Appearance and alerts
- Appearance: System, Light, or Dark.
- Desktop notifications and Alert sound: Critical only (the default), Warnings and critical, or Off. Notifications appear only when Copilink isn't the focused window and your system allows them. A repeated problem doesn't replay the sound.
- Audio notifications: spoken cues for Order filled, Order rejected, Copy failed, Accounts out of sync, Opposite position detected, Risk limit reached, Positions flattened, Flatten failed, Connection lost, Connection restored, and Replication paused. Each cue has its own switch and a Play button. The master switch mutes all notification audio.
- Screenshot privacy: replaces account and connection names in the main tabs with stable aliases, so you can share screenshots. Your trading IDs and saved data don't change.
Alerts add to Activity. Turning them off doesn't turn off protection, limits, or Activity.
Live P&L and Risk Management
Live P&L holds the Tradovate snapshot fallback switch, explained in Market data and Live P&L. Risk Management holds the Trading-day time zone and Session close that decide when daily limits reset, explained in Account risk limits.
Copilink Cloud
Sync trades to Copilink Cloud is on by default. It uploads the trades Copilink records so you can review them on copilink.com. It doesn't upload broker usernames, passwords, or session tokens, and it doesn't keep copying running after you close the app. Turn it off to keep history on this computer only; copying isn't affected either way.
Journal & analytics time zone sets trade times and day grouping on Dashboard, in the journal, and on the web. It starts as this computer's time zone. Changing it regroups your cloud history but doesn't affect trading or risk limits.
| Status | What it means |
|---|---|
| Cloud sync off | Trades stay on this computer. |
| Cloud sync waiting for sign-in | Sign in again to sync. |
| Preparing cloud history | Copilink is preparing older trades, usually after you first turn sync on. |
| Cloud sync syncing | Trades are uploading. |
| Cloud sync up to date | Every recorded trade has synced. |
| Cloud sync offline - will retry | Copilink Cloud can't be reached. Trades wait on this computer and Copilink retries by itself. |
| Cloud sync needs attention | Something needs you, such as an update or signing in again. Read the message, fix it, then press Sync now. |
Sync now retries anything waiting. It can't upload a trade Copilink never recorded.
Where your data lives
Your trade history, profiles, risk settings, and preferences are stored on this computer. Data & storage shows where, and how big the database is; Open data folder opens it. Don't edit, move, or delete these files while Copilink is running.
Broker passwords and sessions are kept separately, in Windows Credential Manager or macOS Keychain.
If Copilink warns that it can't save settings, risk data, or trades, read which one. Unreadable risk data blocks starting a profile. If trades can't be recorded, Copilink stops copying into live accounts. Check free disk space, don't delete files to clear the warning, and contact support if it continues.
Back up your data
Press Export data backup and choose a private location. A backup holds your trade history, profiles, risk settings, and preferences, up to about 2 GB. It doesn't include broker passwords, broker sessions, or your Copilink sign-in.
Copilink also makes an automatic backup about once a day when no profile is running.
Restore a backup
Stop copying
Disable the profile and deal with open positions and orders at your broker.
Choose the backup
Press Restore backup and pick the file. Copilink checks it and prepares the restore straight away; there's no second confirmation.
Restart Copilink
The restore happens at the next start. Copilink backs up your current data first.
Reconnect your brokers
Sign in to Tradovate again and re-enter Rithmic passwords. Auto-reconnect is off for restored connections.
Review before trading
Check profiles, ratios, and risk limits, and your broker positions, before you enable a profile.
Move to a new computer
Back up the old computer
Stop copying, then Export data backup.
Free a machine slot if needed
Remove the old computer under Subscription & machines in your web dashboard.
Install, sign in, and restore
Install Copilink on the new computer, sign in, restore the backup, and restart.
Reconnect and review
Reconnect your brokers, then review your profiles and limits before you enable anything.
Copilink doesn't promise what uninstalling removes. Export a backup first if you want to keep your data.
If something goes wrong
- A setting shows Could not save: don't rely on the change. Check free disk space and read Activity.
- Backup fails: try another folder with enough free space.
- Restore fails: keep your files as they are, keep profiles off, and contact support before trying again.
Still stuck? Open Troubleshooting or email [email protected].