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Owly provides controls for selecting what to copy, synchronizing positions, and responding to configured loss or profit thresholds. Their effect depends on the account and strategy configuration.

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Risk Control Features

Stop Loss and Take Profit

Configure strategy loss, take-profit, and drawdown-from-high thresholds. Leaving a threshold blank does not establish a protective percentage.

Copy Scope

Select perpetual or spot copying, included exchanges, and coin inclusion or exclusion rules.

Position Catch-up Filter

An ROE threshold can exclude source positions from catch-up synchronization to reduce chasing positions that have already moved.

Liquidity Filter

Optionally skip perpetual markets below the system’s minimum open interest or daily trading volume requirements.

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Current Copy Settings

These are the starting values of the standard advanced-settings form. Existing accounts retain their saved configuration, and a guided setup can change the proposed settings before confirmation.

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Portfolio SL/TP

The portfolio overview offers a separate strategy covering a group of copy trading accounts. It has loss, take-profit, and drawdown-from-high thresholds, along with tracked baselines and a configurable check interval. Review the covered accounts and trigger values when saving or recalibrating it. A portfolio trigger is different from a stop order attached to one position. The portfolio control and the individual account’s thresholds should be reviewed together.

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How to Use the Controls

1

Review the Account and Source

Confirm the funded trading account, source trader, copy multiplier, markets, and any setup risk messages.
2

Set Explicit Thresholds

Enter the stop-loss and take-profit values you need, then review the confirmation. Empty fields are not default protection.
3

Monitor the Saved Strategy

Check strategy status, positions, account value, and configured check intervals. A position or order filter can also mean that some source activity is not copied.
4

Verify Protective Actions

After a trigger or manual stop, inspect the account’s actual status and remaining positions. Stopping copying and closing positions are separate actions.
Risk controls depend on data and execution. Market gaps, liquidity, outages, and check intervals can cause exits beyond a threshold. They do not guarantee principal protection or a specific maximum loss.
Begin with a smaller allocation, inspect the difference between your fills and the source trader’s fills, and adjust only after understanding the account’s behavior.