What's smart sync?
Smart sync is a new copy trading mode that lets you automatically sync your asset allocation for each position with the lead trader. When a lead trader opens a position, a ratio between their trading account equity and position margin is calculated. This is then applied to your total investment to calculate your copy trade position margin. You’ll also copy other settings, such as leverage and margin mode.
Checklist
- Copy with one click: just set a total investment and start copy trading. You don’t need to set any other settings.
- How do I create smart sync copy trades?
- Find a trader you're interested in and select Copy on their profile
- Select Smart sync
- Select Smart sync before filling up the details
- Set up your copy trade
- Select Copy and confirm the copy trade details to finish your trade setup
- Select Copy after confirming all the details of investment
- Once the copy is successful, you can choose to view details or return to the Market board
- How do I view smart sync trade details and edit my smart sync settings?
- Go to the copy trading homepage and go to My copies. You can view details and copy trading PnL for the lead trader’s ongoing and historical positions
- Select the lead trader's copy trade settings that you want to edit
Notes
Example: A lead trader has 10,000 USDT equity in their trading account, and opens a long BTC USDT perpetual position with 1,000 USDT at 5x leverage. Their position investment accounts for 10% of their equity. Your copy trade investment is 1,000 USDT, which means that you invest 1,000 USDT × 10% = 100 UDST to open a long BTC USDT perpetual 5x position.
To copy trade with smart sync, all you need to do is set your total investment. You don’t need to configure any other settings for your copy trade, and management of risk and profit is left to the lead trader, letting you more efficiently get returns from your copy trades.
What are the benefits of using smart sync?
Invest smarter and align risk: your asset allocation for positions, leverage, and margin mode are synced with the lead trader, letting them help you better control risk and manage PnL.
Details follow the official OKX help article; this page is a learning checklist, not an official mirror.
