HUNTX
Begin with account readiness
Start a review by checking the account you are about to inspect. Confirm the identifier, platform and connection state so that the following observations belong to the intended environment. If you manage several accounts, use a consistent naming convention and keep the purpose of each account clear in your own records.
Review relationships deliberately
Inspect provider relationships together with their allocation and sizing settings. Note which relationships are active and which are paused. A provider performance view is only one part of this review; your own account conditions and copy controls determine how the relationship behaves in practice.
Inspect operational activity
Check recent delivery records for exceptions, especially after changing a setting or recovering a connection. Follow the event through its recorded states rather than assuming that an active relationship means every instruction was completed. Keep the relevant record available if you need help investigating a discrepancy.
Close with a clear next action
At the end of the review, record whether anything requires a change and why. If the account is ready and no action is needed, keep a brief note of that conclusion. A repeatable workspace routine supports a calmer process because the same essential checks are completed before new decisions are made.
Continue with our guide to reading provider performance without promises.
Reference: FCA explanation of copy trading.