Futures Copy Trading Guide for Followers (Web)

HTX Futures Copy Trading offers a simple and transparent way for users to easily copy the strategies of experienced traders. Whether you are a beginner or an investor looking for hands-off trading, you can efficiently participate in the market via copy trading and achieve a win-win outcome.

For Web Users

  1. How to Access Copy Trading on HTX
  1. Visit the HTX official website and hover your mouse over the top navigation bar's "Futures" section.
  2. In the dropdown menu, click to enter the “Copy Trading” page.

  1. How to Choose a Lead Trader
  1. Click View More or All Traders on the Copy Trading homepage to choose leaderboards using different ranking criteria.
  2. Click the Filter icon on the right to apply your custom filters and display traders that match your criteria.

  1. Trader "Performance" Data Explained

Note: Data is updated every 15 minutes.

  1. Today's PnL: Current account assets − Starting assets at 00:00 − Amount transferred in + Amount transferred out.
  2. Total PnL: The cumulative realized profit and loss.
  3. Available Balance: The margin balance available for opening positions (including trial bonus).
  4. Followers’ PnL: The total profits from all followers’ profitable orders.
  5. Total PnL% = PnL% in the current calculation period + Carryover PnL% (the previous PnL% at the time of transfer).

For more detailed calculation, please refer to the official announcement New Rules Explanation for HTX Copy Trading Profits.

  1. Win Rate: (Number of profitable closed orders / Number of closed orders) * 100%.
  2. Maximum Drawdown: The maximum loss of the lead trader.

Drawdown Rate: (Historical highest PnL% - Current PnL%) / (Historical highest PnL% + 1).

  1. AUM: The total futures margin of the lead trader and their followers.
  2. Followers: The number of followers currently copying this trader.
  3. Cum. Followers: The cumulative number of followers of this trader.
  4. Total Trades: The total number of orders placed by this trader to open positions.
  5. Days Joined: The number of days since the user first became a lead trader.
  6. Avg. Profit: Total profits of profitable orders / Number of profitable orders.
  7. Avg. Loss: Total losses of unprofitable orders / Number of unprofitable orders.
  8. P/L Ratio: The ratio of average profit to average loss.
  9. Avg. Holding Time: Cumulative holding time / Number of fully closed positions.
  10. Trade Frequency (weekly): Total order count / Number of weeks joined (days joined / 7).
  11. Preferred Pairs: The futures trading pair with the highest number of trades.
  12. Last Traded at: The time of the last order executed.

  1. Notes on Copy Trading Settings
  • Smart Copy Mode

Please refer to the announcement "Introduction to Smart Copy" for details.

  1. On the Copy Trading homepage, select a trader you're interested in and click Follow. The system will then pop up the Copy Trading Settings window.
  2. The page will default to Smart Copy mode — no additional operation needed.
  3. Enter the Investment Amount you intend to allocate for copying this trader, with a minimum of 10 USDT. You can transfer funds from your Futures or Spot account.
  4. For more risk control, expand Advanced to customize parameters such as TP ratio, SL ratio, leverage, trading pairs to copy, slippage protection, and maximum loss per copy trade.
  5. Please read carefully and agree to the Copy Trading User Agreement.
  6. Click Follow to begin automatically copying that trader.

  • Custom Copy Mode

Please refer to the announcement "Introduction to Custom Copy" for details.

  1. On the Copy Trading homepage, select a trader you're interested in and click Follow. The system will then pop up the Copy Trading Settings window.
  2. The page defaults to "Smart Copy" mode — switch to "Custom Copy" mode on the top of the popup window;
  3. Enter the "Investment Amount" you intend to channel for copying this trader, with a minimum of 10 USDT. You can flexibly transfer funds from your futures account or your spot account.
  4. Set your copy mode: Choose either Fixed Amount or Fixed Ratio.
  5. For more risk control, expand "Advanced" to customize parameters such as TP ratio, SL ratio, leverage, trading pairs to copy, slippage protection, and maximum loss per copy trade.
  6. Please read carefully and agree to the Copy Trading User Agreement.
  7. Click Follow to begin automatically copying that trader.

