XTrust One-Click Copy Trading: Operation Guide for Lead Traders

The following are the details of the operation guide for lead traders on XTrust.

Ⅰ.  How To Become A Lead Trader?

1. Visit XTrust Copy Trading or the futures copy trading page via XTrust APP.
2. On the copy trading page, click “Apply to become a leading trader”.
3. Fill in your information and carefully read and agree to the "Leading Trader Agreement".
4. Submit your application and wait for review.

Note: To become a lead trader on XTrust, you must pass identity verification and deposit corresponding funds for leading trades.

II. Things to consider when applying to become a Lead Trader:

1. Ensure that you are not currently following any other lead traders; if you are, you need to cancel those follows.
2. Complete the real-name verification process and deposit the required funds for leading trades.
3. Set up your profile picture and nickname.
4. Upload screenshots of your trading records, earnings records, or social media account activity from the past 3 months.
5. Each lead trader can only register one account for leading trades.
6. Lead traders cannot follow orders.

III. Personal Settings for Lead Traders

After being approved as a lead trader, please go to Lead Trading Page, then select 'My Lead Trades' to complete the necessary settings.

Lead Trader Settings: Click on 'Settings' to customize your lead trade preferences. The settings include four options:

(1) Trade Management

• When enabled, your orders will be available for followers to copy. Users following you will replicate your trading behavior. This setting is enabled by default.

(2) Info Setting: Information settings include lead trader profile and tag settings.

• Futures Leading Profile: You can share your trading strategies, focus areas, portfolio management, trading experiences, etc.
• Tag Settings: Lead traders can select their expertise in trading strategies for reference by followers.
  
  

(3) Privacy Settings: Privacy settings include Total Equity and Position Quantity settings.

• Total Equity Setting: By default, others are allowed to view the trader's account equity. If the trader prefers not to disclose their account equity, they can click the button to disable it.
• Position Quantity Setting: By default, others are allowed to view the trader's position quantity. If the trader prefers not to disclose their position quantity, they can click the button to disable it.

(4) Lead Trade Settings: Lead trader can choose the contract trading pairs for their trades. If not set, all will be selected by default.

IV. Starting to Initiate Copy Trading

Once you have completed your personal settings, you can start "Initiate Copy".

1. Initiate Copy

On the copy trading homepage, click "Initiate Copy '' or select a futures trading pair to open a position (i.e. start leading trades) on the futures trading page. After successfully leading a trade, you can view detailed position data in "My Leading" or "Current Orders" on the futures trading page.

（1）Trading Information: You can view your own trading data, and for detailed definitions, please refer to the Lead Trader Metrics.

（2）The "Current Orders" and "Order History" data on the "Leading Trader Homepage" show your own position data and do not include data from followers who copy trades.

（3）Each new position that you opened will be displayed separately in "Current Orders". The profit and loss in current orders may be different from the profit and loss of the current position. Please refer to the Explanation of Inconsistent Data on Copy Trading and Position P&L.

（4）The liquidation price is not displayed for positions in "Current Orders". 

（5）Each order in a single-direction position in "Current Orders" will be merged into "Current Positions" on the futures trading page.

（6）When the cumulative limit of lead trading (cumulative means all positions held by users under a lead trader) is reached, users will not be able to copy trades when you initiate new trades.

2. Set TP / SL

You can set stop loss and take profit levels for your “Current Orders” on the futures trading page or the leading trade management page. 

 

3. Closing Leading Trade Positions:

（1）On the futures trading page, you can close your leading trade positions at market price in "Current Orders".

（2）On the "My Leading" page on the copy trading homepage, you can close your leading trade positions at market price.

（3）You can open or close positions with trigger orders.

（4）In the "Details" section of "Current Orders", each leading trade position needs to be closed separately.

（5）In the "Total" section of "Current Orders", you can close multiple leading trade positions with the same contract, direction, and margin with one click. 

4. Check Leading Trade Data

On the "My Leading" page of the "Copy Trading Homepage", you can view your leading trade data, including “Trading Info”, “Current Orders”, “History”, “Follower” and “Profit-sharing”.

  

Ⅴ. Profit-sharing

1. For detailed profit-sharing rules, please refer to the Description of Profit Sharing in the Copy Trading System.

（1）When you close a position and a follower makes a profit that meets the profit-sharing requirements, the system will deduct the profit from the follower's account in advance. The actual profit payable to you will be calculated based on the actual total profit generated by the follower's copy trades on that day and will be settled at 00:00 (UTC) the next day.

（2）If the actual profit payable is lower than the profit already deducted from the follower's account, the excess profit will be refunded to the follower's account, and the remaining amount will be settled with you.

（3）Profit shares are settled on a daily basis at 00:00 (UTC).

（4）Copy trading accounts share the same funds as futures trading accounts, and users can operate funds directly in their futures trading accounts. 

（5）Your profit sharing increases with your trading level, with the profit sharing ratio for the lowest level lead trader (L1) being 12%. 

2. Check Profit-Sharing Data

On the "My Leading" page of the lead trader homepage, you can view the “Profit-Sharing”earned from lead trading and the detailed profit data.

（1）Expected Profit-Sharing：The expected profit sharing is dynamic value, and all unsettled data will be displayed in the expected profit sharing.

（2）History：You can check the profit sharing that has been settled and distributed and view the profit sharing generated by each of your followers.