Managing Your Copytrading Portfolio
Copytrading isn't "set and forget." Here's how to manage it well.
Recommended Check Schedule
| Frequency | What to Check |
|---|---|
| Daily | Quick P&L glance, any big moves |
| Weekly | Trader performance, rebalance if needed |
| Monthly | Full review, tier upgrades, strategy changes |
Key Metrics to Monitor
| Metric | Where to Find | Action Threshold |
|---|---|---|
| Total P&L | Dashboard | Review if <-10% |
| Trader P&L | Each trader card | Pause if <-20% |
| Open Positions | Active Positions | Check if >10 |
| Balance | Top right | Add funds if low |
When to Rebalance
| Situation | Action |
|---|---|
| One trader 3x others in profits | Consider reducing allocation |
| Trader on 2+ week losing streak | Consider pausing |
| New promising trader found | Add (don't over-allocate) |
| Balance running low | Pause lowest performers |
When to Pause a Trader
| Scenario | Suggested Action |
|---|---|
| 3+ losing trades in a row | Watch closely |
| Week with -15% or worse | Consider pausing |
| 2+ weeks underwater | Pause & reassess |
| Your own financial needs | Pause all |
Growth Strategy
| Phase | Strategy |
|---|---|
| Start ($50-200) | 1-2 traders, learn the system |
| Build ($200-1K) | 3-4 traders, diversify |
| Scale ($1K-5K) | 4-6 traders, optimize allocation |
| Maximize ($5K+) | Consider Pro/Whale tier |
Pro Tips
- Don't panic sell - Prediction markets swing wildly
- Keep 20% buffer - For new opportunities
- Set calendar reminders - Weekly review
- Screenshot your stats - Track progress monthly