CopyTrader · Guides

Risk settings for copy trading

Copying settings help define how an account operates. Assess them together with the market, account type, and open-position behavior. They do not guarantee freedom from losses or execution at a specified price.

Different settings serve different purposes

  • Deposit allocation is set separately for available markets. Check which account and mode a value applies to.
  • A per-asset or per-position limit differs from a portfolio-wide limit. Check both rather than a single field.
  • Drawdown parameters can apply to individual assets/positions and the portfolio. Consider their operation together with copying and execution settings.
  • Fixed futures deposit and order-amount settings belong to the selected account's available modes. Do not automatically carry them over to another market or integration.

What settings do not eliminate

Even with the same strategy, fees, slippage, liquidity, delays, rounding, and minimum order sizes can produce different results. Futures also depend on margin, leverage, and position mode.

An API rejection or incompatible instrument can prevent execution. A saved setting is not itself confirmation of a trade or a change to every open position.

Open positions and disconnecting

Before switching traders or disconnecting a subscription, read the open positions and orders. Follow the actions and confirmations offered by the system; do not assume disconnecting automatically produces your intended closing behavior.

After the operation, check its result and the account's actual state. An unknown outcome calls for reading the original operation's status, not sending the command again.

A workflow for changing settings

Use the same workflow with AI. Ask it to read settings and show the proposed change first. AI does not replace your assessment of risk or guarantee returns.

  • Select the project, account, and market; read current values and position state.
  • Specify the exact change and review its preview or confirmation where provided.
  • Save only the agreed parameters and check the server response.
  • Read the settings again and monitor actual operations and copying health.
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