Copier modes
Active, monitor, and paused — and the enabled switch beside them.
Mode controls whether a copier takes new trades. It is set on the create form and changed at any time afterwards — from the copier's own page, or straight from the dropdown in the Mode column of the Copiers list, without opening anything.
The three modes
Active — new parent trades are copied. The normal state.
Monitor — no new trades are opened, but positions already open on the follower are still managed: when the parent closes one, the follower's copy closes too, and stop-loss and take-profit changes on the parent still propagate.
Paused — the same behaviour for trades already in flight: existing copies are still closed and modified alongside the parent. New opens are ignored.
Neither monitor nor paused strands an open position. Closes and modifications propagate in every mode, deliberately — a paused copier that stopped closing would leave the follower holding positions nobody is managing, which is worse than any problem pausing was meant to solve.
The corollary: pausing does not flatten anything. Open copies stay open until the parent closes them. If you need the follower flat, close its positions.
So what actually separates monitor from paused?
For an in-flight trade, nothing — they behave identically.
The difference is the claim on the follower account. A follower account may have only one copier that is active or in monitor mode, and that is enforced across the whole platform, not just your workspace. Pausing a copier releases the claim; monitor keeps it.
That gives each mode a distinct job:
- Monitor — "wind this relationship down, and do not let anything else take this follower while it happens." The natural state for a client who is stopping: the book closes out under management, and nobody can point a new copier at the account underneath you.
- Paused — "stop, and free the account." What you use before repointing the follower at a different leader.
Reactivating a paused copier re-checks that claim. If another copier took the follower in the meantime, moving back to active or monitor is refused with "An active copier already exists for follower account …". That is the check doing its job — one follower, one leader.
Choosing
| You want to | Mode |
|---|---|
| Copy normally | Active |
| Stop new trades, let the book close out | Monitor |
| Stop, and free the follower for another leader | Paused |
| Stop copying to every follower of one leader | Set each copier — there is no leader-level switch |
The enabled switch
Separate from mode, each copier has an enabled toggle on its detail page. Disabled is checked before mode is, and it stops new copies just as firmly.
Treat mode as the setting you use day to day and the switch as an emergency off — mode carries intent that another admin can read, and it also decides whether the follower stays claimed. "Paused" and "monitor" mean something to a colleague; "disabled" means only that somebody turned it off.
Mode changes are recorded
Starting or pausing a copier raises a notification, so a mode change is visible
to your team rather than a silent edit. Copy events keep the record on the other
side: while a copier is not active, parent trades that reach it are logged as
skipped with the reason copier_not_active, so the list shows exactly what was
missed and when.