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1.
注册一个免费账户
i.
注册ZuluTrade模拟账户
了解ZuluTrade的最好方法就是交易模拟帐户。ZuluTrade提供和真实帐户功能一致的免费模拟帐户。这意味着您可以在没有风险的情况下测试不同的策略者/策略组合包以及各种设置，以在投资前找到最适合自己需要的组合！
- Demo is designed to provide the same experience as your Real account, irrespective to your selected Broker
- 可以完全自定义的帐户属性 - 选择您希望的帐户类型，基础货币，杠杆和资金量。
- 报价总是实时反映市场价格
- 保证金比率达100%时强制平仓
请点击这里注册模拟帐户。
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ii.
注册ZuluTrade真实账户
In order to open a Real account with our revolutionary trading platform, please visit our website and click on the Register button. From there you will be prompted to open a Demo or a Real account; please select the Create a new Real account option. You will then be prompted to choose your account type (Classic or Profit Sharing) and select one of our supported brokerage firms.
After you have selected a Broker, you will be asked to indicate if you already have an account with them or if you wish to open a new account now. Depending on each case, you will be redirected to the Broker’s website and given instructions on how to proceed and fill in the requested information accordingly.
In case that you already have an active broker account and provided that everything is submitted correctly and filled out properly, the setup process generally takes about 20 minutes for Profit Sharing Accounts and few hours for classic accounts. If you don't have an active account at the broker, your account will be active at ZuluTrade 24 to 48 hours after your broker receives your deposit and LOD (note: LOD is only required for classic accounts). We will send you the login details for your ZuluTrade account immediately after your account is fully setup and funded through your Broker. If you haven’t received your ZuluTrade account login details within the specified timeframe, please contact your Broker directly to ensure that your application is complete and that all the required documents and funds have been received and approved.
Please note that parameters such as minimum deposit for account opening, account trading size, leverage, base currency etc. are entirely broker-related and as such it is only the Broker of your interest that can clarify them for you. For any further information about our collaborating brokers, please feel free to contact our Sales department.
Please note that with most of our supported brokerage firms you can open an account from as little as $300. To maintain your account connected with ZuluTrade after activation, you must have a balance of $100. For further details on account funding please do not hesitate to contact our Sales department.
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iii.
真实账户类型：经典 vs 利润分享
With Classic Accounts, you may perform both, manual and copy-trading. You will need to connect your Broker trading platform (ZTP, MT4 or MT5) with ZuluTrade in order to start trading. This account type is recommended for Advanced users.
In addition to creating a Traders’ portfolio, you will need to customize your portfolio settings (simple and advanced). You may manage your account, update your trading signals, close trades, lock a Trader or your trades and have access to advanced features.
On the other hand, Profit sharing accounts are destined to copy-trading through ZuluTrade Platform. This account type is recommended for any user, novice or advanced, since you may start trading by selecting the Traders or Traders' Combos + you wish to follow and by setting your capital protection amount. Easy and simple way to trade without any experience required.
In the case you hold a Zulutrade “Profit Sharing Account”, you will be charged a monthly fixed Subscription Fee of $30 to the payment method of his/her preference. Monthly Subscription Fees are charged at the start of the calendar month and are calculated on a pro-rata basis. With Profit Sharing accounts you are aligned with your Traders, they are paid off for the profits they generate in your account while you trade with discounted commissions. On the first calendar day of each month, your PnL resulting from open and closed positions will be calculated for each Trader you have followed. Every time you have a profitable monthly PnL from a Trader, you will be charged a 25% Performance Fee. This Fee will only apply for the amount above High Water Mark (“HWM”). HWM is the maximum profit made by the Trader and it is calculated on the 1st calendar day of each month since you added the Trader to your portfolio. In case of negative monthly PnL from the Trader and/or in case of “recovering losses period” (profitable monthly PnL below HWM), no fee will apply to your account. To sum up,
Performance Fee will apply only
- in case of profitable monthly PnL exceeding HWM
Performance Fee will not apply
- in case of profitable monthly PnL below HWM – Recovering Losses Period
- in case of negative monthly PnL
You can review the Performance Fee on the History tab of your account.
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2.
我的帐户
You can login to your account by entering your ZuluTrade Username or your ZuluTrade registered email address, together with your ZuluTrade password here. Alternatively you may login using your Google Account.
When you are at My Account, the following information is always displayed next to your Profile photo: Name, Account Type (Real/Demo), Broker logo, Account number and Equity.
On the left you will find a table displaying your current Equity and other statistical information about your account.
In case you have more than one account registered with the same e-mail address, you can easily navigate between your accounts from the toggle bar where your account number is mentioned, without the need to logout/login constantly.
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i.
