QC-Copy User Guide

Quick start: set up your first copy relation

Complete these seven steps. Check the result of each step before continuing.

1. Have your details ready

   Prepare your member email, member password and license code. For each trading account, have its login, password, MT4/MT5 platform and exact server name ready.

Find your way around the main window

1234

• 1

  The left navigation shows Account, Relation, Signal Pool, Risk and Servers. Account and Relation open the accounts and relations pages described in this guide. Add accounts before configuring a relation.

• 2

  The action area is above the current page. This image shows Accounts.

• 3

  Use Logs at the bottom left to review actions and error messages.

• 4

  The version number is at the bottom right. Record it when requesting support.

2. Sign in to QC-Copy

   Sign in to the main window before adding trading accounts. Your member email is different from your trading account login.

3. Add and connect accounts

   Open Accounts > Add Account. Save the account, select its row, and click Connect Account. Confirm that its state is Connected.

4. Choose the signal source

   To follow your own account, add both a master and a follower, then open Relations and add a relation. To follow a pool signal, add your follower, choose a signal in Signal Pool, and add a relation.

5. Review the relation settings

   Confirm which account supplies the signal and which account copies it. Check lot sizing, follow mode, symbol mapping and risk templates.

6. Save and start

   Click Save and Start, or save first, select the target row in Relations, and click Start. Saving a configuration does not by itself start copying.

7. Verify the result

   Check the target relation status, risk status, orders and logs. First use demo accounts to verify an opening trade and any closing action that your selected mode should copy.

Know your logins, passwords and account roles

Your member account signs you in to the software. A trading account connects to a trading server. Keeping them separate makes setup easier.

The master supplies trading actions. The follower executes them according to your rules. This guide calls them A and B: B follows A. In this version, the Role list shows Master and Follower.

• Give each account a clear Display Name, such as Demo Master A and Demo Follower B.
• For your first practice, use demo master and follower accounts with no open positions or pending orders. This makes new orders easier to identify.
• Keep the software running and the computer connected to the network. The local application cannot continue processing copied trades while the computer is shut down or asleep.

Open the software and sign in

Start the PC client supplied through the official channel. The Member Login window opens.

1. Choose the English interface

   Select English in the sign-in window. If Compact and Charts are available, Compact hides dashboard charts and Charts shows them. These options do not grant different copy-trading permissions.

Member Login: enter the three required details

1234

• 1

  Member Email: enter your QC-Copy member email, not a trading login.

• 2

  Member Password: enter your membership password.

• 3

  License Code: enter your valid software license code.

• 4

  Review the details and click Sign in. First activation binds the license to this computer.

2. Enter your membership details

   Enter Member Email, Member Password and License Code. Select Remember sign-in details only if you want to keep them on your own computer.

3. Click Sign in

   First use activates the license code and binds it to the current computer. Confirm that this is the computer you intend to use.

4. Check the main window

   After signing in, you should see the accounts and relations pages, Signal Pool, Risk, Servers and Logs. The left navigation may display the singular labels Account and Relation; these open the accounts and relations pages described below.

Add and connect trading accounts

Open Accounts > Add Account. Add both accounts when following your own master. For Signal Pool, first add your own follower account.

1. Choose the platform and role

   Select the account platform, MT4 or MT5. Choose Master for the account supplying signals and Follower for the account executing copied trades. Some versions may show the longer labels Master Account and Follower Account.

Account list: add, connect and check the state

123

• 1

  Add Account opens the account details window.

• 2

  After saving, select the account row and click Connect Account.

• 3

  Check Account State for the connection result, and review Balance and Equity.

2. Enter the login and a clear name

   Enter the trading account login. Use a recognizable Display Name, such as Demo Master A.

3. Select the server

   Type a keyword in Server Name, then select the exact server from the results. Check the complete broker and Demo/Real name. Select IP/Port and review the address and port that appear. Do not leave only a search term or guess an address.

4. Enter the password and save

   A follower needs a password with trading permission. Keep Enable Account selected and save. The software validates credentials when you enter a new password; read the message if saving fails.

5. Connect and check

   Return to the account list, select its row, and click Connect Account. Check the connection state and whether Balance and Equity are displayed correctly.

Account Info: enter Follower B

1234

• 1

  Choose the platform and Role. This example uses MT5 and Follower.

