Documentation

Everything here describes the product as it works today. If you get stuck, the FAQ and the support chat inside the app are the fastest ways to get answers.

Getting started

The fastest path from zero to a working copier:

• Create an account and verify your email.
• On Connections, add the built-in Demo Broker — it needs no credentials and seeds simulated accounts with $50,000 balances.
• On Copier Groups, create a group, pick one account as LEADER and add the rest as FOLLOWERs.
• Set each follower's copy ratio and contract cap.
• Open the Cockpit and start the group. From that moment, every market order filled on the leader is mirrored.
• With the demo broker you can fire a test trade straight from the cockpit to watch the whole pipeline run.

Connecting a broker

Three connection types exist today:

• Demo Broker — a built-in simulator with realistic fills, positions and price movement. Ideal for learning the system and testing configurations safely.
• Tradovate — a real integration using Tradovate's API and real-time WebSocket feed. Sign in via OAuth popup or with your Tradovate credentials; credentials are encrypted at rest with AES-256-GCM and never shown to the browser again.
• TradingView — per-group webhook URLs let a TradingView alert act as the leader signal, feeding the same risk checks and copy pipeline as a broker fill. Each webhook URL contains an unguessable secret; treat it like a password.

Live-money connections are additionally gated by the deployment environment: unless the server itself runs in live mode, only demo connections are accepted.

Leader & followers

A copier group has exactly one leader and any number of followers (your plan sets the ceiling). The leader is where you trade; followers mirror it. Each follower can be enabled or disabled individually, and a disabled follower is simply skipped — the rest of the group keeps copying.

Quantity mapping

Follower quantity is computed per order:

floor(leader quantity × copy ratio × symbol multiplier), then capped by the follower's max contracts.

• Copy ratio scales the whole account (e.g. 0.5× turns a 4-lot into a 2-lot).
• Symbol mapping lets a follower trade a different contract for the same signal — for example leader NQ → follower MNQ with its own multiplier.
• A computed quantity of zero means no order is sent for that follower.

Risk controls

Risk rules are evaluated per follower, before the order is queued. Available rules: max contracts, daily loss limit, max open positions, allowed-symbols whitelist and a trading-hours window. Rules can target one account or all of your accounts.

• Orders that reduce exposure are never blocked (except by the max-contracts cap) — you can always get out of a position.
• A follower that keeps getting rejected is automatically paused rather than being allowed to drift.
• Every risk decision is recorded with its reason.

Emergency controls

From the cockpit you can, at any time:

• Pause / resume a group — stops new copies without touching positions.
• Flatten group — pauses the group, then closes every position on every member account.
• Flatten all — the same, across all of your groups and accounts, behind an explicit confirmation.
• Emergency stop — halts all mirroring, flattens everything, and keeps the system stopped until you explicitly clear it.

These are best-effort tools: an order already at the exchange cannot be recalled, but stopping new copies is immediate.

Reconciliation

Separately from real-time copying, a watchdog compares leader and follower positions every 30 seconds. When a follower deviates — after a rejection, a manual trade or a disconnect — the group's policy decides what happens: alert only (you are notified in the cockpit) or auto-flatten (the deviating position is closed). Reconciliation never opens new positions to "catch up."

Order statuses

• Queued — the follower order passed risk checks and is on its way to the broker.
• Filled — the broker confirmed execution; fills (including partials) appear in the trade log.
• Blocked — a risk rule stopped the order before it was sent; the rule and reason are recorded.
• Rejected — the broker refused the order; the broker's reason is recorded and reconciliation will flag any resulting drift.

Troubleshooting

• A follower isn't copying: check that it is enabled in the group, its connection shows healthy, no risk rule is blocking it, and it hasn't auto-paused after repeated rejections. The trade log shows the reason for every skipped order.
• Positions don't match: open the cockpit — reconciliation flags drift within 30 seconds and shows what differs. Flatten the follower or let auto-flatten handle it.
• A connection keeps failing: repeated failures trip a circuit breaker that backs off before retrying. Reconnect from the Connections page; for Tradovate, re-authenticate if your session was revoked.
• Service unreachable: check the status page. While the service is down, no new follower orders are placed.

More questions? See the FAQ and the security overview.