Trade Copy Configuration

The Trade Copy page allows you to set up automated trade copying from a leader account to multiple follower accounts. When you place a trade on the leader account, it will automatically be copied to all enabled follower accounts.

Prerequisites

At least one brokerage connection must be configured in the Prop Connections page
The connection must be in a Connected state (green indicator)
You need at least two accounts: one to act as the leader and one or more to act as followers

Understanding the Interface

Header Section

Connection Status Bar - Shows all your configured connections with colored indicators (green = connected, red = disconnected). Click any connection to navigate to the Prop Connections page.
Compact View Toggle - Click the icon next to the connections to toggle between full connection names and single-letter abbreviations.
Flatten All Button - flattens (closes) all positions and cancels all orders across ALL connected accounts.

Creating a New Trade Copy Configuration

Click the + (plus) button in the tab bar, or click Add Configuration if no configurations exist.
In the modal that appears, select a contract from the dropdown (e.g., MES, ES, NQ).
Click Create Configuration.
A new tab will appear for your configuration.

Note: You can create multiple configurations for the same contract with different account setups.

Configuring the Leader Account

The leader account is the account you will trade on. All trades placed on this account will be copied to the follower accounts.

Click the Set Leader button.
Select a Leader Connection from the dropdown.
Select a Leader Account from the dropdown.
Click Confirm to save the leader selection.

Leader Account Display

Once a leader is selected, the leader row appears at the top of the follower table (highlighted in blue) showing:

Account Name - The leader account identifier
Balance - Current account balance
P&L - Unrealized profit/loss for the current position on this contract
Position - Current position size (positive = long, negative = short, 0 = flat). Click to open the trading panel. You can place market orders directly from the copier.
All Buttons - Buttons to apply Copy, Cross, or Ratio settings to all followers at once

Copy Trading Panel

The main Copy Trading panel contains the following controls:

Left Section

Collapse/Expand Button - Toggle to show or hide the follower accounts table
Copy Trading Toggle - Master switch to enable or disable copy trading for this configuration
Status Indicator - Shows the current state:
- Inactive (gray) - Copy trading is disabled
- X followers (green, pulsing) - Copy trading is active with X enabled followers
- 0 followers (yellow, pulsing) - Copy trading is enabled but no followers are enabled
- Leader disconnected (yellow, pulsing) - The leader connection is not connected
Risk Management Toggle - Enable or disable risk management features for this configuration
Set Leader Button - Change the leader connection and account (disabled when copy trading is active)
Change Contract Button - Change the futures contract for this configuration (disabled when copy trading is active)
Settings Button (gear icon) - Open configuration settings

Right Section

Group Toggle - Toggle to group accounts by their connection

Follower Accounts Table

This table shows all accounts currently configured as followers:

Table Columns

Account - The account name/identifier
Balance - Current account balance
P&L - Unrealized profit/loss for positions on this contract
Pos - Current position size. Click to open the trading panel for this account.
Copy - Toggle to enable/disable copy trading for this account
Cross - Toggle to enable cross-contract trading (e.g., copy MES trades as ES trades)
Ratio - Position multiplier (enter a decimal value like 1, 2, 0.5)
S P&L - Total session profit/loss for the entire account
PT - Daily Profit Target (if enabled in Risk Management page)
LL - Daily Loss Limit indicator (if enabled in Risk Management page)
Flat - Button to flatten this specific account (closes positions and cancels orders)
Rem - Button to remove the account from this configuration

Column Sorting

Click on any column header to sort the table by that column. Click again to reverse the sort order. Sortable columns include: Account, Balance, P&L, Pos, Copy, Cross, Ratio, S P&L, PT, and LL.

Bulk Actions (All Buttons)

The leader row contains "All" buttons that apply settings to all followers:

Copy - All - Opens a dialog to enable or disable copy trading for all followers
Cross - All - Opens a dialog to enable or disable cross-contract trading for all followers
Ratio - All - Opens a dialog to set the same ratio for all followers
Flat - All - Flattens the leader account and all enabled followers
Rem - All - Opens a dialog to remove all followers from the configuration

Adding Follower Accounts

Follower accounts are automatically added from your connected connections. All accounts from connected brokerages (except the leader account) appear in the follower table.

