User guide

Install the production package for your computer, sign in with your Copilink account, and confirm the app recognizes your plan and device before connecting a broker.

Tradovate uses a browser authorization flow. Demo and Live are separate environments, so choose the environment that contains the accounts you intend to use.

A Rithmic connection uses a username, password, server location, and the exact system returned for that login.

A follower profile saves one leader, its followers, sizing, exact symbol scope, Cross Order choices, and follower-protection policy. Only one profile is active at a time.

Follower protection compares a follower's observed net position with the whole-contract position expected from the leader and ratio. It can request a flatten and optionally disengage the follower after a mismatch remains past its delay.

Copilink risk rules use current account P&L and saved safety state to block new exposure and request close-out when an enabled actionable threshold is reached. Broker and prop-firm limits remain separate.

Use global badges together. Profile status tells you whether new leader activity can be accepted; Live P&L and risk status tell you whether P&L-based protection has dependable inputs.

The desktop Trade log reconstructs sessions from order and fill activity Copilink received and stored. Cloud sync can link those local sessions to web trade, session, journal, and analytics views without sitting in the live copying path.

Account & License shows the identity and access supplied by Copilink's account service. Help & Support sends a written request and attaches diagnostics only with explicit consent.

Settings controls preferences, risk and history time zones, Live P&L, optional cloud sync, local data, credential-free backups, and update behavior.

Copilink checks for updates automatically, can download a package in the background, and installs a staged update only after restart. An active profile must be disabled before the update restart.

Start with the visible status, make the smallest safe check, and verify the broker whenever positions or working orders may be affected.

Copilink monitors account state and sends broker requests, but connections, fills, broker acceptance, market data, and events the app never receives remain outside its control.

Use these definitions to match Copilink labels with the account, copying, protection, and history behavior they describe.