As a strategy provider (SP) in Copy Trading, you can create trading strategies that investors copy. You earn a performance fee based on the profits your investors make.

What is Copy Trading?

SPs trade through MetaTrader 4 (MT4) and MetaTrader 5 (MT5), while investors track and copy strategies via the Copy Trading app or from their Personal Area (PA).

Copy Trading availability will depend on the country of residence. Read more about country restrictions for Copy Trading.

How to create your first strategy

As a strategy provider, use your existing Exness account or create a new one. Here’s how to start using copy trading from your Personal Area (PA):

1. Log in to your Personal Area (PA).
2. Click Copy Trading in the main menu, then go to My copy strategies.
3. Click Get started.
4. Set your strategy visibility:
   
   • Public: visible to investors.
   • Private: only accessible with a direct link.
5. Choose your account type: Standard or Pro.
6. Set the performance fee, leverage, account platform type: MT5 or MT4*, and create an account password.
7. Enter your strategy name and description. Follow the strategy content guidelines when completing information.
8. Upload a profile picture and click Continue.

As a strategy provider, you can set the minimum investment amount for each strategy between USD 10 and USD 200,000. Click the cog icon on the created strategy and select Change minimum investment. This change applies only to new investments.

Strategies with MT4 trading account type require a trading terminal that supports MT4. Trading with the copy trading app is not possible. Read about available trading platforms and what account platform types they support.

Trading accounts will return a “trading disabled” error in the trading terminal if trading is attempted before making a qualifying first deposit. Learn how to deposit and withdraw funds.

What investors see

To make your strategy active and visible to investors, you must meet specific requirements. Learn about strategy visibility requirements.

Once all conditions are met, each public strategy displays the following information to investors:

• Strategy name and provider’s name
• Country
• Return since inception
• Max drawdown and risk score
• Strategy description and trading symbols
• Account type, leverage, performance fee
• Open and closed orders
• Number of investors and total strategy equity

How to boost your strategy's success

Here are tips to make your strategy more appealing:

• Choose a clear, professional name. Avoid symbols or spelling mistakes.
• Set a fair performance fee and leverage to attract more investors.
• Upload a high-quality profile photo to build credibility.
• Write a strong bio that shows your experience and personality.
• Use the strategy description to explain your trading style, instruments, and goals.