For Fund Managers & Prop Traders

Backtest Your Copy Trade Setup Before You Scale It

Simulate how a copier account would perform under your strategy — modelling different allocation modes, lot scaling, and slippage — before a single real trade is copied.

Try Copy-Trade Backtest

The Problem with Copy Trading Blindly

A strategy that performs well at $10,000 doesn't automatically scale cleanly to a $500 copier account. Lot granularity, slippage, and allocation mode all interact in ways that surprise even experienced traders.

Lot Rounding Distortion

A $100 copier following a $2,000 master can't copy 0.1 lots proportionally — it rounds down to 0.01, distorting the risk profile entirely.

Slippage Asymmetry

The master enters at a clean signal. The copier executes milliseconds later — at a different price, with different spread. Backtest this gap or be surprised by it live.

Allocation Mode Matters

EQUIV_MARGIN, FIXED_LOT, and FIXED_MULT produce very different copier results for the same master strategy. Know which fits your setup before you deploy.

Three Allocation Modes, One Backtest

ForgeAlpha simulates all three standard copy-trade allocation methods. Run each against the same strategy and compare the results before choosing.

EQUIV_MARGIN

Proportional

Copier volume scales proportionally to the copier's equity relative to the master's equity.

copierVolume = masterVolume × (copierEquity / masterEquity)

Best for: Copiers with equity similar to the master. Provides risk-proportional exposure. Lot rounding (Math.floor to minLot) is the main distortion to watch.

FIXED_LOT

Flat Size

Every trade the copier makes uses the same fixed lot size, regardless of what the master traded.

copierVolume = fixedLot

Best for: Copiers who want consistent risk per trade independent of the master's sizing. Works well with Vantage micro-lots (0.001 minLot).

FIXED_MULT

Scaled

Copier volume is a fixed multiplier of whatever volume the master traded.

copierVolume = masterVolume × multiplier

Best for: Copiers who want to maintain the master's position structure but at a different scale. A 0.5× multiplier halves the master's risk on every trade.

How the Simulation Works

ForgeAlpha's copy-trade backtest runs a dual-track simulation. The master strategy executes at full scale while the copier's P&L is calculated in parallel using scaled volumes.

Master Track

Strategy runs at masterEquity capital
Entry/exit decisions are identical to live execution
Master balance fed back to strategy for consistent sizing
Spread, slippage, and commission applied at master scale

Copier Track

Volume calculated via your chosen allocation mode
Math.floor rounding to minLot (models real execution)
P&L computed from copier volumes, not master volumes
Supports micro-lots (0.001) for small copier accounts

The dual-track approach means master strategy decisions stay clean (no copier distortion), while the copier output reflects exactly what a real follower account would experience — including lot granularity loss, which is the single most common performance gap between master and copier.

Who This Is For

Strategy Providers

You run a master account on B2Copy, Vantage, or a custom setup. Before opening your strategy to followers, simulate how different copier account sizes will actually perform.

Fund Managers

Managing multiple investor accounts with different balances? Backtest how each allocation mode performs across your client portfolio before committing capital.

Prop Firm Traders

Running the same strategy on a funded account and your personal account? Model both as master and copier to understand how different equity ratios affect drawdown and returns.

Starting Small

Want to start with $200 copying a $5,000 master? See exactly how lot rounding affects your P&L before you commit any capital to the live setup.

Model it before you copy it.

Know exactly how your copy setup performs across all three allocation modes — before a single live trade is placed.

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