> For the complete documentation index, see [llms.txt](https://docs.trycoinpilot.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.trycoinpilot.com/start-here/quickstart-guide/step-5-manage-portfolio.md).

# Step 5: Manage Portfolio

After successful copy, you can see ‘Copied Traders’ and your ‘Positions’ in the <mark style="color:blue;">`Portfolio`</mark> page.

To adjust your allocation to a copied trader, Click  <mark style="color:blue;">`Adjust Balance`</mark> in the <mark style="color:blue;">`Portfolio`</mark> page.

1. To add to your existing allocation, slide the slider bar to increase your allocation up to your desired amount. Once set, click <mark style="color:blue;">`Save`</mark> to finalize the adjustment.
2. To stop copying a trader, click <mark style="color:blue;">`Stop Copying`</mark>. 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.

   <div align="left"><figure><img src="/files/SCHlE8pq2380ZdpTnM2a" alt="" width="180"><figcaption></figcaption></figure></div>

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 <mark style="color:blue;">`Portfolio`</mark> page.
2. Tap <mark style="color:blue;">`Adjust Settings`</mark> on the trader’s card.
3. Tap <mark style="color:blue;">`Advanced Settings`</mark>
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 <mark style="color:blue;">`Close Positions`</mark> for the specific position that you would like to exit. Once confirmed, your unused margin balance allocated to that specific trader will be increased.

<div align="left"><figure><img src="/files/mly3Xgd1Gwp0u6AtexPV" alt="" width="188"><figcaption></figcaption></figure></div>

### **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 <mark style="color:blue;">`Portfolio`</mark> page.
2. On the top-right of each copied trader’s card or any open position card, tap the <mark style="color:blue;">`Share`</mark> icon.
3. Your PnL card showing your stats will be generated instantly.
4. Tap <mark style="color:blue;">`Share`</mark> or <mark style="color:blue;">`Save`</mark> to post it on socials, send to friends, or drop it in the community.