As an investor, it is essential to keep track of as much information about your investments. While the Social Trading app is packed with strategies within your reach, you can also look into your past and present investments on the investment page.
Watch the video to find out more about the investment page or read on for more.
Navigating to the investment page
- Log in to the Social Trading App
- Tap the Portfolio tab.
- Under Copying Strategies, tap any investment under Active or History.
The elements presented on Copy Strategies page vary between investments in Active or History. The Active tab displays your ongoing investments, while the History tab shows your closed investments.
The Investment Page
Tapping on an active or closed investment will take you to the investment page where you will find a summary of the investment and your copied orders. Important information such as financial result, commission, return, and the total amount invested will also be shown.
At a glance, you find these common elements:
- Profile Picture: set by the strategy provider.
- Strategy Name: the name given to the strategy by the strategy provider.
- Risk score: read about what is risk score.
- ID: this is the investment identification number.
Tapping on the strategy’s name will take you to the strategy’s page where you’ll find more in-depth information about the chosen strategy.
Here are some of the important information on the investment page that will be presented to you regarding your investment.
Financial result is the sum of trading results for both closed and open investment orders, excluding paid and expected commission.
Tapping on the financial result will bring up a pop-up of the calculation.
Return shows the investment’s return as a percentage. It is the total trading result of all investment orders divided by the invested amount. (Return = Investment order profit / Investment amount * 100%)
The percentage is updated roughly every 20 minutes as it calculates the investment return from the start till the end of a specific period.
Read more about how the return metric is calculated.
This shows the initial amount of money the investor has invested in the strategy.
This displays the current investment’s equity. It is the total funds the investor has in the account of this investment.
For active investments, the copying coefficient, Auto stop copying feature, and alerts will also be presented in this area. You can also stop copying the strategy from this area.
Auto Stop Copying
If you have enabled stop loss or take profit for a copied order, it will be displayed here. Tapping on the x icon will close the stop loss or take profit function.
You can also enable notifications for when you’ve opened or closed an order. You can also set up a notification for when your equity value reaches a certain level. Tap on Go to Settings to set up notifications.
This area lists out the individual positions opened by you with the strategy provider while copying their strategy. Tapping on an entry will bring up details such as the individual financial result, instrument, swap, coefficient, and the dates when the order was opened and closed.
You can contact support via live chat from the Profile page. On your profile page, tap on the icon next to your name to bring up your profile details.
Tap on Chat to get connected to an Exness Assistant with the option for Live Support.
Investing is risky. A strategy provider’s past performance is not a guarantee of future results. Exness assumes no liability for any losses resulting from investment activities, the validity or reliability of the content or forecasts in the “About” section.