Key Updates of Copy Trading

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Ankündigungen Key Updates of Copy Trading

Key Updates of Copy Trading

2024-03-18 03:48:05 UTC 4096 Lesen

[//]:content-type-MARKDOWN-DONOT-DELETE
## 1.Copy Trading Function Updates: Adjust Copying Parameters & Supplement Copying Fund Amount

In order to meet the user's demand of parameter adjustment after copying, the current version supports copiers to adjust the copying parameters. And users can also adjust their own copying parameters after copying (such as leverage adjustment, supplementing copying funds, etc.)

### WEB Procedures：
The specific process of adjusting the copying parameters is as follows: enter copy trading home page - enter the corresponding "lead trader's homepage" - adjust the corresponding parameters

![](https://gimg2.gateimg.com/image/article/1710730326en1.png)
![](https://gimg2.gateimg.com/image/article/1711425138en1.png)

The specific process of supplementing copying amount is as follows: enter copy trading home page - enter the corresponding "lead trader's homepage" - click "Adjust the amount" (fill in the supplemented amount)
![](https://gimg2.gateimg.com/image/article/1711425251en2.png)

Or click "My Copy Trading"- "Copying Mode"- "My Performance"- click "Adjust the Amount" to adjust copying amount.

![](https://gimg2.gateimg.com/image/article/1710730390en3.png)
### APP Procedures：
The specific process of adjusting the copying parameters is as follows: enter copy trading home page - enter "My Copy Trading" - Enter "Copy" - Check "Lead Trader" - adjust the corresponding parameters
![](https://gimg2.gateimg.com/image/article/1711695042EN5.png)
![](https://gimg2.gateimg.com/image/article/1711695097EN6.png)
The specific process of supplementing the copying amount is as follows: enter copy trading home page - enter "My Copy Trading" - click "Copy" - "Lead Trader" - "Adjust Funds(fill in the supplemented amount) 
![](https://gimg2.gateimg.com/image/article/1710730781en5.png)

## 2.Copy Trading Function Updates: Add the option to Copy From Scratch
In order to avoid the problem that the copier has a position to run before the copier follows his operation, which will result in the inconsistency of ROI between the lead trader and the copier, the current version supports the copier choosing to Copy From Scratch. When ticking in the check box "Copy From Scratch" means that the copier only starts to copy when the lead trader starts to open a position from scratch. When not ticking in the check box "Copy From Scratch" (by default) means that the copier begins copying immediately, and does not consider whether the lead trader has a position or not before copying.

**Tip: **In order to try to ensure that the ROI of the copier is close to that of the lead trader, the copier had better select "Copy From Scratch".

**The specific process of how a user selects "Copy From Scratch":**

**WEB:**

**The specific process of the users under copying is shown in the figure below:** enter copy trading home page - check "copying traders" - click "copying" - "Advanced Mode" - click "Advanced" -  select "Copy From Scratch"
![](https://gimg2.gateimg.com/image/article/1711425525en3.png)
![](https://gimg2.gateimg.com/image/article/1711425563en4.png)

The specific process of the user who will copy is shown in the following figure: enter copy trading home page - filter the lead traders- click the copy button- select "Advanced Mode" - or enter copy trading home page - select the advanced copying mode - select "Advance" - select "Copy From Scratch"

![](https://gimg2.gateimg.com/image/article/1711425650en5.png)

**APP**

**The specific process of the users under copying is shown in the figure below: **enter copy trading home page - enter "My Copy Trading" - click "Copy" - "Lead Trader" - "Paremeter Setup" - "Advance" - select "Copy From Scratch"

![](https://gimg2.gateimg.com/image/article/1711695255EN11.png)

**The specific process of the user who will copy is shown in the following figure:** enter copy trading home page - filter the lead traders- click the copy button- select "Advance" - or enter copy trading home page - select the advance copying mode - select "Copy From Scratch"

![](https://gimg2.gateimg.com/image/article/1711695363EN12.png)

## 3.Copy Trading Function Update: Copying Mode Is Optimized！

Copying mode of Gate.io Copy Trading is optimized as "Simple Mode" and "Advanced Mode".

