Strategies can only be archived by strategy providers when the strategy has no active orders. Once archived, the strategy is hidden and investors cannot start new investments with them, even though they have previously invested.
How to archive strategies:
- Log into your Personal Area and head to the Social Trading tab.
- Under Your strategies, click on the settings icon in the strategy you would like to archive.
- Select Archive the strategy from the dropdown menu.
Note: Do make sure all orders under the strategy are closed before archiving a strategy.
- The next page includes a checklist when archiving a strategy as well as conditions to consider before proceeding.
Note: 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.
- Check the box to confirm that you’ve understood the conditions.
- Click on Archive the strategy to proceed to submit a request to archive the strategy.
- A green tick will then appear next to Submitting request.
- Click Done.
The strategy will now be archived; this action cannot be undone.
Once a strategy has been archived it will appear under the Archived tab in Your strategies.
What happens when a strategy is archived?
For new investors:
- The strategy will become unavailable for investing and won’t be shown on the Social Trading app.
For current investors:
- All active investments with the strategy will be closed beforehand. Current investors will also receive an email regarding the closing of investments. The archived strategy will only be available for viewing under their investment history.
For strategy providers:
- All active investments under the strategy will be closed. Commissions will be paid out at the end of the billing period. Strategy statistics will be recalculated after archiving and can be viewed in the Commission report. The strategy will only be available for viewing only. The trading account will stay active.