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