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Trade Copier Beta

Beta — not approved for live use

Trade Copier is available for controlled evaluation, but the current build is not approved as a live-account risk control or production copy-trading service. Use LocalPaper accounts only.

Trade Copier observes a configured leader account and creates related actions for one or more follower accounts. It includes execution, order, fast-market, and position-oriented modes, plus symbol mapping, quantity conversion, retry handling, reconciliation holds, synchronization, repair, and flatten operations.

Why The Feature Remains Beta​

Copy trading combines multiple independent systems:

  • leader account state
  • follower account identity and provider scope
  • symbol and contract mapping
  • quantity and multiplier conversion
  • order-type compatibility
  • partial fills and protective orders
  • provider latency and disconnect behavior
  • ambiguous submission outcomes

A successful leader order does not guarantee the same price, fill, state, or protection on a follower.

Controls You Must Not Treat As Enforcement Boundaries​

In the current Beta build:

  • The Copy ATM Strategies option is not a reliable boundary for whether protective or OCO metadata is propagated.
  • Account-based sizing and maximum-risk-per-account settings are not approved effective controls.
  • Maximum-slippage and order-timeout settings are not approved effective controls.
  • Daily-loss behavior is not certified for multiple scoped accounts on the same provider connection.

Do not rely on those settings to prevent an order or cap financial loss. Use provider-side limits, separate non-live accounts, and direct monitoring.

Effective Beta Safeguards​

The current engine includes safeguards for several failure classes:

  • stable client order identifiers for supported routes
  • provider-capability checks before some order operations
  • bounded retries
  • reconciliation holds after an unknown submission outcome
  • follower pause state
  • manual synchronization, repair, and flatten workflows
  • configured minimum and maximum copied quantity

These safeguards reduce some duplicate-order and divergence risks. They do not make the feature safe for unattended live use.

Evaluation Workflow​

  1. Use a LocalPaper leader and LocalPaper followers.
  2. Use one follower at first.
  3. Map every symbol explicitly and verify contract multipliers.
  4. Test Market, Limit, Stop, cancel, change, partial-close, and OCO scenarios separately.
  5. Disconnect and reconnect each side during a test.
  6. Verify unknown outcomes produce a hold instead of a blind resubmission.
  7. Compare leader and follower positions, working orders, and realized PnL after every scenario.
  8. Test repair and flatten commands with no external capital at risk.

Reconciliation Holds​

When HyperionX cannot determine whether a provider accepted an order, the copier can pause the affected follower and wait for authoritative reconciliation. Do not clear, bypass, or duplicate the order from another surface until the provider account has been checked.

See Connection Recovery for the general unknown-outcome procedure.

Not Supported For Public Live Use​

  • unattended Broker-account copying
  • marketplace-sourced copier execution
  • a promise of identical fills across providers
  • a promise that every protective order remains synchronized
  • using Beta UI fields as the only loss limit

Release status changes will be published in Feature And Provider Status.