Set up a tested follower profile
Install Copilink, connect simulation accounts, and prove your setup with one small test trade.
Four things to do
Install and sign in
In your Copilink dashboard, confirm Standalone access, download the installer for this computer, install it, and sign in.
Check: You reach the empty Copilink dashboard without an installer or sign-in error.
Open the guideConnect your simulation accounts
Connect Tradovate or Rithmic, then make sure every account you will use is the intended simulation account.
Check: The broker link is Connected and the accounts you need are visible.
Open the guideBuild one profile
Choose one leader, add the followers, set their sizes, then review protection and any account risk rules you intend to use.
Check: A test order will produce the right whole-contract quantity for every follower.
Open the guideRun one small simulation test
With every account flat, start the profile and place one small supported leader order. Wait for each follower result before doing anything else.
Check: The broker, Activity, and Trade log all show the outcome you expected.
Open the guide