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Best Practices

A few simple habits will keep your copying stable, predictable, and easy to manage, whether you trade from your desk or on the go.

Written by Tradesyncer
Updated today

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 will take 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.

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


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

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