As an investor, it is essential to keep track of all the information about your investments. On the investment page of the Copy Trading app, you can review both past and current investments.
Navigating the investment page
In the Copy Trading app:
- Tap the Portfolio tab.
- Under Investments, tap any investment under Active or Closed.
In the Copy Trading web PA:
- Log into your Personal Area (PA).
- Head to the Copy Trading tab and click on Assets.
- Select any investment under Active or Closed.
The investment page
This section provides a summary of your investment and copied orders. The information displayed may differ between active and closed investments. For active investments, a button to stop copying is available.
| Information | Active | Closed |
|---|---|---|
| Investment ID |
The investment's unique ID |
|
| Strategy Name | The strategy name was created by the strategy provider | |
| Date and Time | For active investments, the start date and time are displayed. | For closed investments, it shows the start and end date and time of the investment. |
| Financial result | The sum of trading results for current open and closed investment orders minus the performance fee. Tapping the financial result will bring up a pop-up of the calculation. | The sum of trading results for the particular investment orders minus the performance fee. |
| Return |
The investment's current return as a percentage. It is updated once every hour and calculated by dividing the financial result by the investment amount. Return = financial result/investment amount x 100% |
|
| Investment | This shows the initial investment amount invested in the strategy. | |
| Performance fee (%) | - | For closed investments, the total performance fee paid to the strategy provider will be shown here. |
| Equity | This displays the current investment’s equity. It is the total funds the investor has in the account of this investment. | - |
| Copied/Copying Orders | Here, the currently open and closed copying orders and essential trading information for active investments, including instrument, coefficient, trading dates, prices, swap, and profit/loss, are listed. | For closed investments, the financial result for the billing period is shown with dates and the total performance fee paid. All closed orders are listed with information including instrument, lots, profit/loss, open and close prices and dates, swap, and more. |