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Using Copy Trading

Open Copy Trading from the main menu. Along the top you will see tabs. Which tabs appear depends on whether you are a subscriber (you follow pilots) or a pilot (others follow you).

Everyone sees: Overview, Broker Accounts, Positions.

Subscribers also see: Traders, Leaderboard, Performance, Settings.

If you expect a tab and do not see it, you may be in pilot mode, or copy trading may not be enabled for subscribers on your account yet.


Overview

Your home base for copy trading.

  • Performance score - Subscribers see Copy Performance Score (how your copied trades are doing). Pilots see Trading Performance Score (how their shared strategy looks to followers).
  • Win rate, slippage, execution - Shown when the app has enough data.
  • Social summary - Subscribers see Traders Copied. Pilots see Active Followers.
  • Refresh - Tap when you want the latest numbers.
  • Some cards jump to Positions when you click them, so you can go from a quick summary to detail.

Broker Accounts

Connect the broker account where copied trades should be placed.

  1. Pick your broker and start the link flow.
  2. Sign in at your broker and finish any steps they show.
  3. When you return to Trade Echo, check that status shows connected.
  4. Use sync if the app offers it and balances or positions look out of date.
  5. Add a label if you have more than one account so you always know which one copy trading uses.

This link is only for copy trading. It is not the same screen as Broker Sync for your trade journal. You may complete both if you use both features.


Traders (subscribers only)

Browse pilots you can follow or already follow. Open a profile to read how they trade, then use the buttons the app shows to start copying or adjust who you follow. Availability depends on the pilot and your plan.


Leaderboard (subscribers only)

See pilots in a ranked list. Tap in to compare styles and performance summaries. When you are ready, use Enable copy or the on-screen flow to follow someone (wording may vary by release).


Performance (subscribers only)

Deeper history and charts for your copied trades: profit and loss style views, execution lists, and trends when enabled. If figures look old, use Refresh or leave the tab and open it again.


Positions

Open positions - What you (or your copy relationship) hold right now.

Execution history - A log of fills and orders the app recorded, including partial fills or messages when something did not complete.

Use any sub-tabs (such as Open vs Executions) to switch views without leaving the page.


Settings (subscribers only)

Control how copying works for you: sizing, risk options, notifications, and other choices the product offers. Changes usually affect new activity after you save. Some pilots may also have per-pilot toggles where the app shows them.


When a trade needs your OK (manual approval)

Sometimes the app asks you to approve or reject a trade before it sends to your broker. A popup or banner appears - respond before the timer runs out if you want that trade to go through. If you miss it, that trade may not copy; check Positions and Performance afterward.


More help

  • Overview - Big picture and broker journal vs copy trading.
  • FAQ - Risk, pausing, and troubleshooting.