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Make a group

Pick one leader and the followers that copy it, then start the group.

Updated

A group is one leader account and the follower accounts that copy it. You can make as many groups as you like.

Steps

  1. Open Groups and press New group.
  2. Name: give it a name of up to 40 characters, for example "NQ funded".
  3. Leader: pick the account you trade on by hand.
  4. Followers: tick the accounts that copy the leader. As many as you like. Set each one. See Follower settings.
  5. Safety: check the safety switches.
  6. Press Save group, or Save and start to start copying at once.

Rules the app checks

  • The leader cannot also follow itself.
  • An account can be in the list only once.
  • An account follows in one group only.
  • No copy loops or chains: a leader cannot follow in another group, and a follower cannot lead another group.
  • Every account must be connected.

The app does not save a group that breaks these rules. It tells you which part to fix.

Start and stop

  • Start begins copying new leader orders.
  • Stop stops copying. It does not close open positions. Close them yourself, or use Flatten all on the group.
  • The group menu also has Cancel orders, Edit and Delete. Stop a group before you delete it.
  • Groups that were running start again after you restart the app.
  • If your plan ends, running groups keep copying. Only new group starts are blocked.

See every copy

The Live page shows each account in the Accounts table: position, open P&L, today, balance, drawdown left and trades. A copy that did not go through shows in the alerts bell in the top bar. See A copy failed or did not happen.