Set Up Your First Copy

In-app tour: “Getting Started” — shown automatically on first launch, restartable anytime from the Help tab.

Welcome to ETP Trade Copier! Setting up trade copying between your accounts only takes a few minutes, and the whole process boils down to five steps: connect to your brokers, review your accounts, group them into leader and followers, configure how trades should be copied, and switch copying on. This guide walks through the full journey; the linked guides below cover each area in more depth.

Step 1 — Create Connections. Before anything can be copied, the Trade Copier needs to talk to your trading platforms. Click the Connections tab and add a connection for each broker you use — NinjaTrader, Rithmic, Tradovate, and others are supported. Each broker requires different credentials, so check your broker’s documentation for API access if you’re unsure what to enter. Use the Add Connection button to create a new broker connection: you’ll select your broker type and enter your credentials.

Step 2 — View Your Accounts. Once connected, your trading accounts appear in the Accounts tab. A single connection can carry multiple accounts — for example separate trading accounts or simulated accounts — and they’ll all be listed here.

Step 3 — Create Account Groups. Account Groups define which accounts copy from which. Open the Groups tab, create a group, set one account as the LEADER (the source of trades), and add FOLLOWER accounts that will copy those trades. You can have multiple groups with different leader/follower configurations running side by side.

Step 4 — Configure Copy Settings. Templates control how trades are copied. In the Templates tab you can set position sizing (exact copy, percentage, or fixed size), choose which instruments to copy, and define other rules.

Step 5 — Enable Copying. When everything is configured, use the Copy trades toggle at the bottom of the window to start copying. The toggle lights up when active. Note that some tabs are locked while copying is active — this prevents accidental configuration changes mid-session.

Don’t forget to save! Always click SAVE after making changes to your configuration. Your settings persist between sessions.

Monitoring. The Orders and Positions tabs show the real-time status of copied trades. You can watch fills come in, see positions across all accounts, and track performance.

Need help? The Help tab has links to documentation, video tutorials, and support — and you can restart the Getting Started tour from there at any time.

To recap the essentials: 1) connect to brokers, 2) create account groups (leader + followers), 3) configure templates, 4) enable copying, 5) save your settings. Happy trading!