• 2

  Search for and select the exact server, then check IP/Port. Do not copy the demonstration values.

• 3

  Password: the follower needs a trading password that allows order execution.

• 4

  Keep Enable Account selected and click Save. Then return to the account list to connect.

If you cannot find the server

Confirm the complete server name, then use Servers to search. Similar names can belong to different account environments.

1. Check the original account details

   Confirm the platform and full server name in the account-opening details or your existing MT4/MT5 terminal. Pay attention to Demo, Live, Real and numbered suffixes.

Servers: search and inspect endpoints

123

• 1

  Enter the server name at the top right. Use Online search, shown as “在线Search” (Chinese label “在线搜索”), if needed.

• 2

  If you already have an MT4/MT5 server file, use Import Servers.

• 3

  Select a server and check its full name, platform, type and IP/Port in the right-hand details.

2. Search Servers

   Open Servers in the left navigation. Enter the server name or a broker keyword, then review the matching records and their platforms.

3. Try an online search if it is not listed locally

   Use Online search in the search area (shown as “在线Search”; Chinese label “在线搜索”). Review the returned server records and follow the dialog instructions to select and import them.

4. Import a server file if you have one

   Use Import Servers to select an MT4 Servers.ini or MT5 servers.dat file. Use server details only from a source you have verified.

5. Return to the account and select it again

   Edit the account, choose the correct server, save, and connect. If needed, use Ping to check endpoint reachability first.

Follow your own master account

Have the master and follower accounts added. Open Relations > Add Relation.

1. Name the relation and choose its source

   In Bindings and Parameters > Basic Binding, enter a clear Relation Name. Set Master Signal Source to Local Master.

Local Master: A supplies the signal and B copies it

1234

• 1

  Set Master Signal Source to Local Master.

• 2

  In Local Master, choose master account A as the signal source.

• 3

  In Follower Account, choose follower B to execute trades.

• 4

  After reviewing rules, mappings and risk settings, choose Save or Save and Start as appropriate.

2. Select the master and follower

   Select A in Local Master and B in Follower Account. Check that Enable Relation and Enable Follower match what you intend to run.

3. Review the copy rules

   Use the later chapter on copy rules to check lot sizing and follow mode. Read about Full Copy when you want to copy openings and subsequent trading actions. Choose Open Only only when you intend to manage the copied positions yourself afterward.

4. Check symbols and risk settings

   Check whether the source and target symbol names match. Open Symbol Mapping if a mapping is needed. Explicitly select and enable any risk template for this relation.

5. Save the configuration and start

   Use Save if you still need to review it. Once ready, click Save and Start. Alternatively, save, return to Relations, select the target row, and click Start.

Follow a Signal Pool signal

Have your follower account ready, then open Signal Pool. The available signals depend on what the server supplies and your membership permissions.

1. Sync and select a signal

   Open Signal Pool and click Sync Signal Pool to update the available list. Select the signal you intend to follow.

Signal Pool: sync first, then select a signal

123

• 1

  Click Sync Signal Pool to update the available signals.

• 2

  Select the signal you want to follow and review Cloud, Connection, Synced At and Error.

• 3

  Click Add Relation to open the relation settings.

2. Review the signal state

   Check Cloud, Connection, Synced At, Runtime At and Error. Read any error details first; do not start based only on the signal name.

3. Click Add Relation

   Confirm that Master Signal Source is Signal Pool Master. Check that Signal Pool Master contains the signal you just selected.

4. Bind your own follower

   Select your own account in Follower Account. Review lot sizing, follow mode, symbol mapping and risk settings.

5. Save, start and verify

   Check the target relation state in Relations. Use the orders and logs to confirm what actually executed.

Sync Signal Pool retrieves the signal list supplied by the server. Refresh updates runtime data for signals already listed. If the list is empty, clicking Refresh alone is not enough.

Pool relation: choose a signal and bind your account

1234

• 1

  Set Master Signal Source to Signal Pool Master.

• 2

  Check that Signal Pool Master contains signal S, the one you intend to follow.

• 3

  Select your own follower B in Follower Account.

• 4

  Review the rules, mappings and risk settings. Save or start only when ready.

Set copy rules: lots and follow mode

Open Relations > Add/Edit Relation > Bindings and Parameters > Copy Parameters. Choose the volume and actions to copy.

