The core of copy trading settings boils down to three things: how to set the copy amount, where to place stop loss, and whether to enable slippage protection. Think these through before clicking "Copy Now" because you can't change them after you start.
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Step 1: Choose Copy Mode & Set Trade Amount
The mode depends on whether you want each copied trade to use a fixed amount or to scale with the trader's position size.
Case A: Fixed Margin Mode (default) – Each copied trade uses a fixed amount. For example, if you set 10 USDT, every time the trader opens a position, you will copy it with 10 USDT. Simple and beginner-friendly, your risk per trade stays constant. How to set: On the copy trading settings page, select "Fixed Margin", enter the "Copy Trade Amount" (e.g., 10 USDT). Also set a "Max Copy Amount" – once total exposure reaches this limit, no new trades will be copied. For instance, a max of 1000 USDT with 10 USDT per trade means you can hold at most 100 copied positions at once.
Case B: Ratio Copy Mode – Copy amount = Trader's order value × your set ratio. If the trader opens a 10,000 USDT position and your ratio is 0.1, you will open a 1,000 USDT position. How to set: Choose "Fixed Ratio", enter "Copy Ratio" (e.g., 0.1), and also set "Max Buy Amount" as a cap for each individual copied trade.
Common mistake: In Fixed Margin mode, the number of trades you can follow (Max Copy Amount ÷ Per Trade Amount) must be larger than the number of layers the trader typically builds. Otherwise, you might hit the limit too soon and miss subsequent entries.
Step 2: Set Stop Loss – Protect the Worst Case First
Don't rely on the trader to manage your risk. Set your own stop loss.
What to do: In advanced settings, enable "Copy Stop Loss", "Per Trade Take Profit", and "Per Trade Stop Loss".
How to do it:
Copy Stop Loss: When total unrealized loss reaches this amount, the system will automatically end the copy relationship and close all copied positions. This is your "safety line."
Per Trade Stop Loss: Set a stop-loss percentage for each copied trade. According to OKX official documentation, the maximum stop-loss ratio is 75%—meaning if your loss on a single trade exceeds your set percentage (e.g., 10%), the system will liquidate that trade at market price.
Completion check: After enabling TP/SL, you should see corresponding TP/SL orders placed in the "Open Orders" section.
Step 3: Check Slippage Protection
Slippage protection is the most complained-about feature in copy trading. The system has a default 0.5% slippage protection—if the opening price difference between your copied trade and the trader's original trade exceeds 0.5%, your copy will be canceled directly.
What to do: Review your current slippage protection settings.
How to do it: On the copy settings page, confirm the "Slippage Protection" toggle and the percentage value. If you have low tolerance for slippage, you can tighten it. If you're afraid of missing trades, you can loosen it a bit—but too much slippage will increase costs.
Completion check: Once set, future copy trades will be automatically canceled when the price gap exceeds the threshold. You can see canceled records in "My Copy Trades".
How to Verify Your Setup
After configuring, click "Copy Now" to submit. A confirmation pop-up will appear—double-check all parameters, then confirm. Go to the "My Copy Trades" page. If the status shows "Synced" or "In Progress" and you can see your positions normally, the setup is working.
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Tips for Ongoing Optimization
After copying starts, keep an eye on "My Copy Trades" for the first 3 days, comparing actual fill prices with the trader's quoted prices. If you repeatedly see slippage protection triggers, consider raising the slippage threshold slightly, or switch to a trader with better liquidity. When a Copy Stop Loss is triggered, the system will automatically stop copying and close all positions; you'll need to reassess whether the trader is still worth following.
