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Filter trades by symbol#

Overview#

In CopyFactory you can optionally filter out unwanted trades by symbol.

By default CopyFactory will not apply a symbol filter. However, if you want to enable this feature then you can specify an optional symbolFilter setting. This setting can be specified on any of the following entities:

  • strategy
  • member of a portfolio strategy
  • portfolio strategy
  • subscription

This setting is additive. This means that CopyFactory will apply every setting which comes in the subscription chain.

Example (allow specific symbols only)#

"symbolFilter": {
  "included": ["EURUSD", "GBPUSD"]
}

Example (exclude specific symbols from trading)#

"symbolFilter": {
  "excluded": ["EURGBP"]
}

Example (strategy)#

{
  "name": "Strategy",
  ...
  "symbolFilter": {
    "excluded": ["EURGBP"]
  },
  ...
}

Example (member of a portfolio strategy)#

{
  "name": "Portfolio strategy",
  ...
  "members": [
    {
      ...
      "symbolFilter": {
        "excluded": ["EURGBP"]
      },
      ...
    },
    ...
  ],
  ...
}

Example (portfolio strategy)#

{
  "name": "Portfolio strategy",
  ...
  "symbolFilter": {
    "excluded": ["EURGBP"]
  },
  ...
}

Example (subscription)#

{
  "name": "Account",
  ...
  "subscriptions": [
    {
      ...
      "symbolFilter": {
        "excluded": ["EURGBP"]
      },
      ...
    },
    ...
  ],
  ...
}