For the investor, maintaining successful copied trades includes having the knowledge of tools, metrics, and strategies available. Similarly, a strategy provider who aims to have their trades copied must have an understanding of what investors look for in strategies.

The strategy page is where an investor can learn more about a particular strategy and the provider of that strategy, and where a strategy provider can showcase their unique strategy in-depth to potential investors.

Open a strategy page:

1. Log into the Social Trading app.
2. Scroll through the available strategies presented or filter these strategies based on return and your preferred filters.
3. Select a strategy.

Let’s take a deeper look into the tools, metrics, and other details presented on the strategy page:

1. Overview Tab:

• Return
• Maximum drawdown
• Risk Score*
• Details
• Description
• Symbols
• About trader 
• Trading Reliability Level (TRL)
• Billing Period

2. Statistics
3. News Feed
4. Orders

*Risk score is not available for Pro accounts.

On the top of the screen of any strategy, you can favorite and share a strategy; simply tap on the star icon or share icon respectively.

Overview tab

This tab details a few important elements that an investor would need to consider before investing.

Return

Return measures the change of equity seen in a specific strategy. It is updated with statistics that calculate the change in a strategy’s equity from the beginning to the end of a specified period of time.

Note: The Return is updated roughly once every 20 minutes for Strategies with Social Standard and Social Pro accounts and once every hour for Pro accounts. 

The best way to view the return over a certain period of time is to look at the Return graph. The Return graph shows the cumulative return over time. The percentage of profit or loss in an account's balance is shown for a certain period. This graph provides a transparent way to see how an investor’s strategies have performed historically.

Risk Score

The risk score reflects the level of risk taken by the strategy provider. The higher the score, the greater the risk and chance of making a profit, or a loss more rapidly.

The risk scores are as follows:

• Moderate risk: 1-5
• High risk: 6-8
• Extra High risk: 9-10

Note: Risk score is not available for Pro accounts.

Details

Other important information to note is shown here such as the Performance fee, minimum amount of investment, account type, number of current investors, leverage, and strategy equity in USD.

Trading Reliability Level (TRL)

The TRL represents how well strategy providers manage their trading risks. The higher the level the more reliable the trading performance of that strategy provider has been.

Here’s how the breakdown of the levels:

• 0-40: Low score
• 41-70: Medium score
• 71-100: High score

This section is written by the strategy provider. It gives additional insight into the strategy, including the strategy provider’s trading style. When a strategy was created can also be viewed here.

Description

This section is written by the strategy provider. It gives additional insight into the strategy, including the strategy provider’s trading style. When a strategy was created can also be viewed here.

Symbols

Here it shows the ratio of which instruments are being traded by the strategy provider as a percentage.

About trader

Other information about the strategy provider in this section includes the date when the strategy provider began trading with Exness, their location, and their verification status.

 

Trading Reliability Level (TRL)

The TRL represents how well strategy providers manage their trading risks. The higher the level the more reliable the trading performance of that strategy provider has been.

Here’s how the breakdown of the levels:

• 0-40: Low score
• 41-70: Medium score
• 71-100: High score

Billing Period

The Billing period is the set amount of time between Performance fee payments and ends on the last Friday of the month between 23:50 UTC+0 and 23:59:59 UTC +0, restarting immediately after.

Statistics tab

This tab provides a breakdown of Return and Equity (for Social accounts only). These present a more in-depth look at the respective metric with the ability to set a time frame and change the chart type.

News Feed

This section is where the strategy provider communicates with their current and potential investors.

Orders tab

Here is where Open and Closed orders are collected

Tap on an entry to expand the order details.

Start copying 

In every tab, you can find the Start Copying button located at the bottom. Tap on it to enter the investor’s desired investment amount. The page displays a range of allowed amounts, starting from a minimum of 10 USD set by the strategy provider.

For an investor, this information can help to determine the perfect strategy that suits their trading style, while the strategy provider can further improve and implement these metrics to further promote their strategy.

Note: Trading strategies listed on, and available for copying through the Exness Social Trading application(s) are developed and managed by third parties. Exness is not liable for the performance of strategies made available through its Social Trading application(s). Past performance is not indicative of future results. Statistics and indicators provided by Exness for each strategy have inherent limitations. No representation is being made that the strategies will or are likely to achieve profits or losses in accordance with the statistics and indicators shown.