1. Check the template and values

   After selecting a Rule Template, check the displayed Lot Mode, values and copy options. The template name alone is not enough.

2. Confirm direction and later actions

   Reverse Copy changes trade direction. Leave it off for a same-direction demo. Confirm whether later closing actions should also be synchronized.

3. Save and test on demo accounts

   During a trading session, test one demo trade. Compare the master and follower symbols, directions, lot sizes and subsequent actions.

Copy Parameters: check volume and subsequent actions

1234

• 1

  Lot Mode determines how volume is calculated. Check its fixed value or ratio too.

• 2

  Review Lot Multiplier, Min Lots, Max Lots and the contract constraints.

• 3

  Follow Mode determines which actions are copied. Check carefully whether Open Only is selected.

• 4

  Review each copy option, especially Stop Loss, Take Profit and Sync Close.

Map symbols between accounts

Open Symbol Mapping in the relation settings. The same instrument can have different symbol names on different servers.

1. Check the actual names on both accounts

   Confirm the symbol name used by the master order and the target symbol that the follower can trade.

Symbol Mapping: link the source and target symbols

1234

• 1

  Auto Match helps find candidates. Review each one before clicking Add Selected.

• 2

  Add Mapping adds a source-to-target symbol pair.

• 3

  Check Source Symbol, Target Symbol, Lot Multiplier and Price Multiplier in the table.

• 4

  Save the relation after reviewing the mapping. Adding a table row alone does not save it.

2. For matching names, check tradability too

   Without an explicit mapping, the software matches the same symbol name. That symbol must still exist and be tradable on the follower account.

3. Add a mapping when the names differ

   In Symbol Mapping, click Add Mapping and enter or select the Source Symbol and Target Symbol.

4. Review every automatic match

   Use Auto Match to find candidates. Check each name, contract size and currency, then click Add Selected. Review the table again and save the relation.

5. Check the multipliers and save

   Review Lot Multiplier and Price Multiplier in the mapping. Do not try random multiplier changes to troubleshoot before you have verified the contract specifications.

Understand risk templates and states

Manage templates in Risk, then select the required templates in each relation. A saved template is not automatically enabled for that relation.

1. Read the template contents first

   In Risk, review the conditions, thresholds and triggered actions. If someone supplied the template, confirm that it fits your operating plan.

2. Select the templates in the relation

   Edit the relation and open Relation Risk. Check Enable pre-order risk template and Enable fallback protection as needed, and select their corresponding templates. Unselected templates are not applied automatically.

3. Save and monitor the state

   Return to Relations and check Risk Status and Fallback Status. If a restriction appears, hover over it for details and use the logs to investigate.

4. Do not turn off risk controls at random to troubleshoot

   Identify the condition that triggered and what it was intended to protect. Confirm the settings and your trading intent before deciding whether to change them.

Risk: inspect the template contents first

1234

• 1

  Use the tabs at the top to switch between Fallback Template and Risk Template Management.

• 2

  Select an existing template, or create one and enter its name, conditions and thresholds.

• 3

  Check the triggered Risk Action. Do not rely only on the template name.

• 4

  Use New and Save at the bottom. After saving a template, select it in the relevant relation.

Relation Risk: enable protection and choose a template

1234

• 1

  Select Enable pre-order risk template if you need checks before opening orders.

• 2

  Choose the relevant Pre-order Risk Template and verify its actual conditions.

• 3

  For background protection, select Enable fallback protection and choose its template.

• 4

  After saving, return to Relations and check Risk Status and Fallback Status.

Verify that copying really works

Check accounts, relations and orders in that order. A successful account connection is only the first check; the actual result on the follower is what matters.

1. Check account connections

   In Accounts, check the target account state, Balance and Equity. Make sure the follower has trading permission.

Relations: check selection, state and order access

1234

• 1

  The indented row is follower B. Confirm whether you selected a single follower or the whole master group before acting.

• 2

  Check Status. After actually starting the relation, verify whether it shows Copying.

• 3

  Review Risk Status and Fallback Status. Hover over them for details when needed.

• 4

  Click the Total Orders or Total Lots number to view orders, then compare them with the trading terminal.

2. Check which relation is running

   In Relations, confirm the master signal and target follower, check that the target row shows Copying, and see whether risk controls are blocking an action.

