B2COPY adds investor trade filters while keeping existing positions linked

B2COPY has added controls that let investors choose which open trades to copy when joining a strategy and exclude individual instruments from an existing subscription. The consequential detail is how the second control treats trades already copied: they remain linked to the master, rather than being closed or detached when an instrument is excluded.[1]

B2BROKER announced the October release on 4 November. The changes give its broker clients a more selective Copy and multi-account manager, or MAM, workflow. They do not make every B2COPY deployment behave identically: the detailed release notes tie availability to broker configuration and deployed versions.[1][2]

Entry choice and continuing authority are separate

Previously, the new-subscription policy copied either all existing master positions or none. Brokers can now enable a third choice that lets an incoming investor review and select positions, or wait for future signals. A master that hides its positions still allows the choice of starting mode, but without a position-by-position selection. The policy applies to new Copy and MAM subscriptions; it does not alter existing subscriptions or PAMM.[3]

Copied positions open at the current market price. An investor does not acquire the master’s historical entry price or its accumulated floating profit. The selection screen therefore changes consent to starting exposure, while the actual entry remains a new trade. A profitable position on the master’s account can start with no equivalent accrued gain on the follower’s account.[3]

The Symbol Filter is off by default and is enabled separately for Copy and MAM. It belongs to a subscription, so one investor can use different exclusions for different masters. Newly added symbols are copied unless excluded. Existing copied positions continue to follow closing instructions, partial closes, stop losses and take profits after a later filter change.[4]

The filter controls incoming exposure, not the master’s authority over existing positions. Excluding one side of a hedge can also leave a follower with a different risk profile from the master.[4]

If a broker subsequently disables the filter, existing exclusions remain; investors can clear them but cannot add more. The broker link’s Change History tab records changes, giving operations staff an audit trail.[4]

The release also adds filtered CSV exports across administrative lists and a PAMM performance report with balance, equity and return sections. These support reconciliation; deployment counts and effects on client outcomes remain undisclosed.[2]

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