Strategy providers may choose to archive a strategy if they no longer wish to keep it available for copying. Archiving makes the strategy view-only for both the provider and investors, and permanently disables new investments.
Archiving is currently unavailable for strategies created using Pro accounts . Only Standard account strategies can be archived at this time.
What happens when a strategy is archived?
For new investors:
- The strategy becomes unavailable for investment.
- It is removed from the Copy Trading app and website.
For current investors:
- All active investments in the strategy are closed.
- Investors receive an email notification informing them of the closure.
- Archived strategies appear in their investment history only.
For strategy providers:
- All investments are closed.
- Performance fees are calculated and credited at the end of the billing period.
- Strategy statistics are updated and viewable in the Fee Report.
- The trading account remains active, but the strategy becomes view-only.
Archived strategies cannot be restored.
Conditions for archiving a strategy
Before you can archive a strategy, all open orders must be closed in the trading terminal.
If the strategy has met the conditions for archiving, a green tick will be displayed for Strategy preparation. Otherwise, a red note will be displayed stating that the strategy still has open orders and instructions on how to close them on the trading terminal to continue.
How to archive your strategy
- Log in to your Exness Personal Area (PA).
- Go to the Copy Trading tab.
- Under Your strategies, click the settings (3-dot) icon for the strategy you want to archive.
- Select Archive the strategy.
- Review the checklist on the next page.
- If conditions are met, check the box to confirm you understand the process.
- Click Archive the strategy to submit your request.
- When a green tick appears next to Submitting request, click Done.
Your strategy is now archived and will appear under the Archived tab in Your strategies.