TopstepX trade copier for combines and funded accounts

What the TopstepX trade copier does

TopstepX is the trading platform Topstep provides for its accounts, built on ProjectX technology. If you run more than one Topstep account — say a Trading Combine you are working through and an Express Funded Account you already passed — you may want them to trade together without clicking each order ticket separately.

CopyFlock connects to each TopstepX account through the ProjectX API. You pick one account as the lead. Every entry and exit filled on the lead is sent to the followers, sized by each follower's own rules. Followers can be other TopstepX accounts or accounts on Tradovate and Rithmic, which is useful if you also hold evaluations at firms that use those platforms.

Read the Topstep trade copier page for notes that are specific to Topstep accounts and their rules.

What you need before you start

• A ProjectX API subscription. API access is a separate subscription purchased through ProjectX for your TopstepX login. CopyFlock cannot connect without it. ProjectX sets its price, not CopyFlock.
• Your TopstepX username — the one you use to sign in to TopstepX.
• A ProjectX API key generated after you subscribe to API access.
• A CopyFlock subscription or trial — 7 days free on 2 accounts, card required.

How to connect TopstepX to CopyFlock

1. 1

   Step 1: Subscribe to ProjectX API access

   Activate the API subscription for your TopstepX login and generate an API key.

2. 2

   Step 2: Add the account in CopyFlock

   In the dashboard choose Add account → TopstepX and enter your TopstepX username and the API key.

3. 3

   Step 3: Choose the lead

   Pick the account you will trade by hand. Many traders lead from their most advanced account and copy to newer combines.

4. 4

   Step 4: Add followers and sizing

   Add the other accounts as followers. Use equity-to-equity sizing for different account sizes or a contract multiplier for identical accounts, and set a maximum contract cap that matches each account's position limit.

5. 5

   Step 5: Set protection and start

   Add balance or equity thresholds under account protection, turn copying on and place a small test trade.

Features for TopstepX followers

• Equity-to-equity, contract multiplier, risk multiplier, fixed contracts, fixed risk % and fixed risk $ sizing, rounded to whole contracts.
• Minimum, maximum and per-symbol contract caps to stay inside each account's position limit.
• Account protection on balance or equity: when a threshold is crossed, the follower is flattened and paused so one bad day on the lead does not take every account past its limit.
• Copy TP/SL and block trades without TP/SL.
• Symbol aliases with per-symbol multipliers, for example NQ to MNQ ×10.
• Symbol whitelist and blacklist, copy delay and reverse trades.
• Position resync, pause/resume and close all from the dashboard.
• Live balance, equity and P&L for every account and a copy log of every order.

Sizing example: one 150K lead, two smaller followers

For exact control use fixed contracts on each follower instead: the 50K always trades 1 contract and the 100K always trades 2, whatever size you take on the lead.

How copying behaves during the session

Once followers are switched on, CopyFlock watches the lead for fills continuously through the futures week. Entries, scale-ins, partial exits and full exits on the lead are each copied as they happen.

If you step in on a follower by hand — closing it early, for example — that follower stays as you left it until the lead trades again. Use position resync to bring it back in line with the lead, or pause to take it out of the copy for the rest of the day.

Limitations and notes

• The ProjectX API subscription is required and is billed by ProjectX, separately from CopyFlock.
• Copies are separate orders. Followers fill after the lead and may get slightly different prices.
• Topstep's rules apply to every account. Rules about trade copiers, hedging between accounts and position limits are set by Topstep and can change. Check Topstep's help center before you copy, and avoid using reverse trades between your own Topstep accounts unless you are sure it is allowed.
• Futures only. CopyFlock copies futures between TopstepX, Tradovate and Rithmic accounts.