Smart Sync is an advanced copy trading feature designed to automate your investment strategy by mirroring a lead trader's asset allocation for each position. When a lead trader opens a new position, the system calculates the ratio between their account equity and the margin used. This ratio is then applied to your total investment amount to determine your position margin. Additionally, you automatically replicate their leverage and margin mode settings.
Example:
A lead trader holds 10,000 USDT in equity and opens a long position on BTC/USDT perpetual contracts using 1,000 USDT at 5x leverage. This represents 10% of their total equity. If your total investment is 1,000 USDT, your allocated margin for this trade would be 1,000 USDT × 10% = 100 USDT. You enter an identical long position with 5x leverage.
To use Smart Sync, you only need to define your total investment. No additional configuration is required. Risk and profit management are handled by the lead trader, allowing you to focus on achieving returns efficiently.
Key Benefits of Smart Sync
- One-Click Copy Trading: Initiate copy trading instantly by setting a total investment. No complex settings needed.
- Optimized Risk Alignment: Your position sizing, leverage, and margin mode sync with the lead trader, enabling better risk control and profit management.
- Position Isolation: Copy trade positions are separated from manual trades, minimizing interference with your independent trading strategies.
- Fund Segregation: Funds are allocated separately for each lead trader, reducing over-leverage risks when copying multiple traders.
How to Set Up a Smart Sync Copy Trade
- Navigate to the profile of a trader you wish to copy and select Copy.
- Choose Smart Sync as your copy mode.
Ensure you select Smart Sync before proceeding to configuration. Configure your copy trade settings:
- Total Investment (USDT): Allocate funds exclusively for copying this trader (minimum 100 USDT).
- Copy Ongoing Positions: Enable this to replicate the trader’s existing open positions at market price, proportional to their fund allocation. Disable it to copy only new positions.
Review the lead trader’s open positions on their profile before enabling this option. - Total Stop Loss for Trader: Set a maximum loss threshold for all trades under this trader. If cumulative losses reach this value, copying stops automatically, and open positions are handled based on your predefined action.
- Select Copy and confirm the details to finalize your setup.
After confirmation, you can view trade details or return to the market board.
Managing and Editing Your Copy Trades
- Access the copy trading homepage and go to My Copies to review ongoing and historical positions, along with PnL data.
- Locate the lead trader whose settings you want to modify and select Copy Trade Details for comprehensive data, including PnL, investment changes, and position history.
Choose the specific trader’s settings to edit. - Under Copy Trade Details, click Settings to adjust your total investment, update stop loss values, or stop copying the trader entirely.
Use the Settings option to access the copy trade configuration page. - To modify your total investment, select Modify and enter the new amount.
Adjust your total investment seamlessly with the Modify button. - Update your total stop loss value and save changes by selecting Save.
Confirm your settings with the Save button.
Frequently Asked Questions
1. Can I Switch Existing Copy Trades to Smart Sync?
Currently, switching copy modes for active trades is not supported. You must stop copying the trader and restart using Smart Sync.
2. Why Is My Entry/Exit Price Different from the Lead Trader’s?
Price discrepancies can occur due to:
- Using Copy Ongoing Positions feature, which may execute at different market prices.
- Partial order failures during copying.
- Market fluctuations or liquidity issues affecting trade execution.
3. Why Is My Margin Higher or Lower Than Expected?
Your margin is proportionate to the lead trader’s asset allocation. If their margin is small relative to their equity, yours will be similarly reduced. Conversely, if your investment is too low to meet minimum position requirements, the system may increase your margin to comply.
4. Why Are My Funds Marked as “In Use”?
Funds allocated to Smart Sync are reserved exclusively for copying and cannot be used elsewhere. Reduce your investment or stop copying to release funds.
5. Why Didn’t My Position Close When the Lead Trader’s Partially Closed?
If the lead trader closes a portion of a position opened before you started copying, your position remains unchanged. You only mirror actions taken after you begin copying.
6. Why Are My Leverage and Margin Different?
Smart Sync automatically adjusts leverage and margin changes unless your available balance is insufficient. In such cases, you’ll receive a notification to increase your investment. Positions with high margin levels (e.g., above 1,000%) may not undergo margin increases to prevent liquidation risks.