###  3.1.Update highlights

**3.1.1 Enable the lead trader to open two-side positions on the same contract.**

**3.1.2 The copier can follow the trader's in the mode of cross margin and isolated margin.**

**3.1.3 Copiers can switch the copying mode during the copying process**

**3.1.4 Logical optimization of closing a position manually by copiers**

**3.1.5 Copiers will copy based on proportion to Total Fund**

### 3.2. What is Simple Copying Mode?

The default copying mode of Gate.io Copy Trading is Simple Mode, which means the copier completely copies the trader in accordance with his leverage, cross margin/isolated margin mode, and selects all the futures led by the trader. Then copies the trader to open/add a position or close/reduce a position in accordance with the trader's total fund, which will make the copier consistent with the trader in ROI.

### 3.3. Notes in Simple copying mode
**3.3.1 Copy the trader in trading leverage**
In the simple copying mode, the copier does not need to set the trading leverage, who will completely copy the leverage used by the trader. If the trader uses 100X leverage, the copier also uses 100X leverage, and the copier can break through the limits of original 20X leverage on BTC/ETH and 10X leverage on other contracts. At the same time, the copier should be aware of the high risk.

**3.3.2 Select all the futures led by the trader**
In the simple copying mode, in the case that the trader does not trade in contracts other than the leading contract, and the copier has sufficient funds, the copier's profit will be consistent with that of the trader if he/she selects all the futures led by the trader.

**3.3.3 Users adjust the mode during the copying process**
Users can adjust the copying mode at any time during the copying process, and the adjustment takes effect immediately.

Adjusted from simple copying mode to advance copying mode.

Copying amount: unchanged;
Leverage: Copy the trader's leverage - > fixed leverage;

Copying method: copy the trader in accordance with his proportion of the copying account and the trader's available funds - > fixed;

Maximum copying amount limit: No -> specified maximum copying amount limit;

Setting of take profit and stop loss: ratio of take profit and stop loss that you copy the trader-> specified ratio of take profit and stop loss

**Tips:** it's noted that due to the fact that the parameters such as copying funds and copying methods are adjusted according to the user's own situation, there may be an inconsistent ROI between the copiers and traders. It is recommended that users should use the simple copying mode!!
Adjusted from advance copying mode to simple copying mode
Copying amount: unchanged;
Leverage: fixed leverage - > copy the trader's leverage;
Copying method: copy the trader in accordance with his proportion of the copying account and the trader's available funds - > fixed;
Maximum copying amount limit: specified maximum copying amount limit -> No;
Setting of take profit and stop loss: specified ratio of take profit and stop loss-> ratio of take profit and stop loss that you copy the trader

**3.3.4 Copy the trader in cross/ isolated margin mode**

**Previous version:** it's cross margin mode when there is 0X leverage for copiers; it's isolated margin mode when there is not 0X leverage for copiers
Optimized version: copy the trader in cross/isolated margin.

**3.3.5 Copy the trader in the trading direction (it supports the lead trader to open two-sided positions )**
Previous version: the logic of the copiers is to copy the position change of the trader.

Optimized version: the user copies the position change of the trader's actual long or short direction, and automatically copies the trader's one-side/two-side mode adjustment. If the trader holds the BTC future at the same time: 100 long positions, 50 short positions, and the trader reduces 60 long positions, the copiers will copy the trader's operation of reducing long positions.

**3.5.6 Copiers close positions manually**
After the copier closes the position manually, the available balance of the copy account increases, and the copier will continue to copy according to the ratio of the available balance of the new copy account to the trader' available funds.

**3.3.7  Open/add a postion**
Place an order according to the proportion of available funds. If the trader's available funds are 10000u, the order amount is 1000u, and the proportion of funds used is 10%. If the amount available for the copier's copy account is 500u, the order amount is: 500u * 10% = 50u.

● Minimum copying amount< order amount: copy according to an amount of 50u;

● Minimum copying amount> order amount: not copy; (The copier needs to ensure that the copying amount is sufficient as much as possible, otherwise the inconsistent ROI between the trader and the copier will happen.)

● When the number of copies is less than 1 calculated by the copier according to the proportion of funds, it will be rounded down, that is, if the number of copies is 1.6, it will be rounded down to 1; The backend will judge whether the copier can keep up with the trader's operation of opening a position: If he can keep up, then he is able to follow the trader in the future operation, otherwise the backend will judge whether he can copy or not until the trader clears the position and re-opens the position.

