1. Copy Trading – Overview
Copy Trading is a strategic product that allows brokerages to attract new traders, retain inactive users, and monetize experienced traders through performance-based models. From a brokerage perspective, it creates a structured ecosystem where professional traders (Team Leaders) and followers interact under defined risk and compliance controls.
The system is designed to increase trading volume, improve user engagement, and generate long-term revenue while maintaining transparency and operational oversight.
2. Copy Trading Dashboard (Broker Management View)
The Copy Trading Dashboard provides brokerage managers with complete visibility into copy trading activities across the platform.
Managerial Capabilities:
- Global Performance Monitoring – Track platform-wide PnL, ROI, drawdown, and exposure
- Trader Activity Oversight – Monitor Team Leaders’ trading behavior and follower growth
- Risk Control Mechanisms – Enforce maximum drawdown limits, leverage rules, and stop-copy triggers
- Real-Time Trade Supervision – View copied trades as they execute
- Analytics & Reporting – Generate reports for compliance, audits, and internal analysis
This dashboard ensures controlled growth while protecting both the brokerage and its clients.
3. Copy Trading Accounts (Brokerage Control)
Copy Trading Accounts are structured accounts that allow brokerages to isolate copy trading activity from manual trading.
Brokerage Benefits:
- Segregated balances for better risk monitoring
- Configurable capital allocation rules
- Automated fee and profit-sharing calculations
- Transparent audit trails for compliance
These accounts enable brokers to manage exposure efficiently while offering flexibility to end users.
4. Team Leader Registration & Management
The Team Leader program allows brokerages to onboard skilled traders as signal providers under a controlled framework.
Brokerage Responsibilities:
- Review and approve Team Leader applications
- Validate trading history and risk metrics
- Define eligibility criteria and performance thresholds
- Monitor ongoing compliance and trading behavior
Business Value:
- Increased platform credibility
- Higher trading volumes
- Performance-based revenue models
- Reduced churn through social trading engagement