Review group details and prepare a shareable summary.
Configure columns
Open Configure Trade Copier columns, enable the fields you need, disable optional fields, and review the table.
Inspect an account
Select an account row or canvas card, then review its identity, group context, and status indicators before changing settings.
Share a group P&L card
Choose P&L Card, review Share copy-group P&L, then select Download PNG or Share.
The table displays the selected fields, the inspector shows the chosen member, and a P&L card is prepared for the active group.
Before sharing a group card
Hiding a column does not disable its control. The inspector does not override firm or lifecycle state. A shared card is a snapshot and can become outdated; review sensitive information before sharing.
If details or P&L are missing
Re-enable missing fields in column configuration.
Refresh account context if inspector data is unavailable.
Retry the card after group P&L finishes loading.