Copy Master

Automatically copy trades from one account to others, even across different brokers.

Copy Master replicates the trades of a «master» account (the one generating signals) onto one or more «follower» accounts. When the master opens or closes a trade, TradingNote repeats it on the followers automatically. It's for trading several accounts at once without doing everything by hand.

Copy Master screen with the copy relationships
Here you define which account is the master and which ones follow it.

How to set up copying

  1. 1

    Choose the master account

    It's the account whose trades you want to replicate (for example, your main account or a signal provider's).

  2. 2

    Add the follower accounts

    Select one or more accounts that will copy the master. They can be at the same broker or at different brokers.

  3. 3

    Configure symbol mapping and size

    If the brokers use different symbol names, the mapping links each master symbol to its equivalent on the follower. Also set the size: fixed lot or risk percentage.

  4. 4

    Activate the subscription

    Once active, each new master trade is copied to the followers within seconds.

Within the same platform (e.g. MT5 → MT5) symbol mapping is usually automatic. Across different platforms (e.g. MT5 → TopstepX) you'll need to manually tell it which symbol matches which.

To be a copy provider you need an ELITE plan or higher. As a follower you can copy from lower plans. Check your plan in Billing.