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Copy Trading Overview

Copy trading is for subscribed members who want to follow other traders (pilots) and mirror their trades into a broker account you link inside Trade Echo. You connect your broker once through a secure partner (SnapTrade), pick who to copy, set your preferences, and track results from one place.

You do not need to stay on the Copy Trading page all day. Once you are set up, the platform can process copy activity while you use other parts of Trade Echo or step away (you may still get alerts if a trade needs your approval).

Who this is for

If you are following pilots, you are a subscriber. If others follow you, you are a pilot (trader). The app shows different tabs and labels depending on your role. You can switch or confirm your role when the app asks.

Can't see Copy Trading?

Copy trading is rolled out gradually. If you do not see Copy Trading in the menu, or the page is blank after you open it, your plan or region may not include it yet, or we may still be turning it on for your account. Contact support and we can check your access.

How it works (simple)​

When a pilot you follow places an options trade that the platform turns into a copy signal, Trade Echo applies your rules (eligibility, sizing, risk settings, and whether you use auto-copy or manual approval). If the trade passes those checks, the system can send an order to your linked broker through SnapTrade.

You stay in control of your own account. The pilot never accesses your login or your funds directly.

What you need before you start​

  • An active Trade Echo subscription with copy trading enabled for your account.
  • Access to the web dashboard for setup and day-to-day monitoring (see Open Copy Trading below).
  • A supported broker you are willing to link inside Copy Trading using the in-app broker flow. That link is not the same as Broker Sync for your trade journal. If you use both features, you complete two separate connections. See Broker link for copy trading vs trade journal.

Getting started checklist​

  1. Confirm your role - Subscriber (you copy others) or pilot (others copy you), when the app prompts you.
  2. Connect your broker - Open the Broker Accounts tab in Copy Trading and finish the SnapTrade link until status shows connected.
  3. Choose pilots - As a subscriber, use Traders, Leaderboard, or similar flows to enable copy for pilots you want to follow.
  4. Review Settings - Set sizing, risk, notifications, and auto-copy vs manual approval so new activity matches how you want to trade.
  5. Monitor - Use Overview for summaries and Positions for open positions and execution history.

For a tab-by-tab walkthrough, see Using the Copy Trading screen.

Open Copy Trading​

  1. Sign in to Trade Echo on the web.
  2. Open Copy Trading from the main navigation (same place you find Option Flow, Dealer Edge, and other tools).

Subscriber vs pilot - what you see​

If you are a...You will see...
Subscriber (you copy others)Copy Performance Score, how many traders you copy, plus tabs like Traders, Leaderboard, Performance, and Settings (plus Overview, Broker Accounts, Positions).
Pilot (others copy you)Trading Performance Score, Active Followers, and the same Overview, Broker Accounts, and Positions tabs, without the subscriber-only discovery tabs.

The app only shows tabs that apply to you.

Auto-copy vs manual approval​

  • Auto-copy - When enabled, eligible copy orders can be processed without you staying on the Copy Trading page. You should still monitor Overview and Positions and keep notifications configured if the product offers them.
  • Manual approval - When a trade requires your decision, the app may prompt you to allow or deny within a time window. If you miss the window, behavior follows the rules described in the FAQ.

What gets copied (product scope)​

Copy trading in Trade Echo is built around options activity from pilots you follow. Scope and supported instruments can evolve; always confirm what the Copy Trading screen and in-app messaging show for your account.

Execution, slippage, and timing​

Copy trading does not guarantee the same fill price, quantity, or timing as the pilot. Markets move, liquidity differs by account and broker, and orders may be adjusted by your settings or risk checks. Past performance of a pilot does not guarantee future results.

Safety and responsibility​

Copy trading is a tool, not personalized investment advice. You decide who to follow and which settings to use. You can adjust or pause copying according to what the product allows. For access or eligibility questions, contact support.

Privacy and broker access​

Trade Echo uses SnapTrade so you can link brokers without Trade Echo storing your broker password. You sign in at your broker during setup. For more detail on connections, errors, and what we see, read the Copy Trading FAQ.

Trade Echo can connect to your broker for two different reasons:

  • Trade journal / Broker Sync - Import or sync trades for your own records.
  • Copy Trading - Send copied orders to your broker when you follow a pilot.

Those are separate connections. If you already use Broker Sync, you still need to connect your broker inside Copy Trading if you want to copy trades. That keeps journaling and copy trading independent and easier to manage.

Live updates​

Numbers and lists update live while you are in the app. If something looks stuck, use Refresh on the Overview tab or switch away and back to the tab you care about.