How Trade Automation Works
Use automation tools to execute trades from independent traders you select — on your terms, with rules you control.
Get Started in 3 Steps
Set up your automation in minutes. Simple, fast, user-directed.
Browse Traders
Browse available traders with historical statistics and community reviews.
Review Profile
See historical performance data, recent trades, and community reviews.
Configure & Automate
Set your position size, risk limits, and execution preferences. Start automation when ready.
Step 1: Browse Available Traders
Browse traders with historical performance data tracked on-platform
What You See
Every trader card displays on-platform statistics (for informational purposes only):
- Win Rate: Percentage of profitable trades (e.g., 74.2%)
- Total Return: Cumulative profit (e.g., +132.8%)
- Subscribers: Number of active copiers
- Copied Trades: Total trades executed
📊 On-Platform Data
Stats are tracked on-platform based on connected brokerage data. Past performance is not indicative of future results. All data is for informational purposes only.
Step 2: Deep Dive Profile
Review trader data before configuring your automation settings.
Profile Overview
Click any trader to view their complete profile:
- Win Rate & PnL: Historical performance metrics
- Followers & Automated Trades: Community engagement
- Recent Trades: Last 10-20 trades with P&L
- Trading Style: Day trader, swing trader, options
⭐ Community Reviews
Only active subscribers can leave reviews. See feedback from members using this trader's signals.
Live Stats
Performance updates in real-time as trades execute
Reviews
Verified subscriber reviews and ratings
Trade History
Complete transparency on every trade
Verified
On-platform tracked data
Step 3: Configure Your Settings
Customize position sizing, execution, and risk management
Position Sizing
Choose how to size your positions:
Fixed Amount ($)
Invest a set dollar amount per trade
Example: $1,000 per trade
Percentage (%)
Match the trader's position size proportionally
Example: If trader uses 5%, you use 5%
💡 Recommended: Percentage
Most users prefer percentage-based to maintain the same risk profile as the source trader.
Execution Settings
Control how trades execute in your account:
- Auto Execute: Trades execute instantly without approval
- Copy Order Types: Use same order types as trader (market, limit, stop)
- Copy Stop Loss: Automatically copy stop loss orders
- Copy Take Profit: Copy profit-taking orders
⚠️ Manual Approval Delay
If you disable auto-execute, you must manually approve each trade. This increases delay and may result in different prices.
Risk Management
Set protective limits to control your exposure:
- Max Daily Trades: Limit trades per day (e.g., 10)
- Risk Per Trade: Max % to risk per trade (e.g., 2%)
- Stop Loss Protection: Auto-exit at loss threshold
- Take Profit Target: Lock in gains automatically
🛡️ Always Protected
Your risk settings apply automatically to every copied trade. You're protected even with auto-execution enabled.
Real-Time Execution
From trader's order to your execution in under 30 seconds
Trader Places Order
Source trader executes in their brokerage. Our system detects it instantly via API.
Alert Generated
Trade alert created with ticker, action, quantity, and order type.
Position Calculated
Your position size calculated based on settings and account value.
Order Executed
Trade placed in your brokerage. Average 22-37s execution time.
Confirmation
Instant notification with fill price and quantity confirmation.
⚡ Execution Speed
Typical execution occurs within 30 seconds. Actual fill prices may differ from the source trader's prices due to market conditions, timing, and liquidity.
Ready to Start?
Explore Alertsify's self-directed trading automation tools
No setup fees • Cancel anytime • Start in minutes
Alertsify is a software platform — not a registered investment adviser or broker-dealer. It does not provide investment advice, recommendations, or suitability determinations. All trading decisions are made solely by the user. Past performance is not indicative of future results. Trading involves risk of loss.