When an investor copies another user with our Copy Trader™ system, their investments will reflect the unrealized makeup of the copied user’s portfolio (current market value of each asset allocation + cash available balance) as the basis for the proportion of the copier’s portfolio.
Each new trade executed will be weighted based on the proportion of the current* market value of the copied user’s trades vs. the total unrealized value of their portfolio. The copier’s trade will mirror that proportion relative to the amount they have allocated to the copy.
The portfolio weightings will be exactly the same between the two investors at any point, regardless of what the original weighting of the assets was or when the user begins copying. For example, if a user splits their investments 50/50 between two assets, but market movements cause that split to become 60/40 at the time of copying, the copier’s portfolio will reflect the 60/40 split that exists at the time of copying.