How to Copy Trade on tastytrade

Step-by-step guide · 5 min read

tastytrade is built for active options and equity traders, which pairs naturally with RelayTrades. Connect your account through SnapTrade, subscribe to the strategies you want, and let signals route to your own tastytrade account under the sizing and risk rules you define. You stay in control of every parameter, and your funds never leave tastytrade.

Copy trade on tastytrade in 5 steps

1. 01

   Sign up and connect your tastytrade account

   Create an account at app.relaytrades.com, then connect your tastytrade account through SnapTrade. SnapTrade is a secure brokerage-connection service, so your tastytrade login is never shared with RelayTrades. Once connected, RelayTrades automatically detects what your tastytrade account is enabled to trade (stocks, ETFs, and options).

2. 02

   Choose a strategy to follow

   Browse the available traders and strategies, review their historical metrics, and subscribe to the one(s) you want to copy. Some strategies are free to follow; others are paid by the trader who runs them.

3. 03

   Set your sizing and safeguards

   Before any trade copies, decide how it maps to your account: a sizing multiplier (or maximum position size) so a larger account's trade scales sensibly to yours, your routing mode (auto-copy or manual approval), and risk controls, maximum exposure, daily-loss caps, and slippage protection. Set up your one-tap kill switch here too. Every rule is enforced server-side before an order is placed.

4. 04

   Let trades route to your own tastytrade account

   When the trader places a trade, RelayTrades relays the signal in about a second and places the matching order in your own tastytrade account, scaled to your settings. Your funds never leave your tastytrade account, RelayTrades only routes the orders you have chosen to follow and never takes custody or discretionary control.

5. 05

   Monitor and stay in control

   Track your positions and profit/loss from the dashboard. You can switch any strategy to manual approval, pause automation, or use the kill switch to halt all activity and flatten open positions on your tastytrade account instantly. You can revoke the tastytrade connection at any time.

Why tastytrade works well with RelayTrades

• Built for active traders. tastytrade suits fast-moving stock and options strategies, and routed executions and fills surface cleanly in your RelayTrades dashboard in real time.
• Server-side safeguards. Max position size, exposure caps, daily-loss limits, and slippage protection are enforced before any order reaches your tastytrade account.
• You keep control. Switch any strategy to manual approval, pause automation, or hit the kill switch on your tastytrade account whenever you choose.

New to copy trading? Read how copy trading works or see the tastytrade copy trading overview.