Automated strategies and copy trading

Check copier permissions, each account’s enabled size and news restrictions, and the steps to stop and restart automation after an order mismatch.

4 min readUpdated
  • All plans
On this page

Automation and copiers are allowed

You may run automated strategies and copy trades across your own Boxcar evaluation and simulated-funded accounts. Built-in platform copiers and third-party copier software are allowed. Live accounts follow their separate live terms.

Separate navy trays hold four and two amber blocks under individual limit bars beside a checklist.

Each account keeps its own drawdown, Daily Loss Limit, position-size, session and news rules. You remain responsible for software errors, duplicate entries, disconnections and unexpected fills.

Run your software on your own computer or a VPS.

Check each account before enabling entries

Record the following for the leader and every follower. Repeat the check after changing accounts, moving to simulated-funded or changing a copier setting.

Copier preflight for each account
CheckWhat to confirm
Account and stageThe exact account ID, your ownership, plan and evaluation or simulated-funded stage. Check the selected account in every strategy and copier row.
Position and loss roomThe currently enabled mini/micro allowance, existing positions, working entries, remaining drawdown room and any Daily Loss Limit. A flat leader does not prove a follower is flat.
Time restrictionsThe session cutoff and any product holiday close. BoxcarPayout simulated-funded followers also need the high-impact USD news flat window, even when the leader can trade.
Order sourcesWhich strategies, copiers and manual controls can place orders on that account. Check for a second copier sending the same entries.

Swipe to compare all columns.

Example: a four-mini leader and a two-mini follower

For example, take a $50K Prime evaluation as the leader and a $50K Flex simulated-funded account with less than $1,000 in account profit as the follower. Assume both are flat, with no other working entries. Prime permits four minis; this Flex tier permits two minis or 20 micros.

If the leader opens four minis and the copier sends the same quantity to the follower, the requested size exceeds the follower’s allowance by two minis.

On a copier that supports a 0.50 quantity multiplier, four minis × 0.50 = two minis. That reaches the follower’s entire position cap; it is not a recommended trade size or proof that the trade fits its remaining loss room. Check the copier’s rounding behavior for other quantities.

Stop and reconcile before restarting

If a follower misses an exit, it can remain long in the same contract after the leader turns short. That creates prohibited opposing positions across accounts.

For Rithmic’s server-side Trade Copier, closing the trading screen does not stop copying. Other copiers may stop or flatten differently.

  1. Stop new entries using the documented strategy and copier controls. Confirm which leader and follower rows remain enabled.
  2. Follow the copier’s documented close-and-cancel procedure. Confirm the resulting positions and cancellations on every affected account; an outstanding exit or cancel request is not proof the account is flat with no working orders.
  3. Resolve any mismatch in account selection, quantity settings, enabled limits or time restrictions before re-enabling entries.

DCA and scaling into positions are allowed

You may add to positions in stages or use dollar-cost averaging (DCA) within your account limits.

Martingale-style increases after losses and repeated additions to losing positions are permitted within those limits but strongly discouraged because they increase risk. They do not expand your position or drawdown allowance.

Flipping to meet minimum trading days is allowed

You may briefly open and close a trade solely to meet a minimum trading-day requirement. That purpose is not itself a rule violation; the trade must still follow the account’s trading rules.

A quick trade does not replace a required minimum daily profit, cycle profit goal or other payout condition. Genuine scalping is allowed; high-frequency exploitation and prohibited microscalping are not.

Need help with your account?

Send the account identifier and a short description—never a password or card number.