● When the trader opens a position, the copier can finish a complete coping when he has sufficient funds all the way;

● When the trader opens a position, the copier has sufficient funds in the beginning, but insufficient for the subsequent copying, then he can copy in the case of sufficient funds, ;

● When the trader opens a position, the copier can't copy with insufficient funds. And he will not copy the future until it is cleared;

**3.3.8 Close/reduce a position**
Copy according to the proportion of positions. If the trader has 100 BTC futures, and the copier holds 10BTC futures in the copying account, when the trader reduces the position by 20%, that is, 20 futures, the copier's copy account will also reduce the position by 20%, that is, 2 futures.

● Minimum number of transactions< number of orders: copy 2 futures;

● Minimum number of transactions> number of orders: rounded up, copy 1 future;

● When reducing the position, when the number of copies is less than 1 calculated according to the proportion of the position, it is rounded up, that is, if the number of copies is 0.6, it will be rounded up to 1;
When there are no open positions in the copy account, the operation of closing/reducing positions is not copied.

**Gate.io reserves the final right to interpret the product.**

## 4.Copy Trading Function Update: Function of Slippage Protection is Online!
In response to previous concerns raised by users regarding occasional discrepancies in fill prices between lead traders and copiers when creating positions, Gate.io Copy Trading has launched the function of slippage protection. This feature aims to minimize the inconsistencies in fill prices to the greatest extent.

### About Slippage Protection
The slippage protection has been automatically configured in the backend system and does not require manual activation by users. When the system detects a significant price difference between the copier and the lead trader’s fill price, it will automatically trigger the order as a failed copy.

When a copier opens a position, a Limit order will be placed based on the lead trader’s execution price and the corresponding maximum slippage.

The platform plans to introduce a feature that allows copiers to set their own slippage range in the coming future.

The following image illustrates the slippage corresponding to different leverage levels:

![](https://gimg2.gateimg.com/image/article/1710731315en9.png)

### How will Slippage Protection affect lead traders and copiers after launch?
Slippage protection is designed to reduce inconsistencies in fill prices between lead traders and copiers. It helps minimize earnings discrepancies caused by this issue and allows both lead traders and copiers to have a better understanding of their order information, resulting in an enhanced overall product experience.

**Gate.io reserves the final right to interpret the product.**

## 5.Copy Trading Function Update: Supports Transfer-out of Copying Profit!
To further protect copier interests, Gate.io Copy Trading has implemented a new feature that allows for the transfer of profits earned from copied orders.

### How to transfer?How to transfer?

**WEB: **
Enter “My Copy Trading”, choose “Copying Mode”, click “My Performance”, and then click “My stats”. You can transfer profits from orders that have been profitable, by clicking “Adjust Amount” associated with the respective order.

![](https://gimg2.gateimg.com/image/article/1710731368en10.png)
Note: Please set a reasonable transfer amount according to the actual performance of the order and ensure that the amount you wish to transfer does not exceed the total profit generated by the order.

**APP:**
Enter “My Copy Trading” - choose “Copy” - click “Lead Trader” - click “Current”. You can transfer profits from copying profitable orders, by clicking “Adjust Funds” associated with the respective order.

![](https://gimg2.gateimg.com/image/article/1711425930en6.png)
![](https://gimg2.gateimg.com/image/article/1711425956en7.png)

### When to transfer?
Copiers can initiate a transfer when they foresee high risks of profit losses with the order and want to secure part of profits already gained. The generated profit is ready for transfer at any time, enabling copiers flexibility to lock in profits and mitigate potential losses.

Traders should carefully decide on transfer amount. Excessive withdrawal of profits should be avoided, as a depleted transaction principally reduces risk resilience and increases the risk of liquidation.

**Gate.io reserves the final right to interpret the product.**

## 6.Copy Trading Function Update: Function Of Removing Copiers Added!
In order to enhance the experience of traders, we have decided to add [Traders Remove Copiers] to copy trading. The detailed functions and usage methods are as follows:

1.Target: lead traders

2.Introduction of the updated features: traders can selectively remove their copiers

3.How to remove copiers

The process: click [My Copy Trading - Copying Mode] - Tab of the Current Copiers- click the [Remove] button to remove the current copiers. The specific logic is as follows:

Click the pop-up box after removal, and the backend will determine the removal result, which is divided into:

**Remove unsuccessfully:** including the following situations: (1) the current copier is at loss, (2) there is currently a copying position, (3) there is an order which is partial/fully finished;

**Remove successfully:** the current copier is in a non-loss state including profit and no copying earnings and no copying position, including the following situations: (1) no order, (2) there is an order but the transaction is not finished.

