How to Configure Copy Trading Settings and Allocation
Fine-tune your copy trading parameters including capital allocation, risk limits, and trade size preferences.
The settings are where copy trading stops being a leap of faith. Total allocation caps the exposure, per-trade limits stop one oversized position dominating, and your own stop-loss override applies regardless of what the lead trader does. Set all three before the first trade copies, not after. Set the numbers while you are calm and indifferent to the outcome. Every one of these settings is easy to choose sensibly in advance and hard to choose well during a drawdown.
Before you start
- An active subscription to a lead trader.
- A total figure you are prepared to lose, decided before you look at the returns.
Access Subscription Settings
Go to Copy Trading > Subscriptions and tap the settings icon next to the lead trader you are following. The settings panel lets you control how your capital is deployed when copying trades.
Set Total Copy Amount
This is the maximum capital you allocate to this specific lead trader. The system will use proportional sizing based on this amount. Set an amount you are comfortable risking, as copy trading carries the same risks as the lead trader's strategy.
Configure Per-Trade Limits
Set the maximum amount per copied trade. This prevents any single position from consuming too much of your allocation. You can set this as a fixed amount or a percentage of your total copy allocation.
Set Stop-Loss and Take-Profit Overrides
Optionally set your own stop-loss and take-profit levels that override the lead trader's settings. This gives you additional risk management control. For example, you might set a tighter stop-loss than the lead trader uses.
Choose Copy Existing Positions
Toggle whether to copy the lead trader's currently open positions when you subscribe, or only copy new trades opened after your subscription starts. Copying existing positions enters you at the current market price, not the original entry price.
If something goes wrong
- Trades are being skipped.
- A per-trade limit or insufficient free allocation blocks the copy. The activity log names which of the two it was.
- Your stop-loss closed a position the lead trader still holds.
- That is the override doing its job. Your risk settings outrank theirs by design.
- Copies are smaller than the lead trader's positions.
- Sizing scales to your allocation, and a per-trade cap shrinks it further. Both are working as configured — raise them deliberately, not reactively.
Frequently asked questions
- Can I change allocation while subscribed?
- Yes. Increases apply to new trades; reductions may require closing copied positions to free the capital.
- Should I copy existing positions?
- It puts you into trades already in progress, at prices you did not choose. Starting from the next new trade is the cleaner comparison.
- What happens if I run out of allocation?
- New trades stop copying until capital frees up. Existing copied positions are unaffected.
- Can I copy only certain markets?
- Where the settings offer market filters, yes. Otherwise the subscription mirrors what the trader trades, which is worth checking before subscribing.
- Does my stop-loss override apply to positions already open?
- It applies from the moment it is set, including to open copied positions.