Account risk limits

1. 1

   Open the account

   On Risk management, select the account and press Open account inspector, or double-click it.

2. 2

   Check the account type and balance

   On the Risk rules tab, choose Evaluation, Funded, or Live, and check the Initial account balance against your broker or firm. The type decides which rules are offered.

3. 3

   Turn protection on and set limits

   Choose Risk protection on, then turn on the rules you want and enter their amounts as positive numbers.

4. 4

   Save

   Press Save risk settings. Your edits stay a draft until you save, and Copilink warns you if you close with unsaved changes.

   Success: The account shows Protected.

If Copilink finds accounts with a similar name or ID, such as other accounts from the same firm, an Apply to similar accounts button appears. It lets you choose which of them get this account's type, switches, limits, goals, drawdown, and consistency settings. Press Save risk settings afterwards.

Tracked-only figures never close an account, even at $0 left.

• Daily loss and profit use the account's realized plus open P&L for the current trading day. They don't use Dashboard figures.
• Rithmic accounts use Rithmic's net daily P&L, which includes commissions and fees. For other accounts, fees count only when the broker includes them in its figures.
• Evaluation goal: initial balance + goal + goal fill buffer. With a $50,000 balance, a $2,500 goal, and a $40 buffer, Copilink closes out at $52,540 equity. The buffer (default $40, or $0 to turn it off) leaves room for the closing fill; it doesn't guarantee the final result.
• Evaluation consistency: goal × percent, without the buffer. A 30% limit on a $2,500 goal caps a day at $750.
• Copilink only acts on P&L it trusts: current, and for the whole account. If P&L is out of date, covers only one contract, or is missing, Copilink doesn't check the limits and never guesses a breach. Copying continues.

The cards at the top of Risk management count accounts in each state, and the filters show connected, disconnected, leader, follower, Limit hit, or Needs attention accounts. Filters only change what you see.

• A follower, or an account that isn't a leader: Copilink switches it off in every profile, then closes its position. The leader and other followers carry on.
• The leader: Copilink switches the profile off, then closes the leader and every enabled follower. Copying stays off until you enable the profile again.
• If a close fails, Activity marks it critical, and Copilink tries again about every 30 seconds while the limit is still reached.
• Neither a new day nor Unlock turns a follower or profile back on. You decide when to re-enable them.

Daily loss limit and Daily profit goal each have Lock account for the rest of this trading session. With it on, reaching the limit also locks the account: no new copies go in, and if a position reappears, Copilink closes it again. The lock survives a restart and clears at the next trading day. To unlock sooner, use Unlock this account… on the inspector's Recovery tab.

Without a lock, Limit hit clears as soon as the limit is no longer reached, for example when you raise it or a new trading day starts.

Daily limits reset when a new trading session starts. By default the session closes at 4:00 PM Chicago time, the hour after the close is always a maintenance break, and the next session starts at 5:00 PM. You set the Trading-day time zone and Session close in Settings → Risk Management. Copilink follows daylight saving time for the time zone you choose.

A funded account can have its own trading day under Trading day for this account (advanced) in the inspector. Set both the time zone and the close, or choose Use the app default.

A new day takes effect once the account sends an update, so a disconnected account keeps the previous day's state until it reconnects. Changing the trading day doesn't change your broker's session or its P&L.

This trading day is separate from the dates on Dashboard and Trade log. See How Copilink records trades.

• Unlock this account…: removes a Copilink lock after you confirm twice. It doesn't switch copying back on or remove a broker restriction.
• Close positions safely…: the normal way to close an account from here. Copying pauses and the close runs through the profile, so leader and followers stay consistent.
• Send direct close request…: sends a close straight to the broker for this account only. Use it when the normal close didn't finish.
• Correct the highest balance: fixes the intraday drawdown peak if it looks wrong, for example after Copilink was closed while you traded.

For funded consistency, the Risk rules tab also has Enter your starting figures, for an account you traded before using Copilink, and Start a new tracking period…, for after a payout or reset. Earlier days are kept.

For Tradovate accounts, the Broker limits tab edits Tradovate's own daily and weekly loss and profit limits. Tradovate stores and enforces them, so they keep working when Copilink is closed. They have their own Save Tradovate broker limits button and can also be managed at trader.tradovate.com. Unlocking an account in Copilink doesn't remove a Tradovate restriction.