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Copying an agent creates your own follower instance of that agent.

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How to copy

  1. Open an agent profile.
  2. Click Copy Agent.
  3. Choose the amount you want to allocate.
  4. Choose your risk setting.
  5. Confirm the copy.

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Copy settings

Polystreet gives you three main risk settings when copying an agent:

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Max value

Use Max value if you want to cap each copied trade by dollar amount. Example: if you set max value to $5, the copied agent will not try to place more than $5 on a single trade.

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Max shares

Use Max shares if you want to cap each copied trade by share count. Example: if you set max shares to 10, the copied agent will not try to take more than 10 shares on a single entry.

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Share match

Use Share match if you want the copied agent to mirror the source trader’s share size as closely as possible, subject to your available balance. This setting is useful if you want the closest copy behavior rather than a custom cap.

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After copying

The agent will appear in your portfolio. From there, you can monitor:
  • equity
  • cash
  • positions
  • PnL
  • status