ROI Calculator
Model the return before you launch the programme
Set your client flow, churn and trading volume, choose a plan, and see when copy trading pays for itself, how your account mix shifts and what lower churn is worth on its own.
Copy trading ROI model
Every figure recalculates as you move an input.
Compared with running no programme at all, lower churn on copying accounts keeps an extra $7,761 of trading revenue over 12 months.
Month-by-month table
| Month | Self-directed | Copying | Copied volume | Copy revenue | Engine cost | Net |
|---|---|---|---|---|---|---|
| 1 | 315 | 21 | $25M | $882 | $1,500 | −$618 |
| 2 | 329 | 41 | $50M | $1,741 | $1,500 | $241 |
| 3 | 341 | 61 | $74M | $2,578 | $1,500 | $1,078 |
| 4 | 352 | 81 | $97M | $3,391 | $1,500 | $1,891 |
| 5 | 361 | 100 | $119M | $4,180 | $1,500 | $2,680 |
| 6 | 370 | 118 | $141M | $4,947 | $1,500 | $3,447 |
| 7 | 378 | 135 | $163M | $5,690 | $1,500 | $4,190 |
| 8 | 385 | 153 | $183M | $6,410 | $1,500 | $4,910 |
| 9 | 392 | 169 | $203M | $7,107 | $1,500 | $5,607 |
| 10 | 398 | 185 | $222M | $7,782 | $1,500 | $6,282 |
| 11 | 403 | 201 | $241M | $8,435 | $1,500 | $6,935 |
| 12 | 408 | 216 | $259M | $9,066 | $1,500 | $7,566 |
An indicative model, not a forecast. It applies one volume figure to every account, counts all revenue from copying accounts towards the programme and bills engine cost on copied volume only. Your own results depend on your clients, your pricing and your markets.
How the model works
Four assumptions, stated rather than buried
Two kinds of account
Each new client either starts by copying or trades on their own. A share of self-directed accounts switches to copying every month, and each group churns at its own rate.
Volume drives revenue
Every account trades the same monthly volume. Revenue is that volume multiplied by what you earn per million traded, so spread, commission and markup are folded into one figure.
Cost follows copied volume
Engine cost is the plan's monthly fee plus the published rate on copied volume beyond its allowance. Volume traded by self-directed accounts is never billed.
The retention effect is shown separately
The model also runs your book with no programme at all. The difference in total trading revenue is what lower churn on copying accounts is worth by itself.
FAQ
ROI calculator: common questions
6 short answers to what teams ask before a demo.
No. It is arithmetic on the inputs you choose, and its output is only as good as they are. Use it to see which assumptions the result is sensitive to, then test those against your own data.
They are round, deliberately ordinary starting values chosen so the model produces a readable result. They are not benchmarks and not a claim about any brokerage. Replace them with your own numbers.
Because that is how most desks first judge a programme. Some of those clients would have traded anyway, which is why the retention line beside the results shows what lower churn alone is worth.
The one you pick, at its published price and volume allowance. The plan list also shows what each option would cost over the same period and marks the lowest one for your inputs.
Yes. Each month's copied volume is compared with the plan's allowance on its own, and unused allowance does not roll over, which matches how the plans are billed.
Yes. Book a call with your client numbers and a month of trading data, and we will run the same model with you and explain where your result differs from the defaults.
Still have a question?
A specialist will answer it directly, with your set-up in mind.
Ask a specialistBring your figures, leave with a plan
We will run the model on your own client flow and copied volume and tell you which plan it points to, before anything is signed.