> 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. Every account you add counts toward your plan's account limit, including disconnected ones. The **Accounts** page shows them in two views: **Nested** (one row per connection, with its accounts underneath) and **Flat** (one row per account).

**Connection** — The login you used to add accounts, saved when you select **Add Account**: for cTrader, the authorization you gave on cTrader's sign-in page (OAuth); for every other platform, the login your broker or prop firm gave you. One connection can hold several trading accounts — a TradeLocker, DXTrade, MatchTrader, or cTrader login often gives access to more than one; a MetaTrader login holds one. There is no separate page for connections; they appear as rows in the **Nested** view. See [Connections & cTrader sign-in](/connecting-accounts/credential-sets-oauth.md).

**Supported platforms** — The six Forex/CFD platforms you can connect today: **MetaTrader 4**, **MetaTrader 5**, **cTrader**, **TradeLocker**, **DXTrade**, and **MatchTrader**. Futures platforms — **NinjaTrader**, **Rithmic**, and **DXFeed** — are coming and can't be connected yet.

**Partner account** — An account you hold with one of Trada's partnered prop firms or brokers. It counts toward your plan's account limit and carries no badge — it looks the same as any other account. Connecting one can grant you that partner's plan once, at no cost; see **Partner offer** below.

{% hint style="info" %}
The partner list changes over time. The **Partner offer** card on **Billing** shows the current partners.
{% endhint %}

## Copying trades

**Copier** — A mapping that links one Sender to one or more Receivers, plus shared rules — name, working hours, and which symbols copy. 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: **All (Both)**, **Buy Only**, or **Sell Only**.

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

| Mode                   | How the size is set                                                                                                                                |
| ---------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Lotsize Multiplier** | Receiver lot = Sender lot × a multiplier. **Suggest** sets it to Receiver balance ÷ Sender balance                                                 |
| **Fixed Lotsize**      | The same lot on every trade                                                                                                                        |
| **Fixed % Risk**       | Lot derived from a percentage of the Receiver's balance at the stop-loss distance; needs a stop-loss from the Sender or the Receiver's SL settings |

**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. Leave it off on prop-firm accounts: it conflicts with prop firm rules.

## 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, Overall, and Max Open Positions.

**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 Receiver's starting equity. Each has its own action.

**Protection action** — What happens when an Overall limit is hit. You pick one: **Close losing positions** (or **Close winning positions** on the profit limit), **Close all positions**, **Stop copying**, or **Close all & stop**. The closing actions close only the positions that copier opened on the Receiver; **Stop copying** pauses the whole copier, for every Receiver. Daily limits use the action set on the matching Overall limit.

**Max Open Positions** — A per-Receiver cap on positions open at once. New trades aren't copied to that Receiver while it's at the cap; **0** means no limit.

{% hint style="warning" %}
Closing actions close live positions at market and cannot be undone. Deleting a copier or removing a Receiver does **not** close 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** — Which symbols a copier copies. Switching a symbol off at **Map Symbols** stops it copying to every Receiver in that copier. There is no allow-list: you switch off the symbols you don't want.

**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

**Partner offer** — A Trada plan that a partnered prop firm or broker offers its traders, for example "Pro free for 90 days". Connect an account you hold with that partner, and once it connects successfully Trada grants the plan at no cost. It is granted once per trader and never replaces a paid plan. The **Partner offer** card on **Billing** lists the current partners. See [Partner offers](/plans-and-billing/free-starter.md).

**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" %}
Trada also emails a few account and billing events; there are no push notifications. All amounts are in **USD**. You can cancel a paid plan yourself with **Cancel Subscription** on **Billing**; it ends at the end of the billing period.
{% endhint %}

## Related

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