Live state
Positions, P&L, balances, connections, and recent activity stay visible in the desktop workspace.
Controls for the state Copilink can observe
Monitor follower position relationships and configured account limits close to the desktop copier. Copilink can pause, flatten, disengage, or lock its own copying flow; the broker still controls every order outcome.
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Protection that can act-not just alert.
Follower execution, positions, P&L, balances, connections, activity, and configured protection remain visible in the same desktop workspace.
See the affected account and the available control together before deciding how to intervene.
Protection
Follower position checks and account conditions remain beside the accounts they protect.
Intervention
Flatten, disengage, and related controls stay close to the affected account.
Follower protection, account risk controls, Live P&L, and configured flatten or disengage actions are included in Core and Suite.
Follower protection
Copilink compares a follower’s net position with the active leader relationship. After the configured delay, it rechecks an out-of-sync or opposite position before sending a flatten request and optionally disengaging that follower.
- The delay is configurable from 1 to 120 seconds.
- A follower does not re-enable automatically after disengagement.
- More than one open instrument can make position protection unavailable while copying continues.
Account risk limits
Daily loss, daily profit, evaluation goal with a buffer, and evaluation consistency rules can trigger configured Copilink actions. Limit hit describes the immediate response; Locked blocks new copying until the verified reset condition.
- Leader and follower limits affect the copy group differently.
- Intraday drawdown and funded consistency are monitoring-only.
- Rules need current inputs and an understood trading-day window.
Know what each control observes and attempts
Follower protection
Actionable- Trigger
- A follower remains out of sync or opposite after its configured delay
- Copilink response
- Recheck positions, send a flatten request, and optionally disengage the follower
- Required current state
- Single-instrument position comparison and usable broker state
Daily loss
Actionable- Trigger
- Current daily P&L reaches the configured loss boundary
- Copilink response
- Begin the configured account or copy-group limit response and lock behavior
- Required current state
- Current enough broker P&L or calculable position and market data
Daily profit
Actionable- Trigger
- Current daily P&L reaches the configured profit boundary
- Copilink response
- Begin the configured account or copy-group response
- Required current state
- Current enough broker P&L or calculable position and market data
Evaluation goal and consistency
Actionable- Trigger
- Configured goal, buffer, best-day, and history inputs meet the actionable rule
- Copilink response
- Apply the configured evaluation-account response
- Required current state
- Accurate rule inputs and current P&L
Intraday drawdown and funded consistency
Monitoring only- Trigger
- The monitored value changes
- Copilink response
- Display monitoring information only
- Required current state
- Available broker and P&L inputs
| Control | Trigger | Copilink response | Required current state |
|---|---|---|---|
| Follower protectionActionable | A follower remains out of sync or opposite after its configured delay | Recheck positions, send a flatten request, and optionally disengage the follower | Single-instrument position comparison and usable broker state |
| Daily lossActionable | Current daily P&L reaches the configured loss boundary | Begin the configured account or copy-group limit response and lock behavior | Current enough broker P&L or calculable position and market data |
| Daily profitActionable | Current daily P&L reaches the configured profit boundary | Begin the configured account or copy-group response | Current enough broker P&L or calculable position and market data |
| Evaluation goal and consistencyActionable | Configured goal, buffer, best-day, and history inputs meet the actionable rule | Apply the configured evaluation-account response | Accurate rule inputs and current P&L |
| Intraday drawdown and funded consistencyMonitoring only | The monitored value changes | Display monitoring information only | Available broker and P&L inputs |
Live P&L quality changes protection, not necessarily copying
WaitingReduced protectionUnavailable
A connected broker route can keep copying while market data or current account P&L is waiting, partial, stale, or unavailable. Copilink surfaces the reduced state so you do not mistake the copied-order route for complete P&L-based risk coverage.
Copilink and broker limits are separate systems
A broker can reject, restrict, or close activity independently of Copilink. Copilink cannot guarantee market data, order acceptance, identical fills, flattening, or synchronization. Configure and monitor broker-side controls independently and use the broker platform as the authority for live positions, orders, fills, and account restrictions.
Review all safety limitations before live use