Copy Trading

Mirror another trader's positions automatically through a 4-step setup wizard.

Find it at: the Copy Trade button on a signal page (e.g. SwingMax Signal), a Quant AI portfolio page, or a leaderboard trader's profile.

Available on Pro and Elite plans.

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1. The 4-step wizard

Setting up a copy is a guided flow. You answer four questions, the wizard validates each step, and the copy starts immediately on the final confirmation.

1. Choose source. Pick the signal or trader you want to mirror. Sources today include strategy products (SwingMax Signal, SwingMax Portfolio, Quant AI Alpha Pick) and individual traders surfaced through the social-trade leaderboard. Each source has its own underlying asset class and execution rail.
2. Allocation amount. Decide how much capital is reserved for this copy. The amount is held against your connected broker account (for equity-rail copies) and serves as the cap on total position value the copy can hold at any one time.
3. Position sizing. Pick how each trade gets sized relative to the source — see Allocation methods below. This step also exposes per-trade caps (max per position) and any optional risk limits.
4. Confirm. Review the source, amount, sizing rule, and the underlying account. Confirming submits the copy through copytrader/add; from this point on, every new trade the source publishes is mirrored into your account.

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2. Allocation methods

The wizard's position-sizing step offers two methods:

• Fixed amount per trade. Every mirrored trade uses the same dollar amount. Simple, predictable, decoupled from how big the source's account is. Good when you want each mirrored trade to be the same size regardless of the source's sizing.
• Proportional. Each mirrored trade is sized proportionally to your allocation versus the source's account size. The source's percentage exposure to a position becomes your percentage exposure. Good when you want to actually track the source's risk profile, not just their picks.

Pick the method that matches your goal: fixed when you want consistency, proportional when you want fidelity to the source.

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3. Stopping a copy

You can stop an active copy from the copy-trader management view (accessible from the same signal / strategy pages where copies are created). Stopping calls copytrader/stop and immediately halts new mirroring.

What happens to existing positions: stopping a copy does not auto-close the positions it already opened on your account. Those positions remain in your broker account and are now yours to manage manually. The source's future closes are no longer mirrored, so if you want to exit, close them yourself from the broker account or from the Trade Modal.

If your intent is "stop and exit everything", stop the copy first, then close the inherited positions one by one.

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4. Adjusting allocation

Mid-stream you can change either the allocation amount or the sizing method without tearing down and recreating the copy. Adjustments go through copytrader/modify.

• Increase allocation — gives the copy headroom to take new trades or larger sizes; does not retroactively resize positions you already inherited.
• Decrease allocation — caps new exposure; if your current inherited exposure already exceeds the new cap, the copy will stop opening new positions until exposure drops back below the cap.
• Switch sizing method — changes how future mirrored trades are sized. Existing positions are unaffected.

For larger changes (e.g. switching the source itself), stop the current copy and create a fresh one through the wizard.