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    How to Navigate Copy Trading User Center (Follower)
    bybit2024-10-29 03:07:14

    From the Copy Trading User Center (Follower), you can have an overview of your Copy Trading Account, the current or past performance of your followed Master Trader and the order details. 

     


     

    Account Overview 

     

     

    The performance of both USDT Perpetual Trades and trading bots created with Copy Trading is taken into account. For trading bots, currently, only Futures Grid Bot is supported. 

     

    Total Equity

    This shows all assets owned in the Copy Trading account.

    Total Equity = Available Balance + Total Margin Balance + Unrealized P&L 

    Total Margin Balance = Sum (Margin Occupied by USDT Perpetual Contracts + Margin Occupied by Trading Bot Positions)

    Updated Real-Time



    Available Balance

    Your available balance is the total amount of funds in your Copy Trading account that can be used for trading.

    Margin Balance

    This shows the amount of margin being occupied by the current open positions.

    Unrealized P&L

    Unrealized P&L (profit and loss) is the gain/loss calculated based on the difference in USDT value between your position average entry price and the current market price.

    Realized Profit Share

    This refers to the amount of realized profit that has been shared with the Master Trader(s) you follow and previously followed.

    Unrealized Profit Share

    This refers to the amount of realized profit that is yet to be shared with the Master Trader(s) you followed and unfollowed this week.


     

    Dashboard Tab

     

    You can view the results of the current P&L and ROI of all following Master Traders, or you can filter each Master Trader to view the results individually.
     

    Cum. Investment 

    The amount of assets invested (funds to copy) on the Master Traders

    Updated Real-Time

    Total Equity

    Total Equity = Total Investment - Trading Fee - Funding Fee + P&L

    P&L

    P&L = Realized P&L + Unrealized P&L Calculated based on the difference between the position average entry price and market price. This includes positions from the copied USDT Perpetual trades or positions within the copied Trading Bot.

    ROI 

    ROI = (Total Equity - Cum. Investment + Reduced Investment) / Cum. Investment

     

    Please note that the indicators above only show the results of the Master Trader during the copying period. If you cancel the copy of the Master Trader and recopy, the historical copy data of the Master Trader will not be displayed. The historical data can be found from Master Trader Follow History or OrdersHistory Orders.

     

    The chart under the Dashboard shows the daily ROI and daily profit based on the selected time frame. It is updated in real-time.
     

     
     

    Master Trader Tab

    You can view the Current Copy Trades and Follow History of each Master Trader. You can also click on Adjust Investment to increase or reduce your funds to copy the respective Master Trader. Please note that the amount reduced will be automatically transferred to your Funding Account.

    Cum. Invested

    Total funds to copy on this Master Trader. Please note that if you reduce your investment to the Master Trader, it will not reduce your Cum. Invested amount.

    Equity

    Equity = Available Balance + Margin Balance + Unrealized P&L 

    ROI

    ROI = (Equity - Total Invested) / Total Invested

    P&L

    P&L = Realized P&L+ Unrealized P&L (under this Master Trader during the copy period)


    This includes positions from the copied USDT Perpetual trades or positions within the copied Trading Bot.

    Realized Profit Share

    Amount of realized profit that has been shared with the Master Trader during the copying period. 


     

    To view the copied position's details under the Master Trader, you can click on Details to enter the Currently Following Page.

     

    Trades

    1. Open Position

    This shows the overview of the existing open position(s) with the Unrealized P&L, Qty (the position size), Position Margin, Entry Price (position average entry price), Market Price, and Liquidation Price for each position.

     

     

    Under the position Details, you can see the details of each order copied for the position.

    Please note that the Entry Price displayed in the position details is the position average entry price. To check how the position entry price is derived, you can move your cursor to the Unrealized P&L and click on More Details to see the Position Average Entry Price Change History.

     

     

     

    You also have the option to set Trailing Stop, TP/SL for each order, manually close a specific order or close the entire position directly from this page.

     

    2. History Orders

     

     

     

    You can view the details of the closed position here, including the time the position was closed, the closing price, the Closed P&L, the incurred fees, and more.

     

    For more information on calculating a Closed P&L, please refer to P&L Calculations (USDT Contract).

     

     

    Bots

     

    1. Running

    Delve into the details of your actively running bots. Access information on the investment, trades executed in the last 24 hours, running time, total profit and loss, as well as the set Take Profit (TP) and Stop Loss (SL) parameters.



    2. Terminated Bots

    Review comprehensive data on your terminated bots. Analyze your initial investment, trade count, running time, realized profit and loss, Return on Investment (ROI), and the specific reasons for termination and more.

     

    Please note that after you cancel the copy of the Master Trader, your bots will be terminated, all open positions will be closed, and the remaining balance will be refunded to your Funding Account.



     

    Copy Trading Settings

    You can view and edit the current copy trade parameter settings you have set up for the respective Master Trader from this page.
     

     


    The maximum position size shows the remaining and maximum order value that can be followed for your copy trades derived from your position sizes in both long and short directions.
     

    For more information on How to Get Started with Copy Trading as a Follower, please visit here.

     

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