How to Use Copy Trading

This guide walks you through using Gilito's copy trading features — from finding and following top leaders to publishing your own portfolio. For background on how copy trading works, see the Copy Trading & Social Portfolios concept page.

Browsing Leaders

The Leaders page displays all users who have published their portfolios. You can browse and filter leaders by various criteria:

Step 1: Navigate to the Leaders Page

Click Copy Trading in the main navigation, then select Browse Leaders.

Step 2: Filter and Sort

Use the filter controls to narrow down leaders by:

• Performance period — 1 month, 3 months, 6 months, or all time
• Risk level — based on maximum drawdown history
• Asset focus — leaders who primarily trade specific markets or sectors
• Number of followers — social proof of a leader's track record

Step 3: Review a Leader's Profile

Click on any leader to see their detailed profile, including performance charts, current positions, published strategies, trade history, and follower count. All performance data is based on verified, post-publication trades.

Following a Leader

Step 1: Click Follow

On the leader's profile page, click the Follow button. This subscribes you to their trade notifications.

Step 2: Configure Notifications

Choose how you want to be notified when the leader makes a trade: in-app notifications, email, or both. You can change this later from your copy trading settings.

Step 3: Choose Manual or Auto-Sync

Decide whether to review and act on each trade manually, or enable auto-sync to mirror the leader's trades automatically. You can start with manual mode and switch to auto-sync later.

Enabling Auto-Sync

Auto-sync automatically mirrors a leader's trades in your portfolio. To enable it:

Step 1: Connect Your Broker

Auto-sync requires a connected broker account. If you have not connected one yet, you will be prompted to do so.

Step 2: Set Allocation

Specify how much of your portfolio to allocate to this leader. For example, setting 20% means each of the leader's trades will be proportionally sized to 20% of your total portfolio value.

Step 3: Review Guardrails

Confirm that your trade guardrails are configured appropriately. Guardrails apply to all auto-synced trades and prevent excessive exposure.

Step 4: Activate Auto-Sync

Toggle auto-sync on and confirm. From this point, the leader's new trades will be automatically mirrored in your account.

Publishing Your Own Portfolio

Any Gilito user can become a leader by publishing a portfolio:

Step 1: Go to Your Portfolio

Navigate to the portfolio you want to publish.

Step 2: Click Publish

Open the portfolio settings menu and select Publish Portfolio. You will be asked to add a description and optionally select which strategies you want to share publicly.

Step 3: Start Trading

From the moment of publication, your trades are tracked with verified timestamps. Your performance metrics will begin building as you make new trades. Pre-existing positions are recorded as your starting baseline but do not count toward your published returns.

Managing Followers and Notifications

As a leader, you can manage your followers and control notifications:

• View follower count — see how many users are following your portfolio
• Follower notifications — when you make a trade, all followers are notified according to their preferences
• Unpublish — you can unpublish your portfolio at any time, which hides it from the Browse Leaders page and prevents new followers. Existing followers retain access to your historical track record
• Add trade commentary — optionally add notes to your trades explaining your reasoning, visible to your followers