将ZuluTrade账户与您的经纪商账户连接
如果您的经纪商与MetaTrader 4（MT4）或 MetaTrader 5（MT5）平台兼容，您登录ZuluTrade账户后可以确认账户是否已经与经纪商账户连接。
如果您的经纪商与MetaTrader 4（MT4）或 MetaTrader 5（MT5）平台之外的交易系统兼容（例如Trading Station, AVA Trader, etc.），那么您的账户一旦激活后是自动连接的。
对于MT4或MT5兼容的账户，您可以在"设置"栏下查看账户是否与经纪商正常连接。将页面调整到"经纪商账户设定"部分，这里可以检查账户的连接状态：
如果账户状态是"已成功与经纪商连接"，这意味着您的经纪商账户已经自动自动与ZuluTrade账户连接，账户已经可以开始在ZuluTrade交易。
如果您的账户是断开状态，您需要采取措施连接您的经纪商账户和ZuluTrade账户，请输入您的经纪商账户号码和账户密码（MT4或MT5）并点击相关按钮连接。几秒钟后，您应该会看到提示信息"恭喜您！ 您的账户已与经纪商成功进行连接。"
这样账户就应该与经纪商连接了。
如果账户由于某种原因连接失败，请确保您使用的是正确的MT4或MT5主密码。如果使用正确的密码仍然连接不上，请及时联系我们。
请注意连接的时候需要使用MT4或MT5主密码，而不是只读（投资人）密码。如果使用只读密码连接，虽然您的ZuluTrade账户将连接经纪商账户，但是交易信号会由于只读模式而无法开启。
如果您没有经纪商账户号码和经纪商账户密码，请联系您的经纪商，它们可以给您发送/重置登录信息。ZuluTrade没有您的经纪商账户登录信息，因此无法提供给您。
注意：如果您更改了经纪商账户密码，ZuluTrade与经纪商的连接将断开，您需要重复上述连接步骤以新的经纪商密码重新建立连接。
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ii.
设置投资组合
If you click on the Follow Traders button, you will be directed to the traders page to check the traders and select which trader you wish to follow. There is also an option to click on follow combos and this option will direct you to the available combos to select.
To copy Traders’ Combos, you will need to follow the steps below:
- 1. Specify the funds you wish to invest – the amount will be automatically allocated to the Traders included, based on your risk appetite. You may adjust the amount according to your balance.
- 2. Define your risk appetite - this is the risk you wish to take for your investment. Taken this into account, the system will display Combos based on the NME (Necessary Minimum Equity) of the Traders included in the Combos as well as the probability that the amount to be invested will suffice for future performance.
- 3. Choose the Traders’ Combos - The Combos appearing here are filtered to match the risk appetite and funds to invest you have declared in this form. Your follow settings will be calculated automatically based on each Trader's individual NME (Necessary Minimum Equity) and your risk appetite.
- 4. Click on “Follow” button available at the bottom of the “Follow Window”.
您稍后可通过高级模式/设置栏来自行调整您账户设置， 例如最大持仓单数，ZuluGuard保护模式等。
欧盟居民
某些ZuluTrade的交易功能设置会由于欧盟的相关法规有所不同( (欧盟居民或持有ZuluTrade欧盟合作交易商账户).请参阅这里的详细资料.
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3.
个人资料栏
By clicking on your Name, you will be transferred to your Account tab. From there you can manage your Personal details, your Public Profile, your Password and set up ZuluTrade’s notifications.
个人资料
From here you may update your personal details, like name, country and phone number. Please note that it is not possible to update your e-mail address from this tab, but we can change it for you with a simple e-mail request to: support@zulutrade.com.
In order to ensure smooth connectivity please note that your e-mail address at ZuluTrade should be the same as in your broker.
Remember to click on Save Settings in order for any changes to be saved. In this case you will get the message ‘Your personal details have been saved successfully’
密码
您可以改变登录ZuluTrade账户的密码，需要当前密码进行更改。如果您忘记了当前密码，您可以点击忘记密码进行重置。
通知
这里您可以改变接收ZuluTrade发送给您的通知类型上的喜好。
投资者指南
此链接将重新引领您进入当前投资人指南页面以便解答您可能会有的任何疑问.
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4.
交易栏
Here you can place manual trades as you see fit. The rates displayed are received directly from your broker, so it is the same as if you were trading from your broker platform. You will notice one box per currency pair with the sell and buy price, and also a display of the spread in pips in the middle.
When the market is open, rates will be constantly highlighted alternating between green and red, indicating whether market tendencies are currently up or downwards for this pair. You can re-arrange the pairs by dragging them over, remove them by pressing the X icon, or highlight them by pressing the yellow bulb icon. Please note that all available currency pairs may not be displayed; you can add new pairs by checking the ‘Select Symbols’ box and then selecting on the currency pair of your choice. Please note that after you have added currency pairs as mentioned above, all the changes made to this table will be saved and retrieved when you log back in the next time. In case you would like to view all available currency pairs displayed in a list, you can select the ‘Simple’ view.
