Trade Copier Operator Manual
Infinity Edge Trading • Multi-account futures trade copying for NinjaTrader® 8
- 01What the Trade Copier Does
- 02Installation and Importing a ZIP File
- 03Launching the Copier
- 04First-Time Setup Checklist
- 05Dashboard Overview
- 06Tabs, Leaders, Followers, and Arming
- 07Quantity, Contract Type, and Size Multipliers
- 08Daily Goals, Daily Loss, Auto-Liquidation, and PNL
- 09Prop-Firm Rules and Account Editing
- 10Saving, Loading, and Preserving User Settings
- 11Columns, Themes, and Display Controls
- 12Daily Operating Procedure
- 13Troubleshooting
- AAppendix A. Installed Files and User Data
- BAppendix B. Built-In Prop-Firm Library
- CAppendix C. Support Checklist
Infinity Edge Trade Copier is a NinjaTrader 8 add-on for traders who manage multiple futures accounts. It lets you organize accounts into independent copy groups, choose one leader account per group, enable follower accounts, and arm only the groups you want active.
The copier is designed for prop-firm workflows where each account may have a different status, plan, drawdown rule, contract preference, daily target, or pass/funding objective.
Core idea
- Leader account: the account whose executions drive the copy group.
- Follower accounts: accounts that mirror the leader according to the follower contract and size settings.
- Tab/group: a separate collection of accounts with its own leader, followers, settings, and ON/OFF armed state.
- Account editor: the place to correct prop firm, plan, drawdown type, funded/evaluation status, and targets when auto-detection is wrong or incomplete.
Before installing
- Close open positions or confirm you are not trading during installation.
- Close any open Trade Copier windows.
- Back up your NinjaTrader workspace if you are replacing an older version.
- Use only a ZIP package created by NinjaTrader Export, not a random folder ZIP, when using Tools > Import.
Import a NinjaScript ZIP
- Open NinjaTrader 8.
- From the Control Center, select Tools > Import > NinjaScript Add-On.
- Choose the Infinity Edge Trade Copier ZIP file.
- Accept prompts from NinjaTrader. If NinjaTrader asks to replace an older version, confirm only if you are intentionally updating.
- After import, open New > NinjaScript Editor and press F5 to compile.
- Resolve any red compile errors before opening the copier.
- Restart NinjaTrader if the Control Center New menu does not refresh.
If the import does not work
| Problem | What to do |
|---|---|
| Import option rejects the ZIP | The ZIP may be a manual/source package instead of a NinjaTrader-exported add-on. Re-export through Control Center > Tools > Export > NinjaScript Add-On. |
| Compile errors after import | Open NinjaScript Editor, compile, read the first red error, and fix that first. Later errors may disappear after the first one is fixed. |
| Multiple copier entries under New | Old exported add-ons or older source files may still be installed. Remove old versions and recompile before importing again. |
| Copier opens but account data is stale | Click Refresh, then Save after confirming account mappings. If needed, restart NinjaTrader. |
- Open NinjaTrader 8 Control Center.
- Click New.
- Select Infinity Edge Trade Copier or Infinite Edge Trade Copier, depending on the current build label.
- Wait for accounts to load into the grid.
- If the window is too small, expand it before arming a tab so you can see Account, Contract, Size, Status, Qty, and Total PNL.
Expected first launch behavior
- All detected NinjaTrader accounts should appear in All Accounts.
- No custom tab should be live unless you intentionally arm it.
- User settings files are created automatically under Documents\NinjaTrader 8\AddOns.
- Click Refresh to load all current accounts.
- Use Remove Failed if failed accounts are cluttering the grid.
- Open All Accounts and review the Firm and Status columns.
- For any wrong firm or plan, click edit and correct the account settings.
- Create a tab for each copy group, such as TEST, 50K Funded, 100K Eval, Apex Group, or TX3.
- Inside each tab, choose exactly one leader and enable only the followers for that tab.
- Set Contract and Size for each follower.
- Set Daily Goal or Daily Loss only where needed.
- Click Save before arming live groups.
- Test with simulation before using real funded or evaluation accounts.
