Copy Trading Groups

Copy Trading Groups let you link multiple trading accounts together so trades can be automatically copied between them. When you add a trade to one account in a group, you can instantly duplicate it to the other accounts with scaled quantities and P&L. You can also switch to a group in the account switcher to view trades from all grouped accounts in a single combined view.

What is a Copy Trading Group?

A group is a named collection of two or more trading accounts with a defined copy mode that controls how trades flow between them. Each account in the group has a quantity multiplier that scales trade size when copying.

Common use cases:

• Running the same strategy on a prop firm account and a personal account with different position sizes
• Managing multiple funded accounts that mirror the same trades
• Scaling up or down across accounts with different risk profiles

Creating a Group

1. Go to Settings (gear icon in sidebar)
2. In the left navigation, go to Copy Trading
3. Click the New Group button in the header
4. A modal opens with three fields:
   • Group Name - A descriptive name (e.g., "NQ Funded Accounts")
   • Copy Mode - How trades flow between accounts (see below)
   • Scale Fees - Whether to scale fees proportionally when copying (Yes or No)
5. Click Create

After creating the group, you need to add accounts to it (see Managing Accounts below).

Copy Modes

The copy mode controls how trades are duplicated when you add a new trade:

Mode	How It Works
Master Account	One account is designated as the master. When you import or add a trade to the master, it copies to all other accounts in the group. Trades added to non-master accounts are not copied.
Any to All	Any account in the group can receive a trade, and it automatically copies to all other accounts.
Manual Selection	When you add a trade, a modal lets you choose which accounts to copy it to. All accounts are checked by default, but you can uncheck any you want to skip.

Managing Accounts in a Group

Each group appears as a collapsible card in the Copy Trading settings page.

Adding Accounts

1. Expand the group card by clicking its header
2. In the Accounts section, click the Add button
3. A modal shows your available accounts (accounts not already in any group)
4. Check the accounts you want to add
5. Set a multiplier for position sizing (defaults to 1.00)
6. Click Add Selected

Quantity Multiplier

Each account in a group has a quantity multiplier that controls how trade size scales when copying. For example:

• Master account with multiplier 1.00 trades 2 lots of EUR/USD
• Target account with multiplier 2.00 receives the copy with 4 lots
• Target account with multiplier 0.50 receives the copy with 1 lot

P&L values are also scaled proportionally. To change a multiplier, edit the value next to the account name in the group card (valid range: 0.01 to 100).

Setting a Master Account

When using Master Account mode, one account is designated as the master. Only trades added to the master account trigger copies to the others. A Set Master button appears next to each non-master account. The first account added is automatically set as master.

Removing an Account

Click the X button next to an account to remove it from the group. If the removed account was the master, the first remaining account is automatically promoted.

How Trade Copying Works

When you add a trade (manually or via CSV import) to an account that belongs to a group:

1. The trade is saved to the source account as normal
2. A Copy Trade to Group modal appears showing the group name and target accounts
3. In Master and Any to All modes, all target accounts are pre-selected. In Manual mode, checkboxes let you choose which accounts to copy to.
4. Click Copy to All (or Copy Selected in Manual mode) to confirm, or Skip to save without copying

What Gets Copied

Copied	Not Copied
Quantity (scaled by multiplier)	Screenshots
Entry/exit executions (scaled)	Confirmations
Gross P&L, Net P&L (scaled)	Protocol responses
Fees (optionally scaled if Scale Fees is on)
Points, holding time, prices
Strategy, notes, context fields
Tags

Syncing Historical Trades

If you already have trades in one account and want to copy them to the other accounts in the group, use the Sync button in the Historical Trades section of the group card.

The sync flow depends on your copy mode:

• Master Account - Copies all trades from the master account to all other accounts
• Any to All - A modal lets you pick which account to copy trades from
• Manual Selection - A modal lets you pick both the source account and which target accounts to copy to

After syncing, a summary shows how many trades were copied, linked, or skipped.

Duplicate Prevention

Tradavity automatically detects and prevents duplicate trades when copying:

• Re-importing the same CSV — If you import a file again with copy trading enabled, existing trades in target accounts are detected and skipped
• Re-copying a trade — If you try to copy a trade that already exists in a target account (exact match or fuzzy match), it's skipped
• Historical sync — The sync process links matching trades instead of creating duplicates

Detection uses a 3-tier matching system:

1. Linked trades (already marked as copies of the source)
2. Exact signature match (same symbol, direction, times, quantity, P&L)
3. Fuzzy match (same symbol/direction with overlapping time window and similar qty/P&L)

This means you can safely re-import files or re-sync without worrying about creating duplicate entries.

Switching to a Group (Group Mode)

Click the account switcher button in the top bar. Groups appear in their own section above the individual account list, each showing a link icon and the label "All: {group name}" with the number of accounts combined.

Click a group to switch to it. The page reloads and the top bar now shows the group name. All journal views now display trades from every account in the group.

How Group Mode Affects Your Views

Account Column (Table View)

An Account column is automatically inserted next to the Trade Date column. This shows which account each trade belongs to. You do not need to add this column manually — it appears only while viewing a group and hides when you switch back to a single account.

Account Color Dots (Grid and Items Views)

Each trade card shows a small colored dot in the corner. The dot color matches the Color Tag assigned to that account in account settings. Hover over the dot to see the account name. You can toggle dots on or off in the Customize panel for each view.

Calendar View

Day cells show aggregated P&L across all accounts in the group. When you click a day to open the trade list, each trade row includes the account name.

Filtering in Group Mode

All filters apply across every account in the group. One detail to note:

Breakeven Filter

If accounts in a group have different breakeven offsets, the breakeven filter uses the widest range across all accounts. For example, if Account A has offsets of -5 to +5 and Account B has -10 to +10, the filter treats anything between -10 and +10 as breakeven.

Deleting Trades with Copies

When you delete a trade that has copies in other accounts, Tradavity shows an enhanced confirmation modal with two options:

• This Account Only — Deletes only from the current account. Copies in other accounts remain but are unlinked (they become standalone trades).
• All Accounts — Deletes the trade and all its copies across every account in the group.

The modal shows which accounts have copies and how many trades would be affected. This applies to:

• Single trade deletion (from Trade History table or Trade Detail page)
• Bulk deletion (selecting multiple trades)

If a trade has no copies, you see the standard delete confirmation instead.

Editing a Group

In the Copy Trading settings page, each group card has a pencil icon to rename the group. You can also change the Copy Mode and Scale Fees settings directly from dropdown fields inside the expanded card.

Deleting a Group

Click the trash icon on a group card and confirm. Deleting a group only removes the grouping — no trades or accounts are deleted.

Tips

• Assign distinct Color Tags to each account in a group so the dots are easy to tell apart in Grid and Items views
• Use Master Account mode if you always enter trades on one primary account and want automatic copies to the rest
• Use Manual Selection mode if you sometimes want to skip copying to certain accounts
• Set multipliers carefully — they affect both quantity and P&L on copied trades
• Table View is the most informative in group mode since it shows the account name column
• Switch back to a single account when you only need to focus on one — it keeps the interface cleaner