# JFD Customization

## Introduction:

In current scenario lot size for the investor is fixed. It is calculated and displayed.

Now we are providing option to manage the trade copy method to the investor.

This document describes the setting to decide the copy method.

## Broker Admin settings

Broker admin can manage the copy settings (i.e. method for calculation of fixed lot)

From the following path:

Broker adminAllocationsActive AllocationsActionEdit copy settings

![](https://1691046077-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Freleases-notes%2F-M19fD2YLr7knwcGkmto%2F-M19fJW5cIAkTGQC_ZR_%2F1.png?generation=1582874577791622\&alt=media)

When we select this option then following screen appears with following options

1. Equity
2. Fixed
3. Multiplier

![](https://1691046077-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Freleases-notes%2F-M19fD2YLr7knwcGkmto%2F-M19fJW6xfnXv5EIyqjn%2F2.png?generation=1582874577750425\&alt=media)

**Note**:

Broker admin can select any one option at a time

Minimum value lot size should be 0.01

## Calculation for lot size

### Equity

When equity is selected then lot size will be calculated as per current working. It will be calculated using formula in current system.

![](https://1691046077-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Freleases-notes%2F-M19fD2YLr7knwcGkmto%2F-M19fJW7WOzgRBLfJxdK%2F3.png?generation=1582874577759785\&alt=media)

### Fixed

When fixed is selected then broker admin can fix the lot size. In this case lot size for the investor will be independent of the fund’s lot size.

![](https://1691046077-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Freleases-notes%2F-M19fD2YLr7knwcGkmto%2F-M19fJW8U5_I1GaOO8qb%2F4.png?generation=1582874577753749\&alt=media)

#### Validation for the fixed lot size:

Minimum value for the fixed lot should be 0.01 as shown below:

![](https://1691046077-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Freleases-notes%2F-M19fD2YLr7knwcGkmto%2F-M19fJW9Jn-MbHGBlRbQ%2F5.png?generation=1582874577746158\&alt=media)

**Example**:

![](https://1691046077-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Freleases-notes%2F-M19fD2YLr7knwcGkmto%2F-M19fJWAxySnslsCXEGT%2F6.png?generation=1582874577750163\&alt=media)

When we enter fixed lot size as 15 for the allocation as shown in the figure above.

We can observe that lot size for the investor is (15/100) i.e. 0.15 only .When we keep lot size for fund as 1 or 4 then also lot size for investor is fixed.

![](https://1691046077-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Freleases-notes%2F-M19fD2YLr7knwcGkmto%2F-M19fJWBD7pmYvVLCbBQ%2F7.png?generation=1582874577759840\&alt=media)

![](https://1691046077-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Freleases-notes%2F-M19fD2YLr7knwcGkmto%2F-M19fJWCTcKw6JA1a_i9%2F8.png?generation=1582874577747761\&alt=media)

![](https://1691046077-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Freleases-notes%2F-M19fD2YLr7knwcGkmto%2F-M19fJWDb2A2g1sgvOpA%2F9.png?generation=1582874577751274\&alt=media)

![](https://1691046077-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Freleases-notes%2F-M19fD2YLr7knwcGkmto%2F-M19fJWEM4iWd-_r68ns%2F10.png?generation=1582874577752454\&alt=media)

Multiplier:

When Multiplier is selected then lot size will be equal to multiplier into lot size of the fund

![](https://1691046077-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Freleases-notes%2F-M19fD2YLr7knwcGkmto%2F-M19fJWFCYdiRVpL6_6R%2F11.png?generation=1582874577756097\&alt=media)

#### Validation for lot size with multiplier:

Multiplier value should be one as shown in the figure. Otherwise there is no limit on the value of multiplier

![](https://1691046077-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Freleases-notes%2F-M19fD2YLr7knwcGkmto%2F-M19fJWGpgD_UPBjFReq%2F12.png?generation=1582874577766797\&alt=media)

**Example**:

![](https://1691046077-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Freleases-notes%2F-M19fD2YLr7knwcGkmto%2F-M19fJWHInWM7UFiZyT0%2F13.png?generation=1582874577751749\&alt=media)

When multiplier is selected as 5 and volume for fund is selected as one then volume for investor is calculated as 5 as shown in the figure;

![](https://1691046077-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Freleases-notes%2F-M19fD2YLr7knwcGkmto%2F-M19fJWINNxc2WZrJRMm%2F14.png?generation=1582874577751217\&alt=media)

![](https://1691046077-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2Freleases-notes%2F-M19fD2YLr7knwcGkmto%2F-M19fJWJNOSrbiiBbqcR%2F15.png?generation=1582874577746940\&alt=media)

## Summary for lot size calculation:

Calculation can be summarized as shown in matrix below:

| Master Account | Amount | Equity | Fixed | Multiplier | Lot size calculated for the slave |
| -------------- | ------ | ------ | ----- | ---------- | --------------------------------- |
| Slave-A        | 5000   | OFF    | OFF   | 2          | 2                                 |
| Slave-B        | 1000   | OFF    | OFF   | 0.5        | 0.5                               |
| Slave-C        | 2000   | 2      | OFF   | OFF        | 0.2                               |
| Slave-D        | 10000  | OFF    | 5     | OFF        | 5                                 |
| Slave-E        | 100000 | OFF    | OFF   | 0.01       | 0.01                              |
|                |        |        |       |            |                                   |