The dashboard is built around the account grid. Each row is one NinjaTrader account. Most daily decisions happen directly from the grid.
| Area | Purpose |
|---|---|
| Top toolbar | Settings, Rules, Log, Add Account, Add Tab, Refresh, Save, More, theme controls, account masking, and Flatten All. |
| Tab control strip | Shows All Accounts and custom groups. Each custom tab has its own ON/OFF armed state and selected accounts. |
| Account grid | Shows accounts, firm, status, position, PNL, drawdown, goals, quantity, and copy eligibility. |
| Footer totals | Summarizes account count, connected/reporting accounts, funded/eval totals, daily PNL, net PNL, total value, at-risk accounts, and copied jobs. |
Key buttons
| Button | What it does |
|---|---|
| Settings | Opens dashboard and behavior preferences. |
| Rules | Opens prop-firm rule tools and reference data. |
| Log | Shows copier activity and troubleshooting messages. |
| + Account | Adds or restores an account row manually when needed. |
| + Tab | Creates a new independent copy group. |
| Refresh | Reloads NinjaTrader account data. |
| Save | Saves current account edits, tabs, display choices, and profiles. |
| Load | Loads saved profile data, when available. |
| Remove Failed | Removes failed accounts from the visible list. |
| Flatten All | Emergency exit for all relevant accounts. Use with care. |
How tabs should work
Each custom tab is its own copy group. A tab should keep its own leader, followers, contract settings, size multipliers, goals, and ON/OFF state. Arming one tab should not automatically arm another tab.
Create a copy group
- Click + Tab.
- Name the group. Use clear names like TEST, 50K Funded, 100K Eval, TradeDay 50K, or TX3 SX.
- Open the new tab.
- Select the account that will act as leader.
- Enable the desired follower accounts for that tab only.
- Confirm the leader appears at the top of the group and followers appear below it.
- Click Save.
Arm or disarm a tab
- Open the tab you want to trade.
- Confirm it has one leader and at least one follower.
- Verify Contract, Size, Qty, Daily Goal, Daily Loss, and Status columns.
- Click the tab ON/OFF button to arm or disarm that tab.
- When armed, the active tab view should focus on the leader and enabled followers for that tab.
The leader sets the trading intent. At 1x, a follower should match the leader exposure unless contract conversion changes the number of contracts required.
Size multiplier examples
| Leader trade | Follower contract | Follower size | Expected follower quantity |
|---|---|---|---|
| 5 MNQ | Micro | 1x | 5 MNQ |
| 5 MNQ | Micro | 2x | 10 MNQ |
| 5 MNQ | Micro | 0.5x | 2 or 3 MNQ depending on rounding rules. Verify before live use. |
| 1 NQ | Mini | 1x | 1 NQ |
| 1 NQ | Micro | 1x | 10 MNQ equivalent exposure |
| 1 NQ | Micro | 0.5x | 5 MNQ equivalent exposure |
| 5 MNQ | Mini | 1x | Usually 0 or 1 NQ depending on whether the copier permits rounding up. Confirm in simulation. |
Micro vs mini warning
One mini futures contract is typically ten micro contracts for the same market family. For example, 1 NQ is equivalent to 10 MNQ. If a follower uses Mini while the leader uses Micro, the copier must convert exposure correctly or skip trades that cannot be represented safely.
Before trading mixed contracts
- Place a small test order in simulation.
- Confirm each follower quantity is exactly what you expect.
- Flatten all test positions.
- Review the Log for skipped, rounded, rejected, or converted quantities.
- Only arm live/funded groups after the conversion behavior is confirmed.
Total PNL
Total PNL should represent the current futures trading day, not lifetime account PNL. Futures commonly start a new trading day at 6:00 PM Eastern / 5:00 PM Central. The copier stores daily baselines so day-only PNL can be shown even when NinjaTrader reports cumulative account values.
Daily Goal
Daily Goal only becomes active when the checkbox on that account row is checked. The dollar amount by itself is not enough.
- Check the Daily Goal box on the account row before relying on the profit target.
- Click the Daily Goal amount cell for that account.
