Getting Started

Quick Start: Sign Up to First Copy Trade

Updated 2026-06-16 · 7 min read

Quick Start: Sign Up to First Copy Trade

What you will accomplish

By the end of this guide you will have a verified OptionsHood account, a connected TastyTrade account, and one active copy subscription.

1. Create your OptionsHood account

Go to optionshood.com and click Start Copy Trading. You can sign up with email or Google. After registration, check your inbox for a verification link. Verification is required before you can connect a broker.

OptionsHood registration page with email and Google sign-up
The registration page captures first-touch attribution for analytics.

2. Connect your TastyTrade account

From the dashboard, open Settings → Broker Connections and select TastyTrade. Enter your sandbox or live credentials. OptionsHood uses OAuth where available and never stores your broker password.

Account connection flow diagram
Three-step broker connection: authorize, select account, verify permissions.
  1. Click Connect next to TastyTrade.
  2. Log in to TastyTrade in the secure popup.
  3. Select the account you want to use for copy trading.
  4. Return to OptionsHood and confirm the connection status is Active.

3. Fund and verify buying power

Your broker account must have enough buying power for the trades you want to copy. OptionsHood reads your buying power after connection. You do not deposit money into OptionsHood; trades happen in your broker account.

Paper trading first

If you are new to copy trading, start with a TastyTrade paper account. You can mirror real leaders with fake money until you are comfortable.

4. Choose a leader to copy

Open the Community page to browse verified leaders. Filter by strategy, asset class, and track record. Click a trader card to open their profile and review equity curve, win rate, drawdown, and recent trades.

Trader profile page showing stats and equity curve
Review a leader's full track record before subscribing.

5. Set allocation and subscribe

On the leader's profile, click Copy Trader. Choose your allocation method: fixed dollar amount, fixed contract count, or percentage of the leader's size. We recommend starting with 5-10% of your account per leader.

Capital allocation diagram
Allocation controls how much of your capital is used for each leader trade.

6. Confirm your first mirrored trade

Once subscribed, the platform will automatically mirror new trades from the leader. You can see live orders on the Orders page and positions on the dashboard. A push notification is sent for each filled order.

Next steps

After your first trade, read the Risk Management guide to set daily loss limits and learn how lockouts protect your account.