Symbol Restrictions on Copy Groups
Limit which contracts a copy group is allowed to open — without ever getting in the way of an exit.
5 min read
A copy group can be restricted to a specific set of contracts using a symbol whitelist. When a group has a whitelist, the copier will only open positions on the contracts you have allowed. It is a way to keep a group focused — for example, allowing only MNQ and MES while blocking everything else.
What the Whitelist Does
The whitelist applies to opening orders. If the leader opens or adds to a position on a contract that is noton the group’s whitelist, that opening copy is held back on the followers — the position is not opened.
Reducing and closing orders are the exception, and it is an important one:
An empty whitelist allows everything
If a group has no whitelist configured — an empty list — then there is no restriction at all and every contract is allowed. A whitelist only starts holding orders back once specific symbols have been set for the group.
What You See When an Opening Order Is Held Back
A whitelist block is never silent. Every time an opening copy is held back by the whitelist, MimikTrader records it and tells you in two ways:
- An in-app notification. You get a warning-level alert in the notifications bell titled “Opening trade held back.”
- A durable activity-log entry. The block is written to your activity log — for example, noting that the account was rejected on that contract because it is outside the group whitelist — so there is a lasting record you can review later.
This is different from the routine, expected skips the copier makes — for instance, a follower that is already flat when the leader closes. Those are not treated as something you need to act on and do not raise a bell alert. A whitelist block does raise one, because it means an opening trade you might have expected did not happen.
Example
Suppose a group is whitelisted to MNQ only. The leader trades MNQ all day, and every one of those trades copies normally. Then the leader also opens a position on ES. Because ES is not on the group’s whitelist, the followers do not open ES — instead you get the “Opening trade held back” notification and an activity-log row for it. If a follower somehow already held an ES position, a copied order to reduce or close it would still go through.
How to Set Up or Change a Whitelist
Symbol whitelists are configured for you by our team. Contact support to configure a whitelist for a group — tell us which group and which contracts you want it limited to, and we will set it up. It is not a self-service toggle you edit yourself today, so reaching out is the way to add, change, or remove the allowed symbols on a group.
Quick Summary
- A whitelist restricts which contracts a group can open.
- Opening orders on non-whitelisted contracts are held back; reducing and closing orders always pass.
- An empty whitelist means all contracts are allowed.
- A block raises an “Opening trade held back” notification and a durable activity-log entry — no email by default.
- Whitelists are set up by support — contact us to configure one.