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Copilink Risk edition

Copilink Risk Management Guide

Set daily limits, account goals, consistency rules, lockouts, and follower protection without assuming risk actions are instant.

Risk Mgmt must be on for each account you want monitored.
Rithmic PnL updates can be slower than Tradovate, so risk triggers can happen later.
NinjaTrader allows only one active Rithmic connection at a time.
If risk flattens the Leader, enabled followers will flatten because Copilink copies Leader activity.
Edition

Risk edition vs Basic edition

Basic edition

Basic focuses on trade copying: Leader, followers, Ratio, Cross Order, Market, tabs, flattening, logs, and saved copier settings.

Risk edition

Risk includes the copier plus per-account risk settings, risk columns, lockouts, Risk Management Hysteresis, VPS Mode, and account-level tracking. Follower Protection is a separate Settings feature covered below.
Required

Risk Mgmt toggle must be on

Saved settings are not enough
The Risk Mgmt toggle must be enabled for each account you want monitored. A rule can be saved in the risk window, but it will not trigger while Risk Mgmt is off.

Where settings live

Risk settings are saved globally per account and sync across Copilink tabs. Open them from the Risk column gear/cog, edit the account's rules, then click Save.
Reference

Risk settings window field reference

Account balance
Account Type

Choose Eval, Funded, or Live. Eval and Funded use consistency and drawdown reference fields; Live accounts show those calculations as not applicable.

Starting Balance

The baseline Copilink uses for total account profit. Total account profit is current equity minus Starting Balance.

Current Equity

The latest equity/net-liquidation value NinjaTrader reports for that account. Risk can only be as current as NinjaTrader's account data.

Payout / Reset

Use only after a payout, account reset, or deliberate restart of tracking. It rebases Starting Balance, Peak Balance, and Current Equity to the current account equity.

Daily limit fields
Daily Profit Goal Target

The session profit target. Daily Goal Remaining is the target minus Total PnL, floored at zero.

Daily Profit Goal Auto-flatten

When enabled, Copilink can flatten once Total PnL reaches the Daily Profit Goal.

Daily Loss Limit

Enter the limit as a positive number. Copilink treats it as a negative threshold and watches for Total PnL at or below -limit.

Loss Limit Remaining

The remaining loss room for the session. If NinjaTrader PnL is stale, this value can be stale too.

Account goal and drawdown fields
Account Goal

The evaluation target or account milestone. Eval Left is based on Account Goal plus Buffer minus total account profit.

Account Goal Buffer

Extra safety room above the goal. Example: $3,000 goal + $100 buffer means the account-goal flatten threshold is $3,100.

Max Drawdown $

The drawdown amount used for DD Left display. It does not create a separate drawdown auto-flatten rule in the current Copilink risk engine.

Peak Balance override

The peak equityCopilink uses for drawdown room. Use it when you need to align tracking with a firm's starting/peak value.

DD Left

Calculated as Max Drawdown minus (Peak Balance - Current Equity), floored at zero.

Consistency fields
Consistency %

Your firm's rule. A 40% rule means your best day should not be more than 40% of total profit.

Highest profit day override

Set this if your highest day happened before you started using Copilink or if the tracked value needs correcting.

Profit Req.

Calculated as Highest Profit Day ÷ (Consistency % ÷ 100). On Eval accounts, Copilink shows at least the Account Goal.

Consistency Target

Eval: Account Goal × Consistency %. Funded: (Total account profit - today's PnL) × Consistency %. Live: not applicable.

Activation $

Funded accounts can ignore consistency flattening until total account profit reaches this activation threshold.

Session lockout fields
Lock on Daily Goal

After the daily goal rule triggers, Copilink can disable copying for that account until the next session reset.

Lock on Daily Loss

After the daily loss rule triggers, Copilink can disable copying for that account until the next session reset.

Lock Now

Manually locks the follower until the next market/session open after confirmation.

Locked at

Shows the lock timestamp so you can confirm when the session lockout was set.

Always save after editing
Values can update on screen while you edit, but the settings are not safely persisted until you click Save in the risk window.
Bulk setup

Apply to Similar accounts

How similar accounts are found

Copilink searches saved risk configs for accounts with the same name prefix, such as Account_, TST-, or FTMO-. The current account is excluded.

Selection dialog

Apply to Similar opens a dialog where you choose which matching accounts receive the copied settings.

Setting categories

You choose categories: Daily Limits, Account Goal/Evaluation Target, Consistency Rules, Trailing Drawdown, and Auto Lockout.

Live tab updates

Open Copilink tabs are updated first, then saved configs are updated. The selected changes take effect immediately and are saved once.

Live account exceptions

Consistency Rules and Trailing Drawdown are skipped for accounts marked Live because those calculations are for Eval/Funded workflows.
Bulk apply is powerful
Review the selected accounts and categories before applying. Use it for accounts that genuinely share the same firm rules, limits, and account type.
Daily rules

Daily goal, daily loss, and lockout

Daily Profit Goal

Set a Target $ for the session. If Auto-flatten is enabled, Copilink can flatten when total daily PnL reaches the goal.

Daily Loss Limit

Enter the loss limit as a positive number. Copilink treats it as the maximum session loss threshold.

