Copy trading
Give clients traders to follow, and a reason to stay.
Clients browse traders, weigh return against drawdown, then copy the ones they trust. It all happens on your platform, under your brand.
What clients see
Return and risk, side by side.
Before anyone follows a trader, the board puts the track record and the risk in the same view.
- 01
Trader board
A ranked board of eligible traders. Each row shows return, maximum drawdown, win rate, risk level, markets and trading style.
- 02
Performance by period
Results over periods the client selects, so a short run can be compared with a longer one.
- 03
Profit and loss
Profit and loss figures for each trader, in the trader’s profile.
- 04
Track record
Trading history and how long the trader has been active.
- 05
Risk profile
Maximum drawdown, win/loss ratio and a risk level, next to the return.
- 06
Markets and exposure
The instruments traded, how exposure is split across them, and the trader’s style.
Trader profile
The profile behind the decision.
Every trader has a profile built for a careful choice: the equity curve on top, the figures that explain it underneath.
Risk sits next to return, so clients judge how a result was reached, not only what it was.
- Equity curve over selectable periods
- Return, maximum drawdown and win rate
- Number of trades and length of track record
- Exposure split across instruments
- Style tag and risk label
For your brokerage
A sharper offer, under your brand.
- 01
More choice for clients
Clients who would rather follow an experienced trader can do it on your platform.
- 02
A visible point of difference
Copy trading is a feature clients notice and compare against other brokers.
- 03
Something new to talk about
Your retention and sales teams get another reason to speak with active clients.
- 04
Your brand and domain
Offered under your brokerage’s brand, on your own domain.
Following a trader
Following is the client’s call.
The flow covers the decisions that matter: how much to allocate, acknowledging the risk, and when to stop copying.
Clients can do it from the desktop WebTrader or from the dedicated mobile layout of the installable web app.
- Select the trader to follow
- Set the allocation amount
- Acknowledge the risk before starting
- Stop copying whenever the client chooses
Set per deployment
Configured to your model.
How the feature runs depends on your brokerage. We confirm each point below in a private demo, so none of it is a fixed specification.
- 01
Minimum and suggested allocationConfirmed in demo
Whether a minimum or suggested amount applies when a client follows a trader.
- 02
Allocation and risk controlsConfirmed in demo
Which limits and controls apply to a client’s copied positions.
- 03
Trader qualificationConfirmed in demo
The criteria that make a trader available to follow, and who applies them.
- 04
Fees and revenue arrangementConfirmed in demo
Whether a fee or revenue arrangement applies, and how it is set up.
- 05
Administration on your sideConfirmed in demo
How your team manages traders and sets availability, by market or by client group.
Scope and limits
What the feature is, and what it is not.
Copy trading carries risk
Copying a trader is not risk-free, and the client’s capital is at risk. Past performance does not indicate future results, and the product never presents it that way.
Dealer-based execution
QUANTIX is dealer-based: your brokerage company is the counterparty. Copy trading is not a link to an exchange or an ECN. How copied orders are executed is confirmed in the demo.
Interface illustrations
The interfaces shown illustrate the experience. They do not display real traders, programs, signals or results.
Your responsibilities stay yours
Which traders you offer, the disclosures you show and your licensing obligations remain with your brokerage. The software does not provide a licence.
Questions brokers ask.
What is copy trading?
A client picks a trader, and that trader’s trades are mirrored in the client’s account according to the allocation they set. The client can stop copying at any time.
How is it different from signals and automated programs?
In copy trading the client mirrors a trader’s trades. A signal is an idea the client chooses whether to act on, and an automated program is a strategy that executes by itself. Each has its own page.
Does copying a trader lead to returns?
No result can be assumed. Copying is not risk-free, past performance does not predict future results, and capital is at risk.
Which traders can clients follow?
That depends on your deployment. How traders qualify, and who manages the list, is confirmed with you in the demo.
Does it run under our brand?
Yes. You offer it to your clients under your own brand and domain, inside the platform you already run on QUANTIX.
See copy trading in a private demo.
We walk through the trader board, the profile and the follow flow, and confirm the details for your brokerage.