App Overview

Welcome to PiTrade! This guide gives you a quick tour of the app's main features and how to navigate them.

Whether you're here to copy expert traders or trade manually, you'll find everything you need in one place.


Core Features

PiTrade is built around a few key capabilities:

  • Copy Peers – Automatically replicate trades from peers who are performing well
  • Trading – Trade stocks yourself with professional tools
  • Portfolio Management – Track your holdings and performance in real-time
  • Market Research – Access trending stocks, sectors, and curated investment opportunities

Trading & Copy Peers

Copy Peers

Copy the trades of your peers who are performing well. Browse top-performing peers, review their track records, and copy their portfolios with a single tap.

What you can do:

  • Browse peers and their portfolios
  • View detailed performance metrics and trading history
  • Copy up to 2 portfolios (Plus plan) or unlimited (Pro plan)
  • Monitor your copied trades in real-time
  • Adjust or stop copying anytime

Getting started:

Trading

Trade stocks yourself using professional-grade tools and real-time market data.

What you can do:

  • Search and research stocks
  • Place market and limit orders
  • Set stop-loss and take-profit levels
  • Track order history
  • Monitor real-time price movements

Getting started:


Portfolio Management

Your Portfolio Dashboard

See all your holdings, performance, and gains/losses at a glance.

Key sections:

  • Holdings – All stocks and portfolios you own
  • Performance – Your returns and portfolio growth
  • Gains & Losses – Detailed P&L breakdown
  • Copied Peer Portfolios – Peers you're copying and their performance

Learn more:


Market Research Tools

Trending Stocks

Stay updated on what's moving in the market.

  • Real-time trending stocks
  • Top movers and volume shocks
  • Key price levels and technical indicators

Daily Sectors & Themes

Discover the day's top-performing sectors and expert-curated investment themes.

Curated ETFs & Funds

Browse hand-picked ETFs and funds with performance insights to help you invest smarter.

Watchlist

Create custom watchlists to track stocks you're interested in.

Explore:


Account & Security

Your Account

Manage your profile, settings, and preferences.

What you can do:

  • Update profile information
  • Manage notification preferences
  • Set security options
  • View account activity

Security & Authentication

PiTrade uses institutional-grade security to protect your account:

Authentication Methods:

  • Face ID and Touch ID – Quick and secure access with Face ID or Touch ID
  • Two-Factor Authentication (2FA) – Add an extra layer of security using an authenticator app
    • Scan a QR code or copy the app key to link with your authenticator app
    • Receive time-based codes for account verification
  • Password Management – Reset your password anytime from your account settings
  • Remembered Devices – Manage trusted devices and reset them as needed

Additional Security:

  • Bank-Level Encryption – 256-bit SSL encryption for all data
  • Advanced Threat Protection – Monitor for compromised credentials

Learn more:


Getting Around

Main Navigation

The app is organized into easy-to-find sections:

  • Home – Quick access to your portfolio and key features
  • Explore – Discover trending stocks, sectors, and investment opportunities
  • Copy Peers – Browse peers and manage your copies
  • Trade – Place manual trades and manage orders
  • Portfolio – View your holdings and performance
  • Account – Manage your profile and settings

Search & Discovery

Use the search feature to quickly find stocks, strategizers, or specific information.

Notifications

Stay informed with real-time alerts about:

  • Price movements on your watchlist
  • Trades executed on your copied portfolios
  • Market opportunities and trending stocks
  • Account activity and important updates

Tips for Success

  • Start small – Begin with one copied peer portfolio or a small manual trade
  • Do your research – Review peer performance before copying
  • Diversify – Consider copying multiple peers or trading different stocks
  • Monitor regularly – Check your portfolio at least weekly
  • Use risk management – Set stop-loss levels to protect your investments
  • Learn as you go – Read our guides and FAQs as you explore

Need Help?

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