Profiles and copying
Leaders, followers, ratios, whole-contract sizing, Cross Order mapping, profile state, and existing positions.
Questions and answers
How many follower profiles can be active at once?
One follower profile can be active at a time. You can save multiple profiles, but starting another profile stops or replaces the current active selection through the app’s profile flow.
Are existing positions copied when a profile starts?
No. Copilink copies new supported leader activity after the profile becomes active. It does not create orders to synchronize positions that were already open, so followers can remain unmatched until those existing positions close or you manage them at the broker.
Why did a follower order calculate to zero?
Follower quantities must be whole contracts. Copilink calculates floor(leader quantity × follower ratio), so a result below one becomes zero and no follower order is sent for that event.
What does Cross Order do?
Cross Order maps a verified standard futures symbol to its paired micro contract, or the reverse, for supported pairs. The follower ratio still controls contract count; it is not an automatic notional-value conversion.
How does follower ratio sizing work?
For each supported leader order, Copilink multiplies the leader quantity by the follower ratio and rounds down to a whole contract. Ratios below 1.0 reduce quantity; ratios above 1.0 increase it. The editor recommends ratios above 1.0× because anything smaller can round a one-contract trade down to nothing.
Can I edit a profile while it is active?
Yes, through Edit. Copying pauses while the change is saved and Copilink restarts the profile afterwards; copied orders that are already working stay in place. Ratio and Cross can only be changed in the editor; the card shows them but does not let you edit them there. The safest path is still to stop new leader activity, check broker exposure, disable the profile, edit it, then check it with one micro contract trade.
Which connections must be ready before copying?
The leader and at least one enabled follower must be connected before a profile becomes Active. A follower that isn't connected is skipped until it reconnects, while the others copy normally. Market data is separate: a connected account can still have slower or unavailable P&L-based limits.
Are accounts, followers, and saved profiles limited by plan?
The current Core and Suite access policy does not impose a product limit on connected accounts, followers, or saved profiles. Broker and API limits, computer resources, and the one-active-profile rule still apply.
What do the profile card columns mean, and can I change them?
Press Columns on the Follower profiles page to choose what every card shows. The default is Ratio, Position, Orders, Balance, Unrealized, Realized, Total P&L, and DDD. You can add Loss Left, Goal Left, Trail Left, Eval Left, and Cons. Left, which show how much room is left before each Copilink risk rule. A dash means that rule is off or has no fresh data. Copilink remembers your choice.
What should I check before switching profiles?
Stop new leader activity, make positions and working orders safe, disable the current profile, and confirm it is inactive. Then select the next profile, verify its leader, followers, sizing, protection, connections, and account state before enabling it.