User guide

Copilink is a desktop app for Windows and macOS. You sign in with your Copilink account, not a broker login, and each computer you sign in on uses one machine slot.

Copilink can sign in to Tradovate for you, or you can approve access in your browser. Demo and Live are separate, so choose the one that holds the accounts you want to use.

A Rithmic connection needs your username, password, server location, and the exact system your broker or prop firm uses. Rithmic also brings live prices that Copilink shares with your other accounts.

Copilink works out open P&L from live prices. Without them, P&L updates slowly and your P&L limits react late or not at all. Copying works either way.

Each row on the Connections page is one broker login, and it can hold several accounts. Disconnecting or removing a row never closes positions.

A follower profile is one copying setup: a leader, its followers, the size each follower trades, and its protection settings. You can save several, but only one runs at a time.

Copilink watches the leader account and repeats its orders on each enabled follower at that follower's size. This page covers what that means in practice, including when a follower is skipped.

Follower protection closes a follower that stays out of step with the leader. It never opens a position to catch up. Both checks are off until you turn them on.

With this option on, Copilink keeps the leader's stop-loss the same size as its open position, and each follower's copied stop follows at its ratio. It's off by default.

Copilink can close an account when it reaches a daily loss, a daily profit, or an evaluation target. Limits belong to the account, whether or not it's in a profile, and work only while Copilink is open.

Copilink shows its state in the top bar, on each profile card, and in Activity. Read them together: an Active profile doesn't mean every follower or limit is working.

Copilink records the orders and fills it sees and groups them into trades. Dashboard sums up a day and Trade log lists every trade. Both are for review, not a live account statement.

Settings save automatically and most take effect straight away. Restoring a backup and installing an update need a restart.

Copilink checks for updates by itself and can download them in the background. Installing needs a restart, and Copilink won't restart while a profile is enabled.

Read this before you use live accounts. Each point is short and links to the page that explains it.

Start by checking your broker, then find the symptom below. Each row gives the first thing to check and where to read more.

Short definitions of the words Copilink uses. Each links back to the page that explains it in full.