- Use the mouse scroll wheel to increase or decrease the dollar target until it matches the goal you want for that account.
- Confirm the value shown in the row before arming the tab.
- When Total PNL reaches or exceeds the checked goal, the copier should flatten that account and stop copying into it for that armed session.
- If the Daily Goal box is not checked, the copier will continue trading that account even after the displayed target amount is reached. That can allow a winning account to give back profit or turn into a loss.
- Use Daily Goal for evaluation pass buffers, personal daily profit targets, payout discipline, or account-specific stop-trading levels.
Daily Loss
Daily Loss only becomes active when the checkbox on that account row is checked. The visible amount is a setting, but the checkbox arms the protection.
- Check the Daily Loss box on the account row before relying on the loss limit.
- Click the Daily Loss amount cell for that account.
- Use the mouse scroll wheel to increase or decrease the maximum loss amount.
- Enter the loss limit as a positive dollar amount; the copier treats it as the negative stop level for the day.
- Confirm the value shown in the row before arming the tab.
- When Total PNL reaches the negative loss threshold, the copier should flatten that account and stop copying into it.
- If the Daily Loss box is not checked, the copier will continue trading that account even if the displayed loss amount is reached. That can create unnecessary drawdown or prop-firm rule violations.
From Funded
From Funded applies to evaluation accounts. It shows how far the account is from its funding/pass objective. Funded accounts should generally show a dash or a different funded-specific metric, because they are already funded.
Auto Liq
Auto Liq is based on the prop firm plan, drawdown type, account size, and current balance. For funded accounts, it should follow the funded account rule set. If a firm uses trailing or end-of-day drawdown, confirm the value in the account editor and compare it with the firm dashboard.
The copier includes a local prop-firm rule library and account-name auto-detection. Auto-detection is helpful, but it cannot be perfect because firms can change naming formats, plans, promos, drawdown rules, and funded/eval labels. The account editor is the source of truth for each account.
When to edit an account
- The Firm column says Unmapped or the wrong prop firm.
- The account is funded but Status says Eval, or the reverse.
- The account size, starting balance, drawdown, or profit target is wrong.
- From Funded or Auto Liq looks wrong compared with the firm dashboard.
- The account name uses a new vendor naming pattern.
Edit an account
- Click the edit button in the account row.
- Choose the correct Firm from the alphabetized firm dropdown.
- Choose the correct Plan, if available.
- Select Evaluation or Funded.
- Choose the correct Drawdown Type: Static, EOD Trail, or Intraday Trail.
- Confirm Starting Balance, Max Daily Loss, Max Overall Drawdown, Profit Target, and minimum trading days.
- Click Auto-Fill from Firm Rules only if the selected firm and plan are correct.
- Manually override any value that does not match your actual account agreement or dashboard.
- Click Save Rules or Save Account, then click Save on the main dashboard.
If the copier does not recognize the prop firm
- Open the account editor for the unmapped account.
- Set the Firm manually.
- Set the account Status to Evaluation or Funded.
- Choose the closest matching plan, then manually correct values if needed.
- Save the account.
- Send the account naming pattern to support so the auto-detection library can be updated in a future build.
What Save should preserve
- Custom tabs and tab names.
- Which accounts belong to each tab.
- Leader and follower selections per tab.
- Each tab ON/OFF armed state, if the build supports restoring it.
- Manual account edits: firm, plan, status, drawdown type, targets, and account size.
- Removed/hidden accounts.
- Theme, column visibility, and column order.
Save workflow
- After creating tabs or editing accounts, click Save.
- Wait for the status/footer message confirming save is complete.
- Close and reopen the copier only after save finishes.
Load workflow
- Click Load if the copier supports explicit profile loading.
- Choose the profile or saved state.
- Review all leaders, followers, and armed tabs before trading.
Patch/update safety
A software update should not overwrite user account settings. User data should stay in Documents\NinjaTrader 8\AddOns, while source files stay in Documents\NinjaTrader 8\bin\Custom. If an update resets settings, stop and restore from TradeCopierBackups before trading.
Hide or show columns
- Open Settings.
