Setup Guide

How to Use Copilink

Copilink copies trades from a leader account to unlimited followers inside NinjaTrader 8. Follow the steps below to get running in minutes.

Before You Start

NinjaTrader 8 installed
Copilink add-on installed (download from your dashboard after purchase)
Multi-provider enabled: Tools → Options → General → Multi-provider → Enable, then restart

Must Read

Please read this page before using Copilink. If you have any questions you can ask the chatbot by clicking the circle on the bottom right corner of this page.

Quick Start

Connect Your Accounts

In NinjaTrader, go to Connections → Configure.
Add all connections you will be using and enable Connect on startup for each.
Connect each account and verify they all show "Connected".
Note: If Connections → Configure is missing, go to Tools → Options → General → Multi-provider, enable it, then restart NinjaTrader.

Open Copilink

In NinjaTrader, click New → Copilink.
A new tab opens with Leader, Instrument, and Copy Method selectors at the top.
The grid shows all connected accounts - the leader is highlighted with ⭐ and a yellow row.

Select Leader & Instrument

Leader Account: The account you will be trading from.
Instrument: Select the instrument (e.g., ES 03-25, NQ MAR26).
Copy Method: Exact Quantity (copies 1:1) or Ratio (scales by multiplier).

Configure Followers

Toggle On for each follower you want to copy to.
Set Ratio if using Ratio mode (1.0 = same size, 0.5 = half).
Enable Cross Order for Micro/Mini pairs (e.g., ES → MES). Use your smallest account as leader.
Enable Market to force follower orders to market - guarantees fills but adds slippage risk. (most users should keep the Market toggle off)
Enable Risk to activate risk management (goals, limits, consistency) for that follower.

Set Risk Management (Optional)

Click the ⚙ (Risk Cog) on any follower row.
Set Account Type (Eval, Funded, or Live) - determines which rules are available.
Set Starting Balance exactly - all risk math depends on this number.
Configure Daily Goal, Daily Loss Limit, and optionally Trailing Drawdown and Consistency %.
Click Save.

Test & Go Live

Recommended: Test in SIM first - use a SIM leader and SIM followers.
Place a few trades and verify copies appear on follower accounts.
Once satisfied, switch to your real account and enable followers for live trading.

Risk

Follower Risk Settings

Account Info

Account Type(Required)Use the Type dropdown (top-right) to select Evaluation, Funded, or Live. This determines which risk features appear.

Starting Balance(Required)Enter the initial balance exactly as the prop firm states (e.g., $25,000, $50,000, $100,000). All goals, drawdown, and consistency math depend on this value.

💡 If incorrect, all risk calculations will be wrong. This should match your prop firm account size exactly.

Evaluation

Funded

Current EquityRead-only display showing live account equity from NinjaTrader. Updates in real-time as positions change.

Payout / Reset ButtonPress after requesting a payout or when you reset an account. Updates tracked metrics like total profit and consistency calculations.

💡 Use ONLY after an actual payout or account reset. It will reset all tracked metrics to zero.

Evaluation

Funded

Read once, avoid problems

Important Notes

How to Access Settings

Right-click around the followers list/grid in Copilink to access the Settings window.

Starting Balance Is Critical

For Evaluation and Funded accounts, Starting Balance must match the prop-firm account size exactly (e.g., $25k, $50k, $100k). All goals, drawdown tracking, and consistency math depend on this value.

Auto-Flatten Is Immediate

When auto-flatten is enabled for any limit, Copilink closes the follower's position instantly once the level is hit - no grace period.

Leader Risk - Use With Caution

If the leader auto-flattens due to a risk limit, all followers flatten too. Avoid risk on the leader if possible. If you must, use the account with the most headroom as leader.

Payout / Reset Button

Use the Payout / Reset button only after requesting a real payout or account reset. It clears highest-day profit and restarts consistency tracking. Do not use it during normal trading.

Consistency Target on Funded Accounts

Early on, the target is small because it is based on your highest single-day profit. Set an Activation Threshold so consistency only enforces after your account reaches meaningful total profit.

