> ## Documentation Index
> Fetch the complete documentation index at: https://help.edgeanalyzer.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting Up Groups

> Create and configure copy trading 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.

## 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.

## Creating a Group

<Steps>
  <Step title="Navigate to Groups">
    Go to **Copy Trading** → **Groups** in the sidebar.
  </Step>

  <Step title="Click Create Group">
    Click the **Create Group** button.
  </Step>

  <Step title="Name Your Group">
    Enter a descriptive name (e.g., "ES Scalp Group" or "Apex Funded Accounts").
  </Step>

  <Step title="Select Leader">
    Choose the connection and account that will be your leader (the one you trade on).
  </Step>

  <Step title="Add Followers">
    Select one or more accounts to follow the leader's trades.
  </Step>

  <Step title="Configure Settings">
    Set the copy ratio (default: 1.0).
  </Step>

  <Step title="Save">
    Click **Create** to save your group.
  </Step>
</Steps>

## Group Settings

| Setting        | Description                    | Default |
| -------------- | ------------------------------ | ------- |
| **Name**       | Descriptive name for the group | —       |
| **Copy Ratio** | Position size multiplier       | 1.0     |
| **Is Active**  | Enable/disable the group       | On      |

### Copy Ratio Examples

| Source Trade | Copy Ratio    | Copied Trade |
| ------------ | ------------- | ------------ |
| Buy 2 ES     | 1.0 (default) | Buy 2 ES     |
| Buy 2 ES     | 0.5           | Buy 1 ES     |
| Buy 2 ES     | 2.0           | Buy 4 ES     |

<Info>
  Fractional contracts are rounded to the nearest whole number.
</Info>

## Managing Groups

### 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

### 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

### Deleting a Group

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

<Warning>
  You must always have at least one copy trading group. The last group cannot be deleted. If you need to reset, edit the existing group instead.
</Warning>

## Drag and Drop

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

<Steps>
  <Step title="Find Available Connections">
    Look for the **Available Connections** panel (shows connections not yet assigned as followers).
  </Step>

  <Step title="Drag Connection">
    Drag a connection from the panel.
  </Step>

  <Step title="Drop on Group">
    Drop it onto any group card.
  </Step>

  <Step title="Automatic Add">
    The connection is automatically added as a follower to that group.
  </Step>
</Steps>

### 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

### 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

## Group Rules and Constraints

Edge Analyzer enforces the following rules:

### 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

### 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

### 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.

## Overview Dashboard

When you have copy trading groups configured, the Groups page displays an **Overview** section at the top with:

| Metric            | Description                                           |
| ----------------- | ----------------------------------------------------- |
| **Total Groups**  | Number of copy trading configurations                 |
| **Active Groups** | Groups currently copying trades (with inactive count) |
| **Leaders**       | Number of source accounts                             |
| **Followers**     | Total target accounts across all groups               |

The Overview also includes a **Flatten All** button that closes all open positions across every connected account in all groups.

## 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