Copy Trading Journey
Who is involved
Admin, Customer, Lead Trader, Follower, and the trading system.
Flow map
| Step | Product | Actor | What happens | Result |
|---|---|---|---|---|
| 1 | AltCRM Admin Panel | Admin | Enables copy trading and grants customer permissions. | Eligible customers can access copy trading. |
| 2 | AltCore Customer Portal | Customer | Searches lead traders and reviews performance. | Customer selects a trader to mock or copy. |
| 3 | AltCore Customer Portal | Customer | Starts mock copy or live copy using an eligible account. | Copy relationship is created. |
| 4 | AltTrade Trading Platform | System | Copied trading activity affects positions and performance. | Account state updates with copied trades. |
| 5 | AltCRM Admin Panel | Admin | Monitors master traders, followers, and copy trading summary. | Operations team can manage risk and performance. |
Detailed docs
- What is copy trading: What is Copy Trading
- Enable copy trading: Enable Copy Trading for a Client
- Search lead traders: Find Lead Traders
- Copy a lead trader: Copy a Lead Trader
- Admin summary: Copy Trading Summary