What a row shows
- Broker and Connection: the broker, the name you gave the login, and whether it's Demo or Live.
- Status: whether the login is connected (see the table below).
- Market data: whether this login is supplying prices.
- Accounts: how many accounts the login can see.
- Total capital: the sum of the last balances the broker sent. It isn't a live statement.
- Auto-reconnect: whether Copilink reconnects this login each time it starts.
The CONNECTIONS count in the top bar shows how many rows are connected right now.
Row actions
- Reconnect or Disconnect. Disconnecting stops Copilink receiving updates from that login. Positions and orders stay open at the broker.
- Rename connection… (••• menu). Gives a Tradovate or Rithmic login your own name, such as Apex 50K. The name stays after Copilink reconnects. Leave it empty to use the login name.
- Flatten all positions (••• menu). Cancels copied orders and sends close requests for every account on the connection, and switches those accounts off as followers. If the connection holds a profile's leader, the whole profile is flattened and turned off.
- Remove connection (••• menu). Disconnects and deletes the saved login and password from this computer. It doesn't close positions. Profiles that use its accounts can't copy until you add the connection back or edit them.
These actions don't ask for confirmation. For what happens after a flatten, see Flatten and close actions.
Connection statuses
| Status | What it means | What to do |
|---|---|---|
| Connecting… | Copilink is signing in and loading accounts. | Wait before trading the leader. |
| Connected | The login is open and its accounts are available. | Check the accounts and market data. |
| Reconnecting… | Copilink is restoring a dropped connection. | Don't trade the leader until it's back, then check your accounts. |
| Disconnected | The login is closed. Positions stay open at the broker. | Check the broker, then reconnect. |
| Sign-in required | The saved Tradovate sign-in is missing, expired, or refused. | Reconnect and finish any verification. |
| Authentication failed | The broker rejected the login. | Check the credentials, environment, location, and system. |
| Broker maintenance or Broker outage | The broker's service is down. | Check the broker's status page and your positions directly. Wait, then retry. |
| Network unavailable | This computer can't reach the broker. | Fix the internet connection, then check your accounts. |
| Rate limited | Too many requests; a cooldown is running. | Stop resending orders and wait for the cooldown. |
| Connection error | The connection failed for another reason. | Read the detail, then reconnect or remove and add the connection again. |
When a connection drops
- A follower's connection drops: Copilink stops copying to that follower and keeps copying to the others. When it reconnects, copying to it resumes, and copies of leader orders cancelled in the meantime are cancelled straight away.
- The leader's connection drops, or no enabled follower is left connected: copying pauses and the profile shows Issue. Copilink keeps the orders it already copied, and copying resumes by itself when the accounts are back.
- Positions and orders stay open at the broker the whole time. While a connection is down, its last known working orders stay listed as Unconfirmed.
- After a connection comes back, working orders placed in another platform, or while Copilink was disconnected, appear too.
- Leader trades made during the gap are not replayed when a follower comes back, so it can be out of step with the leader.
If something goes wrong
- A connection won't connect: read its status, check your internet and the broker's service, then reconnect.
- A connection keeps dropping: stop trading the leader, check your network and the broker's status, and look in Activity for rate limits or account restrictions.
Still stuck? Open Troubleshooting or email [email protected].