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How to set up Tradesyncers cockpit to start copy trading

Tailor your trading strategy, customize copy and position settings for follower accounts with Tradesyncer

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Written by Tradesyncer
Updated this week

πŸš€ Tradesyncer's Cockpit: Full Control Over Your Trading

Tradesyncer's Cockpit gives you full control over your trading, from setting up your lead account to configuring follower accounts. It helps you manage and adjust trading settings, ensuring a smooth experience across multiple accounts.


πŸ”— 1. Connecting Accounts and Importing Contracts

Before using the Cockpit, connect your connections and enable your accounts and import contracts. This syncs data and sets the foundation for your setup.
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🏠 2. Setting Up Your Lead Account

Designate your lead account in the Cockpit. This account drives the trades and strategies for your follower accounts, ensuring uniform execution across all contracts. Copy settings can be adjusted per contract.


πŸ”§ 3. Configuring Following Status, Copy and Position Settings for Followers

Customize copy and position settings for each follower account:


πŸ“Š 4. Trade Data Per Account

Stay updated with:

  • Account Balance: Track available funds in real-time.

  • Open Qty: How much QTY is currently open on the selected contract for a specific account.

  • Active Side: See the active side (buy/sell) for each trade on the selected contract for a specific.

  • Day PNL: The Daily PNL of an account over all contracts.

  • Open PNL: Monitor real-time Profit & Loss per selected contract for an account in a position (available a selection of the most important contracts on Tradovate accounts like NQ and ES, for Rithmic and dxFeed the open PNL is available for every supported instrument).

πŸ”„ 5. Position and Order Management

Manage positions and orders:

  • Flatten per Account: Close both positions and orders per account.

  • Close All Orders: Cancel orders per account or globally.

  • Flatten All: Close both positions and orders globally on all accounts.

πŸ“ 6. Logs of Copied Orders and Their Status

In the bottom of the cockpit you can find a detailed log of all copied trades and orders and even export them. This allows for easy review and analysis of your copied trades and their statuses.

βš™οΈ 7. Other Actions in the Cockpit

Inside the Cockpit, the Actions button provides quick access to helpful tools for customizing your view and managing your setup:

  • Update Day PNL: Manually fetch the latest daily PNL data.

  • Fullscreen: Expand to fullscreen for a better overview of all accounts and trading data.

  • Toggle Follower Protection: Enable or disable the Follower Protection feature.

  • Hide Sensitive Info: Conceal sensitive account information for privacy.

  • Hide Non-Followers: Show only follower accounts for a cleaner view.

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