What's smart sync and how do I use it?
1. What is Smart Copy Trading?
Smart Copy Trading is a new copy trading mode that automatically calculates the investment amount and sets order parameters based on the trader's fund usage ratio. Each time you follow an opening position, the system calculates your order amount based on the ratio of the trader's margin to account equity and copies the trader's order parameters.
For example: If a trader has an account equity of 10,000 USDT and invests 1,000 USDT with 5x leverage in cross margin to go long on BTCUSDT perpetual, the fund usage ratio is 10%. If your copy trading investment is 1,000 USDT, the system will automatically invest 1,000 USDT × 10% = 100 USDT as your copy trading position cost, using 5x leverage in cross margin to go long on BTCUSDT perpetual.
Smart Copy Trading allows you to copy trades with just the investment amount set in one click. You don't need to set complex parameters; the trader manages position risk and returns for you, making it easy and efficient to profit from copy trading.
2. What are the advantages of Smart Copy Trading?
- One-click copy trading: Simply enter the investment amount to copy trades in one click, no need to set complex parameters.
- Smart investment, synchronized risk control: Orders are placed proportionally for copy traders based on the trader's fund usage ratio, with both parties' leverage and margin modes kept consistent, allowing the trader to better help you manage risk and returns.
- Position isolation: Manual trading and copy trading positions are isolated, reducing the impact of copy trading on manual trades.
- Fund isolation: Dedicated funds are used, reducing the risk of over-leveraging that may occur when following multiple traders with the same funds.
3. How to use Smart Copy Trading?
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Step 1: Browse or search for a trader you are interested in. On the trader's profile page, click the "Copy Now" button to enter the copy trading setup.
Step 2: Select the copy trading mode: Smart Copy Trading.
Step 3: Set copy trading parameters
- Investment Amount (USDT) (required): The total amount dedicated to following this trader (minimum 100 USDT), which will be isolated and occupied in your trading account.
- Copy current position immediately after following: When enabled, if the trader currently holds a position, you will immediately copy the current position at market price in proportion to your funds. If disabled, you will not copy the trader's current position and will wait for the trader's next order to follow. You can check whether Copy current position immediately after following is enabled on the trader's profile page - Current Copy Trading Evaluation.
- Copy trading stop loss: The maximum acceptable loss amount for following the current trader. When your set stop loss amount is reached, the system will automatically unfollow and handle the remaining position according to your settings.
Step 4: Click "Copy Now" and confirm the copy trading information. Once confirmed, you will successfully start copy trading.
4. How to view copy trading details and modify copy trading settings?
- Open the OKX App, tap [Trade] - [Trading Square], tap the [>] icon on the right side of Assets, and on My Page, tap [Current Copy Trading].
- In "Current Copy Trading," find the trader whose settings you want to view or modify, tap to enter "Copy Trading Details," and view detailed data of the current copy relationship, such as copy trading profit details, investment amount changes, current and historical positions.
- In "Copy Trading Details," tap "Manage" to enter the copy trading settings page, adjust the investment amount, modify the copy trading stop loss settings, or unfollow the trader.
5. Frequently Asked Questions about Smart Copy Trading
Q: Can I switch to Smart Copy Trading mode with a trader I am currently following?
Switching copy trading modes is not supported during an ongoing copy trading relationship. To switch modes, unfollow first, then follow again.
Q: Why are my average opening and closing prices different from the trader's?
In Smart Copy Trading, when opening a position, multiple entry signals for the same trading pair and direction are merged into one position, and the average opening price is recalculated. When closing a position, the system reduces the position size for the corresponding contract and direction, and the average opening price remains unchanged. Common reasons for average price differences include:
- If you enabled Copy current position immediately after following, your entry timing may differ from the trader's, resulting in price differences;
- Some signal orders may have failed to copy, causing inconsistent average opening prices. For reasons for copy trading failures, see Reasons for Copy Trade Order Failures;
- Market fluctuations, depth, and other objective limitations may cause differences in opening and closing prices.
Q: Why is my margin for each order relatively small or large?
Smart Copy Trading places proportional orders for copy traders based on the trader's fund usage ratio. If the trader has a large fund size but a small order margin, the copy trader's opening margin may be small. Conversely, if the copy trading investment amount is small and the order quantity is below the platform's minimum order size, the system will open at least the minimum quantity, resulting in a relatively larger opening margin.
Q: Why are my Smart Copy Trading funds shown as occupied? How can I release them?
The Smart Copy Trading investment amount is dedicated to following a specific trader and will be displayed as "Smart Copy Trading Occupied" in your trading account. During copy trading, you can manually reduce the investment amount on the "Copy Trading Settings" page to release the occupied amount back to your trading account. After unfollowing and fully closing positions, the remaining investment amount will be automatically released and returned to your trading account.
Q: Why has the trader partially closed positions, but my position remains open?
Copy traders will close positions proportionally according to the trader's closing signals. If you did not follow the trader's opening signal, you will not close the position when the trader closes the corresponding order.
Q: Why are my position leverage and margin different from the trader's?
The Smart Copy Trading system will automatically adjust leverage and increase or decrease margin for users when the trader adjusts leverage and margin. If the adjustment fails due to insufficient available balance for copy trading, you will be notified via email and in-app message. After you manually add margin in "Copy Trading Settings," the system will attempt to synchronize the relevant risk parameters again. To control position risk and ensure normal opening of subsequent positions, when the trader adjusts the margin for the lead position and the copy trader's position margin ratio is less than 100,000%, Smart Copy Trading in isolated margin mode will automatically increase margin proportionally.