If you wish to place a manual trade, simply click on either Buy or Sell for the pair you wish to trade with; a popup window will then appear. This window will consist of the current market price and ZuluTrade’s default limit and stop setting at 500 pips. You may change the current market price by deselecting the ‘Market’ box, thus enabling you to place a different market price, which in turn will create a pending order. You may also amend the default Stop and Limit, and it is possible to set a Trailing Stop as well.
Please note that if you select the Trailing Stop option, the Stop will start trailing immediately as soon as the trade is opened. For example, a BUY EUR/USD trade is set with -30 pips Trailing Stop and opened at 1.383. The trade is opened with a Stop of -30 pips (at 1.380), and if it starts winning even by one pip, the Trailing Stop will be updated accordingly. So when the trade reaches a High of 5 pips (rate 1.3835) , the Stop will be updated 30 pips away from this new rate, at 1.3805 (-25 pips away from the trade's opening price). After a Trailing Stop is set, it is updated automatically as described above without the need to remain logged in the account. Once you have entered the information you wish, simply click on OK and the trade will appear either in your open positions or pending orders accordingly.
Here
you will find a redirecting link for ZuluTrade’s Economic Calendar. The Economic Calendar is a dynamic tool that allows you to consider the impact of important global events on specific currencies and can be a powerful advisor for your trading decisions. It lists the important events of the day, the currency pair(s) that are anticipated to be affected and also the anticipated tendency (upwards/downwards). All events are displayed in the timezone of your PC, but it can be reset to any timezone that fits you better. You are also able to filter economic events by selecting the timeframe, impact as well as currency.
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5. 头寸栏
This is where executed signals that Traders place in your account will show up. Here you can see what your current earnings or losses are at the moment for each trade, together with a summary of all trades.
By default your positions will appear grouped by Trader, so that you can easily see the total profit of all positions by a specific Trader. However you may also opt to view your positions ungrouped by selecting ‘Details’ or grouped per currency pair and see the PnL for the specific currency pair by selecting ‘Summary’ – this option may prove to be especially useful for monitoring hedged positions.
By default the system will reproduce Sounds in order to alarm you for opening and closing positions, but you may turn them off from the relevant button ‘Sound: On/Off’.
Updating Trades (Applicable only to classic accounts)
For each trade that is open under your open positions tab, you can change certain of its settings. By clicking on the current ‘Stop’ value of the trade, you will bring up a popup window where you can amend the current Stop value. Please note that by doing so, you will overwrite any Stop value previously set by the Trader or by yourself on the Trader settings. Please note that the amount you enter is at market rate. Similarly you can adjust the ‘Limit’ value for the trade. Please note that after you have updated the Stop or Limit, any subsequent Stop or Limit updates will be received normally at your account according to your settings.
To the far right of the trade you will see a selection titled close ‘X’. By selecting this for each individual trade, you will then be prompted to a confirmation window, where you can either confirm or cancel your Close request. Upon confirmation the trade will close and should no longer appear in your Positions tab. Take into consideration that sometimes there may be a brief delay of a few seconds between closing the trades and displaying that on your Positions tab; if you notice a delay, please try using the Refresh option. You may also close down all trades from each Trader by clicking on the ‘Close All’ button on the far right of each Trader.
Apart from closing each individual trade or all trades of a Trader, you are also given the option to close all currently open positions with a single click from the relevant button bar ‘Close all Open Positions’. At this page you are also given the option to take a fast glance at the trades that are currently open at your Traders without having to search on their pages. You may simply select the Trader’s name from the toggle bar under ‘Show Current Trader Trades’. Trades that will appear at a brown background are also open in your account; in this way you can easily compare whether you and your Traders have the same trades open, and monitor whether you have missed any trade, or if any trade has closed out prematurely in your account or stayed open in your account despite having been closed at your Trader’s account.
Note: Profit Sharing accounts are not allowed to make updates on the trades received by Traders. They can only close all the positions received by a Trader or close all the positions of all their Traders.
Lock trade (Applicable only to classic accounts)
This function enables you to take full control of a trade opened at your account from a Trader. By clicking on the relevant open-lock icon the trade gets locked – this means that no further updates (Stop/Limit/Close etc) executed by the Trader regarding this trade will be broadcast at your account. As a result this trade will now only be closed if the set Stop/Limit is reached or if you do so manually. Once the trade is locked, the icon will change to a secured lock icon
You can unlock a locked trade at any given time. This feature is not available for Profit Sharing accounts.
Trade Details
If you click on the Date Opened of each trade under your Positions tab, this will bring up a pop-up window with additional information on the course of the trade, including all updates, highest profit, worst drawdown, a graphical representation etc. Here you can also find the Trader Ticket and Broker Ticket, which are essential IDs if you wish to contact ZuluTrade over specific trades.
