> For the complete documentation index, see [llms.txt](https://docs.coinlocally.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.coinlocally.com/perpetual-contracts/functions/futures-copy/how-to-carry-out-a-transaction.md).

# How to Carry Out a Transaction

This guide walks you through the steps to initiate and manage copy trading as a **Lead Trader (Strategy Provider)**.

### **Step 1: Access the Copy Trading Platform**

* From the top navigation, select **Contract → Contract Follow**.
* This opens the **Copy Trading Homepage**.
* Click **\[Contract Follow]** to begin.

### **Step 2: Apply as a Lead Trader**

* Click **\[Start Taking Orders]** to open the application page.
* Carefully review and **agree to the User Service Agreement**.
* Submit your application to start taking followers.

### **Step 3: Access the Trading Interface**

* Click **\[Leading Trade]** to enter the **"Trade with Order"** interface.
* This page is identical to the standard **Contract Trading Page**, but with copy trading features enabled.

#### 🔁 **Switching Modes:**

* You can toggle between:
  * **\[Trade with Order Mode]** (affects followers)
  * **\[Normal Mode]** (trades only for yourself)

> ⚠️ In **Trade with Order Mode**, your trades will be mirrored by followers—**operate with caution.**

### **Step 4: Margin Mode Rules**

* **Only one margin mode** (Isolated or Cross) is allowed across all contracts while in "Trade with Order" mode.
* For example:
  * If you’re using **Isolated Mode**, all contracts will be managed in this mode.
  * To switch to **Cross Margin**, you must:
    * **Close all positions**
    * **Cancel all pending orders**

### **Step 5: Manage Your Trading Project**

#### 🔎 **View and Manage Orders**

* Go to **\[My Orders]** to:
  * Review open orders
  * Track performance
  * Access trading controls

#### 💰 **Adjust Trading Capital**

* Click **\[Adjust Balance]** to:
  * Add or remove funds from your strategy
  * The maximum transfer is based on:

    > **Available Balance – Minimum Order Requirement**

#### ❌ **Close a Trading Project**

* Click **\[Close Project]** to:
  * Close all positions at **market price**
  * Settle all follower trades
  * Transfer the remaining margin back to your **Contract Account**

> Note: There may be a short delay before the project disappears from the active list.

### **Step 6: View Historical Activity**

* Navigate to **\[Historical Projects]** to:
  * View performance metrics of completed strategies
  * Analyze closed trades and profits

### **Step 7: In-Trade Adjustments**

During an active project, you may update:

* **Nickname**
* **Avatar**
* **Project description**
* **Profit-sharing ratio**
* **Follower limit**

> Changes are subject to **review**, and will apply only after approval.

### **Step 8: Monitor Order Assets**

* Go to **Assets → Order Trading** to:
  * Check your current asset balance
  * View margin usage
  * Track overall strategy health

### ✅ **Quick Tips**

* Use **Market Price Full Closure** under **Current Orders** to close selected positions instantly.
* Followers will mirror all your open and closed trades in real-time, so strategy discipline is essential.
* Regularly review your **profit-sharing terms** and performance to attract and retain followers.