Copilink Usage
Dashboard Columns
Clean reference for every data point displayed inside the Copilink dashboard.
Position Info
Live follower position data
On
Enable or disable copying for this account
Account
Follower account receiving trades
Ratio
Multiplier applied to leader order size
Cross Order
Copy orders on the instrument's cross-instrument (MES→ES)
Market
Copy all orders as market executions
Side
Follower position direction
Qty
Open position quantity on follower
P&L Metrics
Follower profit/loss metrics
Unrealized
Unrealized PnL for the open position
Realized
Closed PnL from completed trades
Total PnL
Today's combined realized + unrealized PnL
Equity
Current account equity based on net liquidation
Account Goals
Prop-firm rule tracking
Goal %
Progress toward your set Daily Goal
Loss Left
Remaining Daily Loss allowed
DD Left
Remaining trailing drawdown allowed
Eval Left
Remaining to Evaluation/Account Goal
Consistency Metrics
Tracks prop-firm consistency rules and auto-flattens when enabled.
Cons. %
Your current consistency percent for the follower, based on your account PnL and your Highest Day Profit.
Profit Req.
Total profit required for the account to be consistent. Calculated from Highest Day Profit and your set Consistency Percentage.
Consistency Target
Maximum allowed profit for the current day. If the rule is enabled, the account auto-flattens when this value is reached.
From Install to First Copied Trade
Step 1
Connect NinjaTrader & Data
- • Start NinjaTrader and connect your broker / data feed.
- • Make sure the leader and follower accounts are both visible in Accounts.
- • Open the Copilink AddOn window from the NinjaTrader menu.
Step 2
Select the Leader Account
- • In the Leader section, choose the account you actually trade on.
- • Confirm the instrument and quantity you intend to trade.
Step 3
Add & Enable Followers
- • Enable followers in the "On" your want copied.
- • Press the Cog icon in the "Risk" column.
- • Set Account Type to Evaluation, Funded, or Live (required).
- • For Evaluation / Funded, enter the Initial Account Balance (required).
- • For Evaluation, set the Account Goal to the values give to you by your prop firm to pass the challenge/evaluation.
- • Set the Consistency Percentage from your prop firm's rules, if needed.
Step 4
Configure Ratios & Cross-Orders
- • Set the Ratio per follower (e.g. 1.0, 0.5, 2.0).
- • If you scale MES → ES or MNQ → NQ, enable Cross Order and confirm mapping.
- • Check quantity results in the grid to ensure sizes match your risk.
Step 5
Set Risk Management & Consistency
- • Open the Risk panel for each follower.
- • Configure Daily Loss, Daily Goal, Evaluation/Account Goal, Trailing Drawdown(if the account has Intraday Trailing Drawdown).
- • Account Goal is required for Consistency Tracking to function, if the account type is an Evaluation.
- • If your traded the account before using Copilink, set the Highest Day Profit to the correct value. Same for Peak Balance.
- • Set Consistency Percentage, if required, and enable auto-flatten if you want automatic enforcement.
- • Use the Payout button after payouts or resets to clear highest day profit.
Step 6
Test in Simulation, Then Go Live
- • Run a few trades on a SIM leader account with SIM followers.
- • Confirm entries, exits, and quantities match expectations.
- • After you are satisfied, switch the leader to your real trading account.
Follower Risk Settings
1. Account Type
Account Type(Required) - Select the type of account this follower is.
Initial Account Balance(Required) - Your starting balance for Evaluation or Funded accounts. Required for goal, trailing drawdown, and consistency features.
Payout Button - Press this after requesting a payout or after an account reset to refresh highest day profit and restart consistency tracking.
2. Daily Goals and Limits
Set goal or limit fields to 0 to disable tracking in the UI.
Flatten on Goal Reached - If enabled, follower will be flattened when the daily profit goal is reached.
Flatten on Limit Reached - If enabled, follower will be flattened when the daily loss limit is reached.
Disengage on Goal/Limit reached - This should be enabled unless your are running Copilink on a VPS. If enabled and Flatten is enabled, when a daily goal or limit is reached, Copilink will disengage/turn off the follower.
3. Account / Evaluation Goal
Set Account Goal to 0 to disable tracking in the UI.
Goal Buffer - Extra $ cushion applied on top of the goal to compensate for slippage or commissions. Example: Goal = $3,000, Buffer = $30 → Auto-flatten triggers at $3,030.
Flatten on Goal Reached- If enabled, Copilink will flatten the follower when the goal is reached. If it is not enabled, it will only track it. Set it to the amount required to pass the evaluation.
Disengage on Goal Reached- This should be enabled unless your are running Copilink on a VPS. If enabled alongside with Flatten on Goal Reached, Copilink will disengage the account after flattening it.
4. Intraday/Trailing Drawdown Tracker
Account Peak Balance - The system tracks peak automatically in real time, but you can manually override it here if you did not use Copilink, but you trade the account. Copilink must be open while you trade for this to be tracked!
Drawdown Remaining - The amount left before breaching the trailing limit. When this reaches $0, the account would violate the drawdown rule if further losses occur.
5. Consistency Rule (Prop Firms)
Flatten on Consistency Target Reached - If enabled, Copilink will auto flatten the follower if the Total PnL is at or above the Consistency target('Con. Target' column). Initial account balance is required to be set. Account goal is required only for Evaluation account types.
Disengage on Consistency Target Reached - This should be enabled unless your are running Copilink on a VPS. When enabled, Copilink will disengage this follower (only if Flatten on Consistency Target is enabled).
Consistency Percentage- The maximum percent that your best single-day profit may represent relative to total account profit. Set it to your prop firm's consistency requirement, if one does not exist set it to 0.
Activation Threshold ($) - Do not flatten follower (if Consistency Limit is enabled) if Total Account Profit is less than the threshold. Useful for funded accounts, if you have a desired amount you want to make before flattening for consistency.
Highest Day Profit - The largest single-day profit achieved since tracking began. Updates automatically at each session reset, or can be manually overridden if you did not use Copilink. Copilink must be open while trading for this to be tracked.
6. Manual Lockout and Auto-Lockout
Lock Account - Instantly locks the account. Used to manually stop trading on that account. It remains locked until the next session reset (CME 22:00 UTC).
Lockout on Daily Profit Goal - Automatically locks this account when the profit goal is achieved for the day. Recommended to avoid over-trading after a winning session.
Lockout on Daily Loss Limit - Automatically locks this account when losses exceed the configured daily limit. Prevents emotional trading spirals and rule breaches.
Important Usage Notes
Initial Balance Is Critical
For Evaluation and Funded accounts, the Initial Account Balance must match the prop-firm account size. All goals, drawdown tracking, and consistency math depend on this value.
Auto-Flatten Is Hard Enforcement
When Daily Loss, Daily Goal, Trailing Drawdown, or Consistency auto-flatten is enabled, Copilink will close the follower's position immediately once the level is hit. Treat these limits as final, not advisory.
Consistency Resets After Payout / Reset
Use the Payout button after you request a payout or when the prop firm resets the account. This clears the previous highest day profit and starts consistency tracking from the new baseline.
Consistency Target on Funded Account
On funded accounts, the Consistency Target begins small because it is based on your highest single-day profit. Early on, total profits are low, so even a modest winning day sets a low target.
The Activation Threshold prevents early flattening by requiring your total account profit to exceed this threshold before auto-flatten can trigger.
In practice: small account → small target but protected by the threshold; growing account → target increases and auto-flatten becomes meaningful only once profits reach the threshold.