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Leads and followers

Every copy setup has one lead and one or more followers.
  • The lead is the account you trade by hand. Use whatever app you like: NinjaTrader, R|Trader Pro, the Tradovate apps, TopstepX or anything else connected to that account.
  • A follower takes the lead’s trades automatically. Each follower has its own copy settings, so it can trade a different size or a different contract from the lead.
Followers don’t have to be on the same platform or at the same firm as the lead. A Tradovate lead can copy to Rithmic and TopstepX followers, and any other combination works too. You can run more than one lead. Each follower copies exactly one lead.

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What happens when the lead trades

1

You place a trade on the lead

Use any app connected to the lead account. CopyFlock watches the account itself, not a chart or an add-on.
2

The order fills

As soon as the lead’s order fills, CopyFlock picks it up.
3

CopyFlock checks each follower

It skips followers that are paused and trades that a follower’s filters exclude, such as a symbol it shouldn’t trade or a trade without a stop loss.
4

CopyFlock works out the size

It applies the follower’s sizing method, any symbol mapping and the minimum and maximum contracts, then rounds to whole contracts.
5

The order is sent to the follower

If you’ve set a delay, CopyFlock waits first. The follower’s stop loss and take profit are placed too, if you copy them.
6

You see the result

The copy shows in your logs, and the dashboard updates the follower’s position, balance, equity and P&L.
Exits, adding to a position and partial closes follow the same path.
Each follower gets its own order after the lead fills, so its fill price can be slightly different from the lead’s. This is most noticeable with market orders in fast markets.

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What CopyFlock doesn’t do

  • It doesn’t trade for you. Followers only copy what you do on the lead.
  • It doesn’t undo changes you make on a follower. If you close a follower position by hand, it stays closed, and the follower joins in again with the lead’s next trade. See If you step in on a follower by hand.
  • It doesn’t enforce your prop firm’s rules. It gives you tools that help you stay inside them. See Prop firm rules.
  • It has no daily loss limit or trading hours setting. Use account protection and pausing instead.

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Next steps

Quickstart

Copy your first trade in a few minutes.

Position size

Choose how big each follower trades.