Introduction to Private Copy Trading

Published on Aug 29, 2023Updated on Jun 21, 20243 min read

1. What is private copy trading?

Private copy trading allows lead traders to share their trades privately and only allows invited users to copy trade. Lead traders are able to hide their lead trader profiles, configure unique invitation links and manage copy traders.

2. How to enable private copy trading?

Go to my dashboard, lead trade settings page and click private mode and select the "On" option. Next, click the "Confirm" button and you should be able to successfully turn on private mode. After enabling private mode, you are able to create unique invitation links for your copy traders.

lead trade settings

3. How to invite copy traders?

Click on the "Create link" button to generate a new invitation link. Fill in the respective information:

  • Link name: To keep track of respective invitation links created.

  • Copy trader limit: To set the maximum number of copy traders that are allowed to use the invitation link. If the number of successful copy traders exceeds the limit, new copy traders will no longer be able to copy via that invitation link.

  • Invitation scope: To set who can use this link to copy trades

    • Direct invitees: Invitees lead traders directly invited through the OKX Affiliate Program

    • All invitees: Both direct invitees and invitees invited by your sub-affiliates through the OKX Affiliate Program

    • All traders: All copy traders including those not invited via the OKX Affiliate program After configuring all above information, click on "Confirm" button to generate the invitation link. Click on "Share" button to proceed to share with your copy traders.

      How to invite copy traders

4. How to manage copy traders?

Click on "Manage copy traders" button to view all copy traders that are currently copying you. You are able to

  • Filter by Direct invitees, Indirect invitees and Non-invitees

    • Direct invitees: Invitees lead traders directly invited through the OKX Affiliate Program

    • Indirect invitees: Invitees invited by your sub-affiliates through the OKX Affiliate Program

    • Non-invitees: Copy traders who are not invited through the OKX Affiliate Program

  • Search for copy traders via their nickname or UID

  • Remove copy traders individually or mass removal using the All button. Do note that you will be unable to remove copy traders who have existing copy trades. It is recommended that you close all your trades before removing copy traders.

    How to manage copy traders