Copy Trading

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Surface Map

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Concepts

• sizingMode: PROPORTIONAL (default) scales each copy by the copy account’s equity over the leader’s margin account equity; FIXED_MARGIN commits sizingParam quote units of margin per leader order.
• leverageMode: FOLLOW (default) uses the leader’s leverage; FIXED uses fixedLeverage for every copy.
• marginModePolicy: FOLLOW (default) copies into the leader’s margin mode per market; CROSS or ISOLATED forces one.
• tradingPairIds: the markets to copy; empty copies every market the leader trades.

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Flow for followers

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1. Find a leader

const { leaders, nextPageToken } = await sdk.copyTrading.listLeadTraders({ sort: "roi", window: "30d" });
for (const { profile, followSummary, stats } of leaders) {
  console.log(profile.leader.display, stats.roiPct, stats.maxDrawdownPct, followSummary.followerCount);
}

const leader = await sdk.copyTrading.getLeadTrader("alpha_trader");
const { closedTrades } = await sdk.copyTrading.listLeadTraderClosedTrades("alpha_trader", { pageSize: 50 });

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2. Follow

const { followId, copyRiskBucketId } = await sdk.copyTrading.upsertFollow({
  leader: "alpha_trader",
  allocation: "1000",
  sizingMode: "PROPORTIONAL",
  slPct: "0.25",
});

const { estimatedMargin, estimatedFee, copiedPositions, skippedPositions } = await sdk.copyTrading.previewFollow({ leader: "alpha_trader", allocation: "1000" });
await sdk.copyTrading.upsertFollow({ leader: "alpha_trader", allocation: "1000", copyExisting: true });

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3. Watch the follow

const unsubscribe = sdk.ws.copy(
  (event) => {
    if (event.eventType === "copy_skip") {
      console.warn(`skipped ${event.data.requestedQuantity} on ${event.data.tradingPairId}: ${event.data.reason}`);
    } else {
      console.log(`follow ${event.data.relationshipId} is ${event.data.status} (${event.data.change})`);
    }
  },
  (follows) => console.log(`${follows.length} live follows`),
);

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Copy positions are the follow’s

• TP/SL cannot be attached to a copy position (403).
• A manual close, single or close-all, still works, but it goes out immediate-or-cancel, so no order is left resting in the copy account. Panic close (batchCloseAll on positions) closes copy positions along with everything else, one position at a time.
• No order, transfer or simulate accepts a strategy key starting with copy: (400 strategy keys starting with copy: are reserved). Collateral moves into or out of a copy account only through the follow: its allocation, an edit, or a stop. Within the follow, adding margin moves copy account collateral into an isolated copy position.

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4. Add margin to a copy position

const { positionMargin, copyAccountAvailable } = await sdk.copyTrading.addFollowPositionMargin({
  followId,
  tradingPairId,
  amount: "25",
});

• There is no margin reduction: a follow exits by being stopped.
• Only a master account session can add margin; a delegated agent or sub-account session gets 403. A follow that is not yours is 404.
• A follow that is stopping, or has stopped, is 409.
• Refusals of the add itself are 400 with code: "COPY_TRADING_REJECTED" and a message naming the rule: the follow holds no isolated copy position on the pair (a cross copy lives in the copy account’s cross risk bucket, which has no per-position margin), the copy position is being liquidated or is in bad debt (a position waiting for liquidation still takes margin: adding it is the way out), or the amount is more than the copy account can put into the position.
• Switching copy trading off does not block it: the switch halts new exposure, and an add opens none.
• It is refused during an operations block (OPERATIONS_BLOCKED over REST, UNAVAILABLE over gRPC), like every other margin move.
• It spends the per-user movement budget that withdrawals and collateral transfers share: over it, 429 with details.retryAfter.
• It is not idempotent. If a call times out, read the follow (or the position) before retrying: a retry whose first attempt landed adds the amount twice.

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5. Edit or stop

await sdk.copyTrading.upsertFollow({ followId, allocation: "1500", slPct: "0.2" });
await sdk.copyTrading.stopFollow(followId);

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6. Close copy positions and keep following

const { closeOrdersPlaced, positionsNotClosed } = await sdk.copyTrading.closeFollowPositions(followId);
const { follows, stoppingFollowIds, failedFollows } = await sdk.copyTrading.closeAllCopyPositions();

• Every position in the copy account closes at market, reduce-only and immediate-or-cancel, in one batch per follow. The resting orders and conditional orders (TP/SL) on its copy risk buckets are cancelled; a TWAP cannot run on a copy risk bucket. closeAllCopyPositions does this for every live follow of yours, one batch per follow.
• A close is not a flatten guarantee. An immediate-or-cancel close on a thin or halted market can leave part of a position open (positionsNotClosed), and because the follow keeps mirroring, the leader’s next trade opens copy positions again. Stop the follow to end the copying.
• The proceeds stay in the copy account; nothing returns to your margin account until the follow stops.
• A close is never gated by copy trading being switched off or by an operations block, and it charges no order budget. Only a delegated agent session is refused (403). Both close methods share a small per-account rate limit (about one close per second, burst 5); past it the answer is 429 with Retry-After.
• The response comes once the batch is durably logged: close orders placed and positions still open. Each close’s fills arrive on the order, position and copy channels. closeAllCopyPositions lists every live follow whose stop is not in progress, including one with nothing to close (0 and 0).
• A follow that is not yours is a 404. A stopped follow, or one whose stop is in progress (the stop closes its positions itself), is a 409; closeAllCopyPositions lists those in stoppingFollowIds instead. A close the engine refuses is a 400, and one that cannot run right now a 503; closeAllCopyPositions lists such a follow in failedFollows with a fixed reason and still closes the others.

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Flow for leaders

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1. Register

const { created, status, shareBps } = await sdk.copyTrading.upsertLeadTrader({ shareBps: 1000, bio: "BTC momentum" });

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2. Pause and review followers

await sdk.copyTrading.upsertLeadTrader({ shareBps: 1000, bio: "BTC momentum", status: "PAUSED" });
const { followers } = await sdk.copyTrading.listMyFollowers({ pageSize: 100 });
const me = await sdk.copyTrading.getMyLeadTrader();

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Errors