VPS Mode (Copilink Risk only)

Enable VPS Mode in Settings when running on a VPS. Accounts auto-disable after a risk flatten and re-enable automatically at next market open.

Settings Persist Per Instrument

Copier settings (On/Off, Ratio, Cross Order, Market) are saved per instrument. Risk settings are saved per account globally.

Miscellaneous

Good To Know

Right-Click Context Menu

Settings - follower protection, column visibility, general options
Export Daily Snapshot - shareable performance image
Flatten All - emergency close for all accounts on the current instrument
Disable / Enable Risk for All - toggle risk management on every follower at once

Daily Performance Snapshot

Right-click → Export Daily Snapshot
Shows total profit, equity, top 10 accounts by profit
Mask/unmask account names for privacy
Save as PNG or copy to clipboard

Send Logs (Support)

Right-click → Settings
Click Send Logs in the bottom-left
Today's log is submitted automatically

Use this if instructed by support

Cross Order (Micro/Mini)

Trade standard contracts on leader, copy to micro contracts on followers (25+ pairs: ES/MES, NQ/MNQ, GC/MGC, CL/MCL, BTC/MBT, etc.). Micro prices can differ slightly from minis.

Market Only Mode

Forces follower orders to market regardless of leader order type. Guarantees fills but adds slippage. Use when immediate execution matters more than price.
Note: This should be left off for most users.

Follower Protection

Flatten if follower quantity doesn't match leader
Flatten if position is opposite (long vs short)
Configurable wait before flatten (default 3–8 sec)
Optional auto-disengage after protection flatten

Column Visibility

Right-click → Settings → Columns: show/hide any grid column. Hide unused columns (PnL, risk, consistency) to reduce clutter.

Leader Indicator

Leader is marked ⭐ with a yellow row. Its copier toggle is locked. If ⭐ doesn't appear, switch to a different leader then back - known display issue with Sim101.

Flatten All vs Flatten Everything

Flatten All (Copilink right-click) - flattens all accounts safely
Flatten Everything (NinjaTrader button) - may create reverse positions. Close Copilink first.

Quick fixes

Common Issues

Connections → Configure is missing

Go to Tools → Options → General → Multi-provider, enable it, then restart NinjaTrader.

Leader ⭐ or yellow highlight is not showing

Switch to a different leader, then switch back. Known display issue - can occur with Sim101 as leader.

Followers are not copying trades

Make sure the follower's On toggle is enabled, the correct instrument is selected, and the leader is connected. Check the log panel for errors.

Risk settings keep resetting

Always click Save inside the Risk Settings window before closing it.

Auto-flatten triggered unexpectedly

Double check your Risk Management settings and your Follower Protection settings(right-click → Settings).

Consistency target is too low on a funded account

Expected early on. Set an Activation Threshold so consistency only enforces after your account has meaningful total profit.

Cross Order followers are missing fills

Micro and mini contracts can have slightly different prices. Set your smallest account as leader.

Summary bar and PnL shows $0.00 or blank PnL

Normal before the first tick of the session. Values update in real time as positions change.

SL/TP orders are not being copied

This is caused by having the Market toggle turned on for the follower. This causes the orders to be copied as market orders only when they are filled.

Dashboard

Column Reference

General Configuration

Trade copier settings per follower

On

Enable or disable copying for this account

Account

Account name

Ratio

Multiplier applied to leader order size

Cross Order

Copy to the instrument's cross-instrument (MES↔ES)

Market

Copy all orders as market executions

Risk

Enable risk management features for this account

PnL Metrics

Follower profit/loss metrics

Side

Position direction (Long/Short/Flat)

Qty

Open position quantity

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 (net liquidation)

Account Goals

Prop-firm rule tracking

Daily 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

Cons. %

Current consistency percent based on account PnL and Highest Day Profit

Profit Req.

Total profit required for the account to be consistent

Consistency Target

Maximum allowed profit today. Auto-flattens when reached if enabled.