Before you start
- A follower profile. The options are in its editor, under Follower protection.
The options
| Option | What it does | Default |
|---|---|---|
| Out-of-sync position | Acts when a follower's position differs from the leader's position × its ratio, in size or direction. This includes a follower still open after the leader is flat. A follower that's already flat is left alone. | Off, 10 seconds |
| Opposite position | Acts when the leader is long and the follower short, or the other way round. | Off, 3 seconds |
| Disengage after protection | After Copilink closes the follower, keeps it switched off until you turn it back on. | On |
Each delay can be 1 to 120 seconds.
What happens when a follower is out of step
Copilink notices
It records a warning in Activity and starts the delay.
It waits
Fills often reach accounts at slightly different times. If the mismatch clears during the delay, nothing happens.
It checks again and closes the follower
If the mismatch is still there, Copilink pauses copying and flattens that follower. The leader and other followers keep their positions and stops, and copying then resumes.
It switches the follower off, if set
With Disengage after protection on, the follower stays off, even if the close failed. Without it, the follower gets the leader's next trades.
It reports the result
Activity shows what happened. A failed close is marked critical because the position may still be open.
One instrument at a time
What protection can't do
- Open a missing position. If a follower is flat while the leader holds a position, protection leaves it flat.
- Work while Copilink is closed or the accounts are disconnected.
- Guarantee the close fills. It sends a close request; your broker decides.
Common causes of a mismatch are orders placed directly on a follower, fills that differ, a rejected copy, a size that rounds to 0, a disconnect, and a position that was open before the profile started.
Turning a follower back on
Check both accounts
Look at the leader's and follower's positions and working orders in your broker platform.
Fix the cause
Close or match the follower's position at the broker, and deal with whatever caused the mismatch.
Turn the follower on
Use its switch on the profile card. It copies the leader's next trades; it doesn't catch up on the current one.
Check it worked
- A short mismatch that clears within the delay causes no action.
- A mismatch that outlasts the delay produces the warning and the close you expect.
If something goes wrong
- Protection didn't act: check it's on for this profile, the follower is on and connected, and each account has only one instrument open.
- The follower stays off: that's Disengage after protection. Turn it back on once it's safe.
- The close failed: manage the position at your broker now.
Still stuck? Open Troubleshooting or email [email protected].