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Get started with Copilink Standalone

From download to your first copied trade, in six steps. Each step links to the full guide if you need more detail.

Six steps to your first copy

  1. Install Copilink and sign in

    In your dashboard, open Downloads and choose the installer for this computer. Install it, then sign in with your Copilink email and password, not a broker login. Read the welcome guide to the end; its last button, Continue to Connections, takes you to the next step.

    Check: Copilink opens on the Connections page.

    Read the full guide
  2. Connect your accounts

    Press Add connection. For Tradovate, choose Automatic sign-in, enter each login, pick Demo or Live, and press Connect all. For Rithmic, enter your login, then choose the server location and system your firm gave you. Add every login that holds an account you'll use.

    Check: Each row says Connected and lists the accounts you expected. If one is missing, check Demo versus Live, or the Rithmic system.

    Read the full guide
  3. Connect one Rithmic account for market data

    Most Tradovate logins don't give Copilink live prices, so P&L updates slowly and P&L limits react late. One connected Rithmic account from any prop firm fixes that for every account in Copilink. Apex is usually the cheapest; Lucid Trading and Tradeify work too. You don't have to trade it.

    Check: Later, with a test position open, the top bar shows Live P&L active rather than Reduced protection.

    Read the full guide
  4. Create a follower profile

    Go to Follower profiles and press Create profile. Name it, choose the leader (the account you trade), and tick the followers. Give each follower a ratio: 1.0 copies the same size. Leave Allowed instruments empty to copy everything. Follower protection and stop-loss sync are off by default; decide whether you want them, then save.

    Check: For your smallest leader trade, round down (leader contracts × ratio) is at least 1 for every follower. If it's 0, that follower gets no order.

    Read the full guide
  5. Set risk limits (optional)

    On Risk management, open an account's inspector, choose its type, turn Risk protection on, set a daily loss or profit limit, and press Save risk settings. If you set limits on the leader, pick the leader account furthest from its limits: a leader limit closes every enabled follower too.

    Check: The account shows Protected.

    Read the full guide
  6. Check it with one micro contract trade

    Make sure every account is flat with no working orders. Switch the profile on and wait for Active. Place one micro contract order on the leader in your broker platform, then close it.

    Check: Each follower opened and closed the size you expected, Activity shows the copies, and your broker shows every account flat again.

    Read the full guide