard.heroncopier.com/cloud](https://dashboard.heroncopier.com/cloud) Keep the feedback coming and happy trading! 📈 **Cloud Version:** 🎉 Beta Update - Last week was absolutely mental! 🎉 Guys, seriously... I know we've been in beta for 3 weeks now, but last week was something else entirely! Ever since TC dropped MT platform support, you all came flooding in and honestly, it's been so much fun watching everyone jump on board. The energy shift in here has been incredible. We went a bit crazy with the servers... * Had to scramble and triple our capacity in just one week 😅 * Now sitting at 550+ vCPUs and 1.1 ****terrabytes**** of RAM * Still adding more until we wrap up in September (**RIP** our servers bill) * Never thought we'd need this much this fast, but here we are! What we're grinding on right now: * Keeping everything snappy * Getting all the platforms to play nice together and working on feature parity between them * Adding more QoLs updates (the server browser is **FINALLY** there now) * **Those confusing logs** - yeah we are aware that they suck right now, working on making them actually useful (the logs should speak human language like "not enough margin" or "market closed" instead of throwing some errors codes) ****Once we wrap up in September, everyone who participated in the beta gets 3 free accounts grandfathered in as long as you keep the \$19 base subscription. Just our way of saying thanks for helping us build this thing right! 🙌**** We've got until September to make this thing perfect, and with this community helping out, I'm pretty confident we're gonna nail it. Keep the suggestions coming! **Local Version**: * The non-API mode for MatchTrader slave copier app has been updated to exclude the balance/equity update functionalities (build number 20250727). That functionality is intrusive due to the way it works without being able to read the balance/equity from the API. Removal of this functionality will make the non-API mode more stable and reliable for the local version. cTrader slave cloud copier is now officially available. This means that now the cloud-based copier supports all 6 platforms (cTrader, MT4, MT5, MatchTrader, TradeLocker, DXtrade) There is no need to download and install anything. You can simply add your cloud accounts from the dashboard and you are good to go. * Added MatchTrader, TradeLocker, and DXtrade support for the cloud-based copier! * Added 2 more free slots for beta testers. In total, every paid subscription (monthly or yearly) includes 4 free cloud accounts during the beta period. * Fixed missing logs on various platforms. * TradeLocker slave copier app: Improved reliability of closing positions by retrying failed closing operations up to 5 times in case of timeouts. Our cloud-based copier is now available for public testing! We will start with MT4 and MT5 platforms and then expand to other platforms in the coming weeks. To add your cloud accounts, go to the "Cloud Accounts" section on the sidebar menu on the Dashboard page. p.s. As a subscriber, you get access to 2 seats for free during the beta period. But please let us know if you need more seats. * Updated Connector app to 2.0.5 * Added support for Maven for MatchTrader non-API mode * Fixed load profile functionality on TradeLocker copier apps * Introduced rolling updates for individual copier apps, so you can update the copier apps without having to redownload the entire app. Added "Connection Map" feature that shows the topology of the connected accounts. To use this feature, you will have to update all copier apps. MatchTrader slave copier app (API mode): * Adjusted the copier to be compatible with MatchTrader's web platform DXtrade slave copier app: * Fixed an issue where trades couldn't be properly confirmed as opened. This happened because there was a delay between when a position was opened and when the API server provided the position ID. The fix ensures trades are properly tracked even with delayed server responses. Fixed a bug in the non-API mode of the MatchTrader slave copier app when multiple different MatchTrader accounts are connected to the same prop firm. The Connector app and all the copier apps for all platforms have been updated to v2.0.3 with the following improvements: * Added Logs section so the user can check the copy logs directly from the app and the dashboard as well. * Added killswitch button to close all positions and stop the specific copier instances. * Added Equity/Balance-based "Account Protection Mode" feature for all slave copier apps. * Removed Telegram notifications feature. This feature is removed because only less than 1% of the users are actually using this feature and maintaining it is not worth the effort. MatchTrader and DXtrade slave copier apps: * Logic improvements to fetch the balance/equity in non-API mode DXtrade slave copier app: * Fixed the non-API mode issue where the copier would get disconnected after 24 hours of operation. MatchTrader master copier app: * Fixed a bug with MatchTrader master copier app that would incorrectly close trades when copying from multiple MatchTrader master accounts simultaneously, cTrader slave cBot: * Fixed the magic number black/whitelist rules DXtrade slave copier app: * Fixed the initial login issue when using non-API mode * Fixed the lot sizing issue for some brokers when using non-API mode MatchTrader and DXtrade slave copier apps: * Introduced non-API mode: This mode allows the copier to copy trades without using the API. This feature is useful for platforms that do not provide a public API or have limited API access (e.g. when the prop firms do not allow API access) This feature is still in beta so please make sure to always copy your trades using TP/SL! MT4 and MT5 slave copier EAs: * Fixed a bug where the copier incorrectly used "Lot Multiplier" instead of "Fixed Lot" when copying trades with symbol aliases enabled. cTrader slave cBot: * Fixed a regression bug affecting the "Lot Multiplier" volume sizing option * All copier apps for all platforms have been updated to support displaying open and closing time in "open positions" and "history" actions from the dashboard * DXtrade/MatchTrader/TradeLocker copier apps: added an additional retry logic for failed closing in case the position is closed within less than 1 seconds in the master account MT4 and MT5 slave copier EAs: * Fixed an issue where trades could not be closed in certain scenarios when using magic number whitelist filtering. DXtrade master copier app: Improved performance. Connector app updates: * Now you can launch trading terminals with preconfigured copier settings straight from the Connector app. * More streamlined installation process. * Improved UI/UX MT4 and MT5 slave copier EAs: * Added support for magic number blacklist and whitelist. * MT4 slave copier app: Added a fix to handle symbol-specific fixed lot sizes. * MT5 slave copier app: Added a fix to proportionally close trades that were opened with fixed lot sizes. MatchTrader slave copier app: * Performance improvement * DXtrade/TradeLocker/MatchTrader slave copier apps: * Resolved an issue with the pause button, which previously led to the application reverting to old configurations when clicked multiple times before a full connection to the API server was established. * Added missing fields in email notifications for certain trading platforms * MT4 master copier EA: * Improved performance 1. TradeLocker slave copier app: Implemented additional checks to validate copied trades that may be rejected by the server during rollover time. 2. MT4 and MT5 slave copier apps: Fixed a cosmetic bug where the copier app would not display correct volume sizing option on the chart. 3. Added email notification feature for all slave copier apps. This feature will send an email to the user whenever a trade is copied or closed to the slave account. The email will include details such as the trade direction, symbol, volume, and timestamp. (Please note that some fields may be left blank if the information is not available via the API on certain platforms.) * v1.4.94 released for Connector app and the dashboard page. * All master and slave copier apps have been updated to be able to receive instructions sent from the dashboard. * Removal of "Use Connector App" option. Now all copier EAs/apps directly connect to the dashboard. * Now you can query open positions, order history, fetch copier's configurations, and even close all positions straight from the dashboard page. Please make sure that you update **both** the master and the slave copier EAs/apps! Else, the accounts wouldn't appear in the dashboard. DXtrade slave copier app: * Fixed a bug in the "Fixed Lot Size" volume sizing option. * Fixed the rounding issue in fractional lot sizing. DXtrade, MatchTrader, and TradeLocker slave copier apps: * Persistent Logging: Logs are now saved as text files and can be accessed via the Help -> Open Logs Folder menu. * Improved Error Handling (MatchTrader): Enhanced error handling implemented to manage unexpected API responses better. TradeLocker master and slave copier apps: * Added developer-key-api in the request headers as requested by TradeLocker developers. DXtrade and MatchTrader slave copier apps: * Updated UX: Implemented a confirmation dialog box that appears when users attempt to close the app while connected to the server. This feature ensures users are aware that any active positions will be left orphaned if the app is restarted without properly closing those copied positions first. cTrader slave cBot: * Enhanced API Functionality: Introduced the capability to log open and close results to the api/position endpoint. This update improves tracking and reporting but does not alter existing functionalities. Any algos or Expert Advisors (EAs) relying on this endpoint will benefit from this added feature. DXtrade and TradeLocker slave copier apps: * Bug Fix: Resolved an issue within the TradeLocker slave copier app that occasionally prevented the closure of existing positions due to them not being located. The copier will now continuously query the order history endpoint on the TradeLocker API server until the position is successfully identified. While this may slightly reduce the speed of trade execution, it significantly enhances the reliability of closing positions. This update also improves the opening operation. * Enhanced Logging: Introduced additional logging features to the DXtrade slave copier app, DXtrade, TradeLocker, and MatchTrader slave copier apps: * User Interface Enhancements: We’ve made significant improvements to the UI for a smoother and more intuitive user experience. * New Features Added: * Copy TP/SL Options: Users can now select whether to copy Take Profit (TP) and Stop Loss (SL) settings from the master account. For those opting not to copy SLs, we highly recommend operating the copier on a reliable VPS to ensure optimal performance. * Reverse Trade Functionality: Trades copied from the master account can now be reversed. This feature is particularly beneficial for capitalizing on unprofitable strategies or hedging positions from the master account. One more thing: beta phase for DXtrade has officially ended, marking its transition to a stable release. MatchTrader slave copier apps: * Improved the handling of bulk-closing operations. Aside from MatchTrader slave copier app update, now the build number is also appended in the filename in every executable copier apps for MatchTrader, DXtrade, and TradeLocker. DXtrade, TradeLocker, and MatchTrader slave copier apps: * Enhanced auto relog functionality: improved the automatic relogging process to ensure seamless token refreshes, minimizing downtime when token refresh fails. * Improved logging: enhanced logging capabilities for both successful and failed copy and close operations, providing better visibility and tracking of actions. * Improved save/load profile feature: symbol suffixes, aliases, and volume sizing options are now saved in the profile. DXtrade master copier app: * Added a fix to prevent the copier from sending unnecessary modification instructions to the slave accounts when there are no changes in the TP/SL. DXtrade slave copier app: * Added a fix to handle further edge cases where the trade doesn't get sent to the API properly because the lot size variable contains more than 2 decimal places. DXtrade master copier app: * Fixed a bug related to improper lot sizing when copying trades from a DXtrade account to other platforms. * The lot size copied from DXtrade master account now accurately reflects the symbol specifications retrieved from the DXtrade API (using the /instruments/query endpoint). DXtrade slave copier app: * Added a fix to handle edge cases where the trade doesn't get sent to the API properly because the lot size variable contains more than 2 decimal places. DXtrade slave copier app: * Added small fix to allow copying of the trade from TradeLocker master account when TP/SL is not set. DXtrade slave copier app: * Added another function to fetch instruments specifications from the API (/instruments/query endpoint). This eliminates the need to adjust the lot sizing for some pairs that may vary between broker to broker (e.g. Metals and Indices pairs). TradeLocker master and slave copier app: * Added function to auto-relog the user in whenever the token failed to be refreshed to solve the problem with expired token after every maintenance window during the weekend TradeLocker slave copier app: * Hotfix to fix 520 HTTP error code returned by the server which seems to happen intermittently for some users. DXtrade slave copier app: * Added logics to handle instruments mapping without slash separator. If you use AscendX, you should update to this version. * For enabling XAUUSD trading on AscendX receiver account, please use the following settings in "Symbol Alias" field: XAUUSD=XAUUSD|100 Above settings are required because their API doesn't classify XAUUSD pair in "Metals" assets class, instead they are classified as "CFD" assets class DXtrade slave copier app: * Hotfix to omit certain symbols from being used with Forex major pairs lot specifications due to server configurations (at least found in FXIFY where gold pairs are mapped as Forex in their assets class specifications) * Fixed the bug with wrong balance showing up on the dashboard/connector app when the user has multiple accounts in the same broker/prop firm. TradeLocker master & slave copier app: * Better handling for failed refresh token. MT4 master EA: * Fixed a regression bug with 1st trade that didn't get opened when the EA first started. TradeLocker slave copier app: * Improved retry logics for failed API calls. * Improved closing operation by throttling the closing operation to 1 operation per second. * Above changes are intended to avoid rate-limit imposes by TradeLocker API. TradeLocker copier apps: Improved the detection for server maintenance. When the copier has detected that the server is in maintenance, it will stop itself. Starting from v1.4.93, update notification can be done partially. This means that if there are updates that are only relevant for certain platforms, the copier for other platforms wouldn't notify the updates. Versioning will mainly use build number rather than version number. This will make it easier for the developer too to deliver incremental improvements. For this build number, the following copiers have been updated to have better handling for reconnection: * MT4 * MT5 * DXtrade * TradeLocker # Latest Versions Source: https://docs.heroncopier.com/changelog/latestversions
Connector
2.0.10
MT4 Master
20260215
MT4 Slave
20260710
MT5 Master
20260215
MT5 Slave
20260710
cTrader Master
20260215
cTrader Slave
20260710
DXtrade Master
20251227
DXtrade Slave
20260710
MatchTrader Master
20260215
MatchTrader Slave
20260710
TradeLocker Master
20260614
TradeLocker Slave
20260710
Tradovate / NinjaTrader Slave
20260710