Session Lockout

Daily goal/loss rules can lock an account for the rest of the trading session. Copilink resets around the CME futures session rollover, about 6:02 PM Eastern, DST-aware.
Do not set limits exactly at firm thresholds
Risk actions depend on NinjaTrader PnL/equity updates and execution after the trigger. Use a safety buffer, especially on Rithmic.
Account goals

Account goal, buffer, Payout / Reset, and drawdown room

Account Goal

Use this for evaluation passing targets or funded account milestones. It tracks total account profit from Starting Balance.

Account Goal Buffer

Buffer adds safety above the goal. Example: $3,000 goal + $100 buffer = $3,100 flatten threshold if auto-flatten is enabled.

Payout / Reset

Use only after a real payout, reset, account refresh, or deliberate restart of tracking. It rebases risk metrics to current equity.

Drawdown tracking

Copilink tracks current equity, peak balance, and DD Left for intraday/real-time drawdown room. It is not End-of-Day drawdown tracking and is not a separate drawdown auto-flatten rule.
Formula: Flatten threshold = Account Goal + Buffer. Example: $3,000 goal + $100 buffer = $3,100 total account profit.
Prop firm rules

Consistency rules

Consistency %

Use the percentage from your firm. A 40% rule means one trading day should not represent more than 40% of total profits.

Highest profit day

Copilink tracks the highest closed session profit. If you traded before using Copilink, enter your actual highest day manually.

Activation $

For funded accounts, this prevents consistency from enforcing too early. Example: do not enforce until total account profit reaches $1,000.

Cons. Target

When auto-flatten is enabled, Copilink can flatten if today's profit exceeds the calculated Consistency Target.
Stopping

Session lockout and VPS Mode

Session lockout

Flatten closes open positions. Lockout disables copying for the rest of the trading session. Use lockout after a daily objective or daily max loss.

VPS Mode

Use VPS Mode for unattended or remote setups. After a risk trigger, the affected account can stay disabled for risk until the next trading day to help prevent automatic re-entry.
Noise filter

Risk Management Hysteresis

Leave it on for most accounts

Risk Management Hysteresis is on by default and requires two consecutive NinjaTrader updates showing a breach before triggering. It helps filter one-tick data spikes and noisy account updates.
Followers

Follower Protection

Out-of-sync flatten

Copilink can flatten a follower if it has a non-flat position quantity that stays out of sync with the expected Leader quantity beyond the configured delay.

Opposite-position flatten

Copilink can flatten a follower if the Leader is long while the follower is short, or the Leader is short while the follower is long, after the configured delay.

Open Follower Protection from the right-click Settings menu near the follower/account grid. It is separate from the per-account Risk Mgmt toggle and also uses repeated confirmation before starting its countdown.

Broker notes

Rithmic and NinjaTrader account updates

Rithmic PnL can be slower
Rithmic PnL/account updates can lag Tradovate. Copilink can only act on risk after NinjaTrader reports updated account data, so risk actions can trigger later on Rithmic.
One active Rithmic connection
NinjaTrader allows only one active Rithmic connection at a time. Multiple Rithmic accounts can be used only if they are available under that same active connection.
Leader

Leader risk behavior

Choose the safest Leader account
Risk can apply to the Leader. If a risk rule auto-flattens the Leader, enabled followers can also flatten because Copilink copies Leader activity. Choose the account furthest from limits/goals as the Leader.
  • Avoid using an account near a daily loss limit as Leader.
  • Avoid using an account near a daily goal as Leader if goal auto-flatten is enabled.
  • If followers need independent protection, put risk rules on followers and be careful with Leader auto-flatten rules.
Fixes

Risk troubleshooting

Rule did not trigger

Confirm Risk edition is installed, Risk Mgmt is on, the rule's Auto-flatten toggle is on where required, and NinjaTrader is updating PnL/equity.

Trigger looked late

Risk checks only see data after NinjaTrader reports it. Add a buffer, especially on Rithmic accounts.

Leader risk closed followers

That can happen when the Leader is flattened and followers are enabled. Use the account furthest from limits/goals as Leader, or avoid Leader auto-flatten rules.

Locked account will not re-enable

Session lockout disables copying until the next session reset. This is separate from simply flattening a position.

Risk settings keep resetting

After editing the risk window, click Save. If you use Apply to Similar, confirm the selected accounts/categories and then Save the source account too.

Auto-flatten triggered unexpectedly

Check which Auto-flatten toggles are enabled, whether this account is the Leader, the account type, current Total PnL, and the Logs panel for the rule that fired.

Consistency target looks too low

Verify Account Type, Account Goal, Starting Balance, Current Equity, Highest profit day, Consistency %, and funded Activation $. A wrong highest-day value is the most common cause.

DD Left reached zero

DD Left is a tracking/reference column in the current risk engine. Current auto-flatten rules are daily loss, daily goal, account goal, and consistency.

PnL, equity, or remaining values show $0.00

Confirm the account is connected and NinjaTrader is publishing account data. Rithmic updates can lag, so use buffers and do not place limits exactly at firm thresholds.
Need the general setup flow? Read the How to Use Copilink guide.