  1. Copy Trading Parameters Explained

a.You may choose between: "Copy Ongoing Positions at Market Price", "Copy Increased and New Positions", or "Copy New Positions Only".

Copy Ongoing Positions at Market Price: Copy existing positions held by the trader at the current market price.

Copy Increased and New Positions: Replicate future increases to the trader's existing positions, plus any new positions they open.

Copy New Positions Only: Copy only the new positions opened by the trader after you start following them.

Note: Limitations exist for different copy trading modes. "Copy Ongoing Positions at Market Price": This mode cannot guarantee an identical average entry price due to order execution time differences. "Copy Increased and New Positions": This mode does not copy the lead trader's principal as it skips all historical positions. "Copy New Positions Only": You need to select this mode, if you require your average entry price to be exactly the same as your trader's (excluding minor market slippage).

b. Advanced Settings

Choose a trading pair: All Pairs or Customized Pairs.

Leverage: Sync with Lead Trader or Custom.

c.Position Risk Control

TP Ratio: The proportion of net profit relative to the amount invested.

SL Ratio: The proportion of net loss relative to the amount invested.

Slippage: The allowable deviation between the follower's entry price and the lead trader's entry price.

Stop Loss: Maximum loss.

Once the maximum loss is reached, you can choose: Close all at market price / Follow the trader to close / Manually close.

Close all at market price: Instantly close all positions you are following and stop copying any new positions.

Follow the trader to close: Stop copying new trades but continue copying the closing of existing positions.

Manually close: Stop copying entirely; any remaining positions must be handled manually by you.

  1. How to Adjust Investment
  1. Enter the Me page of Copy Trading and view Current Trades.
  2. Click Adjust Investment.
  3. Choose either Add or Remove.

  1. How to Edit Parameters
  1. Enter the Me page of Copy Trading and view Current Trades.
  2. Click Edit Parameters to modify relevant settings.

  1. How to End Copy Trading
  1. Enter the Me page of Copy Trading and view Current Trades.
  2. Click Unfollow.
  3. In the confirmation popup, click Confirm to cancel the copy trading.

  1. Look Up Announcements in Support

On the Copy Trading home page, click “FAQs” to enter the Support page, where you can look up all the announcements and guides related to copy trading.

  1. How to Check My Copy Trading Details?
  1. Enter the Me page of Copy Trading and view Current Trades or History.
  2. Click the lead trader to enter Copy Trading Details.
  3. About Data Indicators:

Today's PnL: Current account's assets - Starting assets at 00:00 - Amount transferred in + Amount transferred out.

Total PnL: Realized P&L from following this lead trader.

Investment: Your principal allocated for following this lead trader.

Available Balance: Margin balance available for opening positions (including trial bonus).

Profit Sharing Ratio: The percentage of followers' profits allocated to the lead trader, as determined by the trader.

Shared Profits (USDT): The total amount of profit share deducted from followers' profits and credited to the lead trader.

For detailed profit-sharing rules, please refer to the announcement HTX Futures Copy Trading Profit Sharing Rules.

  1. How to Redeem and Use the Trial Bonus Coupon
  1. In the Copy Trading Settings popup, you can select to use a trial bonus coupon.
  2. In the Trial Bonus Coupon popup, browse and select the denomination and quantity of the coupon you want to use.
  3. Check the coupon and click Confirm to return to the Copy Trading Settings popup.
  4. The system will automatically include the trial bonus in your Investment.
  5. If you redeem the coupon but exit the settings page without clicking Follow, the coupon will not take effect. You may redeem it again next time you copy trading.

Please refer to the announcement Futures Trial Bonus Rules for detailed usage guidelines.