Copy trade
Copy trade lets you follow a person, a fund or a strategy and mirror it in your own account, inside limits you set.
Who you can copy
Open Copy trade in the sidebar. It has three tabs:
- People and funds: well-known investors and hedge funds (from their 13F filings), members of Congress (from their trade disclosures) and company insiders (from Form 4).
- Strategies: rules-based strategies with their backtested and live records.
- Baskets: themed groups of holdings.
How copying works
Pick one and choose how to copy it: prepare the trades for your one-tap approval, or trade automatically within your limits. A copy starts with $1,000 a month, $500 per order, 10% per position and 10 orders a day, and you can change any of them. A copy runs as an AI agent, so it appears in the sidebar and can be paused or ended at any time.
Reading a record
A copy follows each filing as it is disclosed: 13F holdings every quarter, and congressional and insider trades as they are filed, each shown with its filing date. Every record says whether it is a backtest, practice money or real money, and for what period.