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.