> For the complete documentation index, see [llms.txt](https://trada-llc.gitbook.io/trada-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://trada-llc.gitbook.io/trada-docs/getting-started/quickstart.md).

# Quickstart

This guide takes you from a new account to a running copier. It assumes you already have at least two trading accounts you want to link — one to copy **from** (the sender) and one to copy **to** (a receiver).

{% hint style="info" %}
Prefer to understand the pieces first? Read [What is Trada](/trada-docs/getting-started/what-is-trada.md) and [Core concepts](/trada-docs/getting-started/core-concepts.md), then come back here.
{% endhint %}

{% stepper %}
{% step %}

### Create your account

Sign up with **Google** or with your email and a password. Email sign-ups receive a verification link — confirm it before logging in.

New accounts complete a short four-step setup: your trading goals, what you trade (Forex, Futures, or both), your account type, and a plan. You can start on the **Free** plan and change later.
{% endstep %}

{% step %}

### Connect a trading account

Open **Accounts** and choose **Add Account** (Forex) or **Add Connection** (Futures). The Add Account dialog walks through four choices: instrument → platform → broker → connection details.

* **Forex / CFD:** MetaTrader 4, MetaTrader 5, cTrader, TradeLocker, DXTrade, MatchTrader.
* **Futures:** NinjaTrader, Rithmic, DXFeed.

Most platforms connect with credentials; **cTrader** connects through a secure sign-in (OAuth) instead of a password. Connect at least two accounts to set up a copier.

{% hint style="info" %}
Connecting a qualifying account from a partnered prop firm or broker can unlock **Free Starter**. See [Free Starter (partner unlock)](/trada-docs/plans-and-billing/free-starter.md).
{% endhint %}
{% endstep %}

{% step %}

### Create a copier and add accounts

Open **Copy Trading** and choose **Create Copier**. Then:

1. **Add a sender** — the master account whose trades you want to copy. The sender's market type (Forex or Futures) sets the copier's type.
2. **Add one or more receivers** — the accounts that follow the sender. For each receiver, set a lot-sizing mode, how stop-loss and take-profit carry over, and any risk-protection limits.
3. **Map symbols** if your accounts use different names for the same instrument (for example `XAUUSD` on one and `GOLD` on another).

When a sender and at least one receiver are configured, switch the copier to **Active**.
{% endstep %}

{% step %}

### Watch it run, then review

On the copier's detail page, the **Open Trades** tab shows live positions and P\&L, and **Copier Logs** records every copy operation. As trades close, they flow automatically into your **Journal**, where you can rate each trade, note your emotional state, and add context. **Reports** then aggregate performance across all your accounts.
{% endstep %}
{% endstepper %}

## What to do next

* Tune how each account copies — see [Add & configure a receiver](/trada-docs/copy-trading/configure-receiver.md).
* Add automatic guardrails — see [Risk protection](/trada-docs/copy-trading/configure-receiver/risk-protection.md).
* Restrict when a copier runs — see [Working hours & scheduling](/trada-docs/copy-trading/working-hours.md).

## Related

* [How copy trading works](/trada-docs/copy-trading/copy-trading.md)
* [Core concepts](/trada-docs/getting-started/core-concepts.md)

***

Trading carries risk of loss. Trada is software; you retain all trading responsibility. See [Risk disclaimer & legal](/trada-docs/reference/legal.md).


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://trada-llc.gitbook.io/trada-docs/getting-started/quickstart.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
