This guide is for DaneTrades Cloud.
Open Copiers to see whether a source-to-receiver connection is ready to copy.
Copying
The copier is enabled and its current setup permits copying.
This does not guarantee that every action will be accepted. Individual trades can still be blocked by filters, sizing, symbol mapping, billing or the receiver broker. Use Trade activity to verify each result.
Paused
The copier has been paused and new copy actions are not flowing through it.
Next step: resume it only when you are ready for copying to continue.
Pausing or deleting a copier does not close existing broker positions.
Setup needed
The copier exists but a required setup step is incomplete.
Possible causes include an account that is not ready, incomplete configuration or another setup dependency shown on the copier page.
Next step: open the copier and follow the setup explanation before testing.
Mapping needed
One or more source symbols do not have a usable receiver mapping.
Next steps:
- Open the copier.
- Open Symbol Mapping.
- Match the source symbol to the exact receiver symbol.
- Save the mapping.
- Test that symbol again with a small trade.
Billing blocked
The workspace billing or account-licence state does not permit normal copying.
Next step: open Billing, restore the required account licences and return to the copier after the billing state updates.
Connection issue
The source or receiver account is not currently available for normal copying.
Next steps:
- Open Trading Accounts.
- Check the affected account state.
- Reconnect only the affected account.
- Return to the copier and test once the account shows Connected.
Main controls
Pause or resume copying
Use this when you intentionally want the copier to stop or continue.
Safe mode
Safe mode is a close-only control. It blocks new opens while allowing the existing copier relationship to remain available for supported close activity.
Do not assume safe mode will clean up broker positions automatically.
Sizing
The current Cloud interface supports:
- Fixed lots;
- Lot multiplier;
- Balance multiplier;
- Risk percent.
Start with simple, conservative sizing. Risk percent depends on a usable stop loss and receiver account information.
Copy sells
When Copy sells is disabled, new source sell actions are not eligible through the copier. The current Cloud editor does not have a separate buy-copy toggle.
Copy stop loss and take profit
These controls determine whether supported SL and TP actions are copied. The receiver broker may still reject levels that are invalid or too close to price.
Reverse direction
When enabled, buy and sell direction is reversed for the receiver. Test this deliberately at the smallest sensible size before normal use.
Include and exclude symbols
- Include symbols only: when set, only listed source symbols are eligible.
- Exclude symbols: listed source symbols are blocked even when mapped.
An action blocked by these controls should appear in Trade activity as Not copied: filter.
Delete behaviour
Deleting a copier stops new routing through that copier. It does not send close, modify or cancel actions to clean up positions at the broker.
How to verify a change
After changing a meaningful copier setting:
- Save it.
- Test one small trade.
- Open Trade activity.
- Confirm the exact result before changing another setting.