- The login details for at least two futures accounts: one to lead and one to follow.
- A payment card to start the 7-day free trial. You’re not charged if you cancel before it ends.
1
Create your account
Go to copyflock.com/signup and enter your email. Open the link we email you and choose a password.
2
Start your free trial
On the Billing page, choose Monthly or Yearly and how many accounts you want. Then click Start 7-day free trial and enter your card details.The trial covers 2 accounts, enough for a lead and one follower. See Free trial and pricing.
3
Add your lead account
Go to Accounts and click Add account. Choose Lead account, then pick the platform and connect:
- Tradovate: sign in on Tradovate’s page. Details
- Rithmic: enter your username, password and system. Details
- TopstepX: enter your username and ProjectX API key. Details
4
Add a follower
Click Add account again. Choose Follower account and pick the lead it should copy. Connect the follower the same way.On the Copy settings step, the defaults copy the lead at the same size, with its stop loss and take profit. You can change them later. See Copy settings.
5
Wait for both accounts to start
New accounts take a minute or two to connect. When the status shows Copying, you’re ready.
6
Place a test trade
During market hours, place a 1-contract trade on the lead and close it a minute later. Then check:
- The logs show the entry and the exit on the follower.
- The follower’s size is what you expected.
- The stop loss and take profit appear on the follower, if you copy them.
- The follower is flat again afterwards.
During the free trial, every follower copies a fixed 1 contract per trade, whatever sizing you choose. Your sizing takes effect once your paid plan starts.
Before you trade full size
Check your prop firm's rules
Check your prop firm's rules
Make sure your firm allows trade copiers and copying between your own accounts. See Prop firm rules.
Set a maximum size on every follower
Set a maximum size on every follower
Set Max contracts to the account’s contract limit so a large lead trade never oversizes a follower. See Position size.
Turn on account protection
Turn on account protection
Close a follower’s positions and pause it before it breaks its drawdown limit. See Account protection.