 # Versioning System Source: https://docs.heroncopier.com/changelog/versioningsystem The **version number** is used by the Connector app, while the **build number** is used by different copier EAs/apps. Different copier platforms may have different latest build numbers. This is intentional because updates are only pushed as necessary (e.g., when an update for MT4 needs to be pushed, it doesn't mean that all other platforms need to be rebuilt). This approach allows us to deploy updates more quickly. If your copier instance does not display any update notifications, you can be confident that you are using the latest version. # Configuration Source: https://docs.heroncopier.com/config/config This section is divided into two parts: * [Master Account Configuration](/config/master), and... * [Slave Account Configuration](/config/slave) Please refer to the respective pages for detailed information on how to configure your master and slave accounts. Depending on your [use case](/usecases), you may need to configure your accounts differently. For example, if you want to setup [more than 1 master account](/usecases#multiple-master-to-multiple-slave-accounts), you will need to configure the master account settings with unique port numbers for each master account. # Master Account Configuration Source: https://docs.heroncopier.com/config/master ## Identifier This is the name of the master account, you can put any value here. The name will be displayed in the chart label so you can easily identify the instance. For example, you can fill this field with a value such as "ICMarkets Master #1" ## Server Address This parameter is used to define the server address. If you use more than 1 master account, you can define different ports for each master account. Else, just use the default value of `tcp://127.0.0.1:51124`. If you intend to copy trade between accounts that are located in different system/VPS, you should use the public IP address of the master account in this field as explained in the [Cross-VPS Setup](/misc/crossvpssetup) page. ## License Key You can input your license key in this field where it will get validated by our server. ## Remove Symbol Suffix ```mermaid theme={null} graph LR A[EURUSD_x] -->|maps to| B[EURUSD] C[USDJPY_x] -->|maps to| D[USDJPY] ``` This is a global parameter to remove symbol suffixes on your master account. For example, if the symbols in your master accounts are marked with "\_x" suffixes (.e.g EURUSD\_x), and your slave accounts do not have such suffixes, then you can fill this field with `_x`. That way, the symbol information in the copy instructions sent by your master account will have the suffixes removed before being executed on the slave account. # Slave Account Configuration Source: https://docs.heroncopier.com/config/slave Due to API limitations on some platforms, some of the settings below may not be available on all platforms. ## Email Notification If you want to receive email notifications whenever a trade is copied or closed to the slave account, you can fill this field with your email address. Do note that some fields may be left blank if the information is not available via the API on certain platforms. ## Identifier This is the name of the slave account, you can put any value here. The name will be displayed in the chart label so you can easily identify the instance. For example, you can fill this field with a value such as `FTMO 100k Challenge Slave #1`. ## Server Address If you use more than 1 master account, please set the value to the port of the master account that you'd like the slave account to copy from. Else, just use the default value of `tcp://127.0.0.1:51124`. If you intend to copy from a master account that is located in different a system/VPS, you should use the IP address of the master account in this field. Else, if you are copying from a master account that is located in the same system/VPS, you can use the default value. ## Add Symbol Suffix This is a global parameter to add symbol suffixes on your slave account. ```mermaid theme={null} graph LR A[EURUSD] -->|maps to| B[EURUSD_x] C[USDJPY] -->|maps to| D[USDJPY_x] ``` For example, if the symbols in your slave accounts are marked with "\_x" suffixes (e.g. EURUSD\_x), then you can fill this field with `_x`. That way, whenever your slave account receives instructions from the master account, the copied symbols will be added with the suffixes. ## Symbol Aliases This field is used to set symbol aliases and custom lot multipliers. In some cases, the addition and removal of symbol suffixes may not be enough since the brokers used by the master and slave account may have entirely different naming schemes in their symbols. You can use the following format: `DJ30.cash=US30|0.1;SpotCrude=WTI|10;BTCUSDT=BTCUSD;` In the above example, we can see that there are 3 aliases with 2 custom lot multipliers, they are: ```mermaid theme={null} graph LR A[DJ30.cash] -->|maps to| B[US30] B -->|using lot multiplier| C[0.1] D[SpotCrude] -->|maps to| E[WTI] E -->|using lot multiplier| F[10] G[BTCUSDT] -->|maps to| H[BTCUSD] ``` In the above example, the DJ30.cash symbol in the master account will be mapped to the US30 symbol in the slave account, and it will use 0.1 lot multiplier. SpotCrude symbol in the master account will be mapped to the WTI symbol in the slave account and it will use 10 lot multiplier. BTCUSDT symbol in the master account will be mapped to BTCUSD symbol in the slave account and it will use the universal lot multiplier instead because it's not assigned with a custom individual lot multiplier rule. Any other symbols that aren't mapped in this field will use the calculation in volume sizing parameter instead. Symbol names are case-sensitive. Always confirm the exact broker symbol names and contract sizes, then test on a demo account or with a very small lot first. A per-symbol lot multiplier/custom lot multiplier can help compensate for a contract size mismatch, but it does not guarantee profit or remove trading risk. ## Symbol Black/whitelist This field is used to set blacklist and/or whitelist. Any symbols marked with "+" sign will be marked as whitelist, and any symbols marked with "-" sign will be marked as blacklist. You can use the following format: `+BTCUSD;+ETHUSD;` ```mermaid theme={null} graph LR A[BTCUSD] -->|whitelisted| B[Copy] C[ETHUSD] -->|whitelisted| D[Copy] E[EURUSD] -->|not in the whitelist| F[Don't Copy] ``` In the above example, we can see that BTCUSD and ETHUSD is in the whitelist, which means any symbols other than BTCUSD and ETHUSD will not be copied. Now let's change the values: `-DJ30;-USDJPY;` ```mermaid theme={null} graph LR A[DJ30] -->|blacklisted| B[Don't Copy] C[USDJPY] -->|blacklisted| D[Don't Copy] E[EURUSD] -->|not in the blacklist| F[Copy] G[AUDUSD] -->|not in the blacklist| H[Copy] ``` In the second example above, DJ30 and USDJPY is in the blacklist, so any symbols other than DJ30 and USDJPY will be copied. We can also combine the blacklist and the whitelist, like so: `+BTCUSD;+ETHUSD;-DJ30;-USDJPY;` ```mermaid theme={null} graph LR A[BTCUSD] -->|whitelisted| B[Copy] C[ETHUSD] -->|whitelisted| D[Copy] E[DJ30] -->|blacklisted| F[Don't Copy] G[USDJPY] -->|blacklisted| H[Don't Copy] I[EURUSD] -->|not in the whitelist| J[Don't Copy] ``` This means that BTCUSD and ETHUSD will be copied, while DJ30 and USDJPY and other pairs outside of whitelist will not be copied. ## Magic Number Black/whitelist This field is used to set blacklist and/or whitelist. Any magic numbers marked with "+" sign will be marked as whitelist, and any magic numbers marked with "-" sign will be marked as blacklist. You can use the following format: `+111111;+222222;-333333;-444444;` ```mermaid theme={null} graph LR A[111111] -->|whitelisted| B[Copy] C[222222] -->|whitelisted| D[Copy] E[333333] -->|blacklisted| F[Don't Copy] G[444444] -->|blacklisted| H[Don't Copy] I[555555] -->|not in the whitelist| J[Don't Copy] ``` In the above example, magic number 111111 and 222222 will be copied, while 333333 and 444444 will not be copied. If there are no magic numbers in the whitelist, then all trades will be copied. ## Symbol Processing Order Understanding the order of symbol processing is crucial for proper configuration. The system processes symbols in a specific sequence to ensure predictable behavior. ### Processing Flow The symbol processing follows this exact order: 1. **Filtering Phase** (using original symbol names from master) * Blacklist filtering * Whitelist filtering 2. **Symbol Mapping Phase** (if symbol passes filtering) * Symbol Aliases (highest priority) * Symbol Suffix (only applied if not defined in aliases) 3. **Fallback Phase** * Auto symbol mapping (last resort if symbol still not found) ```mermaid theme={null} flowchart TD A[Original Symbol from Master] --> B{Magic Number Filter} B -->|Pass| C{Symbol Blacklist} B -->|Fail| Z[Don't Copy] C -->|Pass| D{Symbol Whitelist} C -->|Fail| Z D -->|Pass| E{Symbol in Aliases?} D -->|Fail| Z E -->|Yes| F[Apply Alias Mapping] E -->|No| G{Symbol Suffix Defined?} F --> H[Use Mapped Symbol] G -->|Yes| I[Apply Symbol Suffix] G -->|No| J[Keep Original Symbol] I --> K{Symbol Found on Slave?} J --> K H --> K K -->|Yes| L[Execute Trade] K -->|No| M[Try Auto Symbol Mapping] M --> N{Auto Mapping Success?} N -->|Yes| L N -->|No| O[Skip Trade - Symbol Not Found] ``` ### Example Processing Scenarios #### Scenario 1: Symbol with Alias ``` Original Symbol: DJ30.cash 1. Passes magic number filter ✓ 2. Passes blacklist filter ✓ 3. Passes whitelist filter ✓ 4. Found in aliases: DJ30.cash=US30|0.1 ✓ 5. Result: Maps to US30 with 0.1 lot multiplier ``` #### Scenario 2: Symbol with Suffix ``` Original Symbol: EURUSD 1. Passes magic number filter ✓ 2. Passes blacklist filter ✓ 3. Passes whitelist filter ✓ 4. Not found in aliases ✗ 5. Symbol suffix "_x" is defined ✓ 6. Result: Maps to EURUSD_x ``` #### Scenario 3: Blacklisted Symbol ``` Original Symbol: DJ30 1. Passes magic number filter ✓ 2. Found in blacklist (-DJ30) ✗ 3. Result: Trade is not copied ``` **Important:** * Filtering always uses the **original symbol names** from the master account * Symbol aliases take precedence over symbol suffix * If a symbol is defined in aliases, the suffix will **not** be applied to that symbol * Auto symbol mapping only occurs as a last resort when all other methods fail ## Volume Sizing This setting is used to determine how the trade volume will be calculated. You can use the default "[Equity-to-Equity](#equity-to-equity)" option if you want the slave accounts to have the same risk parameters as the master account (e.g. if the master account open a 1% risk trade, the slave accounts should also do the same regardless of the equity differences) But if you want some more advanced setups, you can use "[Lot Multiplier](#lot-multiplier)", "[Risk Multiplier](#risk-multiplier)", "[Fixed Risk by Percentage](#fixed-risk-by-percentage)", "[Fixed Risk by Nominal](#fixed-risk-by-nominal)" options, or even custom lot sizing via "Symbol Aliases" field. You can choose between all these below 6 options: ### Equity-to-Equity The trade volume will be automatically calculated based on the equity ratio between the master and slave account. This means the risk per trade will be the same in the master and slave account. ### Lot Multiplier ```mermaid theme={null} graph LR A[10 lot position] -->|0.1 lot multiplier| B[1 lot position] C[1 lot position] -->|10 lot multiplier| D[10 lot position] E[0.1 lot position] -->|100 lot multiplier| F[10 lot position] ``` The trade volume will be calculated based on the original trade volume in the master account, multiplied by the "Lot Multiplier" field. Broker and platform volume rules still apply after this calculation. A Lot Multiplier can reduce the calculated volume, but it cannot force the copied trade below the broker/platform **minimum lot size** or outside the allowed **lot step** increments. For example, if Lot Multiplier is `0.15` and the master trade is `0.01` lot, the calculated slave volume is `0.0015`. If the slave account minimum lot size is `0.01`, the slave trade may be adjusted/rounded to `0.01` or otherwise not visibly scale down as expected. To self-check, confirm the slave broker/platform minimum lot size and lot step for that symbol, use a larger master lot so the multiplied result reaches a valid increment, or consider another sizing method if needed. ### Risk Multiplier ```mermaid theme={null} graph LR A[1% risk] -->|0.1 risk multiplier| B[0.1% risk] C[0.1% risk] -->|10 risk multiplier| D[1% risk] E[0.25% risk] -->|4 risk multiplier| F[1% risk] ``` The trade volume will be calculated based on the equity ratio between the master and slave account, multiplied by "Risk Multiplier" field. ### Fixed Lot ```mermaid theme={null} graph LR A[1 lot position] -->|Fixed lot 0.1| B[0.1 lot position] C[0.1 lot position] -->|Fixed lot 0.1| D[0.1 lot position] E[0.25 lot position] -->|Fixed lot 0.1| F[0.1 lot position] ``` The trade volume will use exactly the value defined in this "Fixed Lot" field. ### Fixed Risk by Percentage ```mermaid theme={null} graph LR A[Any position size] -->|1% Fixed Risk| B[Lot size calculated to risk 1% of equity] C[Any position size] -->|0.5% Fixed Risk| D[Lot size calculated to risk 0.5% of equity] E[Any position size] -->|2% Fixed Risk| F[Lot size calculated to risk 2% of equity] ``` The trade volume will be calculated based on a fixed percentage of your account equity that you want to risk per trade. The lot size is automatically calculated using the stop loss distance from the master trade. For example, if you set the risk percentage to 1% and your slave account has USD 10k equity, the copier will calculate the lot size so that if the stop loss is hit, you would lose approximately USD 100 (1% of USD 10k). **Important:** This volume sizing mode requires the master trade to have a stop loss. If the master trade does not have a stop loss, the trade will be skipped and logged as "Trade skipped: No stop loss provided from master. Fixed Risk modes require a stop loss to calculate lot size." ### Fixed Risk by Nominal ```mermaid theme={null} graph LR A[Any position size] -->|$50 Fixed Risk| B[Lot size calculated to risk $50] C[Any position size] -->|$100 Fixed Risk| D[Lot size calculated to risk $100] E[Any position size] -->|$25 Fixed Risk| F[Lot size calculated to risk $25] ``` The trade volume will be calculated based on a fixed monetary amount (in your account currency) that you want to risk per trade. The lot size is automatically calculated using the stop loss distance from the master trade. For example, if you set Fixed Risk Amount to 50 and your account currency is USD, the copier will calculate the lot size so that if the stop loss is hit, you would lose approximately \$50. **Important:** This volume sizing mode requires the master trade to have a stop loss. If the master trade does not have a stop loss, the trade will be skipped and logged as "Trade skipped: No stop loss provided from master. Fixed Risk modes require a stop loss to calculate lot size." ## Lot Size Caps Lot size caps are optional settings that limit the copied lot size after your selected volume sizing method has calculated the trade size. If you leave these fields empty, the copier will continue using the normal volume sizing behavior and the broker/platform constraints that already apply to your account. ### Global Lot Size Cap The **Global Lot Size Cap** field uses `min-max` format in lots. For example, use `0.01-1.00` to keep copied open/reopen trades between 0.01 and 1.00 lots. ### Symbol Lot Size Cap The **Symbol Lot Size Caps** field uses semicolon-delimited `SYMBOL=min-max` entries. For example: `EURUSD=0.01-0.50;XAUUSD=0.01-0.10` Symbol-specific caps override the global cap for matching symbols. In the example above, EURUSD copied open/reopen trades will use the `0.01-0.50` cap, XAUUSD copied open/reopen trades will use the `0.01-0.10` cap, and other symbols will use the global cap if one is configured. These caps apply only to copied open/reopen trade sizes. They do not change close or partial-close actions, and they do not replace broker or platform minimum/maximum lot rules. Enter cap values in lots. Incomplete or malformed entries such as `EURUSD=0.03`, `GBPUSD=0.1-05`, comma decimals, `.05`, `1.