# How to Copy Trade

This guide walks you through the steps of selecting a trader to copy, setting up your copy trading parameters, and effectively managing your copy trading activity.

### ✅ **Step-by-Step: Getting Started**

#### **1. Enter the Copy Trading Section**

* Navigate to **Contract → Contract Follow** in the top navigation.
* This will bring you to the **Copy Trading Homepage**.
* Click **\[Contract Follow]** to explore available lead traders (strategy providers).

#### **2. Filter Projects to Find Traders**

Use the built-in filters to find a lead trader based on your preferences:

* **Time Range**: 7, 30, or 90 days
* **Performance Indicators**:
  * Return Rate
  * Total Profit
  * Win Rate
  * Number of Followers
  * Order Size

#### **3. Select a Trader and Click \[Follow Order]**

Once you’ve chosen a strategy, click **\[Follow Order]** to proceed to the setup screen.

> ⚠️ **Note:** All copy trading parameters must be configured at this stage — they **cannot be changed later**.

### 🔧 **Copy Trading Configuration Options**

#### **Copy Mode**

* **Fixed Ratio Copy**\
  Follow the leader's position sizes in proportion to your available margin.
  * Ratio = Your available margin / Leader's available margin
  * This ratio is locked when you join and won’t change.
* **Fixed Amount Copy**\
  Each order utilizes a fixed **margin**, regardless of the leader's position size.

#### **Margin Currency**

* Choose the currency used for copy trading (e.g., USDT).

#### **Order Amount Settings**

* **Total Investment**: The Amount allocated to this copy trading project.
* **Amount per Order** *(Fixed Amount Mode)*: Margin used for each copy trade.

#### **Margin Mode**

* **Follow the Leader**: Automatically copies the leader’s margin mode (Cross or Isolated).
* **Fixed Mode**: You manually choose:
  * **Full Position Margin**
  * **Isolated Position Margin**

#### **Leverage**

* **Follow the Leader**: Match the leader’s leverage.
* **Fixed Mode**: Select your leverage (1x to 10x).

#### **Take Profit / Stop Loss (TP/SL)**

When positions are opened, TP/SL orders are automatically set using your configuration.

> 🔍 **Notes:**

* TP/SL is applied on a per-position and portfolio basis.
* SL orders will not auto-update if a position is partially closed.
* SL will update if the position is increased.
* SL submission may fail:
  * If the SL ratio > the maintenance margin ratio
  * During position increases, if the SL ratio exceeds limits

### 🚀 **Starting the Copy Trade**

After setting all parameters:

1. Accept the **User Service Agreement**
2. Click **\[Follow Order]**

Your funds will be transferred from your **contract wallet** to the **copy trading wallet**.

> ❗ If the leader currently holds a position, **you will not copy it immediately**. Copying begins when the **next position** is opened.

### ⚠️ **Important Reminders**

* If you are using **Fixed Mode** or **Fixed Amount Copy** and the **leader adds margin**, your **risk may increase**.
* If the leader **frequently adds to positions**, and you have insufficient Balance, **copying may fail**.
* Monitor your **copy order project** and **margin usage** regularly to ensure optimal performance.

### 📂 **Managing Your Copy Trades**

#### **My Copy**

* Go to **\[My Copy]** to view:
  * Current copy projects
  * Historical copy projects

**In CBalanceCopy Projects:**

* **\[Adjust Balance]**: Add or remove funds (removal not allowed with open positions).
* **\[End Copy Order]**:
  * Closes all positions at the market price
  * Settles profits
  * Returns remaining funds to your contract account
* **\[Market Price Full Settlement]**:
  * Used to close individual positions instantly

### 💼 **Viewing Copied Assets**

* Go to **Assets → Copy Trading**\
  Balanceu can monitor:
  * Current Balance
  * Margin allocation
  * Profit/loss across copy trades

### ✅ **Summary Checklist**

| Task                     | Where to Go                           |
| ------------------------ | ------------------------------------- |
| Start Copying            | Contract → Contract Follow            |
| Filter & Select a Trader | Copy Trading Homepage                 |
| Set Copy Parameters      | \[Follow Order] Page                  |
| Manage Active Copies     | My Copy → Current/Historical Projects |
| Adjust Funds             | My Copy → Adjust Balance              |
| End Copy Trade           | My Copy → End Copy Order              |
| View Assets              | Assets → Copy Trading                 |


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