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Open Copy Trading settings

Group controls

Each group contains:
  • one Lead Account that sends eligible trading instructions;
  • one or more Follower Accounts;
  • a multiplier from 0.1× to 2× for each follower;
  • an enabled, stopping, or stopped lifecycle.
An account can participate in only one enabled group. Groups remain the same when you switch the active account elsewhere in the app. Accounts are listed under any name you gave them on the dashboard; renaming an account does not change its group or multiplier.

Lead Account

Choose the account that should drive the group. Competition accounts cannot lead a group. Changing the lead of an existing group requires disabling that group first. If the lead is no longer active or available, disable the group before editing its membership.

Follower Accounts and Multipliers

Add active accounts you own. A funded account cannot follow an evaluation lead. Competition accounts cannot follow either, because the Competition Rules prohibit copying trades into or out of a competition account. Accounts that cannot be selected show the reason under their name. The multiplier adjusts the follower’s balance-normalized opening quantity:
  • below 1× uses less relative size;
  • 1× uses the same relative size after starting-balance normalization;
  • above 1× uses more relative size, subject to the follower’s own limits.
Each follower row shows what it would open when the lead opens 1 BTC, and how that quantity follows from the two account sizes and the multiplier. For example, a $100,000 follower of a $50,000 lead copies 200% of the lead’s quantity at 1×, and 300% at 1.5×.

Try An Order

Once a group has followers, Try An Order shows how one lead order would scale across the group. Nothing is placed. Drag the slider to set the lead order size and choose 1× or 2× leverage. For each account, the preview shows the order it would open, the margin that order needs, and a bar for the account’s balance. The filled part of the bar is the margin needed. An account marked Would Reject cannot afford that order and would skip it while the lead and other followers still fill. Lower its multiplier or use a smaller order to copy it. Copied market orders wait for the lead market order to fill. If the lead rejects or expires without filling, its pending market copies are canceled without opening follower positions or charging trading fees. Resting limit and trigger orders, including TP/SL exits, continue to execute independently on each account. Their fills can occur in a different order. Every follower keeps independent collateral, challenge-rule, position, and market checks. One follower can reject an instruction without blocking the lead. Copies use the lead’s chosen venue. A trading halt prevents new follower exposure, including an order placed before the halt that is still executing. When you save a group, every account that starts following has its open orders canceled, including stop loss and take profit orders, and its TWAP/VWAP schedules stop. A follower trades only through its lead, so a manual order left on it could not execute. Positions stay open, and the save confirmation reports how many orders were canceled. Protect follower positions from the lead account.

Edit an enabled group

You can add or remove followers and change multipliers while a group stays enabled. New lead orders copy to the saved followers. Orders already working on a follower depend on what changed for that follower: Before you save, the form warns when the save would cancel copied orders and shows how many followers are affected. After saving, the confirmation reports how many follower orders were canceled.
To keep a follower with an open position protected, leave its multiplier unchanged until the position is closed. If you do change it, cancel and place the lead’s stop loss and take profit again after saving so they copy to that follower at the new multiplier.
API credentials must cover the lead and every follower in the same live or sandbox environment. If a group includes an account outside that boundary, the API rejects the native lead operation before copying any orders. Use a credential covering the complete group or manage the instruction on the website. See Authentication for copied-order changes and scheduled execution boundaries.

Disable and remove

Disable the group before removing it or selecting another lead. During stop cleanup, follower orders are canceled and positions are closed. The affected followers remain locked against manual trading until cleanup finishes. If the lead passes, fails, or is closed, the group stops automatically. The stopped record identifies why and can be removed after cleanup completes. A copied order that was still executing when the group stopped is not filled, and its rejection says the lead account ended. Read the Copy Trading Guide for sizing examples, stage compatibility, and the full lifecycle.

Manage copy groups through the API

API keys with read scope can inspect GET /v1/copy-trading. A group is returned only when the credential can access its lead and every follower in the same live or sandbox environment. A restricted key can therefore see fewer groups than the website. Accessible groups with archived members remain listed so they can be disabled or deleted. Keys with trade scope can use these operations: Saving applies the same ownership, account status, stage, competition, sizing, disjoint-group, and cleanup rules as the website. Every existing and new member must be accessible to the credential. Groups omitted from a save are preserved; only IDs in deleted_config_ids are deleted. A group must be disabled before it can be deleted or its lead changed. Pending stop cleanup must finish first.
Include config_id when updating an existing group. The save response returns config_ids in submitted-group order, including newly created IDs. A multiplier of 10000 uses proportional sizing after the follower-to-lead starting balance ratio. There can be at most 20 groups and 20 followers per group; multipliers range from 1000 to 20000 basis points. Creating a group is not idempotent. If the response is lost, list the groups and reconcile the intended configuration before retrying. Disabling stops new copying and schedules outstanding copied-order cleanup; it does not close existing filled positions. Automatic stops caused by a terminal lead follow the normal follower close-out process. Before acknowledging a stop, read GET /v1/accounts/{account_id}/trading-policy. Its account-backed copy_stop contains stopped_at, completed_at, acknowledged_at, and reason, even when the original group has been deleted or is hidden from this credential. When completed_at is present, acknowledge with the exact copy_stop.stopped_at Unix-millisecond timestamp as the request’s stopped_at. An outdated timestamp or unfinished cleanup is a no-op.