Copy and manage a strategy

Copying lets a strategy runner open supported positions using a budget you grant. Your funds remain accounted to your wallet through Trading Balance. The runner can make losing calls, so inspect its limits and real record before copying.

Review the strategy

Open Strategies → Copy a strategy. Check current health, Track record, limits, public playbook and decision memory. The Published strategies filters can narrow the list to strategies with settled history or a playbook; a filter or card ranking is not a performance guarantee.

A runner with no recent decisions may be waiting, offline or missing configuration. Read the status instead of interpreting an empty history as a clean winning record.

Start copying

Open the strategy's copy drawer and read its runner health and current permission state.
Enter Total budget and Most per trade. The individual limit must fit within both your budget and the creator's ceiling.
Review the effective per-trade, daily, open-position and entry-price limits. The permission lasts 30 days.
Read Subscription fee, Additional wallet deposit and the wallet total plus network gas. Available Vault funds and released unused permission budget can reduce the extra deposit.
Choose Fund permission and copy, then complete the wallet prompts.
Wait until the current Vault permission and registry subscription both establish that the copy is active. An active permission still needs a signal and fresh risk checks before a trade.

Joining grants/funds the Vault and then subscribes in the registry. These are separate contract actions, with a token approval if needed. Do not stop after the first transaction and assume the subscription is active. The subscription fee is separate from the trading budget and is charged again on a resume or limits change.

The writer rechecks the fee around approval and limits the registry's token allowance to the reviewed fee, including zero. A higher fee cannot silently use an old unlimited allowance; review any changed fee before continuing.

Manage your desk

Control	What happens
Add budget without changing limits	Moves available Vault funds into this permission in one transaction, without another subscription fee. Deposit through Portfolio's Trading Balance first if needed.
Update budget and limits	Replaces the permission and subscribes with the reviewed limits and current fee.
Pause future copies	Revokes the grant, then unsubscribes. It stops future copied orders.
Withdraw available funds	Withdraws to the owner. Using this copy's unspent budget first revokes its permission.
Resume with these limits	Re-establishes permission and subscription, including the current subscription fee.

Pause does not close open positions. The runner can settle positions from earlier grants after a pause or revocation, with proceeds credited to the owner's available Trading Balance. An unresolved runner transaction can delay settlement while its outcome is checked. Unspent released budget becomes available immediately after confirmed revocation; already-spent positions are separate.

Recover from a partial setup

Because these actions have multiple steps, a later failure can follow a successful deposit or revocation. Reopen the desk, check the current balance, grant and subscription, and inspect the transaction receipts before repeating the whole flow.

The browser saves progress for the specific wallet and strategy. Permission saved. Subscription remains. means the first step completed but copying is not active yet. Choose Check and finish subscription to verify the existing grant and continue. The flow checks the saved operation rather than depositing the whole budget again. Release this permission provides a way to revoke an interrupted setup. If release confirmation is lost, Check permission release verifies the saved historical grant before clearing the setup; it does not silently subscribe or release an unrelated replacement grant.

An uncertain transaction stays An interrupted step needs checking until its receipt can be established. Keep the same browser's saved progress and inspect the permission and subscription links. A replacement grant that differs from the saved setup cannot count as its completed first step. A pending setup for another strategy must be finished or released first.

Follow what it actually did

In Your strategies, select the strategy to see your permission and its separate Operation. Copying enabled confirms permission; Watching, Reading a Window, Held and Awaiting settlement describe a verified constraint or the latest recognized runner report. At your open-position limit, a position must settle before another can open. Daily spending limits reset at 00:00 UTC.

Strategy copy drawer showing Copying enabled and Operation: Awaiting settlement because its one-position limit is reached. — An actual 7 September 2026 copy drawer: the permission is enabled while the one-position cap requires settlement. This is a dated operating state, not the current status of every strategy.
**Capture state:** Public masayume.app · connected owner wallet · Shannon 1bp rehearsal strategy · copying enabled with one position open; captured before that position settled.
Captured 7 September 2026.
1Copying enabled describes the active permission.
2Awaiting settlement describes the actual position limit, separately from consent.

Paused, expired, replaced and exhausted permissions keep their own labels. Open positions remain visible separately. Missing or stale runner data shows Unavailable, while an unknown transaction holds new submissions rather than being resent.

Filled in last scan and Held in last scan describe the runner's report across all subscribers. Expand its timestamped report and inspect your own receipts in Recent copy-trades. The health poll runs once a minute, so a brief AI read can complete between checks.

Read the decision memory and recent copy trades. A model's UP/DOWN call can still be held by the gate; a sent order can still return no fill. Settled outcomes are the evidence for realized results.

See memory and playbooks for those distinctions and balances to trace available money.