How to Set Up Copy Trading on TAG Markets, Step by Step

Before you start: three things to have ready

Setup goes wrong in predictable places. These three save you the common ones.

1. A verified account. Copy trading will not activate on an unverified account at most brokers, and verification can take from minutes to a day. Open and verify the account first, then come back.
2. Funds already settled. A deposit that is still processing will not show as available. Wait for the balance to update before you try to attach a strategy.
3. A number you have decided in advance. Specifically: the amount you are prepared to lose entirely. You will be asked to commit an amount during setup, and deciding it under time pressure on that screen is how people over-commit.

Step 1 — Find copy trading in the platform

Copy trading is usually a separate area from the trading terminal itself. Look for it in the main navigation rather than inside the chart window — that is where most people go first, and it is not there.

If you cannot find it, the fastest fix is to ask support directly rather than clicking through every menu. The layout changes between platform versions and between desktop and mobile.

Step 2 — Open the strategy list

This screen lists the strategies available to copy. Each one shows a summary — typically a return figure, a drawdown figure, and how long it has been running.

Two numbers matter more than the headline return, and both are on this screen:

• Maximum drawdown. The deepest fall from a peak the strategy has had. This is the number that tells you what a bad month feels like. A strategy showing a high return and a high drawdown is not better than one showing less of both — it is a different risk.
• Age. A strategy running three months has not been tested. One running two years has been through more market conditions. Neither guarantees anything, but the longer record contains more information.

If you want to understand what those numbers mean before choosing, the companion site works through them properly.

Step 3 — Open the strategy detail page

Do not attach from the list view. Open the strategy itself and read the full record first.

What you are looking for: a curve with the losing periods visible. Every real strategy has them. A record that only goes up either has not run long enough to have a bad period, or is not showing you one.

Step 4 — Set your risk. Do not skip this screen

This is the screen that decides your outcome, and it is the one people click through fastest.

Depending on the platform you will see some combination of these:

• Amount to allocate. How much of your balance follows this strategy. It does not have to be everything, and for a first attempt it should not be.
• Proportion or multiplier. Whether you copy at the same size as the strategy, smaller, or larger. Larger multiplies losses at exactly the same rate it multiplies gains — there is no asymmetry in your favour here.
• Stop-out or maximum loss. A level at which copying halts automatically. If this setting exists, use it. It is the difference between a bad week and an empty account.

The full walkthrough of these settings is here, including what happens when the strategy account is much larger than yours.

Step 5 — Confirm and check it is actually running

After confirming, do not assume it worked. Go back to your dashboard and verify the strategy shows as active.

Nothing may happen for hours or days. A strategy only opens a position when its own conditions are met, so an empty positions list on day one is normal, not a fault.

Step 6 — Find the stop button before you need it

Locate how to pause or stop the copy now, while nothing is happening and you are calm. Do not go looking for it during a drawdown.

Here is exactly where it is and what each option does — including the important difference between pausing new trades and closing the positions you already have open.