Create and maintain leader-and-follower relationships.
Identify eligible accounts and review their existing copy-group membership.
An instructional video will be added here to illustrate how to properly utilize copy groups.
In Trade Copier, select Manage, then use Set up trade copying or New group. Enter Group name, choose the leader, and select Create copy group.
Use Switch and Make leader for an eligible leader. Add or remove followers in Table or Canvas; changes save as you make them.
Edit Group name and choose a palette color. Use Table for rows or Canvas for connections. On the canvas, drag or add accounts, select edges for multiplier or removal, and use Auto layout.
Open the copy-group selector in Trade Copier, the Terminal header, or Accounts. Choose the group and verify its name, color, leader, and followers before leader activity. Selection changes the active context only; it does not change membership, multipliers, or risk limits.
Select the exact group, choose its delete action, and confirm. Review every member before deletion.
The group appears in selectors. Both views represent the same saved membership, and deletion removes that configuration.
Switching leaders changes future copy direction. Membership changes do not describe automatic handling of existing positions or orders, so review those separately. Canvas card positions are presentation only.
Read eligibility reasons for unavailable accounts.
If a group is missing from a selector, confirm that it still exists under Manage trade copy groups, then refresh the group list.
If one selector is unavailable, use another supported copy-group selector.
Use Auto layout for overlapping cards.
Refresh the group list after a failed update or deletion.