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6.
历史栏
Here you will find your full trading history, with all the trades that have opened and closed in your account. By default the system will display this information for the last day, but you may select any timeframe you wish since your account opened until the present day.
Together with all detailed information, you will also have graphic representations to display your profit in your base currency, in Pips as well as Monthly profit.
All your trades will be listed in full detail, such as the name of the Trader who opened them, trade type (BUY or SELL), currency pair, lot size and number of lots, Date Open, Date Closed, Opening and Closing Price, High and Low of each trade (the highest and lowest point reached by the trade before closing), Profit, and the Total Accumulative Profit adding all trades in the above chosen timeframe. The trades are listed by Date Closed, but you may click on the title of any column in order to re-arrange the data by any other criterion you prefer.
To the far left of every trade you will notice an information sign (i); by hovering over with your mouse, the following trade details will pop up: Trader and Broker Ticket (essential IDs for contacting ZuluTrade about the specific trade), Net and Gross PnL, Interest and Commission. You can also click on this icon to generate a pop-up window showing you a graph with the High and Low points reached by this trade, whether the trade was opened at market price or if it was a pending order, etc.
You are also given the option to download your full account History in an Excel file by clicking on ‘Export to Excel’.
Trade History Log Tab
In this tab all System Messages and Notifications are accessible. So if for example, you notice that a Trader you are following has opened a trade but it was not received in your account, you can have a look here and see if there is a relevant error message that will clarify why the trade did not open at your account. The same information for the Pending Orders can be found on the tab Cancelled Orders Log.
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7.
邀请栏
从该栏您可以邀请其他用户使用ZuluTrade的平台并根据受邀请用户的交易赚取佣金。这里您有一封电子邮件模板，您可以将其发送到您指定的电邮地址，同时您可以将其中的邀请链接发布到社交网站上，这样您可以简单的邀请您的联系人。根据会员计划，您可以从任何受邀请的真实账户交易中赚取佣金。欲了解更多细节，请查看我们的会员指南.
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8.
设置栏
您可以在此处查看和修改投资组合以及整体帐户设置
欧盟居民
某些ZuluTrade的交易功能设置会由于欧盟的相关法规有所不同( (欧盟居民或持有ZuluTrade欧盟合作交易商账户).请参阅这里的详细资料.
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跟随模式
ZuluTrade允许您选择期望通过何种方式跟随交易者 - 固定方式或者按照比例方式。选择适合您的方式！
按照比例：按照交易者开启手数的一定比例开单 - 交易者每开启一笔头寸，在您账户内开启的手数将按照您设置的百分比乘以交易者手数执行。
固定的：设置一个固定的手数，交易者的每笔头寸将按照此设定开启，与所选的货币对无关。
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最大持仓单数
The maximum number of trades the Trader can open at the same time. This also includes pending orders.
Example: Let’s assume that you have selected 2 Traders in your portfolio, Trader X and Trader Z with 1 Lot Multiplier for each one, and Max Total Open Trades set to 4 for Trader X and 1 for Trader Z. This means that Trader X can open a maximum of 4 trades/pending orders at any given point of time into your account, and Trader Z can open a maximum of 1 trade/pending order at any given point of time.
So in case Trader Z has one trade open at your account, if he opens another one, it will not open in your account and you will get an error message like this: Did not open 1.0 more std lot(s) for Trader Z, BUY EUR/USD. Total max trades for Trader setting was 1, open trades & orders for Trader were 1. So overall in your account, you will not have more than 5 trades/pending orders at any given point of time.
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Max Open Lots:
The total number of lots the Trader can open in your account at the same time, from all trades and orders.
Example: Let’s assume you have a Trader in your portfolio, and you have set to receive up to 3 trades of 1 mini lot each; ‘(Mini) Lots’ set to 1 and ‘Max Open Trades’ set to 3. If you enter 3 in ‘Max Open Lots’, you may receive indeed up to 3 trades x 1 mini lot each. The same if you set Max Open Lots to ‘No Limit’. However if you set ‘Max Open Lots’ to 2, since your ‘(Mini) Lots’ setting is set to 1, even though your ‘Max Open Trades’ may be set to 3 you will not receive more than 2 trades from this Trader.
Thus in case you would like to receive exactly as many trades from this Trader as per your ‘Max Open Trades’ and as many lots as those set in ‘(Mini) Lots’, you need to set ‘Max Open Lots’ to ‘No Limit’.
Max Open Trades/Currency:
The maximum number of trades you want to receive on a specific currency (both BUY and SELL) from this Trader at the same time.
Example: If you set this to 1, if the Trader opens a EUR/USD trade and then opens another EUR/USD one, you will not receive it even if your other settings do allow it.
