Multi Account Manager Installation & Help Guide

Getting Started

To get started using the Gold-i MultiMAM User Interface follow the steps below:


1. A desktop shortcut to the user interface should have been created during the installation, along with a start menu shortcut. If no shortcut is present navigate to the ‘...:\Program Files (x86)\Gold-i Ltd Multiple Allocation Manager’ directory and double click the ‘Multiple Allocation Manager.exe’ to launch the user interface.

2. Upon launching the interface, you should see the login window below:

The master account password is the same as the one used to log into the MT4 Terminal, more details on the super user password can be found in the full Gold-I MultiMAM Handbook.

MAM Software

3. Enter the MT4 Server IP/DNS Address and Port.

4. Enter the master account number in the ‘Username’ field and the Password to login.

5. You will now be presented with the user interface window as below:

6. The left hand side of the window shows the Master Account Details including login number, name, deposit currency, balance, client group, active and inactive users, and allocation rule. It also contains the toolbox on the bottom left side, which provide the user a number of options, such as refreshing the screen for an update, logout and exit. There is also a button to update the Windows icon if required, as this does not always take place automatically when upgrading to a new version of the UI.

MAM Software

7. The main window is split into three sections:

  • 7.1 The top section shows a list of all of the sub-accounts assigned to the master account. Information is displayed for each of these accounts as well as some configurable options, as listed below:

  • Configuration Option Description
    ‘Exclusion Type’

    Sets whether to include or exclude the sub-account from the master trades. There are 3 options:

    • Included (default)
    • Full
    • Allocation

    Included: This will include the sub account in the master’s allocation, resulting the any master trade being allocated to this sub-account where it can hold a percentage of the position.

    Full: The sub-accounts current open positions will be automatically closed out, its balance will be removed from the master account, and it will be excluded from all further master trade allocations.

    Allocation: The sub-accounts current open positions will remain open and its balance will remain in the master account. It will not receive any share of future allocations.

    ‘Risk Multiplier’

    Risk Multiplier can bet set to any value between 1 and 50, in increments of 0.1.

    Increasing the risk multiplier will increase the sub-accounts risk, therefore increase the sub-accounts share percentage.

    For example, if using the default ‘Equity’ allocation method, the sub-accounts equity will be multiplied by this setting to calculate the percentage share of the master trade:

    E.g. One Master account controlling two Sub-Accounts:

    Sub-Account 1 Equity: $1000.00

    Sub-Account 2 Equity: $1000.00

    Sub-Account 1 Risk Multiplier: 1

    Sub-Account 2 Risk Multiplier: 3

    Sub-Account 1 Share Percentage: (1000.00 * 1) / [(1000 * 1) + (1000 * 3)] = 1000 / 4000 = 0.25 = 25%

    Sub-Account 2 Share Percentage: (1000.00 * 3) / [(1000 * 1) + (1000 * 3)] = 3000 / 4000 = 0.75 = 75%

    The risk multiplier is only applicable to the allocation methods ‘Equity’, ‘Balance’, ‘Cash_Equity’ and ‘Cash_Balance’. For more information on the ‘Lot’ allocation method please see the full Gold-I MultiMAM Handbook.

    ‘Lot Factor’

    Lot factor can be set to any value between 1 and 1000, in increments of 1.

    Defines how the allocation is calculated when using the ‘Lot’ allocation method (only available when using ‘Lot’ allocation rule). For more information on the ‘Lot’ allocation method please see the full Gold-I MultiMAM Handbook.

    ‘Refresh’ MAM Software

    Use this button to refresh the current settings.

    ‘Apply Changes’ MAM Software

    When a change is made to any settings click the ‘Apply Changes’ button (the tick) to make these changes take effect.

    ‘Configure’ MAM Software

    Can be used to show/hide columns in the current section.

  • 7.2 The middle section shows a list of all of the master account orders currently open. There is a selection of buttons at the top of this section:

  • Configuration Option Description
    ‘Expand’ & ‘Reset’ MAM Software

    The three buttons at the top left corner can be used to either expand the current section to full screen, expand the section above to full screen, or to reset all sections to show on screen.

    ‘Get orders’ MAM Software

    The Get orders button can be clicked to gather the latest order information for the master account.

    ‘Configure’ MAM Software

    Can be used to show/hide columns in the current section.

  • 7.3 The bottom section shows a list of all of the sub-account orders currently open for the selected master account order in the middle section. There is a selection of buttons at the top of this section:

  • Configuration Option Description
    ‘Expand’ & ‘Reset’ MAM Software

    The three buttons at the top left corner can be used to either expand the current section to full screen, expand the section above to full screen, or to reset all sections to show on screen.

    ‘Configure’ MAM Software

    Can be used to show/hide columns in the current section.

More than one master account can be viewed at one time by double clicking the desktop short cut to open a new login window, right clicking the taskbar icon and clicking “Gold-i Ltd Multiple Allocation Manager” or by navigating to the “Gold-i Ltd Multiple Allocation Manager” program in the Windows start menu.

NOTE:If making changes in the MultiMAM user interface, always click “Refresh” before making any changes as the interface does not refresh dynamically. This will allow the interface to update to the current status before attempting any changes. It is also recommended that you click refresh after having applied any changes to ensure they have been successfully committed to the server.