`, or ambiguous leading zeros are rejected or corrected before saving/starting. For Dashboard create/edit flows, you can use the Builder UI to create symbol-specific caps instead of typing the full string manually. ## Copy TP from Master Account If you do not wish to copy TP from master account, you can choose false in the dropdown. ## Copy SL from Master Account If you do not wish to copy SL from master account, you can choose false in the dropdown. ## Additional TP/SL in Pips This setting is used to add additional TP/SL in pips. You would likely to use this settings if you want to add a buffer to the TP/SL, especially if you are copying to a slave account with different broker that has worse spread. ## Delay in Milliseconds This setting is used to add max delay in milliseconds before the trade is copied to the slave account. The delay will be applied in random manner from 0ms to the value you set in this field. ## Reverse Mode This setting is used to reverse trade the trades. You should only use this option if you intend to use the slave account for hedging purposes. ## Account Protection Mode This setting is used to protect your account when certain balance or equity thresholds are reached. By default it is set to "Off". Ideal use case for this setting is for prop firm accounts. Set the minimum threshold to just above the max daily DD, and set the max threshold to target profit. There are **3 options** available: | Mode | Description | | ----------------- | ------------------------------------------------------------ | | **Off** | Account protection is disabled. No thresholds are monitored. | | **Balance-based** | Monitors your account **balance** (closed P\&L only). | | **Equity-based** | Monitors your account **equity** (balance + floating P\&L). | ### Understanding Balance vs Equity * **Balance** = Your account balance after all closed trades. It does not include any unrealized profit/loss from open positions. * **Equity** = Balance + Floating P\&L from open positions. This fluctuates in real-time as the market moves. ```mermaid theme={null} graph TD subgraph Account Metrics A[Balance: $100,000] --> B[Equity = Balance + Floating P&L] C[Open Position: -$2,000 floating] --> B B --> D[Equity: $98,000] end ``` **When to use Balance-based:** Use this when you want protection to trigger only after trades are closed. Useful if you want to allow temporary drawdowns while positions are open. **When to use Equity-based:** Use this when you want real-time protection that accounts for floating P\&L. This is more aggressive and protects against unrealized losses. ### How Min/Max Thresholds Work When account protection mode is enabled (Balance-based or Equity-based), the copier continuously monitors your account. When either threshold is breached: 1. **All open positions are immediately closed** 2. **Trade copying is stopped** 3. **The slave account enters a protected/paused state** ```mermaid theme={null} graph TB subgraph Protection Zone direction TB MIN[Min Threshold: $96,000] SAFE[Safe Trading Zone] MAX[Max Threshold: $110,000] end subgraph Actions A2[Balance OR Equity drops below $96,000] A1[Balance OR Equity reaches $110,000+] R1[Close all positions & Stop copying] end MIN -->|Breach triggers| A2 MAX -->|Breach triggers| A1 A2 --> R1 A1 --> R1 style MAX fill:#22c55e,color:#fff style MIN fill:#ef4444,color:#fff style SAFE fill:#3b82f6,color:#fff style R1 fill:#f59e0b,color:#fff ``` The trigger is based on **Balance** or **Equity** depending on which mode you selected. If you chose "Balance-based", only the account balance is monitored. If you chose "Equity-based", the equity (which includes floating P\&L) is monitored. ### Minimum Threshold If you set account protection mode on, the copying operation will be stopped and all open positions will be closed when your balance/equity has fallen **below** the value of this field. For example, if you want the slave account to stop copying and close all the operations when your balance/equity falls below 96k of base currency, then just enter `96000`. **Prop Firm Example:** If your 100k account has a 4% max daily drawdown rule, set the minimum threshold to `96000` to protect against breaching the DD limit. ### Maximum Threshold If you set account protection mode on, the copying operation will be stopped and all open positions will be closed when your balance/equity has reached **above** the value of this field. For example, if you want the slave account to stop copying and close all the operations when your balance/equity reaches 110k of base currency, then just enter `110000`. **Prop Firm Example:** If your 100k challenge account has a 10% profit target, set the maximum threshold to `110000` to automatically lock in profits once the target is reached. ### Example Scenario Consider a **\$100,000 prop firm challenge** with: * Max Daily Drawdown: 4% (\$96,000 minimum) * Profit Target: 10% (\$110,000) **Recommended Settings:** * Account Protection Mode: `Equity-based` (to monitor real-time including floating P\&L) * Minimum Threshold: `96000` * Maximum Threshold: `110000` ```mermaid theme={null} flowchart LR subgraph Account Journey START[Start: $100,000] --> TRADE[Trading...] TRADE --> CHECK{Monitor Equity} CHECK -->|Equity ≥ $110,000| WIN[🎉 Target Hit!
Close & Stop] CHECK -->|$96,000 < Equity < $110,000| TRADE CHECK -->|Equity ≤ $96,000| LOSS[⚠️ DD Limit Hit!
Close & Stop] end style WIN fill:#22c55e,color:#fff style LOSS fill:#ef4444,color:#fff style CHECK fill:#3b82f6,color:#fff ``` # FAQ Source: https://docs.heroncopier.com/faq ## General Product Information ### Is this a cloud-based copier or a local copier? **Both!** Heron Copier now supports both cloud and local deployment: **☁️ Cloud Version:** * No VPS required - runs in our secure cloud infrastructure * Instant setup in under 60 seconds * Zero downloads or installations needed * 2 free cloud accounts included with every paid subscription * Perfect for beginners and quick testing **💻 Local Version:** * Runs on your own VPS or computer * Unlimited trading accounts * Full control over the environment * Ideal for large-scale operations and advanced users ### Can I run the copier on my personal PC or should I run it on a VPS? While it is possible to run Heron Copier on your personal PC, we strongly recommend using a VPS. A VPS can provide a more stable and reliable environment for running the copier, especially if it needs to be operational 24/7. Running it on your personal PC might lead to interruptions due to power outages, internet instability, or system updates. A VPS, on the other hand, will ensure continuous and smooth operation. ## Cloud Version ### If I use the cloud version, do I still need to install Heron Copier on my PC or VPS? No, you don't need to install Heron Copier on your PC or VPS if you use the cloud version. You can simply setup your accounts straight from the [Heron Copier dashboard](https://dashboard.heroncopier.com). ### How do I get started with the cloud version? 1. Purchase any paid subscription (monthly or yearly) 2. Go to [dashboard.heroncopier.com](https://dashboard.heroncopier.com) 3. Enter your license key 4. Navigate to "Cloud Accounts" in the sidebar 5. Click "+" to add your first cloud account 6. Follow the setup wizard - it takes less than 60 seconds! Check out our [Cloud Quick Start Guide](/setup/setup#cloud-setup) for detailed instructions. ### Which platforms are supported in the cloud version? Currently, the cloud version supports: * MetaTrader 4 (MT4) * MetaTrader 5 (MT5) * TradeLocker * MatchTrader * DXtrade * cTrader * **Telegram** (as signal source/master only) ### How many cloud accounts do I get for free? Every paid subscription (monthly or yearly) includes **2 free cloud accounts**. ### Can I get more than 2 cloud accounts? You can purchase additional cloud accounts from the dashboard @ [https://dashboard.heroncopier.com/cloud](https://dashboard.heroncopier.com/cloud) ### Is the cloud version as fast as the local version? Yes! The cloud version runs on high-performance servers with excellent connectivity to major broker servers. In many cases, it may even be faster than running locally due to our optimized infrastructure. ### Does Heron Cloud provide a dedicated or static IP? No. Heron Cloud does not currently offer a dedicated/static IP feature. Each cloud account runs in Heron Copier cloud infrastructure and has a current public outbound IP. If a prop firm asks for an IP to allowlist, contact support and we can provide the current IP for that cloud account. That IP normally stays the same while the cloud account/deployment remains in place, but it can change if the account is removed, redeployed, or reprovisioned. Please ask your prop firm whether EA, copy-trading, cloud execution, and IP allowlisting are allowed before using the cloud version. Heron Copier cannot guarantee prop-firm approval. For local or VPS setups, trades originate from your own PC/VPS IP. For Heron Cloud setups, trades originate from Heron Cloud infrastructure. ## Telegram Integration ### Can I copy signals from Telegram channels? Yes! Heron Copier now supports Telegram signal channels as a signal source. You can connect to any Telegram channel that provides trading signals and automatically copy those signals to your slave accounts. ### How does Telegram integration work? The Telegram master connects to your specified Telegram channel and monitors for trading signals. When a signal is detected, it's parsed and sent to your connected slave accounts just like any other master account would. The signals are copied in real-time. ### Which Telegram channels are supported? Heron Copier works with most Telegram signal channels that follow common signal formats. The system is designed to parse various signal formats including: * Standard format: `BUY EURUSD @ 1.0850 SL: 1.0800 TP: 1.0900` * Short format: `EURUSD BUY 1.0850` * And many other variations If your signal provider uses a specific format that isn't being detected, please contact our support and we can help configure it. ### Can Telegram be used as a slave account? No, Telegram can only be used as a signal source (master). You cannot copy trades TO Telegram, only FROM Telegram to your trading accounts on supported platforms (MT4, MT5, cTrader, TradeLocker, MatchTrader, DXtrade). ### Do I need a Telegram API key? Yes, you'll need to provide your Telegram credentials to connect to channels. Telegram setup is currently available in the cloud account setup flow; if your channel uses an unusual signal format, contact support and include one or two sample messages. ### Is Telegram integration available for both cloud and local versions? Currently, Telegram integration is available for the **cloud version only**. This ensures optimal reliability and uptime for signal monitoring. ## Local Version ### What makes Heron Copier different than the other alternatives? You can use the free trial to judge it yourself. Aside from partial TP support and an unlimited max number of master and slave accounts, I'd say the performance is a lot faster. The copier is built to be versatile, supporting 6 trading platforms plus Telegram signal channels, and can be used on an unlimited number of accounts. You can even set up [multiple master and slave accounts on different VPS](/usecases) and monitor and control all your accounts straight from the [Heron Copier dashboard](/setup/monitoring). No other copiers offers this level of flexibility and control. p.s. as mentioned, we also offer a cloud-based version of it. ### What are the supported platforms? Heron Copier supports all these below platforms: * cTrader * MetaTrader 4 * MetaTrader 5 * MatchTrader * TradeLocker * DXtrade * **Telegram** (as signal source/master only) This means that you can copy your trades between all those above platforms. Unlike other copiers, Heron Copier supports any of those platforms to be used as master accounts too! **NEW:** You can also use Telegram signal channels as a master/signal source. This allows you to copy signals directly from Telegram channels to any of your slave accounts on the supported platforms above. ### Does this copier really support 7 different platforms? Can I use my account on any of those platforms as master account? Yes, unlike other copiers out there which only lets you to use MT4/MT5 as master account, Heron Copier allows you to use your cTrader/TradeLocker/MatchTrader/DXtrade as master accounts too. As long as you use any of the 6 trading platforms, then you can use your accounts as either master or slave accounts. **Plus**, we now support Telegram as a signal source! This means you can copy signals from Telegram channels directly to your slave accounts. Note that Telegram can only be used as a master/signal source, not as a slave. It's really flexible. ### Do different platforms have different API rate limits? Yes. Each platform has different API request limits: * DXtrade and TradeLocker: 1 request per second * MatchTrader and cTrader: 500 requests per minute * MT4 and MT5: 500++ requests per minute Understanding rate limits will help you choose which platform works best for your trading strategy. As a rule of thumb, avoid platforms with very low rate limits for scalping or HFT. ### How many accounts (either master or slave) can I add? For the local version: as many as your PC/VPS can handle. The license key is valid for an unlimited number of accounts. For the cloud version: 2 free seats for every paid subscription, and you can upgrade to a higher plan if you need more seats. ## Getting Started & Setup ### How do I install Heron Copier? Please follow the steps in the [Quick Start Guide](/setup/setup) to install Heron Copier. ### For the local version, can I run the copier on my personal PC or should I run it on a VPS? While it is possible to run Heron Copier on your personal PC, we strongly recommend using a VPS. A VPS can provide a more stable and reliable environment for running the copier, especially if it needs to be operational 24/7. Running it on your personal PC might lead to interruptions due to power outages, internet instability, or system updates. A VPS, on the other hand, will ensure continuous and smooth operation. ### How do I register an account? I don't see the "Register" button on the website. You do not need to register an account. You can directly purchase a license key from our [homepage](https://heroncopier.com). Else, if you want to use the free version, you can simply [download](https://heroncopier.com/download) the copier and use it rightaway without inputting any license key. ### How to use and configure the copier? Once you have finished with the installation steps, you can use the Connector app to add your accounts. Just click on the "Add Account" button and choose the platform from the list. ### How do I configure the Heron Copier Connector after installation? Once you have the Connector app installed. Please open the app by going to your Start menu and search for the Heron Copier Connector app. After you log in to the Heron Copier Connector app, use its "Installer" tab to install the copier EAs easily. The Installer tab is in the Connector app, not inside MT4 or MT5. You can also view your connected accounts straight from the Connector app. ## System Requirements ### Does the copier run on Linux/Mac OS? No, the copier only supports Windows OS starting from Windows 10 and Windows Server 2016. ### What is the minimum Windows version? Please use Windows Server 2016 or newer. The copier is not compatible with Windows Server 2012 or older. ### What would be the recommended VPS specifications? RAM: 4GB at minimum. CPU: VPS with dedicated cores (4 vCPUs or higher). Windows Server 2016 or higher. ### Are there any additional software requirements for Heron Copier? No, just make sure to install 2 VC++ runtimes (for both x64 and x86 versions) as stated in the [prerequisites documentation](/setup/prerequisites). ### Can I trade using my