Setting Up Groups

Groups are the foundation of copy trading. Each group contains one leader account and one or more follower accounts. When you trade on the leader account, those trades are automatically copied to all followers in the group.

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Default Group

When you add your first trading connection (Rithmic, Tradovate, or ProjectX), Edge Analyzer automatically creates a Default Group for you. This group:

• Uses your first connection as the leader (source)
• Includes all accounts discovered under that connection
• Has no followers initially
• Starts in an inactive state

This ensures you always have at least one copy trading group, which is required by the system. You can rename this group, add followers, and activate it when ready.

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Creating a Group

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Group Settings

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Copy Ratio Examples

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Managing Groups

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Editing a Group

Click on any group to edit its settings:

• Change the group name
• Adjust the copy ratio
• Add or remove followers
• Change the leader account

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Activating/Deactivating

Toggle the group’s active status to pause copy trading without deleting the configuration.

• Active — Trades on the leader are copied to followers
• Inactive — No copying occurs, but the group configuration is preserved

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Deleting a Group

Remove a group when you no longer need it. This doesn’t affect your accounts or trade history.

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Drag and Drop

The Groups page supports drag-and-drop for quickly adding followers:

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Visual Feedback

• The dragged item shows a shadow while being dragged
• The target group highlights with a ring when you hover over it
• A “Drop to add follower” message appears on the target group

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Validation

• You cannot add a connection that is already a follower in any group
• You cannot add a group’s leader as a follower in the same group

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Group Rules and Constraints

Edge Analyzer enforces the following rules:

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Minimum One Group

You must always have at least one copy trading group. If you see “Cannot delete the last group”:

• Edit instead of delete — Modify the existing group’s configuration
• Deactivate — If you want to stop copy trading temporarily

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Follower Uniqueness

A follower account can only belong to one copy trading group at a time. This prevents conflicting trade executions where the same account would receive duplicate trades from multiple sources. If you see “Follower already assigned to another group”:

1. Identify which group currently has the follower
2. Remove the follower from that group
3. Add the follower to the new group

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Source Exclusivity

A connection used as a source (leader) in one group can still be used as a follower in another group, but the same connection cannot be both source and follower within the same group.

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Overview Dashboard

When you have copy trading groups configured, the Groups page displays an Overview section at the top with: The Overview also includes a Flatten All button that closes all open positions across every connected account in all groups.

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Multiple Groups

You can create multiple copy trading groups for different strategies:

• “ES Morning Scalps” — Copies from your primary Rithmic account to 3 follower accounts
• “NQ Swing Trades” — Copies from a different source to 2 other accounts
• “Funded Only” — Group containing only your funded accounts