Skip to main content

How do I enable copy trading?

Copy Trading: Your Complete Setup Guide

Updated over 2 weeks ago

What is Copy Trading?

Copy trading allows you to automatically replicate trade orders from a Leader Account (your primary trading account) to one or more Follower Accounts (your secondary account). This feature streamlines multi-account management and helps maintain consistent trading strategies across your trading accounts.

Your Checklist Before Enabling Copy Trading:

Please verify the following:

✓ You are logged into the Fintevo platform
✓ You have successfully connected at least two (2) trading accounts to the platform
✓ Both trading accounts have active trading permissions

✓ You understand the order vs. execution distinction (explained at the end of this article)

Step-by-Step Setup Guide

Step 1: Access Copy Trading Panel

  1. Click on the profile icon (showing your initials) in the top right corner of the platform

  2. Select "Platform Settings" from the menu

  3. You will now see the "Copy Trading" option on the left side of the control panel

Step 2: Select Your Leader Account

The Leader Account is the trading account whose orders will be copied.

  1. Locate the "Select Leader Account" section and click on the dropdown field

  2. A dropdown list of all your connected trading accounts will appear

  3. Select the trading account from which you want to copy orders from to act as the leader

Step 3: Configure Follower Account

The Follower Account is the trading account that will automatically receive copies of your Leader Account's orders.

Understanding the Follower Account Settings

The follower account has three (3) main configuration settings:

Setting

Purpose

Account

Shows your follower account ID

Multiplier

Controls order size scaling

Follow

Toggle to activate/deactivate copy trading

Configure Your Follower Account:

>> (A) Set the Multiplier (Order Size)

The Multiplier scales the order size copied to your Follower Account.

How it works:

  • Multiplier = 1
    → Orders copy at 1:1 ratio (exact same size)
    → Example: Leader Account places 10 contracts → Follower Account copies 10 contracts

  • Multiplier = 2
    → Orders copy at double the size
    → Example: Leader Account places 10 contracts → Follower Account copies 20 contracts

  • Multiplier = 3
    → Orders copy at triple the size
    → Example: Leader Account places 10 contracts → Follower Account copies 30 contracts

Important notes:

  • Minimum multiplier: 1 (You cannot use values below 1. For example, you cannot use values such as 0.5, 0.1 or anything below 1)

  • Adjust multiplier by clicking the up/down arrows in the multiplier field

>> (B) Activate Copy Trading

  1. Locate the "Follow" toggle (appears as a little switch on the right)

  2. Click on the toggle to enable it and turn it on (it will highlight/change to purple colour when active)

Step 4: Review Your Configuration

Before saving, always verify:

✓ Leader Account is correctly selected
✓ Follower Account are also correctly selected and listed
✓ Multiplier values
✓ Follow toggle is enabled for the Follower Account where you want orders copied

Step 5: Save Your Configuration Settings

  1. Locate the purple "Save Changes" button at the bottom

  2. Click "Save Changes"

  3. You will then receive this confirmation message

  4. Copy Trading is now active and your Follower Account will automatically receive order copies.

Additional Controls

If you need to reset all configuration settings and start fresh:

  1. Click the "Clear" button

  2. All sections will be reset

  3. You can reconfigure your copy trading settings from scratch

Return to Main Platform

Click "Back to Workspace" (top right) to return to your main trading interface and begin trading.

Friendly Reminder

Copy Trading is a powerful tool for managing multiple accounts, but you remain responsible for monitoring execution and market conditions. So, always verify that your orders are being executed as expected before relying solely on automated copying. Once enabled, you should:

  1. Monitor both trading accounts regularly

  2. Check for any execution differences due to market conditions or liquidity

  3. Verify order status in each account's order history

  4. Adjust multipliers if needed

Critical Platform Disclaimer Explained: Orders vs. Executions

It's important to understand that Copy Trading copies ORDERS, not executions.

This means:

  • Your Follower Account will receive the exact same order instruction placed on your Leader Account

  • Actual execution though depends on real-time market conditions in each account

  • Differences may sometimes occur due to:

    • Price slippage

    • Partial fills

    • Liquidity variations

    • Complete order rejection

You are responsible for monitoring both accounts (Leader & Follower) to ensure orders execute as intended.

Dive deeper into why your accounts (Leader vs. Follower) may execute differently here.

Did this answer your question?