What Are Groups?
The Groups feature lets you organize your copy trading setup inside the Cockpit.
You can create multiple groups, each with its own leader account and set of followers — giving you full control over how trades are copied and managed.
Each group acts as a separate copy trading environment, allowing you to run different strategies, risk levels, or trading styles across multiple accounts.
Typical use cases include:
Running separate strategies (e.g., scalping vs. swing trading)
Testing different risk profiles per group
Keeping personal and funded accounts separated
How It Works
Each group contains one leader and one or more follower accounts.
Follower accounts copy trades only from their group’s leader.
A follower can only be assigned to one group at a time.
When you add your first connection, a default group is automatically created — this group cannot be deleted.
There can never be zero groups — the last remaining group in your Cockpit cannot be deleted.
Setting Up Groups
1. Add Your First Connection
Before creating groups, connect your first trading account.
Go to Connections in the left-side menu.
Click “Add Connection” and follow the steps to link your account.
A default group appears in the Cockpit once your first connection is added.
2. Navigate to Groups
Groups live inside the Cockpit. Along the top you will find an Overview tab showing every group and its accounts together, a tab for each group, and Manage groups. Click Manage groups to open the Groups window. It lists every group with its leader account and follower count.
3. Create a New Group
In the Groups window, click New group. The wizard runs in three steps:
Name. Give the group a short, recognizable name. Up to 16 characters.
Leader. Choose the account that will lead the group.
Followers. Choose the accounts that will follow it.
Click Continue to move through each step. The new group appears as its own tab in the Cockpit.
4. Reassign or Remove Accounts
Open Manage groups, then the ... menu on the group you want to change, and choose Edit.
The edit window has two tabs. Leader sets which account leads the group. Followers sets which accounts copy it. Each account shows its connection and balance, and Search accounts helps you find one quickly. Click Save changes when you are done.
You can also rename the group from this window. Names are limited to 16 characters.
Accounts not assigned to any group appear as Unassigned.
5. Delete a Group
You can delete any group except the last one.
Accounts from deleted groups automatically become Unassigned.
The last active group in your Cockpit cannot be deleted — there must always be at least one group present.
Managing Groups
Copy Settings (Ratio & Cross-Order):
These remain per account, not per group — you can fine-tune them for each follower.Follow / Unfollow:
Managed per account — you decide which followers copy trades from which leaders.Flatten Group Button:
Use “Flatten Group” to instantly close all open positions across all accounts in that group.Overview tab:
The Overview tab gives a complete view of every group and its accounts in one place, including each account's Follow setting, connection, balance, day P&L, positions and open P&L.
Summary
The Groups feature makes copy trading management simple, structured, and scalable.
You can define groups upfront — by naming the group first, then choosing its leader and its followers — to organize different strategies, risk levels, or setups with ease.
It’s your central hub for efficient copy trading inside the Cockpit.