How-To Guides

Create Leader and Follower Groups

Create account groups, assign one leader and multiple followers, and apply group-level trading and risk template overrides.

Last verified

In-app tour: “Groups Tab Guide”.

Groups are how you organize accounts for trade copying. Each group has exactly one leader account and one or more follower accounts: when the leader trades, the followers copy.

Unassigned Accounts. The left panel lists all connected accounts that aren’t assigned to any group yet. Accounts must be connected before they appear here. Select one or more (hold Ctrl to multi-select) to assign them to the currently selected group.

Assigning accounts. Click the right-arrow Assign button to move the selected unassigned accounts into the currently selected group. The first account assigned to a new group automatically becomes the Leader.

Selecting a group. Use the group dropdown to choose which group you’re working with; the center panel shows that group’s members.

Creating a group. Click the + button. You’ll provide a name and select which connected account will be the leader — the leader is the account whose trades get copied.

Renaming a group. Click the edit (pencil) button to rename the currently selected group. Descriptive names like “Apex Main Strategy” or “Scalping Group” pay off once you have several groups.

Deleting a group. Click the trash button. This removes the group but does not delete the accounts — they simply return to the Unassigned list. Your actual trading accounts are never affected.

Removing accounts from a group. Select accounts in the group and click the left-arrow Unassign button; they go back to the Unassigned list.

Group members grid. The center grid shows every account in the selected group with two key columns: Name, and Is Leader — checked for the leader. Only ONE account per group can be the leader, and the leader’s trades are copied to all the others.

The Account Group List. The right-hand panel lists ALL your groups with their important settings:

  • Active: enable or disable the whole group.
  • Name: the group identifier.
  • Trading Template: overrides the global copy settings for this group.
  • Risk Template: overrides the global risk settings for this group.

Template overrides per group. Each group can use its own templates: the Trading Template controls HOW trades are copied (sizing and so on) and the Risk Template controls daily P&L limits. Leave them blank to inherit the global settings, or pick a specific template for the group. Click the X to revert to global. (Remember the hierarchy: Account > Group > Global — see the template hierarchy.)