3. Open the order list

   Click the Total Orders or Total Lots number in Accounts or Relations, or right-click an account row and choose View Orders. Review the current orders.

4. Test a demo opening trade

   Route A: use your existing trading terminal to place one test trade on the demo master, then check the follower symbol, direction, lots and logs. Route B: wait for a new action from the signal source and check its execution on your demo follower.

5. Verify the later closing action

   Route A: after enabling close synchronization, close the test trade on the demo master and confirm what happens to the linked follower order. Route B: wait for the source to close, then check the follower. In Open Only mode, manage the follower order yourself on either route.

Pause, catch up or exit: what happens

Select the correct relation or follower row before acting. Pausing copying and closing existing positions are separate operations.

1. Check positions after pausing

   Confirm current positions in the trading terminal or order list. Paused does not mean that the account has no positions. Do not rely on the paused relation to keep synchronizing closes.

2. Compare the accounts before restarting

   Compare master and follower positions and review the logs. After restarting, the system may recover missed closes or other actions for already linked orders according to the rules. Open Only still requires you to manage follower positions yourself.

3. Use the Add Position preview when catching up is needed

   First make sure the target follower is running. Select the relation and click Add Position. Read the estimated order count, total lots and skipped-order reasons in the confirmation dialog. Execution happens only after confirmation.

Export settings or import them on another computer

Accounts, Relations, Risk and Servers each have import/export controls. Choose the module for the settings you want to save. This client’s native English interface still contains some Chinese or mixed labels; the explanations below identify those labels.

1. Choose the export scope in the relevant page

   For example, open Accounts > Import/Export (shown as “导入/导出”) and choose Export All Accounts (Chinese menu label: “导出全部账户”). To export only some accounts, select their rows first and choose Export Selected Accounts (Chinese menu label: “导出选中账户”). Other modules, such as Relations, work similarly.

Export account settings: location, password and scope

1234

• 1

  Save location is shown as “Save位置”; Browse is “浏览...”. Choose a folder you can find again.

• 2

  Enter at least eight characters in the file-password field “文件Password”, then repeat them in “确认Password” (confirm password).

• 3

  The checkbox beginning “包含账户Master Password” includes account passwords and investor-password change schedules. This example leaves it unselected.

• 4

  Click “开始导出” (Start export), then check the completion message and the saved file.

2. Choose a location and file password

   Choose the save location (shown as “Save位置”); Browse is labeled “浏览...”. Enter a file password of at least eight characters in “文件Password”, then repeat it in the confirm-password field, “确认Password”. This separate password encrypts the configuration file; keep it safely.

3. Decide whether to include account passwords

   Decide whether to include account master passwords, investor passwords and investor-password change schedules. The checkbox reads “包含账户Master Password, Investor Password和观摩Change Password计划”. Before sharing a configuration, check whether the recipient really needs those details.

4. Export and check the result

   Click Start export, labeled “开始导出”. Confirm the completion message and check that the file exists in the chosen folder.

5. Preview before confirming an import

   Choose Import in the relevant module, select the configuration file, and enter its file password. Review conflict handling and password-overwrite options. Use Preview Import (Chinese label: “预览导入”), check the planned actions, then Confirm Import (“确认导入”).

Decide when to start based on the actual configuration and state after import. An import-completed message does not mean that copying is running.

Quick troubleshooting reference

Find the row closest to what you are seeing and follow its checks in order.

Logs: record the time and exact message

123

• 1

  Click Logs at the bottom left to expand the log area.

• 2

  Time on the left helps identify when the problem occurred.

• 3

  Message on the right contains details. Keep the complete message when requesting support, and hide sensitive information.

Common terms and a daily checklist

Plain-language explanations of the terms you will see in the interface.

• Before starting: check the membership license, trading account connections, and relation/follower states.
• Before starting: review symbols, lots, follow mode and risk settings, and check for existing positions.
• While running: monitor orders, risk controls and error logs. Switching pages does not stop copying.
• Before pausing or exiting: confirm who will manage existing positions. Exiting the software does not close them.
• For extended operation: keep the computer on and awake, with a working network connection.
• If a problem occurs: record the version, time and logs before taking targeted corrective action.

Guide V1.2 · 2026-10-12. Native v1.1.0.36 interface images use offline demo data, with no trading-server connection. Numbers are guide annotations. After software updates, follow the current interface and messages.