Before you start
You will need:
- An active DaneTrades account or trial.
- A Windows PC or Windows VPS where the local runtime will stay online.
- One source or master account, plus one receiver account.
- Supported platforms on both sides. Check Supported Platforms first if you are unsure.
Step-by-step quickstart
- Download and sign in to the local runtime. Open Download Agent, install the Windows app, and sign in so your workspace can reach that machine.
- Add your source account in Trading Accounts. Go to Trading Accounts, click Add Account, choose the source platform, and complete the connection flow. If your source is a signal feed such as Telegram or TradingView, add that source here first.
- Add your receiver account. In the same Trading Accounts area, add the account that should execute the copied trade. For most setups, receivers should be broker or platform execution accounts.
- Create the copier connection. Open Copiers, click Create Connection, select the source and receiver, then start with simple sizing such as a 1.0 lot multiplier or another conservative test size.
- Save, enable, and test with a tiny trade. Make sure the connection is enabled. Then place a very small demo trade on the source side and immediately open Logs.
What successful verification looks like
Your first test is not complete until you confirm all of the following:
- The trade appears in the receiver account with the expected direction and size.
- Logs show a successful copied event rather than a rejection or warning.
- Symbols match as expected, especially if broker naming differs.
- The runtime remains online after the trade, not just during setup.
If your first trade did not copy
The most common causes are usually one of these:
- The local runtime is not connected or has gone offline.
- The source or receiver account is disconnected.
- The copier connection was saved but not enabled.
- Symbol mapping is missing because the two sides use different symbol names.
- The receiver broker rejected the order due to invalid volume, margin, or market state.
Recommended next step: check Copy Health,
read Logs, and then move to the
first-week safety checklist
before increasing size.