Managing Your Copies

Once you've started copying traders, you'll want to monitor and manage your investments. This guide shows you how to view, edit, and optimize your copied portfolios.

Accessing Your Copies

Steps to Access

  1. Open PiTrade
  2. Tap the Portfolio tab at the bottom
  3. Scroll down to Copied Portfolios subsection
  4. You'll see all your active copy trades displayed as cards

Viewing Copied Portfolios

Each copied portfolio card displays:

  • Trader name: Who you're copying
  • Current value: Your investment's current worth
  • Gain/loss: Profit or loss amount
  • Return %: Percentage return
  • Edit icon: Pencil to manage the copy

Investment details: Original amount invested, current portfolio value, unrealized gains/losses, performance percentage

Trader information: Trader's name/username, portfolio strategy type, number of holdings, last trade date

Editing Your Copy

Steps to Access Edit Mode

  1. Find the copied portfolio you want to edit
  2. Tap the Pencil (Edit) Icon on the portfolio card
  3. The edit page opens with your current settings

What You Can Edit

  • View current investment amount
  • Adjust your investment
  • Add more capital
  • Stop copying (uncopy)
  • View detailed holdings
  • Check performance metrics

Adding More Capital

How to Add More Capital

  1. Open the portfolio edit page (tap pencil icon)
  2. Locate the Add More Funds field
  3. Enter your additional amount
  4. Tap Deposit Funds

Considerations Before Adding

Check Performance: Is the trader still performing well? Have their recent trades been profitable? Does their strategy still match your goals?

Review Your Capital: Do you have sufficient funds? Will this affect your other investments? Are you maintaining proper diversification?

Timing: Add during market dips for better entry, avoid adding right before major events, consider dollar-cost averaging.

Monitoring Performance

Monitoring Schedule

  • Daily: Quick performance check
  • Weekly: Detailed review of trades
  • Monthly: Full performance analysis

Key Metrics to Track

Return Metrics: Daily return %, weekly return %, monthly return %, year-to-date return %

Risk Metrics: Current drawdown, maximum drawdown, volatility, win rate

Activity Metrics: Number of trades this month, average trade size, trade frequency, holdings count

Rebalancing Your Portfolio

When to Rebalance

Rebalance when one copy trade is significantly outperforming others, your allocation no longer matches your goals, a trader's strategy has changed, or market conditions have shifted.

How to Rebalance

Option 1: Increase Investment

  1. Edit the portfolio
  2. Increase the investment amount
  3. Add more capital

Option 2: Stop Copying

  1. Edit the portfolio
  2. Click "Stop Copying"
  3. Withdraw your capital

Best Practices

Monitor Regularly: Check performance weekly, review trades monthly, adjust quarterly

Stay Diversified: Never put all capital with one trader, mix different strategies, balance risk levels

Be Patient: Don't panic on short-term losses, give traders time to execute strategy, focus on long-term performance

Adjust When Needed: Stop copying underperformers, add to consistent winners, rebalance to maintain goals

Keep Learning: Study successful traders' moves, understand their strategies, apply insights to your own trading

Next Steps:

Questions? Browse our FAQ →

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