- Find Dashboard Columns or Column Visibility.
- Uncheck columns you do not want to see.
- Click Save.
Hidden columns should not stop calculations. Hiding is display-only.
Move columns
- Click and hold a column header.
- Drag it left or right.
- Drop it where you want it.
- Click Save to preserve the column order.
Themes
- Dark: highest contrast for trading screens.
- Gray: softer light-gray mode for long sessions without bright white fields.
- Light: brighter mode; verify text fields are readable before using live.
Hide account numbers
Use Hide #s when recording videos, streaming, or taking screenshots. It masks account digits but does not change trading behavior.
Before market session
- Open NinjaTrader and confirm broker/prop connections are green.
- Open Infinity Edge Trade Copier.
- Click Refresh.
- Open each tab you plan to use and confirm leader/follower membership.
- Confirm no unwanted tab is armed.
- Verify Contract, Size, Qty, Daily Goal, Daily Loss, and Status.
- Check NinjaTrader Accounts and Positions tabs for unexpected open positions.
- Place one small simulation test if you changed settings recently.
During trading
- Watch the leader and followers after every entry, close, and reversal.
- If quantity is wrong, disarm immediately and flatten affected accounts.
- If PNL or status looks wrong, compare against NinjaTrader Accounts and the prop firm dashboard.
- If a target is reached but the account stays open, manually flatten first and troubleshoot afterward.
End of day
- Flatten all intended accounts.
- Confirm all positions are flat in NinjaTrader.
- Disarm active tabs.
- Click Save.
- Confirm daily PNL baselines reset after the futures session rolls, commonly 6:00 PM Eastern / 5:00 PM Central.
| Issue | Likely cause | Fix |
|---|---|---|
| Copier does not appear under New | NinjaScript did not compile or NinjaTrader menu did not refresh. | Compile in NinjaScript Editor, fix red errors, then restart NinjaTrader. |
| Import ZIP fails | ZIP was not created by NinjaTrader export wizard or contains wrong structure. | Use Control Center > Tools > Export > NinjaScript Add-On from a clean compiling machine. |
| Wrong prop firm shown | Account name auto-detection could not identify the firm. | Click edit, set Firm and Plan manually, then Save. |
| Firm dropdown is hard to use | Firm list may be long. | Use the alphabetized dropdown, then select plan and click Auto-Fill from Firm Rules. |
| From Funded looks wrong | Account may be marked Funded, wrong plan selected, or wrong starting balance/profit target. | Edit the account and verify Evaluation/Funded, plan, starting balance, and profit target. |
| Auto Liq looks wrong | Drawdown type or funded/eval rule is wrong. | Edit account, choose Static/EOD Trail/Intraday Trail, compare against firm dashboard. |
| Follower did not copy | Tab may be off, account not enabled, no leader selected, account rejected order, or connection issue. | Disarm, check tab membership, check Log, verify account connection, then test in simulation. |
| Wrong quantity copied | Contract type conversion or Size multiplier is wrong. | Verify leader quantity, follower Contract, follower Size, and mixed Mini/Micro conversion. Test before live. |
| Closing a trade opens an opposite position | Close/reversal detection may be wrong or broker/account state was mismatched. | Flatten immediately, disarm, verify positions, review Log, and do not re-arm until close behavior is confirmed in simulation. |
| Total PNL does not match expectation | Baseline may be stale, NinjaTrader may show cumulative PNL, or session day has not rolled. | Refresh, compare realized/unrealized values, check daily baseline file, confirm the 6 PM ET / 5 PM CT futures day rollover. |
| Account disappears from tab | The view may be filtering armed accounts or the account was removed/hidden. | Switch to All Accounts, disable filters, restore account if needed, then Save. |
| Settings disappeared after update | User config may have been overwritten or not loaded. | Check TradeCopierBackups under Documents\NinjaTrader 8\AddOns and restore before trading. |
Emergency procedure
- Click Flatten All if positions need to be closed immediately.
- Verify all accounts are flat in NinjaTrader Accounts and Positions tabs.
- Turn OFF/disarm all tabs.
