Users define execution rules including position sizing, daily loss limits, ticker restrictions, and manual or automatic approval settings. When a tracked trader opens a position, the system adjusts the trade according to the follower's parameters before routing it to the connected brokerage. Trades exceeding predefined limits are filtered out, resulting in partial replication rather than full mirroring. Founder Christopher Cummings stated, "Copy trading has come with strings attached—switch your broker, give up your tools, give up your data. We removed those strings. Follow the traders you respect, keep your broker, keep full control."
The platform focuses on options trading rather than equities, replicating contract details such as strike price, expiration, and structure. Users can customize filters specific to options strategies, including expiration windows and drawdown thresholds. The system allows users to follow multiple traders simultaneously, with each trade evaluated independently against user-defined constraints.
The launch reflects a broader shift in retail trading infrastructure, where execution, analytics, and strategy replication are increasingly decoupled from brokerage accounts. Platforms are building overlay systems above brokers, enabling users to combine tools, data, and execution without migrating assets. This model introduces flexibility but also raises questions around execution quality, latency differences across brokers, and consistency of replicated trades, particularly in fast-moving options markets.