**After successful removal:**
Immediately remove this user from the copying list, if the copier already has a copy order, immediately cancel, stop copying this trader. Then the copy funds will return to the spot account of the copier.

**Tip:**
Trader: (1) Promp message on interface: "Remove successfully";
Copier: (1) Prompt message in platform notifications: "XXX is removed from the copying list by the trader";

**Note:**
This function is used to safeguard the interests of traders and prevent users from viciously copying. Traders are advised to use this feature with caution and pay attention to the benefits of each copier!

**Gate.io reserves the final right to interpret the product.**

## 7.Gate.io Copy Trading Function Update: Auto-Add New Markets
For a better user experience, the Gate.io Copy Trading platform launches a new feature: Auto-Add New Markets!

Once enabled, copiers will automatically copy the lead trader's newly added markets.

### How to Auto-Add New Markets?

**WEB:**
**1.The specific process of users who are copying is shown in the figure below:** enter copy trading home page - check "copying traders" - click "copying" - "Advanced Mode" - click "Advanced" -  select "Auto-Add New Markets";

![](https://gimg2.gateimg.com/image/article/1711426121en8.png)

**2.The specific process of the user copying is shown in the following figure: **

**Simple Mode:** Enter the copy trading home page - filter the lead traders - click the copy button - "Auto-Add New Markets" is default selected

![](https://gimg2.gateimg.com/image/article/1711426179en9.png)

**Advanced Mode: **Enter the copy trading home page - filter the lead traders - click the copy button - select "Advanced Mode" - Select "Auto-add New Markets"
![](https://gimg2.gateimg.com/image/article/1711426254en10.png)

**APP:**

**1.The specific process of users who are copying is shown in the figure below: **enter the copy trading home page - enter "My Copy Trading" - click "Copy" - "Lead Trader" - "Parameter Setup" - "Advance" - select "Auto-add New Markets"

![](https://gimg2.gateimg.com/image/article/1710731669enn1.png)

![](https://gimg2.gateimg.com/image/article/1711695600EN21.png)

**2.The specific process of the user copying is shown in the following figure: **

**Simple Copying Mode:** Enter the copy trading home page - filter the lead traders - click the copy button - "Auto-add New Markets" is default selected
![](https://gimg2.gateimg.com/image/article/1711695710EN22.png)
Advanced Copying Mode: Enter the copy trading home page - filter the lead traders - click the copy button - select "Advance" - Select "Auto-add New Markets"

![](https://gimg2.gateimg.com/image/article/1711695782EN23.png)

## 8.Copy Trading Function Update: Adjustment On The Calculation Of ROI Amount And ROI
Adjustment on the Calculation of ROI Amount & ROI

### 1.Adjustment on the Calculation of total ROI Amount and Total ROI

In order to further improve the service of Copy Trading, the platform will calculate the ROI Amount by interval, and the ROI will be adjusted accordingly.

### 2.With Caluculation Of 7-Day ROI Amount & ROI Added

In order to better reflect the profitability of traders in the near future, Copy Trading has added the weekly calculation of ROI Amount And ROI.

**Why Should the Calculation Method of ROI Amount and ROI Be Adjusted?**

Since we found that there was a large gap between some traders' ROI and their own profitability, that is, they own a high ROI but poor profitability, which affected the platform and other users, so we adjusted the calculation of the ROI.

The 7-day ROI Amount and ROI can reflect the profitability of traders in the past week, which helps the copiers better and faster screen out the traders who have been making profits recently.

**Whether the Adjustment to the Calculation Method of ROI Amount and ROI Has An Impact on Users?**
This adjustment has no impact on normal traders, which helps to better reflect the profitability of traders and improve fairness. In addition, the newly added 7-day return index can better reflect the traders' recent profitability, which is conducive to attracting copiers.

**Calculation Formula of Total ROI Amount and ROI**

Initial account net value = balance available when it is created
ROI Amount = Closing account net value (including unrealized PNL) - initial account equity (including unrealized PNL) + interval withdrawal - interval deposit
ROI= ROI Amount / (Initial account net value + deposit) * 100%

**Calculation Formula of 7-day ROI Amount & ROI**
Initial account net value=Account net value 7 days ago (including unrealized PNL)
ROI Amount = Closing account net value (including unrealized PNL) - initial account equity (including unrealized PNL) + interval withdrawal - interval deposit
ROI= ROI Amount / (Initial account net value + deposit) * 100%

