Copy-Trading.ai • Risk Tools

Copy Trading Allocation Planner (Multi-Provider)

Plan safer allocation across multiple signal providers with concentration caps and correlation guards. Designed for clarity, risk awareness, and disciplined exposure management.

Allocation Inputs

Tip: Diversify by strategy/instrument, not by name alone.
Provider Profiles
Set each provider’s risk profile and strategy category.
Provider Risk style Leverage Volatility Strategy category Optional label
Legal notice: This tool is educational only and does not constitute investment advice, recommendations, or solicitations.

Recommended Allocation Plan

Total copy allocation
—
Applied to the balance input.
Max per-provider cap
—
Concentration control.
Allocation breakdown
Generate a plan to see provider-by-provider allocation and exposure notes.
Practical guidance
This planner focuses on concentration caps and correlation awareness—two of the most common hidden drivers of copy trading drawdowns.
Disclaimer: This tool provides informational allocation heuristics only and does not constitute investment advice. Copy trading involves substantial risk, including the risk of total loss.

Copy trading can feel simple on the surface—pick a provider, connect your account, and mirror trades. In practice, the real performance driver is often not the “best trader,” but how you structure exposure across multiple providers. The Copy Trading Allocation Planner on Copy-Trading.ai helps you build a risk-aware allocation plan that reduces concentration risk, limits hidden correlation, and improves discipline over time. 📉🧩


What the Allocation Planner does

This tool starts with three core inputs: your account balance, your chosen total copy allocation (the portion of your account you want to dedicate to copying), and your number of providers. From there, it applies a transparent, rule-based approach to suggest how much of your copy allocation should go to each provider—while enforcing hard caps so no single provider dominates your portfolio. 🛡️📊


Why caps and diversification matter

Many users unintentionally over-allocate to one signal provider after a short streak of strong returns. That creates single-point failure risk: one behavioral shift, one volatility event, or one drawdown can severely damage the entire account. The planner’s max-per-provider cap is designed to prevent that scenario and encourage consistent exposure control. ✅🔒


Correlation guard: the hidden risk most people miss

Even with “multiple providers,” risk can remain high if they trade the same instruments or follow similar strategies. When markets move fast, correlated providers often draw down together. The Allocation Planner includes a Correlation Guard that detects category overlap (for example: several providers focused on the same market or style) and flags this as a potential risk amplifier. ⚠️🔁


How the recommendations are calculated

Each provider profile uses simple inputs—risk style, typical leverage, volatility, and strategy category. These factors create a conservative risk weight. Lower-risk profiles receive a larger share of the allocation, while higher-risk profiles are limited and monitored more strictly. The planner can also be tuned to your portfolio goal: Conservative, Balanced, or Growth-oriented. 🎯📌



Educational tool, not investment advice

This planner provides informational allocation heuristics only. It does not predict returns, recommend traders, or provide investment advice. Copy trading involves substantial risk, including the risk of total loss. Always verify platform-specific rules and consider professional guidance when needed. 📚⚖️