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Workflow
How a copy strategy moves from setup to Live Trading.
PolyVexa follows a repeatable review loop: choose the leader, configure copy rules, validate in Paper Mode, promote deliberately and monitor every execution.
Core idea
A useful copy-trading workflow should be repeatable. PolyVexa keeps leader selection, Paper Mode evidence, limits, Live Trading readiness and execution logs in the same review path.
- ✓Choose a leader
- ✓Set limits
- ✓Validate in Paper Mode
- ✓Monitor every execution
Step 1
Connect or configure the account context.
Prepare the account and wallet context needed for review, readiness checks and execution boundaries. This gives the workflow a clear operating state before any strategy runs.
The setup step is also where you decide what you are trying to learn. A copy config works best when the leader, market scope and risk limits are explicit from the start.
- ✓Account context
- ✓Wallet readiness
- ✓Strategy thesis
- ✓Initial boundaries
Step 2
Choose the leader, strategy and copy rules.
Select the Polymarket trader, markets and copy rules you want the config to evaluate. Useful rules cover market eligibility, sizing, budgets, maximum trade size, cooldowns and exposure boundaries.
The goal is to create a config that can explain why a signal was copied or skipped. That record is what makes later review possible.
- ✓Leader selection
- ✓Market filters
- ✓Sizing rules
- ✓Budgets and cooldowns
Step 3
Validate in Paper Mode before Live Trading.
Use simulated fills, skipped orders, open positions and PnL to judge whether the setup behaves as intended. Paper Mode gives the strategy a record before real funds are involved.
A config that behaves poorly in Paper Mode may need different rules, a different leader or no live path at all. That is a useful outcome because the workflow caught the issue early.
- ✓Simulated fills
- ✓Skipped-order review
- ✓Paper positions
- ✓PnL context
Step 4
Promote deliberately, then monitor execution.
Enable Live Trading only after the same controls and readiness checks are in place. Once live, review copied, skipped and failed decisions with execution logs, positions and analytics.
The workflow remains active after promotion. If the behavior no longer matches your intent, pause the config, adjust limits or return to Paper Mode review.
- ✓Readiness checks
- ✓Live config limits
- ✓Execution monitoring
- ✓Pause or adjust when needed
FAQ
FAQ: How It Works
Short answers about how it works, Paper Mode validation, Live Trading controls and the next useful PolyVexa pages.
What is the shortest PolyVexa workflow?
Choose a leader, set copy rules, validate in Paper Mode, then consider Live Trading only when the evidence and readiness checks are clear.
Can I run multiple configs for the same leader?
Yes, plan limits permitting. Many users compare stricter and looser versions of the same idea in Paper Mode before deciding which rules are worth keeping.
Where should I go after the workflow page?
Read Copy Trading for leader-based automation, Paper Trading for validation, Risk Management for limits, or Pricing for plan capacity.
Validate before Live Trading
Build the workflow before you scale the strategy.
Start with a leader, a config and clear limits. Use Paper Mode to review behavior before Live Trading becomes a decision.