**Case of Calculation of Total ROI Amount & ROI**
Assuming that the trader's initial account net value = 0 and closing account net value = 200, please calculate the ROI of Sept. 1st, 2022 to Sept. 9th, 2022.
Suppose the interval withdrawal = 200, the deposit = 100;
The ROI Amount = 200-0 + (200-100), that is, the ROI Amount = 300;
ROI = 300 / (0 + 100) * 100% = 300%
Case of Calculation of 7-day ROI Amount & ROI

Assuming that the trader's initial account net value before 7 days is = 0, and the closing account net value = 200, please calculate the ROI of Sept. 3rd, 2022 to Sept. 9th, 2022 (7 days in total).
Suppose the interval withdrawal = 200, the deposit = 100;
The ROI Amount = 200-0 + (200-100), that is, the ROI Amount = 300;
ROI = 300 / (0 + 100) * 100% = 300%

**Gate.io reserves the final right to interpret the product.**

**9.Copy Trading Function Update: Fixed Copying Proportion Adjusted**
To protect copiers' rights and lower trading risks, the Copy Trading platform has decided to adjust the range of fixed copying proportion. The highest value of the fixed copying proportion in the copying method will be adjusted from 100X to 10X.

**Note:** The adjustment only applies to new copy trading orders after the announcement. Copied orders will not be affected.

### How Will the Adjustment Affect Copiers?
The copying proportion refers to the percentage or times of copying the lead trader's position. For example, if the copier sets 10 times, the trader adds 10 futures and the copier will increase the position 10 * 10 = 100 futures. As a result, the copier will have to bear decupled loss that the trader bears in futures. The adjustment will lower copiers' trading risk and improve capital safety. To reduce trading risk, it is recommended to set the copying proportion according to the fund amount of copiers and the proportion of funds of traders.

## 10.Copy Trading Function Update: Lead Traders Applying to Level-up and Become Advanced Traders Are Required to Set Max Leverage
To protect copiers' rights and ensure the stability of traders' ROI, Copy Trading has added new requirements for traders' level-up: lead traders who apply to level up to become advanced traders are required to join the [Lead Trader Risk Control System](https://www.gate.io/article/34649 "Lead Trader Risk Control System") and set their max leverage on cross margin under or equal to 10X.

### How to Join Lead Trader Risk Control System When Applying to Level-up?

1.Contact customer service: https://t.me/Gate_CopyTrading;

2.Attach max leverage information when applying to level up to become an advanced trader and the platform will help you set the max leverage.

**Example:**
Max leverage for BTC/ETH perpetual futures: 10X;
Max leverage for perpetual futures of other tokens: 10X.

## 11.Copy Trading Function Update: Copy Methods Will Be Simplified As Copy Proportionally to Total and by Fixed Multiplier

The Copy Trading platform is implementing a major upgrade to provide a more intuitive and convenient platform for both traders and copiers. The platform will simplify the copying methods, ensuring a more streamlined and user-friendly experience. The upgrade will be available on both WEB and APP, with all versions advanced to the latest release.

The platform will simplify copying methods into two ways: copy proportionally to total and copy by fixed multiplier. This upgrade aims to offer a more user-friendly, simple, and direct copying process for both traders and copiers. It’s designed to enhance profitability and facilitate efficient and effortless copy trading operations.

**Showcase on WEB:**
![](https://gimg2.gateimg.com/image/article/1711596772en1423bfac3-c4f9-42ce-9b93-8845201e3fe5.png)

**Showcase on APP**

![](https://gimg2.gateimg.com/image/article/1711596798en20328.png)

## Explanations of the Two Copying Methods

**Copy Proportionally to Total **

In this copying method, total assets are defined as the sum of available funds and the value of held positions. For example, if a trader has 50U in available funds and holds a BTC/USDT position valued at 50U, his/her total assets amount is 100U (50U + 50U). If the trader creates an order with an amount of 10U, the proportion to total will be 10%. Suppose you have total assets of 500U, you would copy the trader with 10% of your total assets, which is 50U (500U * 10%).

**Copy with A Fixed Multiplier**

In this method, users can set a fixed multiplier for their trades. For instance, if you choose a 3x multiplier, you will copy with a contract value of 3 BTC (1BTC * 3) when the trader you copy opens a 1BTC/USDT contract.

With this optimization, the platform believes that Copy Trading will become more intuitive and convenient. It's believed that this update enhances your experience. Any valuable feedback or suggestions are welcomed. The platform is committed to continually improving our services for you.

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