# Trada Docs ## Docs - [Welcome to Trada](https://docs.trada.io/getting-started/readme.md): Trade-copier and journaling infrastructure for traders running multiple accounts. Connect the accounts you already trade, copy one master across them, and review every trade in one place. - [What is Trada](https://docs.trada.io/getting-started/what-is-trada.md): What Trada does, who it's for, and how its five layers fit together — from connecting accounts to copying trades, journaling, and reporting. - [Quickstart](https://docs.trada.io/getting-started/quickstart.md): Get from sign-up to your first copied trade in four steps: create an account, connect a trading account, set up a copier, and review your trades. - [Core concepts](https://docs.trada.io/getting-started/core-concepts.md): The core vocabulary used across Trada — copier, sender, receiver, partner account, working hours, protection, and the Trading Health Score. - [Accounts overview](https://docs.trada.io/connecting-accounts/connecting-accounts.md): Connect and manage the trading accounts Trada copies and journals — Forex as a flat list, Futures nested under a login. - [Connect a Forex or CFD account](https://docs.trada.io/connecting-accounts/connect-forex.md): Add a Forex or CFD account on MetaTrader, cTrader, TradeLocker, DXTrade, or MatchTrader. - [Connect a Futures account](https://docs.trada.io/connecting-accounts/connect-futures.md): Add a Futures account and enable the individual trading accounts under a single login. - [Supported platforms](https://docs.trada.io/connecting-accounts/supported-platforms.md): The Forex and Futures platforms Trada connects to, how each authenticates, and which can copy versus journal. - [Credential sets & OAuth brokers](https://docs.trada.io/connecting-accounts/credential-sets-oauth.md): How Trada stores connection details as reusable credential sets, and which brokers connect by secure sign-in. - [Partner accounts & badges](https://docs.trada.io/connecting-accounts/partner-accounts.md): What a partner account is, how it is badged, and how it can unlock Free Starter. - [Syncing, status & troubleshooting](https://docs.trada.io/connecting-accounts/syncing-troubleshooting.md): Read account connection status, sync balances, and fix common connection problems. - [How copy trading works](https://docs.trada.io/copy-trading/copy-trading.md): How copy trading works in Trada — a copier maps one master account to many follower accounts, copying every trade in real time with per-account control. - [Create a copier](https://docs.trada.io/copy-trading/create-a-copier.md): Create a copier from the Copy Trading list view, then manage your copiers — start and stop them, duplicate, and delete. - [The sender account](https://docs.trada.io/copy-trading/sender-account.md): Set the master account a copier copies from. Each copier has exactly one sender, and the sender sets the copier's market type. - [Add & configure a receiver](https://docs.trada.io/copy-trading/configure-receiver.md): Add follower accounts to a copier and configure each one independently across three tabs — Trading, SL & TP, and Protection. - [Lot-sizing modes](https://docs.trada.io/copy-trading/configure-receiver/lot-sizing-modes.md): The five ways a receiver can size each copied trade — lot multiplier, fixed lot, balance multiplier, equity multiplier, and fixed % risk. - [Stop-loss & take-profit modes](https://docs.trada.io/copy-trading/configure-receiver/sl-tp-modes.md): Control how stop-loss and take-profit carry from the sender to each receiver — inherited, fixed distance, or refined by a set amount. - [Risk protection](https://docs.trada.io/copy-trading/configure-receiver/risk-protection.md): Set per-receiver loss and profit limits that act automatically — send a notification, stop the copier, or flatten the account when a threshold is hit. - [Symbol mapping](https://docs.trada.io/copy-trading/symbol-mapping.md): Match the sender's instrument names to each receiver's, so a master symbol copies correctly even when brokers name it differently. - [Working hours & scheduling](https://docs.trada.io/copy-trading/working-hours.md): Restrict when a copier is allowed to copy trades using daily time blocks, and optionally close open positions when the trading period ends. - [Copier states & lifecycle](https://docs.trada.io/copy-trading/lifecycle.md): Understand copier states — active and paused — what auto-pauses a copier, and how pausing, deleting, and the global controls affect open trades. - [Copier logs](https://docs.trada.io/copy-trading/copier-logs.md): Read the chronological record of everything a copier does — copies, closes, failures, and protection triggers — and filter or export it. - [Troubleshooting copiers](https://docs.trada.io/copy-trading/troubleshooting.md): Work out why a trade didn't copy and how to fix it — disconnections, paused copiers, protection triggers, symbol mappings, slippage, and order-type rules. - [Journal overview](https://docs.trada.io/journal/journal.md): Every closed trade auto-syncs into a structured journal you can annotate and review — no manual entry. - [Journaling a trade](https://docs.trada.io/journal/journaling-a-trade.md): Annotate a trade with a rating, emotional state, notes, and a strategy tag in the trade journal modal. - [Group