Create profiles and configure follower sizing

• One leader account whose new eligible activity drives copying.
• One or more enabled follower accounts.
• Per-follower contract ratio and optional Cross Order mapping.
• An optional exact symbol whitelist.
• Out-of-sync and opposite-direction protection delays and optional disengagement.

1. 1

   Create and name the profile

   Open Follower profiles → Create profile and use a name that identifies the environment and intended setup.

   Success: A saved profile card appears.

2. 2

   Select one leader

   Choose the account whose future order activity should drive copying.

   Success: The leader appears at the top and is not offered as a follower.

   If not: If it is unavailable, check whether another profile already uses the account.

3. 3

   Add followers

   Select each account that should receive copied order attempts.

   Success: Every intended follower appears once and remains enabled.

   If not: Accounts already assigned to another profile or selected as leader are excluded.

4. 4

   Set symbols and protection

   Leave the exact symbol whitelist empty for all otherwise eligible symbols, or enter exact broker symbols. Configure protection delays from 1 to 120 seconds.

   Success: The saved card shows the intended profile and protection configuration.

Copilink calculates whole follower contracts as round down(leader quantity × follower ratio). A result below one is skipped; futures contracts are not fractional.

The visible minimum ratio is 0.10. The broker, buying power, account, and prop-firm rules still control the permitted maximum size.

Cross Order substitutes the paired root while preserving the contract suffix. The ratio still scales contract count; Copilink does not calculate dollar-risk equivalence. An unsupported root remains unchanged instead of producing a mapping error.

• Enable: Copilink checks connections, storage, access, and risk readiness. Starting becomes Active when ready.
• Disable: new copying stops and Copilink attempts copied-working-order cleanup. Open positions remain.
• Switch: the previous setup stops and the selected profile starts. Make all accounts flat before switching.
• Edit while active: copying pauses, the prior setup stops, the saved configuration changes, and Copilink attempts to restart it.
• Delete: removes the saved profile after stopping it if needed. It does not close broker positions.