Finding Traders to Copy

Discovering the right traders to copy is crucial for your success on PiTrade. This guide walks you through finding, evaluating, and selecting traders whose strategies align with your investment goals.


Accessing the Explore Section

The Explore section is your gateway to discovering new traders and portfolios on PiTrade.

Steps to Access Explore

  1. Open the PiTrade app
  2. Navigate to the main app tabs at the bottom
  3. Go to the Strategizer tab
  4. You'll see the portfolio discovery interface

Browsing Portfolios

Portfolio Cards Display

Each portfolio card shows:

  • Portfolio Name: The trader's portfolio identifier
  • Performance Metrics: Current returns and statistics
  • Number of Followers: How many people are copying this portfolio
  • Recent Activity: Latest trades or updates

Using the Strategizer Tab

The Strategizer tab lets you search for specific traders and strategies.

Searching for Traders

Use the search bar to find traders by:

  • Trader name or username
  • Portfolio name

Strategy Categories

Browse traders by strategy:

  • Growth: Capital appreciation focused
  • Income: Dividend and yield focused
  • Value: Undervalued stock hunting
  • Momentum: Trend-following strategies
  • Sector Specific: Tech, Healthcare, Finance, etc.

Viewing Trader Profiles

Tap on any trader to see:

  • Detailed performance statistics
  • Trading style and approach
  • Risk metrics
  • Number of current followers
  • Trader bio and experience

Evaluating Traders

Key Metrics to Consider

Return on Investment (ROI): Look at returns over multiple time periods, compare against market benchmarks, avoid focusing solely on short-term gains.

Consistency: Check if returns are steady or volatile, look for traders with consistent positive months, avoid traders with extreme swings.

Risk Metrics: Sharpe Ratio (higher is better for risk-adjusted returns), Max Drawdown (lower is better for smaller losses), Win Rate (percentage of profitable trades).

Portfolio Size: Larger portfolios may be more stable, smaller portfolios might offer higher growth potential, consider your risk tolerance.

Red Flags to Avoid

  • Extremely high returns (>100% monthly) - likely unsustainable
  • No trading history or very new portfolios
  • Traders with many followers but poor performance
  • Portfolios with high drawdowns and low recovery
  • Lack of transparency in holdings

Green Flags to Look For

  • Consistent positive returns over 1+ years
  • Reasonable risk-adjusted returns
  • Transparent portfolio holdings
  • Active trader with regular updates
  • Growing but not explosive follower count
  • Clear investment philosophy

Starting to Copy

Before You Copy

  1. Review the Portfolio: Understand the holdings and strategy
  2. Set Your Allocation: Decide how much to invest
  3. Review Terms: Understand the copy trading agreement

How to Copy a Trader

  1. Find a trader in Explore or Strategizer
  2. Tap View Portfolio or Copy This Trader
  3. Review the portfolio details
  4. Set your investment amount and click "Deposit Funds"
  5. Your account will automatically mirror their trades

Tips for Success

Start Small: Begin with a small allocation to test the trader, increase gradually as you gain confidence, never put all your capital with one trader.

Diversify: Copy multiple traders with different strategies, mix growth and income-focused portfolios, balance risk levels.

Monitor Regularly: Check performance monthly, review holdings quarterly, stay informed about market changes.

Adjust as Needed: Stop copying underperforming traders, rebalance your portfolio allocation, adapt to changing market conditions.

Learn from Traders: Study their trading decisions, understand their investment philosophy, use insights to improve your own trading.


Ready to find your first trader? Start exploring portfolios →

Want to learn more about copy trading? Read our copy trading guide →

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