Getting Started

Start by understanding signals before deciding whether to create copy-trading tasks. Browsing public signals requires no exchange API binding; always distinguish clearly between paper copy and live copy.

This guide divides a new user's first week into four clear steps: prepare account, select signals, run paper copy, and go live. Each step explains "what you should verify upon completion" — because most missteps happen not from clicking the wrong button, but from advancing without confirming previous results.

Preparation & Account

First read Safety & Funds and complete registration and sign-in. After signing in, confirm your subscription plan, available quota, and feature access. If the page shows a feature as unavailable, follow the on-screen instructions rather than assuming that an accessible button means live trading is enabled.

Registration & Sign In

Two sign-in methods are currently supported:

• Email Registration: Enter your email → receive a verification email → click the verification link and set your password. Verification links have an expiration window; request a new one from the sign-up page if expired.
• Google Sign-In: Authenticate directly with your Google account. You will still confirm agreement terms upon first login.

An invitation code is required during internal beta. Look for instructions on the registration screen. If you are uncertain about live permissions, inspect your account status rather than merely checking whether the "New Copy" button is visible.

Confirm Account Status

After signing in, verify four items on the API Keys and Pricing pages:

Item to Confirm	Where to Check	Description
Current Plan	Pricing page / Top of API Keys page	Free, VIP, and Studio VIP copy capital caps are 500 / 5,000 / 20,000 USDT respectively
Allocated Capital	"Plan Quota" card on API Keys page	Paused and abnormal tasks still occupy quota; only stopped tasks release quota
Allocatable Capital	Same as above; equals Capital Cap minus Allocated Capital	Capital entered when creating a new task cannot exceed this value
Live Eligibility	Prompts on New Copy page	Without an invite, or if authorization expired, or live trading is disabled, only paper copy tasks can be created

If "Allocatable Capital" displays — or fails to load, do not guess based on historical balances; click the refresh button on the interface.

Tip: The capital quota only manages copy trading capacity. It is not margin occupied, nor the maximum amount you can lose. The true loss boundary is determined jointly by position size, leverage, slippage, and market conditions.

Selecting & Understanding Signals

Browse lead traders from the Rankings or Sonar Radar, and read the report and data timestamp. Beyond raw returns, check drawdown, position transparency, and trading style. Missing or stale data cannot serve as reliable proof of performance, and top ranking does not guarantee future profitability.

What to Look for in a Report First

Reading in this order is far more useful than looking at ROI alone:

1. Data Timestamp and Freshness. The top of the report marks the last refresh time. When data is stale, refresh status is "partial", or critical evidence is missing, the page explicitly warns you; do not use such reports as the basis for copy trading.
2. Position Transparency. If a lead trader hides positions, copy trading is impossible and the platform will reject creation. If you see "Positions Hidden", there is no need to configure further.
3. Drawdown and Recovery. High returns often come with steep drawdowns. Look at "how long recovery took after a drawdown", rather than the peak drawdown number alone.
4. Concentration. Check whether profits are concentrated in a tiny handful of coins or single trades. Highly concentrated strategies are vulnerable to market regime changes.
5. Trading Style Alignment. High-frequency scalping requires minimal latency; large-position trend trading demands greater psychological endurance. When style does not fit you, holding through drawdowns becomes very difficult.
6. Resilience Score and Five-Dimensional Breakdown. The score is a composite diagnostic aid, not a buy signal. Every score dimension can be expanded to examine underlying metrics.

When to Skip a Lead Trader

The product automatically blocks certain conditions, such as when a signal source has ceased trading, reports are stale, or positions are hidden. In addition, we recommend skipping when:

• The report contains multiple "Calculating..." or "—" indicators, indicating incomplete evidence.
• The lead trader's recent style suddenly shifted (e.g., from low-frequency trend to high-frequency altcoins).
• You cannot stomach the trader's historical maximum drawdown.
• You can only find the returns attractive by applying high leverage.

TODO 素材：此处补「信号榜单进入带单员报告，查看风险与数据时间」截图

Understanding Paper Copy First

Choosing paper mode allows you to understand the creation, parameter configuration, and monitoring workflow without binding an API Key or sending orders to an exchange. Simulated execution, slippage, and fees differ from live markets; never treat paper returns as a live guarantee.