mobile phone? As long as the copiers are setup on your VPS and they are still running, then yes, you can trade from your phone. Any trades you made on your phone will be copied by the copier. You don't even have to login to your VPS from your mobile phone, you can simply use the normal mobile apps for each platforms on your mobile phone. ## Licensing & Billing ### Do you provide free demo? The EA will run even without any license key. Keep in mind that the free version only opens the position for "EURUSD" and "BTCUSD" and not for the other pairs. The free version is only intended for trial and I strongly advise not to use it on live/prop accounts! ### Where can I find license key for free version? No license key is needed to run the copier in free version mode. You can simply run the copier and leave the "License Key" field blank. Do note that the free version only copies trades made on EURUSD and BTCUSD pairs. ### Where do i find my license key? Please check your email that you used to subscribe to our service. The license key should be sent during the first date of your subscription. ### Does free version gives me an access to the dashboard? No, the free version doesn't come with an access to the dashboard. To access the dashboard, you will need a valid license key. ### Do I have to change my license key every month? No, you don't have to. As long as your subscription is active, your license key validity will always be renewed in our backend. ### How can I manage or cancel my subscriptions? You can manage/cancel your subscription in the [billing section](/misc/billing) ### Can I request a refund? Eventhough that we don't actually offer refund as per our Refund Policy, please email us at [contact@heroncopier.com](mailto:contact@heroncopier.com). We can still review your case and we'd gladly give you a refund depending on your case. ### If I upgrade my subscription, will I get a new license key? No, the license key will remain the same. We will simply extend the expiration date of the current license key. ### If I upgrade my subscription, will I have to pay full price? No, you will not have to pay the full price. The prorated amount will be charged based on the remaining days of the current subscription. ### Is it allowed to share my license key with others? No, it's not allowed. While you can use the copier on an unlimited number of accounts, the license key is only valid for a single user. We do track the usage of the license key and if we find that it's being used by multiple users, we will have to revoke the license key. Please check our terms of service for more information. ## Configuration & Advanced Setup ### How do I set up multiple master accounts with different slave accounts? By default, the master EA is set to port 51124, if you wish to have more than 1 master account, please assign different ports for each of the master accounts. Make sure each slave account belonging to each master account uses its specific port. Please refer to the [Use Cases](/usecases) page for more information on how to set up multiple master and slave accounts. ### Is it possible to setup the copier to allow copying of master and slave accounts that are located in different VPS? Yes, it's possible. Just make sure to use the IP address of the master account on **both** master and slave accounts. Make sure the firewall is configured to allow the port to be accessed as well. As long as the TCP port is not blocked, the master and slave account will be able to communicate to each other. For more information, please check the [Cross-VPS Setup](/misc/crossvpssetup) page. ### How do I map different symbol names between the master and slave accounts? (e.g. DJ30 in master account and US30 in slave account)? In your slave EA, use aliases with the following format: `DJ30=US30;SpotCrude=WTI;BTCUSDT=BTCUSD;` You can setup as many aliases as you want as long as they are separated by semicolon. ### Is it possible to have a custom lot multiplier for specific symbols? I don't want to use a universal lot multiplier Yes. Symbol Aliases support the `MASTER=SLAVE|MULTIPLIER` format for a symbol-specific/per-symbol custom lot multiplier. When copied lots are multiplied by the alias rule, use this formula: alias multiplier = master contract size / slave contract size. For example, if the slave broker's NAS100/US100 contract is 10 times larger than the master broker's contract (master contract size 1, slave contract size 10), you can use `NAS100=NAS100|0.1` or `NAS100=US100|0.1` depending on the slave broker's exact symbol name. If the slave broker's contract is 10 times smaller than the master broker's contract, use `|10` instead. The multiplier applies only to that NAS100/US100 alias rule. Other symbols such as USDJPY continue using your selected Volume Sizing/global lot/risk settings unless you separately map them with a multiplier. You can leave USDJPY unmapped if the name is already the same, or map it without a multiplier if only the broker naming differs. Symbol names are case-sensitive. Confirm your broker symbol names and contract sizes, then test on demo or with a very small lot first. A per-symbol lot multiplier/custom lot multiplier can help with a contract size mismatch, but it does not guarantee profit or remove trading risk. Please check the "Symbol Aliases" field in this [slave configuration page](/config/slave) ## Trading & Platform Usage ### Can I use the copier on a prop firm account? Yes, you can. We even have a feature to protect your account when certain balance/equity has been reached! Ideally, you can set the minimum threshold to just above the max daily DD, and set the max threshold to target profit. Heron Copier is developed to be prop firm friendly. Be sure to check the prop firm rules though, some of them might have a restriction on using trade copier. ### Will prop firms know that I use your EA? While the copier does not send any information at all, the trades that are made using EA/bots can be flagged on the server-side. Please always ask your prop firms or brokers if they would allow EA/bots usage first before using Heron Copier. ### Do you have a feature to mask copied trades as manually placed? Yes, the copier has a feature to mask copied trades as manually placed trades. This is useful for prop firms that require manual trading only. Please use the [Non-API Mode](/setup/apivsnonapimode) to enable this feature. Do note that this feature is only available for MatchTrader and DXtrade slave accounts. ### Do you have list of prop firms that block the API access to the copier? Please refer to this page for the list of prop firms that block API access: [List of Prop Firms with Blocked API Access](/misc/propfirmswithblockedAPIaccess) ### Do I need to attach the EA to each symbols? No, you only need to attach the EA to one chart per platform. Heron Copier is designed to replicate trades you make in all pairs, not just the one to which the EA is attached. For example, your trades on USDJPY will be copied even if you've only attached the EA to the EURUSD chart. Please note that attaching the EA to multiple charts can result in trades being duplicated. This is because each instance of the EA will independently copy all trades, leading to multiple copies of the same trade. To avoid this, ensure that the EA is only attached to a single chart. ### Does the copier copy pending orders, for example, limit and stop orders? All pending orders (including limit and stop orders) are not copied immediately, instead, they will be copied on the slave account as soon as the pending orders are triggered on the master account. This is intentional to avoid the typical "orphaned" position problem that occurs when the pending order is triggered on the slave account(s) but not on the master account. So this does not mean that the copier does not copy pending orders, it's just that they will be copied only when they are triggered on the master account. ### Can this copier work if I'm running other EA's? Yes, just make sure to attach each EA in a different chart. There should not be more than 1 EA attached to a same chart. ### Is there reverse mode or reverse trading option in all copier EAs/apps? Yes, the "Reverse Trade" option is available for all platforms. ## Volume Sizing & Risk Management ### What is the difference between Equity-to-Equity and Risk Multiplier volume sizing options? There is almost no difference except that in "Equity-to-Equity" volume sizing option, it uses 1-to-1 risk multiplier. While in "Risk Multiplier" volume sizing option, you can actually define the risk multiplier. For example: In "Equity-to-Equity" volume sizing option, if the master account has USD 10,000 equity and the slave account has USD 5,000 equity, and the master opens a 1 lot trade, the slave account will open a 0.5 lot trade (since USD 5,000 is half of USD 10,000). In "Risk Multiplier" volume sizing option using let's say a value of "2", the same setup would copy 1 lot trade in slave account instead since it means that the slave account would use 2x risk than your master account. The "Risk Multiplier" volmue sizing option is useful when you want to set different risk per trade in the slave account. ### Is there a "Minimum Lot Size" or "Maximum Lot Size" settings? No, there is no such option. You are responsible to manage the minimum or maximum lot size of the original positions and copied positions in both the master and the slave copier. ### Why does Lot Multiplier not reduce my copied trade below 0.01 lot? Volume Sizing and Lot Multiplier calculations are constrained by the broker/platform **minimum lot size** and **lot step** for the slave account symbol. Lowering the multiplier cannot force trade volume below those limits. For example, Lot Multiplier `0.15` with a `0.01` master lot calculates to `0.0015`, but if the slave account minimum lot size is `0.01`, the slave trade may be adjusted/rounded to `0.01` or otherwise not visibly scale down as expected. To self-check, confirm the slave broker/platform minimum lot size and lot step for the symbol, use a larger master lot so the multiplied result reaches a valid increment, or consider another sizing method if needed. ### My master account has .pro suffix but my slave account has .x suffix, how do I solve this? There are 2 possible solutions: 1. You can either remove the suffixes entirely from your master account using "Remove Symbol Suffix" option on your master EA by filling it with a value of ".pro", then use "Add Symbol Suffix" option on your slave EA with a value of ".x" 2. Use "Symbol Aliases" field instead. Both solutions work, but depending on the symbol namings used by your broker, one solution may be preferrable than the other one. ### Partial close not working on slave account. Partial close is not supported for MatchTrader and DXtrade slave account. It is a known limitation. It does work for MT4, MT5, TradeLocker, and cTrader though. ## Dashboard & Monitoring ### What kind of features do you offer in the dashboard? You can check running positions, trade history, pause the copier, and even flatten all positions. All the features mentioned above means that you can manage your trades straight from the dashboard without having to login to your VPS. ### My account is not showing up in the dashboard or in connector app Please make sure that your master account is running and the slave account is connected to the master account. Do not forget to fill the "License Key" field in the master EA/app with proper license key. As long as the master account is running using a proper license key and the slave account is connected to the master account, then the accounts should appear in the dashboard or in the Connector app. ### How can I set unique identifier? "Identifier" is a field in the copier settings. For MT4/MT5/cTrader, you can change the "Identifier" field by opening the terminal and change the EA settings. For Tradelocker/DXtrade/MatchTrader, you can change "Identifier" field by opening the copier app. Make sure that each of your master and slave accounts have unique name/identifier. Else, they won't appear in the dashboard. ### The copier app says that Heron Copier is connected, but the slave account says "fetching data" on the dashboard. Simply refresh the dashboard. If you are on the browser, you can refresh the page. Else, if you are on the Connector app, please click "View" -> "Reload" menu. ### What does "fetching data" status mean? Does it mean that the copier is not working? This is intentional to save the server's network egress cost. This doesn't interfere with copying operations though. It just simply means that the dashboard data is only updated when you are actually seeing or actively using the dashboard. Else, we'd have to pay a lot of network egress fees from people who leave the dashboard running in the background in their VPS for months when they're not even using the dashboard. ### The dashboard keeps showing "Listening for connections" status. This means that no connection is established yet. Please make sure that the master and slave copiers are running and the license key is valid. ### My dashboard is showing accounts from another VPS Yes, that's normal. The dashboard and the Connector app will display all your connected accounts regardless where they are located. ### How do I remove accounts from the dashboard? Simply stop the copier EAs/apps for those accounts, then reload the dashboard or Connector app by clicking the refresh page or "View" -> "Reload" menu. ## Configuration & Settings ### Where am I supposed to change the copier settings? Is it via Connector app? No, the copier settings can not be configured via the Dashboard or Connector app. You should open the copier EA/app for each platform to change the individual copier's settings. ### Where do I find Heron Copier settings? For MT4/MT5/cTrader, you can find the settings in the EA/cBot. For TradeLocker/MatchTrader/DXtrade, you can open the copier app and all the settings should be visible there as well. ### How can I find the master account's server address? Please check your master account that you have configured. The exact same server address should be used in the slave account settings as well. It should look like this: tcp\://127.0.0.1:51124. Please refer to the [use cases documentation](/usecases) ### Everytime I restart my computer, do I need to reenter all the details of the EA settings for TradeLocker/MatchTrader/DXtrade copiers? (credentials, server address, etc) No, you don't have to. You can easily save the profile by clicking "File" -> "Save Profile" menu. The next time you need to run the copier again, you can load the profile under "File" -> "Load Profile" menu. ### How do I start MatchTrader/DXtrade/TradeLocker copier automatically? Such feature does not exist. While you can load the saved profile, the copier has to be started manually. ### Does the copier support modification of magic number? Or maybe to hide it as well? No, it's not supported. The magic number is used to track the original position ID by the slave account. Masking or hiding it would mean that the copied position will be orphaned and thus can't be managed/closed. ### Can I customize the comment field? No, the comment field in the position data can't be customized. ### Is it normal that the build number between master and slave is different? Yes, it is normal. The build number is the date and time when the copier was built. The master and slave copiers can be built at different times. This allows us to track the last working version of the copier for each platform and to ship bug fixes faster. Imagine if we have to update every single version of the copier for each platform, it would be a nightmare for us to maintain the copier. So, if there was no issue, we will not update the build number. Please refer to the [this page](/changelog/latestversions) for the latest version of each platform. ### Why does the TradeLocker, MatchTrader, and DXtrade copier has less features than the other copiers for MT4/MT5/cTrader? Due to the API