Private Portfolio Feature

The Private Portfolio feature lets lead traders control who can follow their trades. By enabling this feature, only users who receive an invitation from the lead trader can follow their portfolio, while others are restricted. When inviting users, lead traders can access exclusive tools like removing followers or setting custom profit-sharing ratios.

 

Important Note: When the Private Portfolio feature is activated, the lead trader will no longer appear in public categories like Elite Traders, All Traders, or search results. This feature is currently available for contract trading only and does not support spot trading.

 

1. How to Enable Private Portfolio

• Go to the Copy Trading homepage.
• Click My Leading.
• Open Trade Settings, select Private Portfolio, and toggle the switch to enable it.

Once this is active, new followers can only join using your private invitation link. Existing followers from the public domain won’t be affected.

 

After enabling the feature, you can adjust the following settings:

• Profit-Sharing Ratio (0–99%) Any changes you make here will apply only to new private followers. Existing public followers will continue with the original profit-sharing terms.
• Minimum Account Balance Set a minimum asset requirement for accounts to qualify for portfolio invitations. Users with balances below this threshold won’t be able to join.
• Follow Scope Choose whether to allow all users, direct friends only, or both direct and indirect friends to follow.

2. How to Invite Followers

1. Go to My Leading and click Invite copy traders.
2. Then confirm Create invitation link.

• Maximum Invites: Set the number of users who can join through the link. Once the limit is reached, no new users can follow orders using that link. Note: If a follower is removed but still has access to the original link (and the link hasn’t reached its invite limit), they can use it to rejoin. Be mindful when setting the invite limit.

After creating the link:

1. Click Invite to copy and share the link directly.
2. Alternatively, share the invitation poster via platforms like Telegram, Twitter, Facebook, or WhatsApp.

3. How to Remove Followers

1. Go to My Leading and open the Private Invitations page.
2. Find the follower you want to remove, select them, and click Remove.

Note: If the invitation link remains active and hasn’t reached its invite limit, removed followers can still use it to rejoin. Be cautious when managing links.

 

4. How to Disable a Private Invitation Link

1. Go to My Leading and open the Invite copy traders page.
2. Find the active link you want to deactivate and click Cancel to disable it.