Private copy trading is a powerful feature designed for experienced traders who want to share their strategies with a select group of followers while maintaining control over their visibility and profitability. This model offers lead traders enhanced privacy, personalized invitation systems, and improved profit-sharing incentives—making it ideal for those building trusted trading communities.
Whether you're an aspiring investor or a seasoned trader, understanding how private copy trading works can unlock new opportunities in decentralized finance and automated trading ecosystems.
How Private Copy Trading Works
At its core, private copy trading allows lead traders to share their live trades exclusively with invited users. Unlike public copy trading, where anyone can follow a trader’s performance through leaderboards or public profiles, private mode ensures that only authorized individuals can access and replicate your trades.
This setup provides several key advantages:
- Enhanced privacy: Your lead trader profile remains hidden from public view.
- Controlled access: You decide who gets to copy your trades using customizable invitation links.
- Higher profit-sharing ratio: Lead traders can earn up to 50% profit share from copy traders who join via invitation links.
👉 Discover how private copy trading can boost your returns with exclusive access and higher rewards.
For Lead Traders: Setting Up Private Mode
Step 1: Enable Private Copy Trading
To begin, navigate to your dashboard and follow these steps:
- Go to My Lead Trades > Settings
- Toggle on the Private Mode option
- Confirm your selection in the pop-up window
Once activated, your profile will no longer appear in public rankings or search results. Only users with a valid invitation link can discover and copy your trades.
This level of discretion is perfect for professional traders who prefer to operate behind the scenes while still monetizing their expertise.
Step 2: Create Custom Invitation Links
After enabling private mode, you can generate unique invitation links to invite specific users. Here's how:
- Click Create Link
Fill in the required details:
- Link Name: Assign a recognizable name to track different campaigns or groups (e.g., "VIP Group Q2").
- Copy Trader Limit: Set a cap on the number of users who can use this link. Once the limit is reached, the link expires automatically.
Invitation Scope: Choose who can use the link:
- Direct Invitees: Users you personally invite via the OKX Affiliate Program.
- All Invitees: Includes both direct and indirect referrals (sub-affiliates).
- All Traders: Opens access to any user, even those outside the affiliate network.
- Click Confirm to generate the link
- Use the Share button to distribute it via email, social media, or messaging apps
These granular controls allow you to build tiered communities—such as free access groups and premium circles—with tailored settings for each.
Managing Your Copy Traders
Once users start copying your trades, you gain full oversight through the Manage Copy Traders dashboard.
View and Filter Your Followers
You can filter your copy traders by:
Trader Type:
- Direct Invitees: Users you invited directly.
- Indirect Invitees: Referred by your sub-affiliates.
- Non-Invitees: Those who joined without an affiliate referral.
Source:
- Invitation Link: Joined via your private link.
- Trader List/Leaderboard: Found you through other public channels (if applicable before going private).
Use the search bar to find specific traders by nickname or UID, making it easy to monitor high-performing followers or address individual queries.
Monitor Performance Metrics
For each copy trader, you can view:
- Total investment amount
- Realized and unrealized PnL (profit and loss)
- Duration of copying
- Current profit-sharing ratio (0–50%)
This transparency helps you assess engagement levels and adjust strategies accordingly.
Remove Traders When Necessary
If needed, you can remove one or multiple copy traders at once using the bulk removal tool.
Important Note: You cannot remove a copy trader who currently holds open positions copied from you. To avoid disruptions, close all active trades before initiating removal.
This safeguard protects both parties and ensures fair execution across all connected accounts.
For Copy Traders: Joining a Private Strategy
If you've received an invitation link from a lead trader, joining their private copy trade is simple:
Step 1: Accept the Invitation
- Open the invitation link
- When prompted, click Copy in the pop-up menu
This action takes you to the configuration page where you’ll customize your copying settings.
Step 2: Configure Your Copy Trade
Set parameters such as:
- Initial investment amount
- Risk controls (e.g., maximum drawdown limits)
- Leverage preferences
- Stop-loss and take-profit rules
Once configured, your account will automatically mirror the lead trader’s future trades based on your chosen settings.
Keep in mind that:
- The lead trader can see basic information about you (e.g., UID, investment size).
- They have the authority to remove you from their follower list at any time.
- Profit-sharing ratios range from 0% to 50%, deducted from your gains and paid to the lead trader.
Despite these conditions, private copy trading offers exclusive access to proven strategies that aren't available publicly—giving you a competitive edge.
Frequently Asked Questions (FAQ)
Q: Can I switch back to public mode after enabling private copy trading?
A: Yes. You can toggle between private and public modes at any time in your settings. However, switching back to public will make your profile visible again on leaderboards and search results.
Q: Do I lose existing copy traders when I go private?
A: No. Current followers will continue copying your trades unless you remove them manually or they stop following.
Q: Is there a fee to use private copy trading?
A: There are no additional fees. However, profit-sharing arrangements (up to 50%) apply to invited copy traders.
Q: Can I create multiple invitation links?
A: Absolutely. You can generate several links with different names, limits, and scopes—ideal for managing separate groups like beginners vs. advanced traders.
Q: What happens if my invitation link reaches the copy trader limit?
A: The link becomes inactive. No new users can join via that link once the cap is reached. You can create a new one anytime.
Q: Are my trading strategies fully protected in private mode?
A: While trade execution data may still be visible on-chain, your identity and profile remain hidden from public audiences. Only invited users know they’re copying you.
Private copy trading bridges the gap between open-market exposure and personalized mentorship. It empowers skilled traders to grow selective communities, optimize earnings, and maintain control over their digital footprint—all within a secure and scalable environment.
Whether you're looking to protect your strategy or gain access to elite trading insights, this feature redefines how value is shared in decentralized finance.
👉 Start your private copy trading journey now and connect with trusted traders in a secure ecosystem.