limitations, some copier options such as "Equity-to-Equity" volume sizing option, "Risk Multiplier" volume sizing option, and additional TP/SL in pips are missing. Unfortunately, the API is something that is not in our control. ## Security & Privacy ### Why would you require the WebRequest permission to [https://heroncopier.com/](https://heroncopier.com/) ? I don't feel secure. It's only used to check the license validity. I don't need to know how you trade at all. The EA does not collect any personal data. ## Support ### I have some other questions, how can I ask for support? Send your questions to [contact@heroncopier.com](mailto:contact@heroncopier.com), or just write them in the contact form. Please make sure to at least include the error logs on Experts/Automate tab and Journal tab as well. ### I need to have a live chat with an agent/human Please send an email to [contact@heroncopier.com](mailto:contact@heroncopier.com), we will respond to your queries as soon as possible. ### Is there a user manual or documentation available for Heron Copier? Yes, please have a look at our [documentation](/welcome) ## Updates & Maintenance ### How do I download the update? You can download the update from the [installation page](/setup/installation) ### Where are the changelogs? You can view the changelogs from the [changelog page](/changelog/changelog) ### How do I update the copier? You can update the copier by downloading the latest version from the [installation page](/setup/installation) ### How can I download an update? Please download it from the [installation page](/setup/installation) Then run the .exe installer file. ### Should I upgrade to the latest version of the copier? Generally, yes, you should. However, like any softwares out there, please review the [changelog](/changelog/changelog) first before upgrading. If your setup is not affected by the changes, then you it's up to you to decide when to upgrade. I would recommend to only upgrade when you don't have any open positions. # Need Help? Contact Us Source: https://docs.heroncopier.com/help-and-support/helpandsupport There are various reasons why the trades may not be copied correctly, but most of the time it is due to **misconfiguration** or **broker-related issues**. In case you are facing any issues, **please provide the logs and the description of the issue**. You can find the logs in the following locations: * **MT4/MT5**: Expert and Journal tab. * **cTrader**: Automate/Algo and Journal tab. * **TradeLocker/MatchTrader/DXTrade**: Click "Help" -> "Copy Logs" in the copier app. For common installation and configuration issues, the [AI Assistant](https://ai-assistant.heroncopier.com) should be able to help you. For more complex issues, you can reach out via email at [contact@heroncopier.com](mailto:contact@heroncopier.com). We are also on [Discord](https://discord.gg/UduQRcze2u) if you prefer to chat there. # How Does Heron Copier Work? Source: https://docs.heroncopier.com/howdoesthecopierwork This page contains technical details about how Heron Copier works. If you are not interested in the technical details, you can skip this page and go ahead to the [Quick Start Guide](/setup/setup). While it is not necessary to understand how the copier works to use it, it is recommended to read this page so you can better understand how to use (and configure) the copier, especially if your [use cases are complex](/usecases). The copier is versatile, but it can't *"automagically"* do everything for you. By understanding how it works, you can configure it accordingly. ## Basic Principles Heron Copier is a [versatile](/usecases) trade copier that can be used in various scenarios. You can use the copier for **as many master and slave accounts as your VPS/PC can handle**. There is **no limitation**. ```mermaid theme={null} flowchart LR A1[Master Account] -->|Binds to| B1[Port xxxxx] --> |Sends instructions to| C1[Slave Account] C1 -->|Listens to| B1 ``` The copier works by sending trade instructions from the master account to the slave account(s) via **TCP protocol**. It uses a **"port"** to establish a connection between the master and slave accounts. As an example, let's have a look at the default IP address and port number used by the copier @ `tcp://127.0.0.1:51124`. ```mermaid theme={null} flowchart TD A1["tcp://127.0.0.1:51124"] --> B1[Protocol] A1 --> B2[IP Address] A1 --> B3[Delimiter] A1 --> B4[Port Number] B1[tcp://] --> C1[Protocol] B2[127.0.0.1] --> C2[IP Address] B3[:] --> C3[Delimiter] B4[51124] --> C4[Port Number] style B2 fill:purple,stroke:#333,stroke-width:2px style C2 fill:purple,stroke:#333,stroke-width:2px style B4 fill:green,stroke:#333,stroke-width:2px style C4 fill:green,stroke:#333,stroke-width:2px ``` The default server address @ `tcp://127.0.0.1:51124` consists of the following components: * **Protocol**: `tcp://` * **IP Address**: `127.0.0.1` * **Delimiter**: `:` * **Port Number**: `51124` The **IP Address** `127.0.0.1` is a special IP address that refers to the local machine (i.e. the same VPS/PC where the copier is running). And the **Port Number** `51124` is the default port number used by the copier. This means that, by using the default server address, you can already copy trades between accounts running on the same VPS/PC. ## Multiple Master Accounts What if you want to have **more than 1 master account**? It's easy, just make sure to use a **unique port number** (e.g. tcp\://127.0.0.1:**51124** for the first master account, tcp\://127.0.0.1:**51125** for the second master account, etc.). ```mermaid theme={null} flowchart LR A1[Master Account #1] -->|Port 51124| B1[Slave Account #1] A2[Master Account #2] -->|Port 51125| B2[Slave Account #2] A3[Master Account #3] -->|Port 51126| B3[Slave Account #3] ``` For example, if you have 3 master accounts like the example above, you can use the following port numbers: * Master Account #1: tcp\://127.0.0.1:**51124** * Master Account #2: tcp\://127.0.0.1:**51125** * Master Account #3: tcp\://127.0.0.1:**51126** And the slave accounts will listen to their respective master account's port number: * Slave Account #1: tcp\://127.0.0.1:**51124** * Slave Account #2: tcp\://127.0.0.1:**51125** * Slave Account #3: tcp\://127.0.0.1:**51126** This means that Slave Account #1 will listen to the first master account via port number **51124**, Slave Account #2 will listen to the second master account's port number **51125**, and so on. Port number is like a **"channel"** that the master and slave accounts use to communicate with each other. There can only be **one master account per port number**, but you can have **multiple slave accounts per port number**. ## Dashboard Page Unlike other local-based trade copiers, Heron Copier provides a centralized [dashboard](/setup/monitoring) where you can see all your accounts at a glance without having to login to your VPS. The dashboard page is a page hosted on our server that allows you to monitor your accounts in real-time. All accounts connected to the copier will be displayed on the dashboard, along with their current status, balance, equity, and other relevant information. You can also see the trade history, open trades, and even close trades directly from the dashboard. ```mermaid theme={null} sequenceDiagram User->>Dashboard: I want to close all trades on the selected account. Note over User,Dashboard: User clicks on the "Kill Switch" button. Dashboard->>Selected Account: Close all your trades! Selected Account-->>Dashboard: All trades are closed. Dashboard-->>User: All trades are closed. Note over Dashboard,User: User receives a confirmation message. ``` Above is an example of how the dashboard communicates with the connected accounts. The Heron Copier EAs/apps can communicate both ways with the dashboard. They listen for commands from the dashboard and send updates to the dashboard. For example, when you click on the **"Kill Switch"** button on the dashboard, the dashboard sends a command to the selected account to close all trades. The selected account then closes all trades and sends a confirmation back to the dashboard. The dashboard then displays a message to the user that all trades are closed. This enables you, as the user, to manage your connected accounts directly from the dashboard. ## So... Is the local version of Heron Copier really a local-based copier? Yes, it is. Despite having a centralized dashboard, **the local version of Heron Copier is still a local-based copier**. All trades made by the copier **will still originate from your VPS/PC's IP address**. The dashboard is just a tool to help you monitor and manage your connected accounts. # Local vs Cloud-Based Copier Source: https://docs.heroncopier.com/local-vs-cloud Heron Copier offers you the flexibility to choose between two deployment methods: **Local** and **Cloud**. With your subscription, you get access to **both versions** - there's no need to choose just one! This guide will help you understand the differences, advantages, and ideal use cases for each approach. **🎉 Dual Access:** Every paid subscription includes access to both local and cloud versions. You can use them simultaneously or switch between them based on your needs. # The Evolution Story Heron Copier began its journey as a **local-only** trade copier. As a prop trader myself, I initially developed it to solve my own need for copying trades between my cTrader accounts. The local approach made perfect sense at the time - it gave me complete control over the environment, unlimited accounts, and the ability to customize everything to my exact requirements. However, as the trading community grew and I received feedback from users worldwide, I realized that many traders faced significant barriers with the local setup: * **Technical complexity**: Setting up VPS environments, managing installations, and troubleshooting issues * **Infrastructure costs**: Monthly VPS expenses, especially for traders with 2-4 accounts * **Reliabilty concerns**: Not all VPS providers offer the same level of stability and performance, some shared VPS can give traders trouble with copying trades in real-time due to the high CPU steal time or unoptimized environment. Just like any other softwares, Heron Copier's reliability is only as good as the VPS provider's performance. This led to the development of our **cloud version** - a complete paradigm shift that removes these barriers while maintaining the core functionality that makes Heron Copier powerful. Our cloud copier is an evolution of the local version, built and maintained by the same development team. Rather than being a separate product, it's an enhanced version that leverages our proven technology. We've built it entirely in-house using our own technology stack, without depending on any third-party services. What sets us apart from other semi/hybrid "cloud" copiers is that we offer a true cloud solution where all the copier instance for all platforms (including MT4/MT5) are entirely run on our cloud infrastructure, literally zero downloads or installations needed from the user's end. * Require much less technical expertise * Zero installation required * Instant setup (\< 60 seconds) * No VPS management * 2 free accounts * Automatic updates * **Telegram integration** (copy from signal channels!) * Require more technical expertise * Unlimited trading accounts * Full environment control * Custom configurations * Your own infrastructure * Complete data privacy ## Technical Architecture ### Cloud Infrastructure Our cloud version runs on high-performance servers with optimized connectivity to major broker servers. It is completely scalable, with automatic failover and load balancing. Every instances of trading platform connected to the cloud version is assigned a unique, isolated environment. While they share the same physical infrastructure, they are logically isolated from each other. ### Local Infrastructure The local version runs on your own VPS or PC. It compromises of a Connector app and sets of individual copier apps for each trading platform. They do still connect to our backend for monitoring and logging purposes, but all the trade copying happens within your own network. The user can still benefit from the dashboard and remote logging features. It is recommended to use a dedicated VPS for the local version to ensure optimal performance and stability. ## Making Your Decision The beauty of Heron Copier is that **you don't have to choose just one**. Your subscription includes both versions, allowing you to: 1. **Start with cloud** to get familiar with the system 2. **Experiment with local** when you're ready for more control 3. **Use both simultaneously** for different purposes 4. **Switch between them** as your needs evolve Remember, the goal is to find the setup that best serves your trading strategy and technical comfort level. Whether you choose cloud, local, or both, you'll have access to the same core trade copying capabilities that make Heron Copier a powerful tool for traders worldwide. # Affiliate Program Source: https://docs.heroncopier.com/misc/affiliate Love Heron Copier and want to share it with others? I'd love to have you as an affiliate partner! As someone [who's passionate about trading and helping fellow traders succeed](/about), I believe the best recommendations come from people who genuinely use and love the product. That's why we've created an affiliate program that rewards you for sharing Heron Copier with your audience. ## What's In It For You? Here's what we offer to our affiliate partners: * **20% commission** on every sale you refer (that's a solid chunk!) * **Lifetime recurring commission** - you keep earning as long as your referrals stay subscribed * **\$10 minimum payout** - no crazy high thresholds to worry about * **Monthly payments** via PayPal or Wire Transfer - your choice ## How It Works It's pretty straightforward - no complicated hoops to jump through: 1. You [sign up](https://heron-copier.affonso.io/) and get your unique affiliate link 2. Share it with your audience (blog, YouTube, social media, wherever!) 3. When someone finalize their subscription, you earn 20% commission 4. Get paid monthly once you hit the \$10 minimum 5. Remember, recurring commissions mean you keep earning as long as your referrals stay subscribed ## The Fine Print (But Nothing Scary!) ### How Attribution Works * **30-day cookie lifetime** - if someone clicks your link, you get credit for their purchase within 30 days * **30-day hold period** - we hold commissions for 30 days to make sure everything's legit (standard practice to avoid issues with refunds) ### What Counts as a Sale Look, we want this to be fair for everyone: * Real purchases from real people count (obviously!) * Renewal do count as a sale. So if your referral renew their subscription, you'll earn commission again. * If someone refunds or disputes, we'll need to deduct that commission * Please don't try to game the system with fake accounts - we'll notice, and it's just not cool ## Ready to Get Started? If you're excited about sharing Heron Copier with your audience, we'd love to have you on board! **[Join the Affiliate Program →](https://heron-copier.affonso.io/)** Once you're approved, you'll get your unique affiliate link and access to the performance tracking dashboard. ## Got Questions? We're pretty responsive to emails, so if you're curious about anything or need help getting started, just shoot us a message at [contact@heroncopier.com](mailto:contact@heroncopier.com). We genuinely appreciate everyone who helps spread the word about Heron Copier - you're helping fellow traders discover a tool that can really make a difference in their trading journey! # Billing and Payments Source: https://docs.heroncopier.com/misc/billing You can manage your subscription, view your invoices, and update your payment method from the [Billing Portal](https://heroncopier.com/billing). # Common Problems Source: https://docs.heroncopier.com/misc/commonproblems Here are some common problems you might encounter and how to resolve them:

