The top bar
- CONNECTIONS: how many broker connections are connected right now.
- Profile status: the state of the profile selected to copy (see below).
- Live P&L: whether open positions have live prices.
- ACTIVITY: a red count means active problems; otherwise it counts unread events.
- HELP: explains the page you're on, with a link to the welcome guide and support. Open in user guide opens the matching page of this guide.
- UPDATE: appears when an update is available.
- Your trial ends on…: appears during the last 7 days of a trial.
Live P&L statuses are explained in Market data and Live P&L, connection statuses in Manage connections, and risk statuses in Account risk limits.
Profile statuses
| Status | What it means | What to do |
|---|---|---|
| No active profile | No profile is selected, so nothing is copied. It doesn't mean your accounts are flat. | Enable a profile when you're ready. |
| Starting | Copilink is waiting for the leader and at least one enabled follower to connect. After about 15 seconds it shows Issue, but it still starts once they connect. | Check Connections. |
| Active | Copying is running. A follower can still be skipped, and a limit can still be unavailable. | Keep an eye on Activity. |
| Temporarily paused | Copilink is applying an edit, switching profiles, or reconnecting. Nothing is copied meanwhile. | Don't trade the leader until it's Active again. |
| Flattening | A close-out is running and copying is paused. | Wait, then check your broker. |
| Issue | Something needs you, for example a required account is disconnected, a flatten failed, or Tradovate restricted the leader. | Hover over the status or open Activity for the reason and follow it. Some cases ask you to disable and re-enable the profile. |
| Inactive | This saved profile isn't the one selected to copy. | Nothing. |
Each profile card shows the same status, with the reason next to it.
Risk protection on the Follower profiles page
| Label | What it means |
|---|---|
| Off | No account has risk protection turned on. |
| Ready | Protection is on and no position is open. |
| Fully protected | Positions are open and their P&L uses live prices. |
| Reduced | Positions are open and P&L relies on Tradovate balance snapshots, so limits react more slowly. |
| Unprotected | Positions are open but their P&L isn't available, so limits can't be checked. |
| Limits off | An account with an open position has risk protection switched off. That's your choice, not a fault. |
Activity
Activity is the record of what Copilink did and why: copies, skips, rejections, protection and risk actions, connection changes, and storage, cloud, or update problems. Open it from ACTIVITY in the top bar. Filter by Recent, Problems, Copying, Broker, Risk, or System, or search by profile, account, or instrument.
| Severity | What it means |
|---|---|
| Information | Something changed. Usually no action needed. |
| Success | An action finished without an error. For trading actions, that's not proof of a fill. |
| Warning | Something is reduced, or a follower was deliberately skipped. |
| Error | An action failed. Act on it promptly. |
| Critical | A position may be at risk, or protection can't work. Check your broker now. |
Copy results use exact words. Submitted means a request was sent, Accepted means the broker took it, and Fill partial or Fill complete means it executed. A green message doesn't mean every follower filled, so read each account's result.
A problem stays under ACTIVE PROBLEMS until Copilink sees it clear, then it's marked resolved. Serious problems also show as a banner at the top of the window. Dismissing a banner or pressing Mark all read doesn't fix anything. Many entries have a button that takes you to the right page.
Finished events are kept for the current day, up to 1,000. Use the ••• menu to Export sanitized activity for support, or to Clear resolved history.
If something goes wrong
- Indicators disagree: trust the most specific one. An Active profile doesn't make Live P&L unavailable safe.
- The same problem keeps coming back: fix its cause rather than dismissing it, and note the time and message for support.
Still stuck? Open Troubleshooting or email [email protected].