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Setting up Copy Trading

Copy trading on Hextrade lets you efficiently manage multiple accounts with different risk profiles from a single dashboard. One account acts as the master — any trade it makes is automatically replicated across all follower accounts in the group. Visit dash.hextrade.io/copy-trade-groups to get started.

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Key Features

️ Risk Multipliers

Set a risk multiplier per group based on the master account’s position size. Control how aggressively followers scale their trades.

Descriptive Groups

Add detailed descriptions to each group — document the origin, logic, or strategy behind the account grouping.

️ Custom Grouping

Create as many groups as your plan allows, each with a unique name and distinct risk profile.

Automatic Execution

Trades placed on the master are instantly replicated to all active followers — no manual intervention required.

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️ Creating a Copy Trade Group

1

Go to Copy Trade Groups

Visit dash.hextrade.io/copy-trade-groups and click “Add Group”.
2

Enter a group name

Give your group a distinctive, memorable name that reflects the strategy (e.g. “NQ Scalp — Low Risk” or “Tradovate Primary”).
3

Add a description (recommended)

Use the description field to document the strategy’s logic, source, or any notes for future reference. This is especially useful when managing multiple groups.
4

Select the master account

Choose the master account — this is the account whose trades will be copied to all followers. It should be the account running your main algorithm or strategy.
5

Add follower accounts

Select one or more follower accounts. These can be accounts across different brokers (all must be connected — see Trading Accounts).
6

Set the risk multiplier

Define the risk multiplier for each follower:
  • 1.0 = same position size as master
  • 0.5 = half the size (lower risk)
  • 2.0 = double the size (higher risk)
Always tailor the multiplier to each account’s available capital and prop firm rules. Running a high multiplier on a funded account can lead to rule violations.
7

Save and activate

Click Save. Set the group status to Active to begin copying trades immediately.
Setting up copy trade groups on Hextrade

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Managing Groups

Once a group is created, you can:
ActionHow
ViewOpen a group to see the master, followers, trade history, and stats.
Activate / DeactivateToggle the group on or off. Deactivated groups stop copying trades.
EditChange the name, description, master, followers, or risk multiplier.
DeleteRemove the group entirely (with confirmation). Followers are not affected.

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What You’ll See on the Copy Trade Page

At the top, summary stats give you a quick overview:
  • Total groups — How many groups you’ve created.
  • Active groups — Groups currently copying trades.
  • Total followers — Combined follower count across all groups.
  • Success rate — Average % of copied trades that closed in profit.
The groups table lists each group with its master account, follower count, status (active/inactive), success rate, and total P&L.

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Tips for Effective Copy Trading

Use different risk multipliers across follower accounts to diversify risk. For example, run 0.5x on your most sensitive funded account and 1.0x on a personal account.
Pair copy trading with Trading Analytics to monitor group performance and catch any issues early.
Follower accounts must be on a supported platform. Not all broker combinations support cross-platform copying — verify compatibility on the Trading Accounts page.