Limit:
Here you can enter the maximum number of pips per lot you would like the trade to earn before it is closed to lock the profit. To avoid Broker rejection of the calculated Limit value, it is advisable that you enter 15 pips or more (especially for exotic currencies). If you enter any value in this field, you will not receive any Limit signals from the Trader (unless the ‘Safe Limit’ option is selected). Please note that any change made in this setting will only be applied to future trades and on update signals of currently open trades.
Safe Limit:
By checking this option, your account will receive Limit signals and updates from the Trader only if their value is lower than your own custom Limit. If you do not check it, your own custom setting will always take precedence over the Trader’s limit setting and actually overwrite it.
Example: If you have your own custom limit at 40 pips and you have checked Safe, if your Trader sets a lower limit, e.g. 25 pips then you will receive it. If he sets a higher one, e.g. 50 pips then you will not. If you have not checked Safe, your custom limit or 40 pips will always prevail over any update sent by the Trader.
Stop:
Here you can enter the maximum number of pips per lot you allow the trade to lose before it is closed to prevent further loss. To avoid Broker rejection of the calculated Stop value, it is advisable that you enter 15 pips or more (especially for exotic currencies). If you enter any value in this field, you will not receive any Stop signals from the Trader (unless the ‘Safe Stop’ option is selected). Please note that any change made in this setting will only be applied to future trades and on update signals of currently open trades.
Trailing Stop:
By checking this option, you can set a custom Trailing Stop for the trades opened by the specific Trader. Please note that if you select the Trailing Stop option, the Stop will start trailing immediately as soon as the trade is opened. For example, a BUY EUR/USD trade is set with -30 pips Trailing Stop and opened at 1.383. The trade is opened with a Stop of -30 pips (at 1.380), and if it starts winning even by one pip, the Trailing Stop will be updated accordingly. So when the trade reaches a High of 5 pips (rate 1.3835) , the Stop will be updated 30 pips away from this new rate, at 1.3805 (-25 pips away from the trade's opening price). After a Trailing Stop is set, it is updated automatically as described above without the need to remain logged in the account.
有条件的止损:
当激活追踪止损时可选有条件的止损。与一般的追踪止损不同，当交易的浮动盈利达到预先设定的点数条件时，有条件的追踪止损将立即开始执行。
例如，买入EUR/USD，设定有条件的追踪止损-30点和20点盈利点数。交易于1.383开启。在此例中，当交易浮动盈利达到20点（1.385）时，有条件的止损将被激活。追踪止损将按照您的设置设定（-30点）。当追踪止损被激活后，它会被自动按照设置更新，无需持续登录账户。
注意：当使用有条件的止损时，为了将账户保护最大化，除追踪止损外，固定止损也可以应用于交易。这样可以在交易亏损时被固定止损保护，当设定的盈利点数达到后转换为追踪止损。
Safe Stop:
By checking this option, your account will receive Stop signals and updates (static or trailing) from the Trader only if their value is lower than your own custom Stop (static or trailing). If you do not check it, your own custom setting will always take precedence over the Trader’s stop setting and actually overwrite it.
Example: If you have your own custom stop at 40 pips and you have checked Safe, if your Trader sets a lower stop, e.g. 25 pips then you will receive it. If he sets a higher one, e.g. 50 pips then you will not. If you have not checked Safe, your custom stop or 40 pips will always prevail over any update sent by the Trader.
Offset Pips:
Offset Pips enables you to open trades at a different rate than the Trader, by opening their trades in your account as pending orders with an offset entry rate.
Market Orders: For every Market Order executed by your Trader, you will receive a pending order with the entry rate of the market rate price as placed by the Trader, minus or plus the offset value you have set in pips. If the Trader closes down the trade before your pending order is opened at market, the pending order will be cancelled. All other attributes of the trade (Stop/Limit updates, closing signal etc) will be broadcast to your account normally.
Pending Orders: Pending orders placed by the Trader will not be received in your account but only upon their entry execution. You will then receive a pending order in your account with the entry rate as defined by the Trader minus or plus your defined offset value in pips, as with the Market Orders above.
The possible values in the Offset Pips setting can be either negative, or positive:
Negative Offset value (opens trade after a certain drawdown)
Example: If the Trader opens a BUY EUR/USD trade at rate 1.3000, and you have an offset of -20 pips, a pending order will be opened in your account with entry rate of 1.2980. So once this rate is reached at your Broker account, the pending order will be opened at market. This way, you will have saved the initial drawdown of 20pips made by the Trader - so if this trade ends up with a profit of 10 pips for the Trader, it will have a profit of 30 pips at your account!
