Smart Sync is a new copy trading mode that allows you to automatically synchronize your asset allocation for each position with the lead trader. When a lead trader opens a position, the ratio between their account equity and the position margin is calculated. This ratio is then applied to your total investment amount to determine the margin for your copied position. You’ll also replicate other settings, such as leverage mode and margin type.
Example: A lead trader has 10,000 USDT in equity and opens a 1,000 USDT long position on BTCUSDT perpetual swap with 5x leverage. Their position investment represents 10% of their equity. If your copy trading investment is 1,000 USDT, you’ll invest 1,000 USDT × 10% = 100 USDT to open a 5x long position on the same contract.
Using Smart Sync, all you need to do is set your total investment amount. No additional configuration is required. Risk and profit management are handled by the lead trader, enabling you to earn returns more efficiently through copy trading.
Benefits of Using Smart Sync
- One-Click Copy Trading: Simply set your total investment and start copying trades—no complex setup needed.
- Smarter Investment and Risk Alignment: Your asset allocation, leverage, and margin settings sync with the lead trader, allowing them to help manage risk and P&L effectively.
- Isolated Positions: Copied positions are separated from manual trades, minimizing interference with your independent trading strategy.
- Isolated Capital: Funds are allocated separately for each lead trader, preventing over-leverage risks when copying multiple traders.
How to Set Up Smart Sync Copy Trading
- Find a trader you're interested in and select Copy on their profile.
Choose Smart Sync.
Select Smart Sync before entering investment details.
Configure your copy trading settings:
- Total Investment (USDT) (Required): Allocate funds for copy trading (minimum 100 USDT).
- Copy Active Positions: If enabled, you’ll immediately copy all open positions held by the lead trader at market price, based on their capital allocation ratio. If disabled, you’ll only copy new positions opened by the trader.
Note: Review the lead trader’s active positions on their profile to decide whether to enable this feature.
- Total Stop-Loss for Trader: Set the maximum amount you’re willing to lose across all trades with this lead trader. If your accumulated loss reaches this threshold, copying will stop automatically, and all pending orders will be handled according to your settings.
Select Copy and confirm the details to complete the setup.
Select Copy after confirming all investment information.
After successful copying, you can view details or return to the Market page.
How to View Trading Details and Adjust Settings
- Go to the copy trading homepage and navigate to My Copies. Here, you can review detailed P&L history and current/previous positions copied from the lead trader.
Under My Copies, find the lead trader whose settings you wish to modify. Select Copy Trading Details to access comprehensive data, including P&L, investment changes, and active/closed positions.
Choose the copy trading settings of the lead trader you want to edit.
Under Copy Trading Information, select Settings to access the configuration page. Adjust your total investment and stop-loss settings or stop copying the trader entirely.
Select Settings to proceed with copy trading adjustments.
Modify your total investment easily by selecting Adjust.
Set your total investment amount effortlessly with the Adjust option.
Enter the stop-loss amount for the trader and select Save.
Choose Save to confirm all your settings.
Frequently Asked Questions
What is Smart Sync in copy trading?
Smart Sync is an automated mode that mirrors a lead trader’s asset allocation ratios, leverage, and margin settings. It simplifies the copy trading process by dynamically adjusting your positions based on the trader’s actions, ensuring alignment with their strategy.
Can I switch an existing copy trade to Smart Sync?
Currently, switching copy modes for active trades isn’t supported. You can stop copying the trader and restart using Smart Sync to apply the new mode.
Why might my entry/exit prices differ from the lead trader’s?
Price discrepancies can occur due to market volatility, order merging with existing positions, or failed copy orders. Using the "Copy Active Positions" feature may also result in different entry prices compared to the lead trader’s original positions.
How does Smart Sync handle margin and leverage?
Your margin and leverage adjust automatically to match the lead trader’s settings. However, insufficient available balance may prevent synchronization. In such cases, you’ll receive a notification to increase your investment for realignment.
Why are my funds marked as "in use" during Smart Sync?
Allocated funds are reserved exclusively for copy trading and can’t be used for other purposes. Reduce your investment or stop copying to unlock these funds.
What should I do if my position doesn’t partially close like the lead trader’s?
If the lead trader partially closes a position opened before you started copying, your position won’t be affected. Smart Sync only mirrors actions taken after you begin copying.
👉 Explore advanced copy trading strategies
Smart Sync streamlines copy trading by automating capital allocation and risk management. By synchronizing with experienced traders, you can focus on broader investment goals while leveraging their expertise. Always review lead traders’ profiles and performance metrics before allocating funds.