Auto Copy

1. What is Auto Copy?

Auto Copy is an innovative feature from RockFlow that lets you automatically replicate another user's trades. After setting up an Auto Copy plan, the system will mirror the trades of the RockStar you follow based on predefined rules, allowing for effortless auto-buying and selling. This enables users to easily follow successful traders and potentially earn profits.

RockFlow’s Auto Copy aims to keep your position ratio aligned with the RockStar’s. For instance, if a RockStar buys Tesla stock making up 10% of their portfolio, and you have allocated $500 to your Auto Copy plan, the system will buy $50 worth of Tesla for you, keeping the same 10% ratio. This alignment helps your portfolio movements closely track the RockStar’s performance.

However, due to US stock market trading hours and fractional share rules, issues may arise. For example, if a RockStar buys 1 share of Nvidia in pre-market, and you're set to buy 0.1 shares, the trade will fail since fractional shares aren’t available during pre-market hours. Similarly, if the RockStar closes a position in a low-liquidity stock, your trade might fail, leaving you with the position until it expires, potentially causing a loss. To handle such cases, RockFlow offers the “Intraday Adjustment” feature, which adjusts your holdings after the market opens to correct any issues from the previous day.

RockFlow also provides additional features like "Position Copy," "Spread Protection," and "Fractional Trading" to further enhance the Auto Copy experience. These features are customizable, and RockFlow will recommend optimal settings based on your preferences, but you can adjust them as needed. Generally, the more you invest and the closer your capital is to the RockStar’s, the better your experience will be.

Currently, Auto Copy uses your main account’s buying power for trades, and any position closures will affect your main account directly. If you already hold a stock that the RockStar also owns, RockFlow will avoid altering your existing holdings. A sub-account feature is being developed to separate Auto Copy trades from your main account in the future.

2. How to set up an Auto Copy plan?

1. Find a RockStar You’re Interested In Find a RockStar you're interested in. On their profile, click "Auto Copy," review the guide, and then click "Start Auto Copy" to get started.

2. Select Copy Trading Assets and Investment Choose the asset types to copy, such as only US stocks or US stocks + Baby Bull & Bear. Enter the amount you want to invest in following this RockStar.

3. Choose Advanced Settings:

• Fractional Trading: RockFlow will recommend settings based on your investment amount and asset types. Enable to trade fractional shares; if disabled, the system will round down to whole shares.
• Intraday Adjustment: Recommended settings will be provided. If enabled, the system will rebalance during regular trading hours to correct significant position discrepancies caused by failed trades. If disabled, your position might not match the RockStar's.
• Spread Protection: Recommended to enable. If the market price deviates significantly from the RockStar’s entry (over 1% for stocks or 5% for options), the system will stop the trade to prevent large return differences.
• Position Copy: Recommended to enable. If the RockStar has current holdings, the system will immediately replicate them proportionally at market price. If disabled, it will wait for the RockStar’s next trade. Review their current holdings to decide.

Click "Next Step", then "Confirm" to start copying successfully.

3. Important Notes
4. Auto Copy trades might fail due to market conditions and other factors. Please enable notifications and regularly check your Auto Copy plan's status.
5. If Auto Copy is enabled, try to avoid manually managing positions created by your Auto Copy Plan before it ends, as this may disrupt the calculation of the total amount.
6. The amount invested and advanced settings significantly impact the Auto Copy experience. Use the recommended settings for the best experience. If you choose different settings, consult customer service to understand potential risks and impacts fully.

4. How to View Copy Trading Records

In the bottom navigation bar, go to "My", tap "Order" then select "Copy Records" to view your copy trading history.

5. Reasons for Auto Copy Failure

During the Auto Copy process, you may encounter some issues. Here are some common problems and solutions to help you. Most issues can be fixed using the Intraday Adjustment feature. If enabled, failed buy or sell orders will be corrected in the next trading session. Failure Reason Explanation Order placed or executed outside trading hours, Intraday Adjustment not enabled Enable Intraday Adjustment to prevent copy trading issues caused by off-hours trades. User has opposing pending orders Enable Intraday Adjustment to fix it on the next trading day. Check for any opposing pending orders, as they can cause correction to fail. RockStar trades frequently, causing opposing pending orders Enable Intraday Adjustment, and the issue will be corrected on the next trading day. Delay from upstream broker Enable Intraday Adjustment, and the issue will be corrected on the next trading day. No available market price Rare issue. Enable Intraday Adjustment to attempt correction the next trading day. If no price is available, correction will fail. For closing orders, consider closing manually in time. Price difference too large The price gap between the market and RockStar's entry exceeded the set threshold. To safeguard your returns, the system won't copy the trade. Enable Intraday Adjustment to retry, but it may fail if the price gap persists. Fractional share trading restrictions

Your trade amount is too small, and the calculated share quantity is less than 1. This leads to a copying failure due to not allowing fractional trades, or opting for whole shares only. Enable fractional trading or increase your investment for better alignment with the RockStar's portfolio. Insufficient buying power Due to added funds or profits, the RockStar's available capital exceeds yours, and your remaining funds are insufficient, or exceed total allocation planned for copying. We'll copy a portion within your allocated amount. Consider depositing more or reducing other positions for better alignment. Order too small Your investment amount is too small, resulting in a share quantity less than 0.001. Increase your copy amount for better alignment.

