How Copy Trading Works
Copy trading lets you mirror a verified trader's positions in your own account. Understand the mechanics, the costs and the risks before you begin.
What copy trading is
Copy trading links your brokerage account to a signal provider's account. When the provider opens, adjusts or closes a trade, the same action is replicated in your account, scaled to the amount you chose to allocate. You keep full control — you can pause, adjust or stop copying at any time, and you can close individual copied positions whenever you want.
1. Open a brokerage account
You open an account with a supported broker. Your funds remain in your own account — the copy service never holds or can withdraw your money.
2. Connect to a strategy
You link your account to one of Shashi's verified strategies. The connection is made through the broker's or platform's copy trading feature.
3. Set allocation and controls
You choose how much of your balance to allocate and set risk controls such as maximum drawdown limits or a stop on the copy relationship.
Allocation and control
You decide what portion of your account balance to dedicate to copying. You do not have to copy with your entire balance. Most platforms let you set a maximum exposure per trade, a overall stop-loss on the copy relationship, and an automatic pause if the drawdown exceeds a level you choose.
Stopping is always available. You can disconnect from a strategy at any time with no lock-in period. When you stop, existing copied positions can be closed or left to manage manually — your choice.
Fees and slippage
A performance fee typically applies when your copied trades are profitable. The exact fee depends on the strategy and broker — see the Fees page for current terms.
Your results will not exactly match the provider's, because of slippage — the difference between the provider's fill price and yours, caused by timing, broker differences and market movement. This is normal and expected. Read our article on why copied trades differ for a full explanation.
The risks
Past performance does not guarantee future results. Even a verified strategy can lose money. Drawdowns (periods of loss) are a normal part of trading, and if you stop copying during a drawdown you lock in those losses. Never allocate money you cannot afford to lose, and read the Risk Disclosure before you start.