Positive Offset value (opens trade after a certain profit)
Example: If the Trader opens a BUY EUR/USD trade in rate 1.3000, and you have an offset of 20 pips, a pending order will be placed in your account with entry rate of 1.3020. So once this rate is reached at your Broker account, the pending order will be opened at market. This means that you will have missed the initial profit of 20 pips made by the Trader - so if this trade ends up with a profit of 30 pips for the Trader, it will result in a profit of only 10 pips in your account. However, if the trade started and remained negative without ever going to profit, you would be able to fully avoid it by placing a positive Offset value.
To avoid broker rejection of the calculated Entry Rate value, please enter a value of 5 pips or more.
Pip Spacing:
With Pip spacing you can limit the amount of trades opened in your account by a Trader on a given currency pair and on the nearly-the-same price only by specifying your entry rate range value in pips! All incoming market or pending orders of the same currency pair and irrespective to their direction (buy or sell) from the Trader that will be less than the specified range value (X pips) away above or below (+X /-X) from an already opened market position of the Trader, will be rejected.
Market Orders: if the current market price of a new trade is closer than X pips to an existing received position for this Trader for a given currency pair, then this trade will be rejected.
Pending orders: if the entry price of the incoming order is closer than X pips to an existing received position for this Trader for a given currency pair, then again, this trade will be rejected.
Example: You wish the opening rates of all EUR/USD trades of a specific Trader to have a minimum of 10 pips difference. Then you set 10 as your Pip Spacing value on the Advanced Settings per currency section.
Trader opens a SELL EUR/USD trade, with a rate of 1.3100. Any new trade has to be at least 10 pips away (+/-10 pips) to be executed. All others trades with an entry rate of less than 10 pips away will be rejected.
Trader opens a second SELL EUR/USD trade, the rate is now 1.3105 (+5 pips difference). The trade will be rejected on user's account.
Trader opens a third SELL EUR/USD trade, the rate is now 1.3095 (-5 pips difference). Again, the trade will be rejected as the entry rate is closer than the pip spacing value of 10 pips from the first trade received.
Now the Trader opens a BUY EUR/USD trade. The rate is 1.3115 (+15 pips difference from the entry rate of the first trade of this currency pair).Trade will be received as it exceeds the predefined pip spacing value.
Configure Currencies:
By clicking at the Pencil icon, you can set different advanced settings per currency pair for the specific Trader. Specifically for every currency pair you can set the trade type (Any, Buy Only, Sell Only), Lots per trade, Max Trades, Max Lots, Reverse, Limit and Stop. If you Configure Currencies for a Trader, the pencil icon will be highlighted so as to indicate that the settings for each currency pair are not the same across this Trader but they actually vary for at least one currency pair.
Example: If you have added a Trader that is generally good but not as good in a specific currency pair such as GBP/USD, you may set the Lots setting to 0 only for this currency. As a result, you will receive any trades he opens except for the GBP/USD, which will be blocked by your settings.
Reverse (Applicable only to Global users):
This function enables you to reverse the direction of the signals sent from this Trader; SELL trades will be executed as BUY, Stop will become Limit, and vice versa. This mode is aimed to be used with rather unsuccessful Traders, aiming towards profits from reversing their bad trading skills.
Example: If a Trader you have set to Reverse opens a BUY USD/AUD trade, then a SELL USD/AUD will be opened in your account. If he has set a 25 pips stop, then your trade will receive a 25 pips limit, and if he has set a 50 pips limit your trade will receive a 50 pips stop.
点击铅笔图标后，可以在每个货币对的高级设置中看到逆向交易功能。
ii.
添加交易人
点击这里您将会进入我们的交易者页面；这里您会看到我们大量可供选择的交易者。您可以随时选择任何提供者来自动交易您的账户；我们不限制您可以选择的提供者的数量 - 这取决于您账户的潜力。请找出您希望添加的交易者（们），然后点击交易者图标。
一旦在投资组合中添加了您希望选择的交易者，您必须对在您账户内将开启的交易信号设置手数和限定交易者的交易信号的最大开启数量。您可以对提供者开始ZuluGuard™。当然，您可以随时改变您的账户设定。
跟随交易者初，您可以可以选择开启交易者当前开启的部分或全部持仓。
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iii.
保存交易者设置
这个按钮用来保存您在交易者投资组合中改变的设置。一旦您点击它，您应该看到一条信息通知您"新的设定已经被成功保存。"
每次更改设置后，请确保您前往其它页面之前点击该按钮，如果不点击，未保存的设置将不会生效。
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iv.
打开/关闭交易者
在每个交易者的左边有一个选框 - 如果您想启用/禁用一个交易者，您需要先点击选框来选择交易者，然后点击打开/关闭按钮。如果提供者已启用，按下按钮将禁用他;禁用后，交易者的背景将以红色显示。。同理，如果提供者在禁用状态，点击按钮将启用，移除红色背景颜色。您可以随时启用或者禁用交易者。
当一名交易者被禁用后，他将不会在您的账户中开启新的交易。然而，交易者在被禁用之前开启的交易和挂单将不会被关闭；如果交易者针对您账户内已经开启的交易发出了手动关闭信号，您仍然会收到关闭信号，同时也会收到止盈/止损更新，这样是为了保护您的交易。当然，您可以随时手动关闭账户内的交易。
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v.
