We've supercharged copy trading! The new Copy Trading 2.0 comes with 8 major highlights. This update tackles key pain points from the old version, optimizing copy logic and data transparency for a more professional trading experience. Let’s take a quick look.

Ⅰ. Old vs. New Version: Key Comparisons

Ⅱ. Three Major Core Feature Upgrades: More Transparent Copy Trading

1) Dedicated Sub-Account Order Placement Simplifies Operations

Using copy trading sub-accounts, transfer copy trading funds into dedicated sub-accounts to calculate each copier's order amount separately, with orders executed through the sub-account in the perpetual futures system. Simultaneously, we've eliminated the "copy trading group" concept, removing the need for order/position aggregation and splitting.

2) Optimized Copy Logic: Eliminating the Concept of Separate Position

Previously complex issues like position relationships, closing order matching, and PnL calculations have all been improved.We've upgraded the copy trading calculation logic with fully transparent rules. Separate margin mode for copy-by-order trades is no longer used, and multiple open orders are automatically merged into a single position. Closing follows proportional allocation, giving you more flexibility and intuitive control.

New Version's Advantages

- Separate Margin Mode No Longer Used: The new system eliminates the use of virtual separate positions for Copy by Per Order. All copied trades now align with the perpetual futures position.

- Direct Order Matching: Each open order is directly paired with its corresponding close order. This eliminates the issue of cross-order closures.

- Clear Order Records: With consistent data logic, it is easier to trace each trade and maintain accurate transaction records.

Simplified PnL Calculations: PnL is now calculated directly from the price difference between the open and close prices, improving accuracy.

- Greater Transparency: Users can clearly view the source of each order and the resulting PnL.

- Improved Efficiency: Simplified order matching makes the rules easier to understand and minimizes the risk of errors.

- Enhanced User Experience: The upgraded logic makes the system more user-friendly, reducing confusion from complicated rules.

3) Unified Data Source Ensures Transparent, Accurate Information

All trading data (for both traders and copiers) now pulls directly from perpetual futures account underlying data, including account assets, current positions, position history, and balance records.

New Version's Advantages

- New on Copy Trading Details Page: Account Assets (now supports copy by per order); Unsettled Share / Shared Profit; End Reason (TP/SL/Manual). View Copy Assets and PnL at a glance.

- The position interface now displays "Estimated Liquidation Price" and "Risk" for real-time risk monitoring, along with complete records including Trade History, Position History, and Transaction History.

- More Consistent Data and Transparent Trading: Both parties share the same data source, enhancing transparency and making verification easier. This provides a reliable foundation for your risk control and PnL analysis.

Ⅲ. Upgrade Details

1) "Signal-Only" Position Control

- Whether traders adjust their shared order size or copiers add/reduce investments, positions will not be auto-aligned. The only thing that triggers copy actions is the trader’s actual open/close signals.

2) Smarter Subsidy Settlements

- When you stop copy trading or when your subsidy voucher expires and your copied trade shows a loss, the system pays out subsidy!

* Your copy trading funds must be greater than the subsidy value.

3) All Copy Trading Formulas Revealed

New Copy by Position Ratio

- Opening Position: Trader's Opening Ratio = (Trader's Required Margin) / (Trader's Available Margin Before Opening); Copier's Required Margin = (Copier's Available Margin) × Opening Ratio

- Closing Position: Closing Ratio = (Trader's Closing Position Size) / (Trader's Pre-Closing Position Size); copiers close the same propotion of their position.

New Copy by Per Order

- Opening Position: Order Amount = (Copier's Margin per Trade) / [Order Price × (1/Leverage + Taker Fee Rate)]

- Closing Position: Follows the same logic as the new Copy by Position Ratio feature. Copier's close order size is calculated based on the trader's close position ratio.

4) Profit Share: "Winning Positions Only"

- Profits shared only after a full position closes and shows net profit.

- Settled automatically every Monday. Profit Share History:

Formulas: Profit Share = max[ sum(Net PnL of all positions in the current period) × Profit Share Ratio , 0 ]

Position Net PnL = sum(Realized PnL) - sum(trading fee)

5) More Precise Trial Fund Usage

- Trial funds cover losses and funding fees at closing and match perpetual futures rules.

- When you have multiple trial funds, the system smartly uses the longest available expiration period. The offset ratio always align with your main Perpetual Futures Account’s ratios.

Ⅳ. User Guide

1. Go to Copy Trading homepage and pick your preferred Perpetual Futures trader.

2. Choose copy by "Per Order" or by "Position Ratio", then transfer funds to USDⓢ-M Perpetual Futures Account.

Enter Copy Trading Funds in Copy by Position Ratio mode.

Enter Copy Trading Funds and Margin in Copy by Per Order mode.

3. You can find TP/SL Set in Advanced Settings.

4. Click Copy Now

* Copy with 0 slippage is disabled by default. Consider enabling it when your copy order is large in size.

5. View Copy Trading Details

Update your app to the latest version now to try Sub-Account Copy Trading! Every copy trade is backed by whitepaper-grade rules—making copy trading more transparent, secure, and efficient! 🚀