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Trade Copier Setup and Function - ProjectX

Learn how to set up Copy Trading to sync orders across multiple accounts using a Lead and Follower account system.

Updated over a week ago

What is Copy Trading?
Copy Trading lets you manage multiple accounts efficiently by automatically duplicating orders from one Lead Account to one or more Follower Accounts. This removes the need for manual intervention and ensures consistent trading activity across all linked accounts.


How Do I Set Up Copy Trading?
To enable Copy Trading:

  1. Select a Lead Account.

  2. Choose the Follower Accounts you want to include.

  3. Save your selections.

  4. Verify that Copy Trading is enabled by checking your accounts in the Header and the Account Selector.

⚠️ Important: Follower Accounts must have equal or greater margin and maximum position size compared to the Lead Account.


What Happens in Follower Accounts During Copy Trading?

  • You cannot manually create, modify, or close trades in Follower Accounts while Copy Trading is active.

  • This applies across all trading components: the DOM, Order panel, and Chart.

  • To manage trades in Follower Accounts, all actions must be done through the Lead Account.

⚠️ Important: Only orders, not executions, are copied between accounts. Due to market volatility, fills and P&L may vary slightly between Lead and Follower Accounts.


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