> For the complete documentation index, see [llms.txt](https://docs.trada.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.trada.io/reference/glossary.md).

# Glossary

Definitions of the terms used across Trada.

Plain definitions for the terms you'll meet across Trada, the trade-copier and journaling software. Terms are grouped by area — use your browser's find to jump to one.

## Connecting accounts

**Account** — A single trading account you've connected from one supported platform. One connection equals one account. Forex/CFD accounts are flat (one login, one account); Futures connections are nested, where one login can expose several trading accounts, each with its own **Enable** toggle. Only enabled accounts count toward your plan. Trada uses the label "Accounts", not "Connections".

**Credential set** — The stored platform credentials — OAuth tokens or API keys — that authorize a connection. You manage these at **Credential Sets** before attaching them to an account. cTrader uses secure sign-in (OAuth); other platforms use API keys.

**Supported platforms** — The nine platforms Trada connects to: Forex/CFD — **MetaTrader 4**, **MetaTrader 5**, **cTrader**, **TradeLocker**, **DXTrade**, **MatchTrader**; Futures — **NinjaTrader**, **Rithmic**, **DXFeed**.

**Partner account** — An account held with one of Trada's partnered prop firms or brokers. Partner accounts are exempt from plan account limits and can qualify you for Free Starter.

{% hint style="info" %}
The partner list is expanding. An account only earns the partner badge once its firm or broker is signed.
{% endhint %}

## Copying trades

**Copier** — A mapping that links one Sender to one or more Receivers, plus shared rules — name, working hours, symbol filters, and symbol mapping. Each copier handles a single market type, Forex or Futures, never mixed. A copier is either **Active** or **Paused**.

**Sender** — The master account in a copier. Its trades are the source that Receivers replicate. There is one Sender per copier.

**Receiver** — A follower account in a copier. Each Receiver carries its own lot sizing, stop-loss/take-profit handling, and protection settings. A copier can hold many Receivers.

**Copy direction** — The per-Receiver setting for which sides to replicate: **Both**, **Buy Only**, or **Sell Only**.

**Lot-sizing modes** — The five ways a Receiver's trade size is derived from the Sender's:

| Mode                   | How the size is set                                                                                            |
| ---------------------- | -------------------------------------------------------------------------------------------------------------- |
| **Lot Multiplier**     | Receiver lot = Sender lot × a multiplier                                                                       |
| **Fixed Lot Size**     | The same lot on every trade                                                                                    |
| **Balance Multiplier** | Scaled by (Receiver balance ÷ Sender balance)                                                                  |
| **Equity Multiplier**  | Scaled the same way, using current equity instead of balance                                                   |
| **Fixed % Risk**       | Lot derived from a percentage of the account at the stop-loss distance; requires the Sender to have a stop set |

**SL/TP modes** — How a Receiver treats the Sender's Stop Loss and Take Profit. Each is toggled independently and has three modes:

| Mode          | Behavior                                                                 |
| ------------- | ------------------------------------------------------------------------ |
| **Inherited** | Copy the exact price from the Sender                                     |
| **Fixed**     | Use a fixed distance (pips for Forex, ticks for Futures)                 |
| **Refined**   | Take the Sender's distance, then increase or decrease it by a set amount |

**Reverse Positions** — An advanced Receiver option that mirrors trades in the opposite direction. It is automatically disabled for prop-firm accounts.

## Managing risk

**Protection** — Configurable thresholds and automated actions that fire when a Receiver reaches a defined loss or profit level. Protection is split into Daily and Overall.

**Daily Protection** — Daily Loss and/or Daily Profit thresholds, set in **%** or **$**. Resets at 00:00 UTC.

**Overall Protection** — Max Account Loss and/or Max Account Profit thresholds, measured from the balance recorded when the Receiver was added.

**Protection action** — What happens when a threshold is hit: **Send Notification**, **Stop Copier**, or **Flatten Account**. Every enabled action fires together.

**Flatten** — Close all open positions on an account at once.

{% hint style="warning" %}
Flattening closes live positions immediately and cannot be undone. Deleting a copier or removing a Receiver does **not** flatten open trades — you close those yourself.
{% endhint %}

**Working hours** — A per-copier schedule of time blocks that limits when trades are allowed to copy. Optionally auto-closes positions when a block ends.

**Symbol filters** — A per-copier whitelist or blacklist that limits which instruments the copier will copy.

**Symbol mapping** — A per-Receiver translation between instrument names that differ across brokers — for example, **XAUUSD ↔ GOLD**. Managed at **Map Symbols**.

## Journaling and strategies

**Journal** — Where every closed trade from your connected accounts appears automatically. Execution data — prices, P\&L, timestamps — is read-only; you add a rating, emotional state, notes, strategy, and setup type. There is no manual trade entry.

**Period journal** — Daily, weekly, and monthly roll-ups of your trades, each with stat cards, an equity curve, and rich-text reflection notes.

**Group Journaling** — Bulk-copies your annotations from one trade onto multiple similar trades, with a 10-second undo.

**Strategy** — A named setup with execution and risk settings plus checklists. Its metrics compute automatically from the trades linked to it. Available on Starter and above.

## Reviewing performance

**Reports** — Aggregated analytics across your accounts: KPI cards, distribution charts, and breakdowns by time and instrument. The **Overview** tab is available to everyone; deeper tabs are on paid plans.

**Balance** — Account cash balance. Refreshes on page load.

**Equity** — Balance plus Open P\&L. Updates in real time.

**Open P\&L** — Unrealized profit or loss on your currently open positions. Updates in real time.

**Trading Health Score** — A single 0–100 score (shown on the Reports radar and also called the Health Score) that averages six normalized sub-scores: max drawdown, profit factor, win rate, reward-to-risk, expectancy quality, and winning days. It summarizes trading discipline against those measures — it is not a forecast of future results. See [Formulas](/reference/formulas.md) for how each sub-score is computed.

## Sharing performance

**Public report link** — A read-only link to a snapshot of your report. It shows the data as of the moment it was generated and does not update as new trades come in.

**Certificate** — A read-only link that renders a live summary of a trade, period, report, or copier for sharing. Certificates are links rendered in the browser, not files.

**Certificate name** — The display name you choose to show on your certificates — **Full Name**, **First Name**, or **Nickname**. Set it on your profile.

{% hint style="info" %}
Certificates and public reports are shared as read-only links rendered live in the browser. There is no downloadable file.
{% endhint %}

## Plans and billing

**Free Starter** — A 30-day, auto-renewing grant of Starter-tier features at no cost, unlocked by connecting a qualifying partner account: a prop-firm account of **$50K+** from a partnered firm, or a brokerage account of **$500+** with active trading from a partnered broker. It renews while the criteria stay met.

**Notifications** — In-app messages across five categories — Copiers, Accounts, Deals, Errors, and System — surfaced on the notifications page and the top-nav bell.

{% hint style="info" %}
Notifications are in-app only; Trada does not send email or push notifications. All amounts are in **USD**. Subscription cancellation is not self-service — contact support.
{% endhint %}

## Related

* [Conventions](/reference/conventions.md)
* [Formulas](/reference/formulas.md)
* [Copy trading](/copy-trading/copy-trading.md)
* [FAQ](/reference/faq.md)


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