Disconnected accounts are shown with reduced opacity and their Copy toggle is disabled until the connection is restored.

Cross-Contract Trading

Cross-contract trading allows followers to trade a different but related contract than the leader. For example:

Leader trades MES (Micro E-mini S&P 500)
Follower with Cross enabled trades ES (E-mini S&P 500)

To enable cross-contract trading:

Find the follower account in the table.
Toggle the Cross switch to ON.
When enabled, a badge showing the cross-contract symbol (e.g., "ES") will appear next to the toggle.

Note: Cross-contract is only available when the leader's contract has a related cross-contract defined. If not available, a dash (—) will be shown instead of the toggle.

Position Ratio (Multiplier)

The ratio setting determines how many contracts the follower trades relative to the leader:

1 - Follower trades the same quantity as the leader
2 - Follower trades double the leader's quantity
0.5 - Follower trades half the leader's quantity

Enter the desired ratio directly in the input field in the Ratio column. Values between 0.01 and 99.99 are supported.

Enabling Copy Trading

After configuring your leader and followers:

Enable at least one follower account using the toggle in the Copy column.
Turn on the main Copy Trading toggle.
The status will change from "Inactive" to show the number of active followers (e.g., "3 followers").

Important: The Copy Trading toggle requires:

A leader connection and account to be selected
At least one follower account to be enabled
The leader connection to be connected

Risk Management

When Risk Management is enabled for a configuration:

Accounts with Daily Profit Target (PT) or Daily Loss Limit (LL) configured will show limits in those columns
Locked accounts (due to hitting risk limits) will be shown in red and their Copy toggle will be disabled
To configure risk settings for accounts, visit the Risk Management page

Configuration Settings

Click the gear icon next to the Copy Trading toggle to open settings:

Custom Name

Override the tab display name (max 10 characters). Useful for identifying configurations like "Eval 1", "Funded", etc.

Configuration Color

Set a custom color for the tab border. This helps visually distinguish between different types of configurations (e.g., evaluation accounts vs. funded accounts).

Orders Table

The Orders table shows all orders across your accounts. It can be collapsed or expanded using the arrow button.

Table Columns

Connection - Which brokerage connection the order is on
Account - The account name
Order ID - The broker's order ID
Contract - The futures contract symbol
Quantity - Order size
Price - Order price
Type - Order type (Market, Limit, Stop, etc.)
Side - Buy or Sell
Status - Order status (Working, Filled, Cancelled, Rejected, etc.)
Time - Order timestamp in your configured time zone

Filtering

Use the Filter by Connection dropdown to show orders from a specific connection
Use the Filter by Contract dropdown to show orders for a specific contract

Flattening Positions

Flatten Single Account

Click the Flat button in the follower table for that account. This closes all positions and cancels orders for this contract only.

Flatten Configuration (Leader + All Followers)

Click the All button in the Flat column on the leader row. This flattens the leader account and all enabled followers for this contract.

Flatten Everything (All Connections)

Click Flatten All in the header.
Confirm in the dialog that appears.
This flattens ALL positions and cancels ALL orders across ALL connected accounts.

Deleting a Configuration

Disable copy trading first (the toggle must be OFF).
Click Delete Configuration at the bottom of the configuration panel.
Confirm the deletion in the modal.

Note: The Delete Configuration button is disabled while copy trading is active. This prevents accidental deletion of an active configuration.

Switching Between Configurations

Click on any configuration tab at the top to switch between different trade copy setups. Each tab shows:

The custom name (if set) or contract name
The contract symbol (e.g., MES, ES)
A colored top border if a custom color is set
A green indicator bar at the bottom if copy trading is active

Troubleshooting

Cannot enable copy trading

Ensure a leader connection and account are selected (use Set Leader button)
Enable at least one follower account in the Copy column
Check that the leader connection is connected

Follower not receiving trades

Verify the follower's Copy toggle is ON
Check the connection status (must be green/connected)
Confirm the master Copy Trading toggle is ON
Check if the account is locked due to risk management (will show in red)
Disconnect and Connect all connections

Cannot delete configuration

Turn OFF the Copy Trading toggle first
The Delete button will become enabled

Copy toggle is disabled for an account

The account's connection may be disconnected - check the connection status
The account may be locked due to risk management - check the Risk Management page to unlock it