Before your first copy trade: a 5-minute checklist

Copying is only as reliable as the accounts behind it. Run through this list before the market opens on your first day.

The checklist

1. 1Fresh logins. Reconnect Zerodha and paste a new Dhan token. Both expire daily, and the dashboard banner tells you if one has lapsed.
2. 2Funds in every follower. Open Accounts and check each balance. A follower without margin will have its copy rejected.
3. 3Start small. Set followers to fixed 1 lot for the first few trades, then switch to a multiplier once you're happy.
4. 4Keep the Live monitor open. You'll see each copy land, or the broker's reason if it doesn't.
5. 5Test edits and cancels safely. Place a limit order far from the market on the master, change its price, then cancel it. Each follower should show Modified, then Cancelled.

Only orders placed after CopyPilot starts watching are copied. Orders already on your order book stay where they are.