Portfolio & Accounts

See your total balance and manage your copied traders and positions in Coinpilot.

Your Coinpilot account is your main profile.

From the Profile tab, you can view your Portfolio and manage separate balances for different markets:

• Crypto Balance – for crypto copy trading

• Prediction Balance – for prediction market copy trading

Both are accessible from one place, allowing you to manage capital across markets with clarity and separation.

The Profile tab is your control center for monitoring performance and managing funds.

On this page, you can:

• View your Total Balance

• Toggle between Balance and PnL

• Deposit or withdraw funds

• Track your copied traders and positions

Total Balance & PnL

At the top of the page, you can see your Total Balance, which reflects the combined value of your Crypto and Prediction balances.

You can toggle between:

• Balance – Current total account value

• PnL – Profit and loss performance

This gives you a quick overview of how your portfolio is performing.

You can also:

• Tap Deposit to add funds

• Tap Withdraw to move funds out

Copy Traders

Under the Copy Traders tab, you can monitor the traders you are copying.

You can switch between:

• Active – Traders you are currently copying

• Closed – Traders you have stopped copying

• Market selector (Crypto / Prediction)

Each trader card displays:

• Allocated balance

• Total PnL

• ROI

• Current leverage

• Copy duration

• Number of copied positions

You can tap Edit Copy to adjust allocation and copy settings.

Copy Trader Activity

You can review the detailed activity of your copied traders, including executed trades and historical actions.

For a detailed explanation of how Copy Trader Activity works, see: Perp Copy Trader Activity

Stop Copying

To stop copying a single trader:

You can stop copying a specific trader in two ways:

1. Go to 👤 Profile page. Locate the trader Under Copy Traders. Tap Edit Copy and select Stop Copying.

• Or you can go to 🏠 Home page. Find the trader you are currently copying. Tap Edit Copy and select Stop Copying.

To stop copying all traders:

You can also stop copying all traders at once.

1. Go to 👤 Profile page.

2. Scroll to the bottom of the Copy Traders section.

3. Tap Stop All Copy Traders.

4. Review the summary and confirm.

5. Tap Stop Copying All to complete the action.

Positions

Under the Positions tab, you can track your copied trades.

Filters include:

• Active – Currently open positions

• Closed – Historical completed positions

• Market selector (Crypto / Prediction)

This allows you to monitor exposure, performance, and historical results across different markets.

Adjust Active Position Risk (Optional) - Per Position Control

You can modify Take Profit or Stop Loss for individual positions from the Profile page.

👤 Profile → Positions → Active → ✎

See Advanced Settings for details on how these controls work.

Share a P&L card

You can share your trading results directly from the 👤 Profile page. Coinpilot automatically generates a shareable P&L card that you can copy or send to friends.

There are 2 ways to share your P&L card.

1. Share from Copy Traders

You can share the performance of traders you have copied, whether the copy is active or closed.

Active Copy

1. Go to the 👤 Profile page.

2. Locate the trader under Copy Traders.

3. Tap the Share icon on the trader card.

4. A P&L card will be generated automatically.

5. You can Copy the card or Share it directly.

Closed Copy

1. Go to the 👤 Profile page.

2. Find the trader under Copy Traders.

3. Tap the dropdown menu on the card.

4. Select Share to generate the P&L card.

2. Share from Positions

You can also share P&L from individual trading positions.

1. Go to the 👤 Profile page.

2. Open the Positions section.

3. Select either Active or Closed positions.

4. Tap the position you want to share.

5. Open the dropdown menu.

6. Tap Share link.

A P&L card will be generated for the selected position.

P&L sharing works the same way for both Crypto Perpetual and Prediction Market trades.