OptionsHood User Guide
Everything you need to set up your account, copy trade safely, and use the platform like a pro.
Getting Started
Platform
Copy Trading
Copy Trading Mechanics: How Mirroring Works
Understand the full copy trading pipeline from leader fill to follower fill, including sync, sizing, and slippage.
Read Guide 8 min readHow to Choose a Copy Trading Leader
Evaluate leaders using real metrics, not marketing screenshots. Win rate, drawdown, Sharpe, and consistency rules.
Read Guide 6 min readTrade Sync: Get in Sync With a Leader's Open Positions
Start copying a leader mid-month without missing their existing trades. Trade Sync pushes open positions to your account instantly.
Read GuideRisk Management
Risk Management: DLL, DPT, Lockouts & Position Limits
Learn how OptionsHood protects your account with daily loss limits, drawdown pauses, and automatic lockouts.
Read Guide 7 min readCapital Allocation: How Much to Allocate Per Leader
Use a simple framework to size copy trades so you survive losing streaks and compound winners.
Read Guide 7 min readDiversifying Across Multiple Copy Trading Leaders
Reduce drawdown and smooth returns by building a portfolio of leaders with different styles and asset classes.
Read GuideAdvanced
Signals & API: Build Custom Trading Workflows
Send trade signals to OptionsHood via API or webhook, and build custom integrations around your strategy.
Read Guide 6 min readTrading Journal: Track, Review, and Improve
Use the built-in journal to review your copy trading performance, tag trades, and identify patterns.
Read Guide 7 min readGrid Trading: Automate Range Strategies
Set up grid bots that buy low and sell high inside a price range while others copy your bot.
Read Guide