Copy Trading checklist: check this before you start.
A good checklist does not predict a result. It helps you see where money sits, what the copier can do, and what you will control before you connect an account.
Five checks. One calm decision before anything copies.
Before you connect
Know the account path before you study the trade path.
The five checks
Work through these in order. If one answer is vague, pause the decision there.
Check the source
Read the strategy record before you connect. Look for dates, closed positions, drawdowns, and a clear explanation of what the strategy does. Screenshots alone do not answer those questions.
Check custody
Find out where the deposit sits and who can withdraw it. Own-broker Copy Trading keeps the funds in your broker account. Platform-native services set their own custody and withdrawal process.
Check the size
Understand how your copy amount and risk settings change the size of each copied trade. Do not treat a provider's account size as a sensible amount for your account.
Check the stop
Ask what pause and stop mean. Turning copying off is not the same as closing trades already open. Read the exact rule before you need it.
Check the loss view
Copied trades can lose money. Separate open movement from a closed result, and know which number you are looking at before you decide anything.
How Currents answers the checklist
Auto Trading uses your own broker account. Currents does not hold your funds or have withdrawal access. The copied trades can still lose money, so the control answer does not remove the risk answer.
Read how your broker account stays yoursRead the plain risk guide
Want to see the own-broker setup?
Review the Auto Trading path after you have checked the account questions.
Copy Trading involves risk and can result in losses. Past performance is not a promise of future results.