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 will automatically appear under Cockpit → Groups once connected.
2. Navigate to Groups
Open Cockpit → Groups in the left-side menu to manage your copy trading setup.
3. Create a New Group
Click “Add Group.”
In the creation window, you’ll first:
Select which accounts will belong to this new group (leader + followers).
Give your group a name (e.g., Scalping Strategy, High Risk, Funded Account).
Once you’ve chosen the accounts and entered a name, click Create.
The new group will appear in your list of copy trading groups.
4. Reassign or Remove Accounts
You can always move accounts between groups later using drag-and-drop or the account selector.
Accounts not assigned to any group will 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.All Page Overview:
When multiple groups exist, an “All” page appears in the Cockpit, giving a complete overview of:All groups and accounts
Open positions
Account roles (Leader, Follower, Unassigned)
Summary
The Groups feature makes copy trading management simple, structured, and scalable.
You can define groups upfront — by choosing the accounts and naming the group before creation — to organize different strategies, risk levels, or setups with ease.
It’s your central hub for efficient copy trading inside the Cockpit.