Copy Trading & Trading Journal Roadmap

MyCryptoPilot focuses on risk-first education while laying the groundwork for safe automation. This document explains what’s available today, what’s coming next, and how plans map to features.

TL;DR

  • Manual journal copy is live for Pro and Ultra subscribers.
  • Automated execution will launch first for Ultra once the copy queue is production-ready.
  • Trading journal analytics are rolling out alongside automation to visualize your personal performance.

Current Experience

Manual Copy from Signals

  • Open any unlocked signal and click Copy Trade (src/components/nowts/copy-trade-dialog.tsx).
  • Choose MANUAL mode to log the trade in your journal with:
    • Copy ratio (percentage of the trader’s size)
    • Maximum amount to risk in USD
    • Manual entry price (required in MANUAL mode)
  • The action stores the trade via server actions (src/features/copy-trade/create-from-signal.action.ts).
  • A success toast confirms the addition to your journal tab (UI placeholder today, analytics coming soon).

Plan Requirements

FeatureFreeProUltra
Manual journal copy
Copy ratio / risk cap
Automated execution🚧 (roadmap)
Advanced alerts & webhooks🚧 (roadmap)

Coming Soon

Automated Copy Queue (Ultra)

  • Secure exchange key vault similar to trader syncs.
  • Real-time job queue dispatching orders to follower exchanges.
  • Slippage and partial fill handling with execution reports.
  • Safety rails (max loss, max leverage, suspension triggers).

Trading Journal Analytics (Pro & Ultra)

  • Dashboard tab in Trading → Dashboard summarizing win/loss ratios, payoff, and tag-based insights.
  • CSV export for tax tooling integration.

Followers’ Risk Console Enhancements

  • Pre-filled position sizing based on chosen copy ratio.
  • Sync between copy-dialog settings and risk console for consistent numbers.

Best Practices Until Automation Ships

  • Communicate recommended position size and risk with every signal.
  • Encourage followers to use the risk console (Pro/Ultra) for sizing alignment.
  • Share post-trade debriefs in Discord or your trader feed to maintain transparency.

FAQ

Will auto copy support every exchange?

The first release targets exchanges with reliable order APIs (starting with Binance). Additional venues will be evaluated based on demand and API quality.

Can followers mix manual and auto copy?

Yes. Manual journal entries remain available even when auto execution launches. Followers can switch modes per trade.

How will fees be handled?

Automation will respect exchange fee tiers and surface realized PnL after fees. We’ll publish detailed billing documentation before launch.

Have feedback or needs for the automation rollout? Drop suggestions in the Discord #copy-trade-beta channel.

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