What Paper Copy Can Validate

Paper mode is ideal for verifying four things where live trading most frequently runs into trouble:

Validation Goal	What to Inspect	Description
Parameter Reasonableness	Positions & notional exposure in task details	Verify whitelist, direction filters, and single-coin limits match your expectations
Signal Frequency	Fills and missed trade logs over time	If no signals occur for days, the lead trader may simply be inactive
Missed Trade Reasons	Reason fields in missed trade logs	Expose issues like chase timeouts, slippage exceedances, or insufficient margin early
Your Own Patience	Reviewing tasks daily	If you frequently change parameters during simulation, emotional overtrading will be worse in live copy

What Paper Copy Cannot Validate

• Actual Fill Prices. Simulation does not consume order book liquidity; market depth and market impact are not reflected.
• Actual Latency. Network hops, exchange matching, and system queuing do not apply in simulation.
• Funding & Trading Fees. These directly erode returns in live trading.
• Slippage During Flash Crashes. In extreme market wicks, live slippage can far exceed what a slippage ceiling can protect.

Therefore, strong paper performance only shows that "parameters have no obvious configuration errors", not that "live copy will be profitable."

TODO 素材：此处补「选择模拟模式并查看任务详情」录屏

Preparing for Live & Ongoing Monitoring

When ready for live copy, first Add Exchange API, then follow Create Copy Parameters to select an execution account, configure capital and risk limits, and review pre-flight results before launching.

After task creation, continuously inspect task status, open positions, and execution feedback. When encountering anomalies, compare task details against exchange order history. Understand the difference between pause, termination, and position handling in confirmation dialogs; pausing is never equivalent to liquidating positions. See Running but No Trades.

Checklist for Transitioning from Paper to Live

Before launching your first live copy task, verify item by item:

• [ ] API Key has only Read and Futures Trading permissions enabled; withdrawal and transfer permissions are strictly disabled.
• [ ] IP whitelist contains only the platform egress IP shown on the binding form, with no extraneous addresses.
• [ ] Account is in Hedge Mode (dual-position mode); one-way mode will be rejected.
• [ ] This Key currently has no other live copy task running (one Key can only run one live task at a time).
• [ ] Allocated capital is within your available quota, and you can afford to lose this money entirely.
• [ ] Slippage ceiling, chase window, symbol whitelist, and drawdown stop are all populated, and you understand their effects.
• [ ] Pre-flight warnings have been reviewed, with no blocking issues or unapplied settings.
• [ ] You confirmed the two ways to stop a task: stop while keeping positions, or stop after market liquidation.

Daily Monitoring Metrics After Launch

Metric	Location	What an Anomaly Means
Task Status	Task list / Task details	"Reduce Only", "Paused", "Terminating" indicate no new risk is being opened
Current Positions	Task details · Current Positions	If mismatched with exchange, exchange is authoritative; check fill history
Trade Fills	Task details · Orders & Trades	Monitor slippage (bps) and latency (ms); consistently high numbers indicate adverse execution environments
Missed Trades	Task details · Execution Receipts	Repeated reasons (e.g. chase timeout) suggest parameters need adjustment
Effective Capital	Task details · Task Equity	When account balance drops, the system runs with lower capital; risk limits evaluate against effective capital
Risk Budget	Task details · Risk Budget	"Loss budget exhausted" or "External deposit/withdrawal pending confirmation" halts new risk

Differences Between Three Ways to "Stop"

This is the most common area of misunderstanding for beginners:

Action	Stops New Positions?	Closes Existing Positions?	Can Resume Later?
Pause New Risk	Yes	No	Yes, requires passing admission checks
Drawdown Stop / Budget Trigger	Yes	No (reduce-only mode)	Requires manual resumption once criteria met
Stop Copy (Keep Positions)	Yes	No, positions stay on exchange for you to manage	No, task is archived
Stop Copy (Market Close & Stop)	Yes	Attempts market closure; slippage or partial fill possible	No

No "stop" action automatically empties your exchange account; conversely, closing positions manually on an exchange does not automatically terminate the task. Both sides require your confirmation.

TODO 素材：此处补「实盘预检、风险确认与任务状态查看」录屏

Next Steps

• Haven't bound an API yet: Add Exchange API
• API bound, ready to configure: Create Copy · Parameters
• Encountered a specific issue: FAQ
• Concerned about permissions and safety: Safety & Funds