Step 5: Manage Portfolio

Track your performance, manage copied traders, and adjust anytime.

After successful copy, you can see ‘Copied Traders’ and your ‘Positions’ in the Portfolio page.

To adjust your allocation to a copied trader, Click Adjust Balance in the Portfolio page.

1. To add to your existing allocation, slide the slider bar to increase your allocation up to your desired amount. Once set, click Save to finalize the adjustment.

2. To stop copying a trader, click Stop Copying. Once confirmed, all your existing positions opened through this lead trader will be closed, and no further trades will be copied. Your available balance will be adjusted upwards.

   

To adjust TP/SL of a copied lead trader, you can update Take Profit and Stop Loss for any lead trader you’re already copying.

1. Go to the Portfolio page.

2. Tap Adjust Settings on the trader’s card.

3. Tap Advanced Settings

4. Here you’ll see the Take Profit and Stop Loss options. Adjust them as needed and save.

💡 This lets you fine-tune risk management without stopping copy trading.

To manually close out a position, simply click Close Positions for the specific position that you would like to exit. Once confirmed, your unused margin balance allocated to that specific trader will be increased.

Sharing Your PnL Card

You can now share your performance directly from the app with a PnL Card. Here’s how:

1. Go to the Portfolio page.

2. On the top-right of each copied trader’s card or any open position card, tap the Share icon.

3. Your PnL card showing your stats will be generated instantly.

4. Tap Share or Save to post it on socials, send to friends, or drop it in the community.