移除交易者
在每个交易者名字的左侧，有一个空白方框-如果您希望在交易者组合中删除某一位交易者，请首先选中这个方框，之后点击移除交易人按钮。此操作将删除被选定的交易者。当然，您也可以随时将此交易者重新添加到交易者组合内。
当交易者被删除后，您的账户将不再接收此交易者所发送的任何开仓信号。但是，如果账户持有此交易者的遗留持仓或者挂单，当前的持仓和挂单将正常接收交易者所发送的平仓/删除挂单信号，这是为了保护账户不存在任何遗留交易。注意在删除交易者后，遗留的持仓/挂单将会不接收止盈止损更新信号，当然您可以将交易随时手动平仓。
在您的投资组合中被闲置（或者被禁用）超过1个月，且您没有持有任何未平仓/未结头寸的交易者可能会自动从投资组合中删除，而无需事先通知。 这些交易者锁定的任何Zuluguard金额都可能退还到您的可用可用资金中。
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vi.
删除交易者组合
每个交易者组合的右侧都有一个方框图标-如果您想从投资组合中删除交易者组合，则需要单击包含您要删除的交易者组合框行相对应的方框图标。 这将从您的投资组合中删除您选择的交易者组合。 当然，您可以在任何给定时间再次将此组合添加到投资组合中。 删除交易者组合后，该组合中的任何交易者将无法在您的帐户中开设任何新交易。 同样，您正在跟随的组合内的任何交易者当前开立的所有交易组合被删除，后也会立即平仓。 另请注意，任何在“组合”下锁定的Zuluguard金额都将退回到您的账户可用资金中。
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vii.
用户列表
通过使用用户列表，您可以跟踪不断增长的回报表现列表并找到适合您的交易者。您可以筛选适合您的交易者并根据其表现，盈利率和潜力进行分组；将您的列表和喜好分享给其他的跟单者，在所有的公共列表中获取有关建立投资组合的实用信息。
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viii.
重新设置
如果您想取消最近在投资组合上的更改，通过这个按钮，您可以恢复账户上次保存的交易者投资组合设置。
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ix. 模拟
这个强大的工具允许您以不同的账户设置测试交易者的回报表现。在不同的参数下，它计算出账户在过去跟随所选交易者的潜在盈利情况。
首先您需要选择账户交易所使用的参数，例如初始余额，杠杆率和基准货币。在默认状态下，系统将提供您账户当前余额，杠杆和基础货币，当然您也可以自行调整。您也可以通过设定不同的时间范围（3个月，6个月，1年，2年）来产生特定时间段内的模拟交易结果。系统会提供您当前设定的最大持仓手数，您也可以从新设定或改为‘无限制’。完成所有设置后，只需点击‘开始模拟’，系统会立刻生成以下结果：终止余额，已接收到的交易，止损平仓的单子数额，盈利(ROI)，开/平仓的交易数量，止盈平仓的单子数额，同时相应图表也会显示。每名交易者的模拟结果都会分别以图表显示。
该工具还可以通过您对每名交易者不同的设置来模拟您当前已经添加或新添加的交易者跟单结果。它可以让您在不使用任何真实资金的情况下，根据您当前账户设置，放心测试不同交易者的回报表现直到找到适合您账户的，可以有效规避以真实资金进行测试。
请注意，任何您在模拟页面进行的设定或新添加的交易者，都不会影响到您账户当前的投资组合设定。
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x. Automator (自动监控器)
Automator将作为您交易助理：它可以监控并在有情况发生时通知您并按照您设置好的指令自动操作
所以， 联想到“如果在当时可以这么做”的现象，您将可以创建并执行适合自己的自动化规则
几个典型的例子：
- 如果策略者X的总盈亏低于一千美元，发送邮件通知给我并对所有头寸进行锁定
- 如果账户已平仓交易的总盈亏超过一千美元，立即将账户内的获利头寸进行平仓
- 如果一个策略者的总持仓单数超过50单就不再接收新的开仓信号
您可以随心选择并创建符合自己交易需求的规则！
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9.
帐户设定
i.
接收交易（启用/禁用账户）
当您账户启用并可接收交易信号时，您会看到‘您账户已启用，正在接收交易信号’的提示.
点击此按键，您可以禁用ZuluTrade账户, 之后将不会再接收到任何来自
交易者的交易信号. 这时您将会看到以下提示‘您账户已禁用，将不会再接收到任何新上传的交易信号; 平仓信号将会正常执行.’ 任何时候通过点击同一按键可从新启用您账户.
