How to Configure Auto Copy Rules (Presets, Caps, Filters)
How to configure Auto Copy bot rules on Polycopy: risk presets, per-trade caps, daily budgets, Copy Score floors, category filters, stop loss, and mirror-sell settings.
Open bot settings
Go to your Bots page and click the gear icon on an existing bot, or access Advanced Settings during bot creation. This opens the full configuration panel.
Adjust the Copy Score floor
The Copy Score floor is the minimum grade a trade must have for your bot to copy it. Higher grade = fewer but higher-confidence trades. Conservative preset uses B or above. You can set any grade from D to A.
Set position sizing
Choose an allocation mode: Fixed (same USDC every copy — set Trade amount at creation, then Max per trade in Manage), Conviction (scales with how large the trader's bet is vs their average; set min and max per trade), or Kelly (edge-based sizing with min/max caps). Max per trade is always a ceiling on YOUR order size, not a filter on the trader's trade size.
Configure category filters
Restrict the bot to only copy trades in specific categories. For example, if you follow a generalist trader but only trust their sports picks, filter to "Sports" only. The bot ignores their trades in other categories.
Set safety rails
Configure stop-loss per position (auto-sell if a trade drops X%), daily budget cap, and mirror-sell (automatically exit when the trader exits). These protect you from worst-case scenarios while the bot runs unattended.
Save and monitor
Save your configuration. Changes take effect immediately for new trades (existing positions aren't affected). Check back after a few days to see how your rules perform and adjust if needed.
Done! You've completed all 6 steps. Check out the related guides below to keep learning.