Trade Copier

Maximize your trading efficiency with the WealthCharts Trade Copier! Seamlessly execute trades across multiple accounts in real-time, with the power to place single orders, simple brackets, and multi-bracket orders – all at once! Take control with our 'Flatten All' feature and stay ahead in the market. Simplify your strategy, and amplify your trades!

To use the Trade Copier, you must have an account with WealthCharts and Apex Trader Funding. To find the Trade Copier feature, please go to the Main Menu and search for it or you can locate it in the Trading category.

1. Copier Strategy - Rather than loading multiple components, simply add different strategies across your Trade Copier. With each green box being a different strategy you can customize with different instruments, different accounts selected, and different Ratio & Cross settings.

2. Account Checkboxes - To begin copying your trades, these checkboxes must be checked. Once checked, the copied trade will be placed on the accounts with the checkmark. An account different from the leader account must be selected before copying trades.

3. Ratio - Ratio multiplies the amount of contracts that you are entering through the DOM or order panel for that account. Change the value in this field by using the plus and minus icons or simply edit the Ratio value by entering a number manually.

4. Cross - When this option is turned on, you will be placed in the opposite market type. For example, if you are about to place a trade in the e-mini and an account has Cross turned on, it will instead place a trade for the micro in that account. This column will show red Off buttons or green On buttons.

5. Instrument / Symbol Search - Enter the instrument you wish to copy trades. This must be filled out before copying trades.

6. Template Manager - Everything you set up on your Trade Copier can be saved as a template! Save as many Templates as you want and then load them when setting up new strategies or different instruments. When you select a Template for the Trade Copier, there will be text above the button that tells you the name of the template and the word "Applied". When you enter the Template Manager and select a Template, you can change it, rename it, or remove it from your account.

7. Tour Guide - Click this icon to utilize the Tour Guide that takes you through the important steps for the Trade Copier!

8. Flatten Positions - Looking to get out of all of your positions? Utilize the Flatten All button to close out of every position of the instrument you have entered into that Trade Copier strategy. You can also flatten that position in individual accounts as well by hitting the Flatten button on the corresponding account.

Don't forget that you can right-click anywhere within the grid of your Trade Copier to access re-arming settings and sync/desync settings!

1.) Sync Mode determines how you want your follower accounts to sync compared to the leader account. You can select to go by Time or by Ticks, with Time selected, your follower accounts will have a certain amount of seconds (the value present within the Sync Interval field) to fill/mimic the leader account. If the allotted amount of time passes before the follower account(s) are able to fill/mimic the leader account, the account(s) will be deemed as "Desynced" and will flatten out of the copied position.

The same logic applies with have Ticks selected, but rather than a defined period of time being allowed to pass, the trade is able to move a certain number of ticks (the value present within the Sync Interval field) before being deemed "Desynced". In low volume markets, this prevents copied trades from being offset by more ticks than desired, allowing more time and opportunity to fill at the desired tick value.

2.) Sync Interval allows a user to set a value that corresponds to the Sync Mode. With Sync Mode set to Time, the Sync Interval can be adjusted to whole seconds or fractional seconds. With Sync Mode set to Ticks, the Sync Interval can be adjusted to whole tick values. Users can manually edit the Sync Interval field by clicking within it and modifying the value, or they can use the "+" and "-" buttons on the right hand side of the field.

3.) The Apply button allows a user to save and apply any modified values they have made to the Sync Settings information. This will affect any new copied trades moving forward, and will not affect existing copied trades.

By default the Trade Copier's Sync Mode is set to Time with a Sync Interval value of 3 seconds. A user can change these settings by right clicking within the trade copier and selecting "Sync Settings". It is important to note that if a user disables desyncing, the follower accounts will not be affected by the Sync Settings.

Like most floating menus in the platform, users can simply use the "Esc" or Escape key to quickly exit out of the Sync Settings. If changes were made, the user must press the Apply button in order for them to save.

Re-arm account:

This setting allows you to quickly re-arm the selected account. Once an account is disarmed, copied trades will no longer place within it. A user can re-arm the account either through the right click window or by simply re-ticking the checkbox to the left. Disarmed accounts will have a red "X" next to them, while armed accounts will have a green checkmark next to them.

Disable/Enable Desyncing:

A user can select to either disable or enable follower account desyncing. This feature is enabled by default and can be turned off by right clicking within the trade copier and clicking "Disable Desyncing", and can be re-enabled the same way but by pressing "Enable Desyncing".

With Desyncing Enabled, follower accounts will adhere to the syncing requirements set by the system and the user. There are multiple scenarios which can cause an account to become desynced which typically revolve around the follower account(s) no longer mimicking the leader account within system set defaults and user set defaults. This could be due to the leader account no longer having an open position while the follower account(s) do, all the way to the follower account(s) not filling within the users set time/ticks.

For more information regarding syncing and desyncing, please visit "Sync Settings".

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