Flatten Accounts
Flattening closes all open positions on selected accounts. This is an emergency or end-of-session action available in the Cockpit.How to Flatten
When to Use Flatten
| Scenario | Action |
|---|---|
| End of trading session | Close all positions before market close |
| Emergency exit | Quickly close all positions if the market moves against you |
| Account protection | Flatten an account approaching prop firm rule limits |
| Technical issues | Exit all positions if you experience connectivity problems |
Flatten Group
You can also flatten all accounts in a copy trading group at once:- Navigate to Copy Trading Groups in the sidebar
- Find the group you want to flatten
- Click the menu (three dots) on the group card
- Select Flatten Group
- Confirm the action
Risk Rules
Risk rules help protect your accounts from excessive losses by automatically taking action when thresholds are reached.Available Rules
| Rule Type | Description | Example |
|---|---|---|
| Daily Loss Limit | Stop copying after daily loss threshold | $500/day max loss |
| Max Position Size | Limit contracts per position | Max 5 contracts |
| Max Drawdown | Stop at percentage drawdown | 5% max drawdown |
| Daily Trade Limit | Maximum trades per day | 10 trades/day max |
Setting Up Risk Rules
Rule Actions
| Action | Behavior |
|---|---|
| Warn Only | Send alert but continue copying |
| Block Orders | Prevent new orders from being copied |
| Flatten Position | Close all open positions on the account |
| Flatten & Disable | Flatten all positions and stop the copy trading group |
Threshold Levels
Set two thresholds for each rule:- Warning (80%) — Get an alert that you’re approaching the limit
- Critical (100%) — Trigger the configured action
Troubleshooting
Trades Not Copying
Group not active
Group not active
Ensure the copy trading group is activated (not deactivated). Check the group status in the Cockpit.
Connection issues
Connection issues
Verify all source and target connections are active and connected. Check the connection status indicators.
Account limits reached
Account limits reached
Ensure target accounts have not reached position limits set by the prop firm. Check your prop firm’s rules.
Partial Copy Failures
If a trade copies to some targets but fails on others:- Edge Analyzer tracks success and failure for each target individually
- Check the failed target’s connection status
- Review error messages — common causes include:
- Insufficient margin
- Account restrictions
- Connection timeouts
- Position limit reached
Latency
Copy trading executes as fast as the broker APIs allow. There may be a small delay between the source trade execution and the target trade placement. This is normal and depends on broker API response speeds.Account Status Issues
If a target account is closed (e.g., blown due to rule violation), Edge Analyzer does not attempt to copy trades to that account. The trade is skipped for inactive or closed accounts.Missing Accounts
If you don’t see all your accounts available for copy trading:- Check the connection — Navigate to Connections and verify the connection is active
- Refresh accounts — Click “Refresh Accounts” on the connection to re-discover accounts
- Check account status — Only active accounts appear in copy trading. Accounts marked as closed or inactive are excluded.
Best Practices
Start with conservative limits and adjust based on your trading style
Set warning thresholds at 80% to get early alerts before hitting limits
Use daily loss limits to prevent blown accounts
Test flatten functionality before you need it in an emergency
Monitor connection status before important trading sessions
Keep accounts within prop firm rules to avoid automatic closes