For MT4/5, make sure that you have enabled the DLL imports and WebRequest for [https://heroncopier.com](https://heroncopier.com) in the terminal settings. Please refer to the [MT4/5 Permission](/setup/metatrader45permission) guide for more information.

This message indicates that the EA is not receiving the heartbeat signal from the master account.

Please check if the master account is running.

If the master account is running, check if the master account's server address is correct in the slave account settings.

This message indicates that the symbol in the trade instruction sent by the master account is not recognized by the slave account.

Please check if the symbol mapping is set up correctly in the [slave account settings](/config/slave).

This message indicates that the MT4/5 terminal is unable to load the DLL files required by the EA.

Please make sure that the installation was done correctly and that the DLL files are present in the MT4/5 terminal's "Libraries" folder.

The DLL files required by the EA should be present in the "Libraries" folder of the MT4/5 terminal. The required DLL files are: ```mermaid theme={null} graph TD; A[MQL4/5 Folder] --> B[Libraries Folder]; B --> C[libsodium.dll]; B --> D[libzmq.dll]; ```

Have a look at the [Pre-requisites](/setup/prerequisites) and [Installation](/setup/installation) page for more information.

This message indicates that the X86 and X64 VC++ Redistributable is not installed on your system.

Have a look at the [Pre-requisites](/setup/prerequisites) page for more information.

This message indicates that the auto trading or algo trading feature is disabled in the MT4/5 terminal.

Please enable the auto trading or algo trading feature in the terminal settings.

Please refer to the [MT4/5 Permission](/setup/metatrader45permission) guide for more information.

p.s. if the error message says "auto trading is disabled by server", then you need to contact your broker to enable the auto trading feature.

This message indicates that the copier is unable to open a trade because the account does not have enough margin to open the trade with the requested volume.

Please check if the account has enough margin to open the trade with the requested volume.

This error also means that if you open the trade with exact same volume manually without using the copier, the trade will also fail to open.

This message indicates that the copier is unable to connect to the prop firm's API because the credentials are invalid.

Please check if the credentials are correct and your account is active on the prop firm's web platform.

The same credentials should be able to be used to login to the prop firm's web platform. If you can't login to the prop firm's web platform using the same credentials, then the cpoier will not be able to connect to the API as well.

This message indicates that the non-API mode is unable to run because the required Chrome browser is not installed or is not supported.

Please make sure that you have installed the required Chrome browser as indicated in the [non-API mode documentation page](/setup/apivsnonapimode).

