Before you start
Identify eligible accounts and review their existing copy-group membership.
Video walkthrough
Create a group
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.
Manage the leader and followers
Use Switch and Make leader for an eligible leader. Add or remove followers in Table or Canvas; changes save as you make them.
Rename, color, and choose a view
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.
Select the active group
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.
Delete a group
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.
Before changing membership or leadership
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.
If a group or account is unavailable
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.