# Trade Copier ### Overview **Trade Copier** is an advanced automation feature that mirrors trades from a leader account to one or more follower accounts in real time. Engineered for high-speed execution, this system operates with latencies as low as 5 to 10 milliseconds on websocket routes. The platform provides extensive customization, allowing every follower account to operate with its own unique sizing ratios, symbol mappings, and individual risk management rules. ### Core Concepts Understanding the foundational terminology is essential for properly configuring your copy trading environment: * **Group:** A unified configuration containing exactly one leader and one or more followers. * **Leader:** The primary account whose trades are monitored and copied. * **Follower:** The designated account or accounts that mirror the leader's trades. * **Account Restrictions:** To prevent infinite execution loops, an account cannot serve as both a leader and a follower simultaneously across the platform. ### Creating a Group Setting up a copy trading group involves configuring the leader and assigning follower accounts with specific scaling rules. #### Group Configuration * **Group Name:** A required text field to identify your copy trading configuration. * **Leader Account:** Selected from your connected broker accounts. Once the group is created, the leader account cannot be changed. * **Follower Accounts:** You can select one or multiple accounts to follow the leader. Accounts already functioning as leaders in other groups will be blocked from being added as followers. * **Ratio:** A unique size multiplier assigned to each follower account. The ratio ranges from 0.1 to 1,000 (default is 1.0). For example, a 0.5x ratio scales trades down for smaller accounts, while a 2.0x ratio doubles the position size for larger accounts. ### Advanced Settings The Advanced Settings menu provides deep control over how symbols and position exits are handled between the leader and followers. | Setting | Description | | ------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Auto Mini/Micro Conversions** | Enabled by default. Automatically converts between mini and micro contract variants (e.g., ES to MES, NQ to MNQ) when required. It utilizes notional sizing to preserve dollar exposure per point. | | **Symbol Quarantine** | Enabled by default. If a follower account rejects an entry order, that specific symbol is paused for that follower. This prevents unintended opposite positions during later scale-out phases. | | **Partial Exit Behavior** | Determines how followers react to partial closures. Proportional (default) scales the follower out proportionally to the leader. Exit with Leader ignores partials and only exits when the leader fully closes the position. | | **Contract Mappings** | Disabled by default. Allows users to configure custom leader-to-follower contract pairs or establish cross-broker routing (e.g., mapping CL to QO). | ### Copy and Sizing Modes Users can define exactly how contract quantities are calculated and distributed to follower accounts. #### Group-Level Copy Modes | Mode | Description | | ----------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Multiplier Mode (Default)** | Scales proportionally to the leader's trade size. The follower quantity equals the leader quantity multiplied by the group copy value and the follower size multiplier. | | **Fixed Mode** | Ignores the leader's actual trade size. The follower quantity strictly equals the group copy value multiplied by the follower size multiplier. | #### Sizing Modes | Mode | Description | | ----------------------- | ---------------------------------------------------------------------------------------------- | | **Contracts (Default)** | The raw contract count is copied directly to the follower, without any point value conversion. | | **Notional** | Preserves the exact dollar exposure per point when converting between different contracts. | #### Rounding Modes | Mode | Description | | --------------------------------- | ---------------------------------------------------------------------------------------------------------- | | **Entry Down, Exit Up (Default)** | Entries are rounded down for conservative sizing; exits are rounded up to guarantee full position closure. | | **Nearest** | Both entries and exits round to the nearest whole number. | | **Always Down** | Both entries and exits strictly round down, representing the most conservative sizing approach. | #### Auto-Variant Fallback If Auto Mini/Micro Conversions are enabled and a follower's calculated quantity rounds down to zero on entry, the system automatically finds the micro variant of the target symbol. It recalculates the notional conversion using the micro contract specifications to ensure the trade can be placed. ### Group Management & Activity Once a group is active, users can manage its operational status and monitor real-time trading activity directly from the dashboard. **Group Actions:** * **Pause/Resume:** Instantly toggle all copy trading activity for the specific group. * **Edit:** Modify follower ratios, advanced settings, and symbol mappings. * **Delete:** Permanently remove the group and all associated follower configurations (requires user confirmation). **Activity Monitoring:** * **Open Positions:** View active positions sourced from copy trading, including Entry Price, Current Price, and PnL. Includes options to instantly close or untrack positions. * **Recent Copy Orders:** A live feed of the last 25 copy orders, updating in real time via WebSocket. * **Recent Copied Trades:** A historical log of the last 25 completed trades detailing symbol, quantity, and final PnL. ### Safety Features The Copy Trading system includes built-in safeguards to protect user capital and ensure reliable execution: * **Fail-Closed Defaults:** If any execution parameter is uncertain or fails validation, no order is placed. * **Circular Dependency Prevention:** Blocks accounts from overlapping as both leaders and followers. * **Follower Quarantine:** Automatically pauses specific symbols for followers that experience repeated entry failures. * **Emergency Flatten:** Instantly closes all positions across all followers. * **Duplicate Protection:** Idempotent system behavior prevents duplicate trade copies during broker retry attempts. * **Risk Integration:** All copy trades strictly adhere to the global, account-level Risk Management rules established in the user dashboard. --- # Agent Instructions This documentation is published with GitBook. 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