Prerequisites
No setup is required to use this reference.
A–F
| Term | Meaning |
|---|---|
| Broker snapshot | A current account-state view returned by the broker. It can support monitoring or reconstructed sessions but cannot recreate event detail Copilink never received. |
| Cloud sync | The separate process that uploads eligible reconstructed trade and journal data for web reporting. It is not required for desktop copying. |
| Consistency | An evaluation or funded-account measure comparing a best day with total performance. In Copilink it can be actionable for an evaluation goal rule or monitoring-only for a funded account, depending on the setting. |
| Cross Order | Optional mapping between a verified standard futures contract and its paired micro contract. The follower ratio still controls contract quantity. |
| Disengage | Remove a follower from active copying without deleting it from the profile. A protected follower stays disengaged until you deliberately re-enable it. |
| Evaluation account | An account being measured against evaluation rules such as a goal, loss boundary, or consistency requirement. |
| Flatten | Send broker requests intended to cancel relevant working orders and close an open position. It is an attempt, not a guaranteed fill. |
| Follower | A connected account that receives copied activity derived from the selected leader. |
| Follower profile | A saved leader, follower, sizing, mapping, and protection configuration. Only one profile is active at a time. |
| Funded account | An account identified for funded-account monitoring or rules rather than evaluation-goal progress. |
I–R
| Term | Meaning |
|---|---|
| Intraday drawdown | A boundary that moves with intraday performance. Copilink shows this as monitoring-only information unless a separately verified actionable rule applies. |
| Leader | The connected account whose new supported order activity drives copying for the active profile. |
| Limit hit | The immediate state after a configured actionable risk threshold triggers. Copilink begins the configured response; this is distinct from the later Locked state. |
| Live P&L | Copilink’s current realized and unrealized account profit-and-loss view, built from broker state and required market data. Quality can be waiting, active, reduced, or unavailable. |
| Locked | A risk state that blocks new Copilink copying for the account until the verified reset condition is met. |
| Market data | Current price information used for account valuation, Live P&L, and protections that depend on those values. Broker connection alone does not guarantee market-data access. |
| Opposite direction | A follower net position that is long while the leader is short, or short while the leader is long, for the protected instrument. |
| Out of sync | A leader and follower position relationship that does not match the profile’s expected direction or scaled quantity after the configured delay. |
| Ratio | The multiplier applied to each leader order quantity for a follower. The result is floored to a whole contract. |
| Realized P&L | Profit or loss from positions that have closed within the relevant trading-day calculation. |
| Reduced protection | A visible state in which some account information is available but one or more P&L-based protections cannot rely on a fully current input. |
S–Z
| Term | Meaning |
|---|---|
| Session | A reconstructed group of account activity used in the dashboard and Trade log. The exact date grouping follows the page’s stated trading-day or time-zone rule. |
| Trade session | A local or cloud-linked grouping of related trade activity with open/closed state, P&L, points, and available trade details. |
| Trading day | For risk rules, the configured session window and maintenance gap. For history date navigation, the calendar date in the selected Trading time zone. The page label determines which meaning applies. |
| Unrealized P&L | The current profit or loss on open positions based on available broker state and market prices. |
Use a term in context
- Profiles and sizing explains Leader, Follower, Follower profile, Ratio, and Cross Order.
- Follower protection explains Out of sync, Opposite direction, Flatten, Disengage, and Reduced protection.
- Account risk limits explains Evaluation account, Funded account, Consistency, Intraday drawdown, Limit hit, and Locked.
- Dashboard, statuses, and Live P&L explains Live P&L, Realized P&L, Unrealized P&L, Broker snapshot, Market data, and Trading day.
- Trade log and web journal explains Session, Trade session, and Cloud sync.
What success looks like
- You can match visible Copilink terms with their operational meaning.
- You know which terms describe broker outcomes, Copilink actions, monitoring quality, and risk state.
Troubleshooting
- If a label appears with a warning or banner, use the linked operational guide rather than relying on the short glossary definition alone.
- When a term refers to an order, fill, position, or P&L value, verify the current broker state before acting.
Still stuck? Open the full troubleshooting guide or email support@copilink.com.