How to Manage Your Copy Trading Portfolio
Review performance, adjust allocations, pause subscriptions, and close copied positions across all your followed traders.
Once copies are running, the work is review rather than trading: which subscription is actually contributing, which is drifting, and whether the allocation still matches your intent. Pausing, closing a single position, and unsubscribing are three different actions with three different consequences. The useful review is not daily performance but whether each subscription is still doing what you picked it for. A trader whose style has drifted is a different proposition from the record that persuaded you.
Before you start
- At least one active subscription with copied positions.
Open Your Copy Trading Portfolio
Navigate to Copy Trading > My Portfolio. This dashboard shows all your active subscriptions, the total capital allocated, cumulative P&L, and a breakdown per lead trader.
Review Individual Performance
Tap any subscription to see detailed performance: total return since following, each copied trade with entry and exit prices, fees paid, and current open positions. Compare performance across your followed traders to identify which strategies work best for your risk profile.
Pause or Resume Subscriptions
To temporarily stop copying a trader without unsubscribing, tap 'Pause'. This keeps your subscription active but stops new trades from being copied. Existing copied positions remain open. Tap 'Resume' when you want to start copying again.
Close Individual Positions
You can manually close any copied position without affecting the lead trader or your other copied trades. This is useful if you disagree with a specific trade or want to lock in profits independently.
Unsubscribe Completely
To stop following a lead trader entirely, tap 'Unsubscribe'. You will be asked whether to close all open positions copied from that trader or keep them open. Any remaining allocation is returned to your available balance.
If something goes wrong
- You unsubscribed and positions are still open.
- Unsubscribing stops new copies; it does not necessarily close what is open. Close them deliberately if that is what you intended.
- A copied position is larger than you expected.
- Check the per-trade limit. Without one, sizing follows the lead trader's proportions applied to your allocation.
- A subscription shows profit while your balance fell.
- Profit share and trading fees are deducted from your account, and other subscriptions may be losing at the same time. The per-subscription view separates them.
Frequently asked questions
- What is the difference between pausing and unsubscribing?
- Pausing halts new copies and keeps the relationship; unsubscribing ends it. Both leave open positions for you to handle.
- Can I close one copied position without touching the rest?
- Yes, from the portfolio view. It closes at market like any other position.
- How often should I review?
- Often enough to notice a change in behaviour, not so often that ordinary variance provokes a decision.
- Should I close copied positions when I unsubscribe?
- That depends on whether you want to keep the trade or the trader. Positions left open are yours to manage without the lead trader's exits.
- How many subscriptions is sensible?
- Enough that one bad run is not decisive, few enough that you can still read each one. Most people find that is a handful rather than a dozen.