# Cross-VPS Setup Source: https://docs.heroncopier.com/misc/crossvpssetup Heron Copier supports cross-VPS copying, which allows you to copy trades between accounts on different VPS servers. This feature is useful if you have multiple accounts on different VPS servers and want to copy trades between them. ```mermaid theme={null} flowchart LR subgraph VPS1 A1[Master Account] -->|Copy Trade| B1[Slave Account #1] A1[Master Account] -->|Copy Trade| B2[Slave Account #2] A1[Master Account] -->|Copy Trade| B3[Slave Account #3] end subgraph VPS2 B4[Slave Account #4] end A1 -->|Cross-VPS Copying| B4 ``` In above diagram, we have 3 slave accounts on VPS1 and 1 slave account on VPS2. The master account is on VPS1. With cross-VPS copying, you can copy trades from the master account on VPS1 to the slave account on VPS2. ## Setting up Cross-VPS Copying To set up cross-VPS copying, you need to follow these steps: 1. Make sure that both VPS servers can be accessed without using any port forwarding (e.g. using public IP address without port like 80.11.22.33:4242). 2. On the master account, set the **Server Address** to the public IP address of the VPS used by the master account. 3. On the slave account, set the **Server Address** to the public IP address of the VPS used by the master account. 4. Make sure that the firewall on both VPS servers is configured to allow the port to be accessed, you need to allow **both** inbound and outbound port access via Windows Firewall settings. Cross-VPS Setup # Running Multiple Instances Source: https://docs.heroncopier.com/misc/multipleinstances To run the copier for multiple accounts, you need to set up multiple terminals, each logged into different trading accounts that you would like to use as master or slave accounts. ## MetaTrader 4/5 1. Download the MT4/MT5 terminal from your broker's website. 2. Run the installer. 3. Click on the "Settings" button. 4. Choose a different name for the installation folder (e.g., MT4-1, MT4-2, etc.). 5. Complete the installation process. 6. Your new terminal will be installed in the folder you specified. ## Other platforms Simply click "Add Account" on the Connector app. A new copier/terminal will launch where you can fill in the credentials for your other accounts. # List of Prop Firms with Blocked API Access Source: https://docs.heroncopier.com/misc/propfirmswithblockedAPIaccess API (Application Programming Interface) is a channel that allows the copier to communicate with the trading platform. Heron Copier (and most other copier apps) use the API to copy trades. When the API is blocked, the copier (and all other copier apps) will not be able to connect to the trading platform. Here is a list of prop firms that are known to block API access: | Prop Firm | Platform Limitations | | ------------------- | ---------------------------------------------------------------- | | FTMO | Only blocks DXtrade accounts | | MFFX | DXtrade and MatchTrader aren't working | | Maven | All platforms blocked | | Alpha Capital Group | MT5 requires autotrading permission, all other platforms blocked | | FundingPips | All platforms except TradeLocker and MT5 | | Top One Trader | All platforms blocked | | The Funded Trader | MatchTrader blocked | | FundedNext | MatchTrader blocked | | FXIFY | DXtrade blocked | | T3X Funding | All platforms blocked | The list may not be exhaustive and there are probably more prop firms that block API access. To work around this issue, [you can use the non-API mode of the copier](/setup/apivsnonapimode) which is available on MatchTrader and DXtrade slave copier apps using the local version of Heron Copier. Due to the fact that the non-API mode is not using the official API, the non-API mode may not have the same features as the normal API mode. # API Mode vs Non-API Mode Source: https://docs.heroncopier.com/setup/apivsnonapimode The non-API mode uses browser automation to work around the API restrictions. Due to the fact that it is not using the official API, it is not as reliable as the normal API mode and may not work as expected. Use it at your own risk. It should only be used as a last resort when the normal API mode is not available. The non-API mode is only available for the **local version** of MatchTrader and DXtrade slave copier apps. The non-API mode only supports **Lot Multiplier** and **Fixed Lot Size** volume sizing options. Other volume sizing modes are not available in non-API mode. ## Overview If you are using a [prop firm that blocks API access](../misc/propfirmswithblockedAPIaccess), you can use the non-API mode of the copier. To activate the non-API mode, just click on the lightning icon on the top right of the copier. Non-API Mode ## How the non-API mode works The non-API mode emulates a human browsing the internet and copying the trades from the master account. This eliminates the need for the copier to have access to the API of the trading platform. ## Requirements The non-API mode requires [Google Chrome](https://www.google.com/chrome/) to be installed on the machine. So please ensure that you have Google Chrome installed first. ## Should I use the non-API mode? If you are using a prop firm that blocks API access, you can use the non-API mode of the copier. If you are not sure, you can try the normal API mode first and if it doesn't work, you can try the non-API mode. # Email Notifications Source: https://docs.heroncopier.com/setup/emailnotifications Heron Copier supports email notifications for all slave copier applications. This feature will send an email to the user whenever a trade is copied or closed to the slave account. The email will include details such as the trade direction, symbol, volume, and timestamp. To enable email notifications, you can fill in the **Email Address for Trades Notifications** field in the slave account configuration. # Installation Source: https://docs.heroncopier.com/setup/installation After you have installed the VC++ Redistributable as described in the [Pre-requisites](/setup/prerequisites) section, you can proceed to install Heron Copier. 1. Download the zip file from [this link](https://heroncopier.com/download). 2. Extract the downloaded zip file and navigate to the extracted folder. 3. Run the `Heron Copier Connector.exe` installer file and follow the instructions. 4. Run the `Heron Copier Connector` app from the Desktop or from the Start menu. Heron Copier Connector App Login 5. Click "Login" and insert your license key. Heron Copier Connector App Installer 6. In the Heron Copier Connector app, navigate to the **"Installer"** tab after login, and click **"Install"** to install the necessary files to your computer. The Installer tab is in the Connector app, not inside MT4 or MT5. 7. Next, you can start [adding your trading accounts](/setup/settinguptheaccounts) from the Connector app. ## Manual Installation of EAs/cBots If you want to install the EAs manually, you can do so by following these steps: 1. Open the Heron Copier Connector app, click on the **"Installer"** tab after login, and choose **"I want to install the EAs/cBots manually"**. This Installer tab is not inside MT4 or MT5. 2. A new File Explorer window will appear showing the files needed to be copied. 3. For **MT4/MT5**: * Copy the entire **"Heron Copier"** folder to the **"MQL4/Experts"** or **"MQL5/Experts"** folder. * Copy the required DLL files (**libsodium.dll** and **libzmq.dll**) under **"Libraries"** folder to the **"MQL4/Libraries"** or **"MQL5/Libraries"** folder 4. For **cTrader**: * Simply double-click the **.algo files** to import them to cTrader instance. Make sure to select **"local"** installation when asked by the platform. 5. For **TradeLocker/MatchTrader/DXtrade**: * There is no manual installation method for all these 3 platforms. Simply click the **"Add Account"** button on the Connector app to launch the copier for **DXtrade**, **TradeLocker**, or **MatchTrader** platforms. # Viewing Logs Source: https://docs.heroncopier.com/setup/logs All opening and closing trades are logged in our backend. It is done so that you can view your copy history from any device, including your mobile phone. That way, you can be certain that all trades are copied correctly and there is no need to rely on the logs in your MetaTrader 4/5 or any other platform's terminal. The logs can be accessed from the following locations: 1. From the dashboard, click on the **"Logs"** tab. 2. From the Heron Copier Connector app, click on the **"Logs"** tab. ## Copy Status The logs will show you the status of each trade copy attempt. There are 3 possible status: * **COPIED**: The open instruction was copied successfully to the slave account. * **CLOSED**: The close instruction was copied successfully to the slave account. * **ERROR**: There was an error copying or closing the trade. The slave account did receive the trade instruction from the master account, but the broker/server rejected the trade. ## Logs Details You can click on the **"View Logs"** button to see the rejection reason returned by the broker/server. As long as the copier did attempt to relay the trade instruction to the broker/server, then any failure in the execution can only be caused by misconfiguration or broker-related issues. For the later, you should contact your broker. # MT4/5 Permission Source: https://docs.heroncopier.com/setup/metatrader45permission MetaTrader 4/5 terminals require special permissions to allow the EA to trade on your account. Here's how you can set up the permissions for Heron Copier EA: 1. Open your MetaTrader 4/5 terminal. 2. Click on **"Tools"** menu and choose **"Options"**. 3. Navigate to the **"Expert Advisors"** tab. 4. Make sure the following options are enabled: * **Allow algorithmic trading** * **Allow DLL imports** * **Allow WebRequest and add `https://heroncopier.com` to the list** 5. Click **"OK"** to save the changes. 6. Do not forget to insert your license key in the Heron Copier EA. 7. You may have to restart the MetaTrader 4/5 terminal for the changes to take effect. # Monitoring Your Connected Accounts Source: https://docs.heroncopier.com/setup/monitoring Heron Copier provides a dashboard where you can monitor your connected accounts. The dashboard provides you with a quick overview of the status of your connected accounts. Not only can you monitor your connected accounts, but you can also manage your accounts, view your trading history, and even close trades directly from the dashboard. ## Accessing the Dashboard There are two ways to access the dashboard: 1. From the home page of the Heron Copier website. * To access the dashboard, open your web browser and navigate to the [Heron Copier website](https://heroncopier.com). * Click on the **"Dashboard"** link in the top navigation bar. * Enter your license key and click **"Submit"**. 2. From the Heron Copier Connector app. * Open the Heron Copier Connector app on your computer. * Click on the **"Login"** button on the sidebar. * Enter your license key and click **"Submit"**. * Click on the **"Dashboard"** tab. You can also copy the dashboard link from the Heron Copier Connector app and open it in any devices, including your mobile phone. ## Dashboard Overview The dashboard provides you with an overview of your connected accounts. Here's what you can see on the dashboard: * **Account Status**: The status of the copier instance (e.g. connected, disconnected, paused, etc.) * **Account Statistics**: The name of the account, the account number, the balance, the equity, and the floating profit. * **Open Positions**: A list of the currently open positions on the account. * **Logs**: A list of the logs of copied or attempted trades made by the copier. * **Account Settings**: A set of settings you can configure for the account (e.g. risk multiplier, symbol mapping, etc.) * **Pause/Resume**: A button to pause or resume the copier for the account. * **Close All Positions**: A button to close all trades on the account in case of an emergency. * **Kill Switch**: A button to stop the copier instance entirely. There are 2 different viewing modes on the dashboard: 1. Table View 2. Connection Map View ### Table View Table view allows you to see all your accounts in a tabular format. This is useful if you want to quickly see the status of all your accounts at a glance. ### Connection Map View Connection map view allows you to see the connections between your accounts. This is useful if you have a complex network of accounts and you want to see how they are connected to each other. You can reorganize the nodes on the connection map by dragging and dropping them. You can also add notes to the connection map to help you remember the purpose of each connection. Do note that the notes and the position of the nodes on the connection map are stored locally on your browser. They are not synced across devices or saved on our servers. # Pre-requisites Source: https://docs.heroncopier.com/setup/prerequisites Before you can install Heron Copier, make sure you have installed VC++ Redistributable (**both x64 and x86 versions**) from Microsoft's website: 1. [Download VC++ Redistributable x64](https://aka.ms/vs/16/release/vc_redist.x64.exe) 2. [Download VC++ Redistributable x86](https://aka.ms/vs/16/release/vc_redist.x86.exe) Please download and install **both the x64 and x86 versions** of the VC++ Redistributable before proceeding with the installation of Heron Copier. # Add Your Trading Accounts Source: https://docs.heroncopier.com/setup/settinguptheaccounts You can add your trading accounts to the Heron Copier Connector app by following the steps below: 1. Open the Heron Copier Connector app. The application should be accessible from the Start Menu or Desktop. 