Foundations and Market Mechanics
Map the process from signals to the follower account.
- Signal and follower mechanics
- Allocation and market structure
- Copying limitations
Nine-module PDF curriculum
Copy Trading Foundations.
Nine PDF modules covering mechanics, due diligence, performance, risk, execution and governance. Downloads unlock after the owner confirms payment.
Platform, Custody and Provider Due Diligence
Assess platform, custody and provider evidence.
- Platform and custody review
- Provider evidence
- Due-diligence documentation
Performance Measurement and Statistical Validation
Interpret returns and assess statistical reliability.
- Return measurement
- Statistical validation
- Performance interpretation
Risk Engineering, Sizing and Capital Protection
Set sizing, exposure and capital-protection rules.
- Position sizing
- Exposure limits
- Capital protection
Portfolio Construction and Factor Diversification
Understand diversification across underlying risk factors.
- Factor diversification
- Provider allocation
- Portfolio concentration
Execution, Copy Fidelity and Trading Costs
Measure execution differences and the effect of costs.
- Execution fidelity
- Slippage
- Trading costs
Backtesting, Stress Testing and Model Risk
Test strategies realistically and challenge model assumptions.
- Backtesting assumptions
- Stress scenarios
- Model risk
Monitoring, Security, Governance and Responsible Communication
Establish monitoring, security and governance routines.
- Monitoring routines
- Operational security
- Responsible communication
Professional Capstone and Investment Committee Pack
Bring the methods together into a professional assessment.
- Integrated diligence
- Risk and execution assessment
- Investment committee pack
Educational content only. No specific trader, broker or investment is recommended. Availability of copy trading varies by platform and location.