请注意，当您禁用账户后，所有已开仓的交易和挂单还会继续在您账户中执行; 如果交易者上传了平仓信号，您账户将会照常接收到，用以确保开仓交易安全执行. 但是，您账户中这些正在执行的交易（含挂单），将不会再接收到任何新上传的止损/止盈信号. 当然，如果需要的话，您可以随时手动平仓.
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ii. 您的帐户能够开设或挂单的总手数
这个设置有关账户可以开启的总手数，包括挂单在您账户的交易手数。这是一个可以输入数值的文本框，如果是标准账户，那么该文本框接受从1至99的数值（在迷你和微型账户中分别转换成对应数值）。
请注意该数值与每个交易者的在账户内能够开起交易和挂单的总手数相比有优先权。如果您想根据每个交易者在账户内能够开起交易和挂单的总手数来进行交易，那么您可以将您的帐户能够开设或挂单的总手数设置为无限制。
例如：假设您在投资组合中有两名交易者，提供者X和提供者Z，手数设置各为1，最大持仓单数为"无限制"，每个交易者在账户内能够开起交易和挂单的总手数为"无限制"。理论上根据这些设置您的账户可以收到来自交易者们的所有交易信号，每个交易信号将以1手开启。然而，假设您的帐户能够开设或挂单的总手数设置为5。提供者X有两笔交易开启同时有一个挂单，总共3手。提供者Z有两笔交易，因此两名提供者开启的总手数是5，与您的帐户能够开设或挂单的总手数设置相符。在这种情况下，两名交易者未来的市场单或挂单的交易信号不会再开启，直到您的账户有交易或挂单关闭。同理，没有交易和挂单关闭的情况下，您的手动交易也是无法开启的，因为您的帐户能够开设或挂单的总手数不允许新的交易开启。因此，如果在您选择的交易者页面看到有新交易开启，但是该交易信号没有在您的账户开启，这或将是因为账户能够开设或挂单的总手数设置值导致的，这种情况下，您会在交易历史记录（历史栏下）中得到一条错误提示信息，例如：Did not open 1.0 more std lot(s) for provider X, BUY EUR/USD. Max lots setting was 5.0, total open lots of trades & orders were 5.0
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iii. 手数
这里您可以设置交易手数如何在您的ZuluTrade账户中显示。如果您选择标准视图，那么1在账户中将代表一标准手，一迷你手是0.1，一微型手是0.01。如果您选择迷你视图，那么一标准手将显示为10，一迷你手将显示为1，一微型手将显示为0.1。如果您选择微型视图，那么一标准手将显示为100，一迷你手将显示为10，一微型手将显示为1。为了说明这项设置，您需要清楚各种交易手数之间的关系：
1标准手=10迷你手=100微型手
同理
0.01标准手=0.1迷你手=1微型手
请注意，这仅仅影响账户的手数显示模式 - 所以如果您的经纪商账户是迷你账户，设置到微型视图模式将不会允许您的账户交易微型手 - 这个微型视图模式意味着如果您想交易1迷你手，您将需要输入数值10（微型手数）。如果您希望修改经纪商账户的手数大小，请联系您的经纪商。
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iv. 监控我的账户
这个功能为您的账户提供额外的保护；它通过关闭本应被关闭的交易来保护您的账户净值，问题交易是因为经纪商账户拒绝或没有收到交易信号导致的，这些交易如果不做处理将保持开启状态。通过选择该选项，您授权ZuluTrade引擎关闭任何追踪到的交易以尽可能的减小损失。
一个成功的干预是不可能的，因为某些因素是在ZuluTrade控制范围之外的。无论如何，在不断改善用户体验和平滑交易表现下，ZuluTrade增加了"监控我的账户"功能。
您可以点击这里查看案例细节。
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v. 避免对冲
当经纪商不支持基于单据交易方式时，该设置将出现在账户中，在该类账户中它是默认并且是推荐的设置。 如果您希望开启对冲交易，请务必确认您已经了解有关该选项的所有相关细节。
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10.
挂单栏
Under this tab you will find all pending orders placed by your Traders or yourself (manually). These are trades that have been assigned different market values of the current market value of the given pair, thus they will not open in your open positions tab until that value is reached. From here you can make the exact same changes that you can perform on your Positions Tab, with Stop and Limit updates, and cancelling the pending order before it becomes a live trade. You can also change the value of the ‘Entry’ price, which specifies at which rate each pending order will be executed. Once a pending order is executed, it will automatically move to your Positions Tab. Please remember to ‘Update Now’ in case you notice a delay in displaying your orders.
Here you will also find the same functions as in the Positions tab.
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11.
收入栏
当您成功邀请了新账户加入ZuluTrade，该栏将出现。
这里您将可以管理从受邀请注册的ZuluTrade真实账户的交易中赚取的佣金。请阅读我们的会员指南以获取更多的信息。
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