2. Make sure to login first by clicking on the **"Login"** button on the top left corner of the app. 3. Click on the **"Add Account"** button on the sidebar and choose the platform you want to add. 4. Proceed with the steps on the screen. # Quick Start Guide Source: https://docs.heroncopier.com/setup/setup **🎉 Heron Copier comes in 2 flavors:** Cloud and Local. By subscribing, you get access to **both versions**! ## Choose Your Setup Method Heron Copier offers two deployment options to suit your needs: * Require much less technical expertise * Zero installation required * Instant setup (\< 60 seconds) * No VPS management * 2 free accounts (more seats can be purchased as needed) * Automatic updates * Require more technical expertise * Unlimited trading accounts * Full environment control * Custom configurations * Your own infrastructure * Complete data privacy *** ## Cloud Setup Follow these steps to set up your cloud accounts: 1. Go to [dashboard.heroncopier.com](https://dashboard.heroncopier.com) 2. Enter your license key and click "Submit" 3. Navigate to the "Cloud Accounts" section in the sidebar 1. Click the "+" button to add a new cloud account 2. Select your trading platform 3. Choose "Master" or "Slave" account type 4. Enter your broker details: * Server name * Account number * Password * And the rest of the other configuration fields 5. Click "Deploy" and wait for initialization (usually \< 60 seconds) 1. Return to the main dashboard to see all your accounts 2. Monitor real-time balance updates 3. View trade copying activity in the logs section 4. Use the connection map to visualize your setup 1. Click on the "Journal" tab in the sidebar 2. View your trade history and journal entries 3. Add notes, emotions, and ratings to your trades 4. Share your trades on social media, or publish your journal to the world *** ## Local Setup For users who prefer to run Heron Copier on their own VPS or computer: Download and install **both x86 and x64** [VC++ Redistributable](/setup/prerequisites) from Microsoft's website. Download and install the [Heron Copier Connector](/setup/installation), and then run the EA installer from the Connector app. [Add your trading accounts](/setup/settinguptheaccounts) to the Heron Copier Connector app. Just follow the instructions on the screen. Please refer to the [use cases](/usecases) page to understand how you can setup your master and slave accounts. Monitor and manage your trades in real-time using the [Dashboard](/setup/monitoring) or the Connector app. 1. Click on the "Journal" tab in the sidebar 2. View your trade history and journal entries 3. Add notes, emotions, and ratings to your trades 4. Share your trades on social media, or publish your journal to the world Stay informed about any copied trades by setting up [Email Notifications](/setup/emailnotifications). *** ## Which Setup Should I Choose? ### Use Cloud Setup When: * ✅ You want to get started immediately (\< 60 seconds) * ✅ You don't want to pay and manage additional VPS infrastructure * ✅ You have 4 or fewer trading accounts (else, you'd need to pay for additional cloud accounts seats) * ✅ You want to run your accounts in an optimized environment * ✅ The usage of cloud copier is allowed by your prop firm ### Use Local Setup When: * ✅ You need unlimited trading accounts * ✅ You have existing VPS infrastructure * ✅ You want full control over the environment * ✅ You have complex custom configurations * ✅ You use a prop firm that doesn't allow usage of cloud copiers or shared IP address *** By following either setup method, you will be able to start copying trades between your accounts. Remember, you have access to **both versions** with your subscription! If you have any problems, please check out our [support page](../help-and-support/helpandsupport). # Trading Journal Source: https://docs.heroncopier.com/setup/tradingjournal Ever wonder why you keep making the same mistakes? Or why some setups just work better for you than others? That's where the Trading Journal comes in. It automatically pulls in all your closed trades and gives you a place to write down what you were thinking, how you felt, and what you learned. ## Getting There Head to [dashboard.heroncopier.com](https://dashboard.heroncopier.com), log in with your license key, and click **"Journal"** in the sidebar. ## Your Trade History All your closed trades show up here automatically — no manual entry needed. You'll see the basics: when you got in, when you got out, what symbol, lot size, and how much you made (or lost). Everything's pulled from your connected accounts. ## Adding Notes Click on any trade to open it up. This is where things get useful. You can write down: * Why you took the trade in the first place * What the market looked like at the time * How you were feeling (tired? overconfident? revenge trading?) * What you'd do differently next time The notes field supports **Markdown formatting**, so you're free to structure your entries however you like — use headers, bullet points, bold text, links, code blocks, whatever works for you. If you know Markdown, go nuts. If you don't, just write plain text and it'll look fine. You can also tag your emotional state and give the trade a rating. These come in handy later when you're trying to spot patterns like "I always lose money when I trade while anxious" or "my 5-star setups actually have a 70% win rate." ## Finding Specific Trades Use the filters to narrow things down: * Date range * Symbol * Account * Winners vs losers * Or just search for keywords in your notes ## Sharing Want to show off a trade (or share a lesson learned)? You can share individual trades to social media directly from the journal. If you want to go further, you can make your entire journal public. Just flip the switch in settings and you'll get a shareable link. ## Making the Most of It Look, the journal only helps if you actually use it. Here's what works: * **Write something for every trade**, even if it's just "followed my rules" or "FOMO'd in, bad idea" * **Be honest** — nobody else has to see this unless you want them to * **Review your entries once a week** — patterns become obvious pretty quickly * **Pay attention to your emotions** — there's usually a correlation between how you felt and how the trade went The traders who improve fastest are the ones who treat their journal like a learning tool, not a chore. Your future self will thank you. # Use Cases Source: https://docs.heroncopier.com/usecases ## 1 Master to 1 Slave Account ```mermaid theme={null} flowchart LR subgraph Port 51124 direction LR A1[Master Account] -->|Copy Trade| B1[Slave Account] end ``` This is the most common use case where you have a single master account and a single slave account. The master account sends trade instructions to the slave account, which then executes the trades. ```# Master Account #1 and Slave Account #1 theme={null} Server address: tcp://127.0.0.1:51124 ``` ## 1 Master to Multiple Slave Accounts ```mermaid theme={null} flowchart LR subgraph Port 51124 direction LR A1[Master Account] -->|Copy Trade| B1[Slave Account #1] A1 -->|Copy Trade| B2[Slave Account #2] A1 -->|Copy Trade| B3[Slave Account #3] end ``` In this scenario, you have a single master account that sends trade instructions to multiple slave accounts. This is useful if you want to copy trades to multiple accounts simultaneously. ```# Master Account #1 and Slave Account #1, #2, #3 theme={null} Server address: tcp://127.0.0.1:51124 ``` ## Multiple Master to Multiple Slave Accounts ```mermaid theme={null} flowchart LR subgraph Multiple different ports direction LR subgraph Port 51126 direction LR A3[Master Account #3] -->|Copy Trade| B7[Slave Account #6] end subgraph Port 51125 direction LR A2[Master Account #2] -->|Copy Trade| B4[Slave Account #4] A2 -->|Copy Trade| B5[Slave Account #5] end subgraph Port 51124 direction LR A1[Master Account #1] -->|Copy Trade| B1[Slave Account #1] A1 -->|Copy Trade| B2[Slave Account #2] A1 -->|Copy Trade| B3[Slave Account #3] end end ``` In this scenario, you have multiple master accounts that send trade instructions to multiple slave accounts. This is useful if you have multiple trading strategies running on different accounts and want to copy trades to multiple accounts simultaneously. ```# First group: Master Account #1 and Slave Account #1, #2, #3 theme={null} Server address: tcp://127.0.0.1:51124 ``` ```# Second group: Master Account #2 and Slave Account #4 & Slave Account #5 theme={null} Server address: tcp://127.0.0.1:51125 ``` ```# Third group: Master Account #3 and Slave Account #6 theme={null} Server address: tcp://127.0.0.1:51126 ``` ## Multiple Master to 1 Slave Account ```mermaid theme={null} flowchart LR subgraph Multiple different ports direction LR A1[Master Account #1] -->|Copy Trade via Port 51124| B1[Slave Account] A2[Master Account #2] -->|Copy Trade via Port 51125| B1 A3[Master Account #3] -->|Copy Trade via Port 51126| B1 end ``` In this scenario, you have multiple master accounts that send trade instructions to a single slave account. This is useful if you have multiple trading strategies running on different accounts and want to consolidate the trades into a single account. ```# Master Account #1 theme={null} Server address: tcp://127.0.0.1:51124 ``` ```# Master Account #2 theme={null} Server address: tcp://127.0.0.1:51125 ``` ```# Master Account #3 theme={null} Server address: tcp://127.0.0.1:51126 ``` ```# 3 Slave Copier Applications logging into the same exact account theme={null} Server address for 1st instance: tcp://127.0.0.1:51124 Server address for 2nd instance: tcp://127.0.0.1:51125 Server address for 3rd instance: tcp://127.0.0.1:51126 ``` ## Cross-VPS Copying ```mermaid theme={null} flowchart LR subgraph Cross-VPS Copying direction LR subgraph VPS2 direction LR B4[Slave Account #4] end subgraph VPS1 direction LR A1[Master Account] -->|Copy Trade| B1[Slave Account #1] A1[Master Account] -->|Copy Trade| B2[Slave Account #2] A1[Master Account] -->|Copy Trade| B3[Slave Account #3] end A1 -->|Cross-VPS Copying| B4 end ``` Heron Copier supports cross-VPS copying, which allows you to copy trades between accounts on different VPS servers. This feature is useful if you have multiple accounts on different VPS servers and want to copy trades between them. To set up cross-VPS copying, please refer to the [Cross-VPS Setup](../misc/crossvpssetup) guide. ## Or... Any Combinations of the Above You can mix and match the above scenarios to suit your trading needs. Just remember the [basic principles](/howdoesthecopierwork#basic-principles) and you'll be able to set up Heron Copier to copy trades in any way you want. Below is an example of a really complicated setup utilizing all the above scenarios: ```mermaid theme={null} flowchart LR subgraph "VPS 3 - Third Server" direction TB MA4[Master Account D
Intraday Trading] --> SA8[Slave Account #8] MA4 --> SA9[Slave Account #9] end subgraph "VPS 2 - Second Server" direction TB subgraph "Port 51124 - Strategy C" MA3[Master Account C
News Trading] --> SA6[Slave Account #7] end subgraph "Multiple Masters to 1 Slave" SA7[Slave Account #6
listening to
Multiple Masters] end end subgraph "VPS 1 - Primary Server" direction TB subgraph "Port 51125 - Strategy B" MA2[Master Account B
Swing Trading] --> SA4[Slave Account #4] MA2 --> SA5[Slave Account #5] end subgraph "Port 51124 - Strategy A" MA1[Master Account A
Scalping Strategy] --> SA1[Slave Account #1] MA1 --> SA2[Slave Account #2] MA1 --> SA3[Slave Account #3] end end %% Cross-VPS connections MA1 -.->|Cross-VPS Copy| SA7 MA2 -.->|Cross-VPS Copy| SA7 MA3 -.->|Cross-VPS Copy| SA7 MA4 -.->|Cross-VPS Copy| SA7 ``` Of course you don't have to use all the above scenarios. You can pick and choose the ones that suit your needs. Most people are comfortable with either [1 master to multiple slaves setup](#1-master-to-multiple-slave-accounts) or [multiple master to multiple slaves setup](#multiple-master-to-multiple-slave-accounts). # Welcome to Heron Copier Source: https://docs.heroncopier.com/welcome Heron Copier is a multiplatform trade copier and trading journal that supports [both cloud and local deployment](/local-vs-cloud) Using our trade copier, you can copy your trades between any number of cTrader/MetaTrader 4/MetaTrader 5/TradeLocker/MatchTrader/DXTrade accounts (pretty much any combinations of them). Any trades made will also be recorded in your trading journal, providing you with a comprehensive record of your trading journey with meaningful metrics and insights. This documentation will guide you through the process of setting up and using Heron Copier in both cloud and local environments. You can go to the [Quick Start Guide](/setup/setup) to quickly setup the copier, or if you want to learn more about [how the copier works](/howdoesthecopierwork) so that you can setup various [use cases](/usecases), please refer to the respective sections. Set up Heron Copier (Cloud or Local) in minutes! Monitor and manage your trades in real-time Read more about different configuration options Learn about how Heron Copier works Explore different use cases for Heron Copier Frequently asked questions