journaling](https://docs.trada.io/journal/group-journaling.md): Apply the same annotation to many similar trades at once, with a short undo window. - [Period reviews](https://docs.trada.io/journal/period-reviews.md): Review performance by day, week, and month with stats, an equity curve, and reflection notes. - [Strategies & checklists](https://docs.trada.io/journal/strategies.md): Define named strategies with execution settings, risk settings, and checklists, with auto-computed metrics. - [Reports overview](https://docs.trada.io/reports-and-analytics/reports.md): Cross-account analytics in four tabs, with real-time equity and a Trading Health Score. - [Trading Health Score](https://docs.trada.io/reports-and-analytics/health-score.md): A 0 to 100 composite of six sub-scores that summarises how your process is running, not what it returns. - [Performance tab](https://docs.trada.io/reports-and-analytics/performance-tab.md): Profit factor, reward-to-risk, drawdown over time, and your best and worst trades. - [Time tab](https://docs.trada.io/reports-and-analytics/time-tab.md): Performance broken down by time of day, trading session, and day of week. - [Instruments tab](https://docs.trada.io/reports-and-analytics/instruments-tab.md): Performance broken down by symbol across your accounts. - [Filters](https://docs.trada.io/reports-and-analytics/filters.md): Filter reports by date, account, symbol, strategy, and session. - [Share a public report](https://docs.trada.io/reports-and-analytics/share-public-report.md): Publish a read-only snapshot of a report at a public link. - [Plans & pricing](https://docs.trada.io/plans-and-billing/plans-billing.md): Trada's five plan tiers and what each includes — accounts, copiers, and add-ons. - [Extra-account add-ons](https://docs.trada.io/plans-and-billing/add-ons.md): Add capacity beyond your plan's account limit with per-account add-ons. - [Free Starter (partner unlock)](https://docs.trada.io/plans-and-billing/free-starter.md): Qualifying funded traders get Starter features at no cost by connecting a partner account. - [Upgrade & downgrade](https://docs.trada.io/plans-and-billing/upgrade-downgrade.md): Change plans — upgrades apply immediately, downgrades take effect at the end of the cycle. - [Billing & invoices](https://docs.trada.io/plans-and-billing/billing-invoices.md): Manage your payment method and download invoices. - [Your profile](https://docs.trada.io/account-and-security/account-security.md): Manage your name, certificate name, timezone, and other profile details. - [Password & two-factor (2FA)](https://docs.trada.io/account-and-security/password-2fa.md): Change your password and secure your account with two-factor authentication. - [Active sessions & devices](https://docs.trada.io/account-and-security/sessions.md): See where you're signed in and end sessions you don't recognise. - [Notifications](https://docs.trada.io/account-and-security/notifications.md): In-app alerts for copiers, accounts, deals, errors, and system events. - [Public report links](https://docs.trada.io/sharing/sharing.md): Share a read-only snapshot of your performance via a public link. - [Certificates](https://docs.trada.io/sharing/certificates.md): Share trade, period, report, and copier results as a read-only link. - [What's coming](https://docs.trada.io/sharing/roadmap.md): Features in development, including social trading and branded image certificates. - [The operator model](https://docs.trada.io/why-trada/why-trada.md): Why Trada frames multi-account trading as an operation — managing systems and capital, not single entries. - [Built for prop firm traders](https://docs.trada.io/why-trada/for-prop-traders.md): How Trada fits traders running multiple funded accounts across firms and platforms. - [Multi-platform by design](https://docs.trada.io/why-trada/multi-platform.md): Forex and Futures breadth on both source and destination, with isolated cloud instances. - [How Trada works under the hood](https://docs.trada.io/developers/developers.md): The architecture behind copying — isolated cloud instances, real-time WebSocket copying, and containerised terminals. - [Platform integration reference](https://docs.trada.io/developers/platform-integration.md): How each supported platform connects — credentials versus secure sign-in. - [API access](https://docs.trada.io/developers/api-access.md): Programmatic access to Trada. - [Glossary](https://docs.trada.io/reference/glossary.md): Definitions of the terms used across Trada. - [Formulas & metrics](https://docs.trada.io/reference/formulas.md): How Trada calculates win rate, expectancy, profit factor, drawdown, and the Health Score. - [Conventions](https://docs.trada.io/reference/conventions.md): How Trada displays time, currency, numbers, and P\&L, plus the loading, empty, and error patterns you'll see across the app. - [FAQ](https://docs.trada.io/reference/faq.md): Quick answers to common questions about Trada. - [Risk disclaimer & legal](https://docs.trada.io/reference/legal.md): Risk disclaimer and the limits of what Trada is — software that copies and records trades, not a broker, adviser, or guarantee of any outcome. --- # Agent Instructions This documentation is published with GitBook. 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