6. Common Questions

Q	A
What categories can I Auto Copy?	We support US stocks and Baby Bulls & Bears, but not HK stocks. You can opt to follow only US stocks or include Baby Bulls & Bears. RockStar’s trading history is on the copy page; enable Baby Bulls & Bears if it's their main focus.
How much money should I invest?	Your investment amount impacts each trade. Larger investments mean bigger trades and better alignment with RockStar’s portfolio. Small investments may cause inefficiencies due to minimum order sizes. Investing more is advised, ideally exceeding RockStar's total assets for optimal results. Adjust as needed and follow the copy page's suggestions for best alignment.
How is the number of shares calculated? Examples?	First, determine the target holding: Target Holding = Copy Trading Investment × RockStar’s Ratio. Then calculate the share number: Share Number = (Target Holding - Current Holdings) / Current Market Price. For example, if RockStar buys 8 shares at $50 each with an NLV of $1000, their ratio is 40%. If your total copy is $500, your target in Stock A is $200. With a market price of $50.5/share, buy 200 / 50.5 = 3.96 shares. If without fractional trading, it's round up to 4 shares. If RockStar sells all 8 shares, reducing the ratio to 0, you'll sell all 3.96 shares.
How is Intraday Adjustment calculated?	It's calculated like regular trades. If RockStar orders off-hours and can't use fractional shares, they order full shares (eg, 3 shares). Once open, Intraday Adjustment corrects discrepancies (eg, adjusting to 0.96 shares). Broker delays are managed with next-session adjustments to align with RockStar.
I have the same position as RockStar, what's the effect on my original positions?	Original holdings remain unaffected by Auto Copy. Any new positions created through copying will not impact your original holdings; they will only operate on the copied positions. For example, if you already hold 100 shares of stock A, enabling position mirroring won't duplicate the RockStar's position in stock A. Any trades made by the RockStar in stock A will generate new positions without affecting your original ones. However, selling copied positions may affect your account's buying power. To ensure effective copying, it is recommended to avoid independently managing these copied positions and maintain consistency with the RockStar's actions. To prevent unnecessary disruptions, it is advised not to trade the same securities as the RockStar. Opting for different securities can help avoid conflicting strategies and unnecessary trading activities.
What type of orders does Auto Copy use?	Auto Copy makes market orders. Limited orders, slightly above or below market, are used for pre-market/post-market trades to ensure execution.
What happens if a copy trade isn't completed?	During the next session, an Intraday Adjustment reviews for necessary corrections to prevent redundant manual trades impacting goals.
Is invested capital locked in Auto Copy?	No, invested funds remain flexible, permitting reallocation and unified buying power for copies.
Why is there a discrepancy in closed positions between me and the RockStar?	Causes could be pending orders, missing quotes, broker delays, or disabled fractional trades; manually close after unsuccessful corrections.
Do I automatically use leverage if the RockStar does?	No, currently only cash accounts are supported. Leverage options will be introduced with sub-account upgrades.
Why am I earning less than the RockStar post-copying?	Reasons may include insufficient investment leading to desynchronization, unavoidable order delays affecting pricing, or extra fees from Intraday Adjustments.
Will my and the RockStar's holding costs be identical?	Differences may arise due to unique initial plans and adjustments. Mismatches aren't critical, but our aim is to align asset movements post-start. Utilize price thresholds to prevent unfavorable cost alignments or reduce tracking accuracy as needed.
What's the solution if unable to close out due to price protection?	Spread Protection doesn’t apply to closing orders; thus, this kind of issues shouldn’t occur.
Will Auto Copy happen with computed shares below 1 but requiring whole shares?	Yes. Insufficient funds affecting copy effectiveness will prompt upward adjustment for enhanced participation.
How does Intraday Adjustment avoid extra fees?	It increases precision with limited funds, but large funds lessen its necessity, reducing fees. It only activates last day's trades/incidents like pending orders, lack of quotes, price protections, power shortages, unauthorized funds/excesses, minimizing costs with low estimate triggers.
Are copy trade notifications provided?	Yes, via push notifications, and viewable in Copy Records.
Can I create two Auto Copy plans simultaneously?	Simultaneous plan creation isn't possible yet, as activities run under one account, risking conflicts. Sub-account capability for multi-plan management is in development.
Does Auto Copy stop on its own?	No, you have to manually stop it. But automated stops via profit/loss thresholds will be available soon—stay tuned!
What should I monitor after activating an Auto Copy plan?	Regularly check status for goal alignment. Follow RockStar instructions to prevent counterproductive actions and manage closure errors attentively. Stay alert for notifications.