1) Trade from anywhere (setup once, then you’re free)
You can place trades from any device—desktop, laptop, tablet, or phone.
Once your Tradesyncer replication is configured, you’re not tied to a single machine. As long as your broker connections are healthy, copying runs with the setup you’ve defined.
That means you can:
execute trades from anywhere (including mobile)
adjust your copying setup from anywhere by visiting our website
2) Make connection health part of your routine
Before you start trading (and especially at the start of the week), do a quick health check.
What to do
Check the connection status for your Leader and all Followers
If anything shows disconnected or disrupted, reconnect before placing real trades
Quick copier test (safe + simple)
A fast way to confirm replication is working is to place a limit order on the Leader far away from the current price (so it won’t fill).
Then verify
The order shows up for Followers in Orders History
It appears across all follower accounts as expected
After you verify
Cancel the test order, or
If you want a clean slate, use Flatten All / Flatten Group
3) Spot-check syncing while you trade
Even with a good setup, it’s smart to sanity-check that Followers are tracking the Leader the way you expect.
What to do
Open your Cockpit
Review Orders History while you trade
Confirm follower orders and positions match the Leader’s intent (accounting for ratio multipliers)
Why this matters
Real-world execution can vary due to partial fills, latency, or order rejections. Catching issues early prevents accounts from drifting into unwanted positions.
4) Reset cleanly with Flatten All / Flatten Group
When something looks off—or when you simply want to start fresh—use Flatten All / Flatten Group.
Flatten All / Group:
cancels working orders
closes open positions
resets the group back to a known clean state
When to use it
end of session
after a trade is over
after interruptions
if followers appear out of sync
whenever you want to eliminate leftover/stale state
5) Scale safely with ratio multipliers (and cross-contract settings)
Multipliers can scale exposure quickly across accounts.
A follower set to 2× will take 2× the Leader’s size
Cross-contract modes can map instruments (Standard / Micro / Mini), which can change how sizing and margin behave
Best practice
Confirm each follower’s balance, margin, Max Quantity, and Max Position can support the scaled size
Think in terms of total exposure across all followers, not only the Leader
6) Place limit/stop orders correctly (or they may not copy)
Some brokers (including Rithmic, ProjectX, and Tradovate) do not support “invalid” placement for certain pending orders. If an order is placed on the wrong side of the market, it may not be accepted—and therefore won’t be copied.
Stop orders
Buy Stop must be above the last price
Sell Stop must be below the last price
If you place:
Buy Stop below last price, or
Sell Stop above last price,
…the stop order may not be copied.
If needed: use a Market order or a correctly placed Limit order instead.
Limit orders
Buy Limit must be below the current price
Sell Limit must be above the current price
If you place:
Buy Limit above current price, or
Sell Limit below current price,
…the limit order may not be copied.
If needed: use a Market order or a correctly placed Stop order instead.
7) Use our Advanced Copying features
These modes are designed to reduce the most common reasons followers drift out of sync (execution differences, partial fills, and broker/API behavior).
Follower Protection
Followers can go out of sync for real reasons—partial fills, broker delays, latency, rejections, and other execution differences. Follower Protection is built to help recover from those situations and reduce the chance of followers being left in an unexpected state.
Learn more: https://help.tradesyncer.com/en/articles/10410714-follower-protection-explained-and-how-to-use-it
Market Execution Only mode
If your priority is clean, consistent follower fills, Market Execution Only mode can help by reducing scenarios like:
partial fills on followers
heavy modify/cancel behavior (which can be more prone to broker API limits)
complex pending-order edge cases
Learn more: https://help.tradesyncer.com/en/articles/12994159-market-execution-only-mode-what-is-it-how-to-use-it
8) Reliability realities (what can still impact outcomes)
Even with correct setup, outcomes can still be affected by:
broker server conditions / latency
partial fills
margin/permission rejections
connectivity issues
Your best defense is a repeatable routine:
check connection health first
spot-check orders early
flatten when needed
scale gradually
