Group controls
Each group contains:- one Lead Account that sends eligible trading instructions;
- one or more Follower Accounts;
- a multiplier from
0.1×to2×for each follower; - an enabled, stopping, or stopped lifecycle.
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 If the lead is no longer active or available, disable the group before editing its membership.Follower Accounts and Multipliers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.
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 choose1× 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.
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 inspectGET /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.
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.