Set up your first copy in 10 minutes

Steps

1. Add a connection. Open Accounts and click Add connection. Pick your broker's tile (Rithmic, Tradovate, or dxFeed) and enter your login. The Connection name (up to 32 characters) is a label you choose. It cannot be renamed later, so pick something you will still recognize with five connections, like "My Apex login".
2. Press Test, then Save connection. Test checks the login and discovers its trading accounts. A good result says the login connected and lists what it found, like "3 accounts found:" followed by the account IDs. Save connection stores the login and looks up its accounts, so they show in Copy Rules. If it fails, see testing a connection.
3. Add a copy group. Open Copy Rules and click Add group. Pick the Leader account (the account you actually trade) and the Instrument: ES, MES, NQ, MNQ, RTY, M2K, YM, MYM, CL, MCL, GC, or MGC.
4. Switch followers On and set sizing. Switch each follower On (the box on a login's header row switches that login's accounts on at once). Start with a Multiplier of 1×: the follower matches the leader's size. Or pick Exact quantity to always hold a fixed number of contracts in the leader's direction. Tick Cross order if a follower should trade the micro sibling instead (MES rather than ES). The Max clamp (default 100) is the most contracts the follower will ever hold; set it lower if 100 is more than you'd ever want.
5. Click Save copy rules. The group is stored. Nothing trades yet.
6. Start copying. Press the blue Start copying button on the engine command strip, which sits at the top of the Trade Desk, Accounts, Copy Rules, and Risk Management (on a phone, the Desk and Rules tabs). Place a trade on the leader, then open the Trade Desk. Your leader fill and the copies it produced are listed under Order history at the bottom of the page (open it, then the Fills and Copies tabs), and the leader and follower positions appear together in the Positions list above it.