- Save a screenshot of the copier and NinjaTrader account state if support is needed.
- Open Log and note the time of the issue.
Source code location
On the development machine, the source files live here:
Documents\NinjaTrader 8\bin\Custom\Indicators\TradeCopier
| File | Purpose |
|---|---|
| TradeCopierAddOn.cs | Registers the copier in NinjaTrader and manages add-on launch behavior. |
| TradeCopierWindow.cs | Dashboard window, grid, tabs, themes, account editor, and UI behavior. |
| CopierEngine.cs | Copy execution logic, leader/follower order handling, and flatten behavior. |
| Models.cs | Shared models, enums, account state, and copier data structures. |
| PerformanceTracker.cs | PNL, daily baseline, and account performance support. |
| PropFirmRules.cs | Built-in prop-firm rules, plan defaults, and account-name auto-detection. |
User data location
User settings and runtime data live here and should not be overwritten by updates:
Documents\NinjaTrader 8\AddOns
| File or folder | Purpose |
|---|---|
| TradeCopierConfig.txt | Saved tabs, account edits, display settings, and copier preferences. |
| TradeCopierDailyPnlBaselines.txt | Daily PNL baseline data used to calculate day-only PNL. |
| TradeCopierRemoved.txt | Accounts removed or hidden from the dashboard. |
| TradeCopierBackups | Backup copies of user settings. |
The current build includes these firm identifiers in the local rule library or firm enum. Availability of complete rules varies by firm and plan. Always verify values against the current firm dashboard and agreement.
| Firm | Notes |
|---|---|
| Alpha70 | Rule library/account detection entry included. |
| AlphaFutures | Rule library/account detection entry included. |
| Apex | Rule library/account detection entry included. |
| AquaFutures | Rule library/account detection entry included. |
| BluSky | Rule library/account detection entry included. |
| BulenoxTrader | Rule library/account detection entry included. |
| E8Funding | Rule library/account detection entry included. |
| Earn2Trade | Rule library/account detection entry included. |
| EliteTraderFunding | Rule library/account detection entry included. |
| FastTrackTrading | Rule library/account detection entry included. |
| FTMO | Rule library/account detection entry included. |
| FundedElite | Rule library/account detection entry included. |
| FundedFutureNetwork | Rule library/account detection entry included. |
| FundedFuturesFamily | Rule library/account detection entry included. |
| FundedNext | Rule library/account detection entry included. |
| FundingPips | Rule library/account detection entry included. |
| FundingTicks | Rule library/account detection entry included. |
| GoatFunded | Rule library/account detection entry included. |
| LeelooTrading | Rule library/account detection entry included. |
| LegendsTrading | Rule library/account detection entry included. |
| LifeUpTrading | Rule library/account detection entry included. |
| LucidTrading | Rule library/account detection entry included. |
| MyFundedFutures | Rule library/account detection entry included. |
| PhidiasPropFirm | Rule library/account detection entry included. |
| PurdiaCapital | Rule library/account detection entry included. |
| TakeProfitTrader | Rule library/account detection entry included. |
| TheFundedTrader | Rule library/account detection entry included. |
| TheTradingPit | Rule library/account detection entry included. |
| TickTickTrader | Rule library/account detection entry included. |
| TopOneFutures | Rule library/account detection entry included. |
| Topstep | Rule library/account detection entry included. |
| TradeDay | Rule library/account detection entry included. |
| TradeFundrr | Rule library/account detection entry included. |
| Tradeify | Rule library/account detection entry included. |
| Tradovate | Rule library/account detection entry included. |
| TX3Futures | Rule library/account detection entry included. |
When asking for support, collect the following before making changes:
- Screenshot of the copier showing the active tab and account rows.
- Screenshot of NinjaTrader Accounts and Positions tabs.
- Name of the leader account and follower accounts involved.
- Whether the tab was ON or OFF.
- Instrument traded, contract type, leader quantity, follower Contract setting, and follower Size setting.
- Exact time of the issue, including timezone.
- Copy of the Log message around that time.
- Prop firm, plan, funded/evaluation status, and expected rule values.
