As an investor, you would want to track as much information about your investments as possible. While Social Trading is packed with detailed strategies within your reach, what about your past and present investments? That’s the information that the Investments Tab holds.
Watch the video to find out more about the Investments Page or read on for more.
Navigating to the Investments Page
- Log in to the Social Trading App
- Tap the Portfolio tab.
- Under Copying Strategies, tap any investment under Active or History.
The Investment Page
The elements presented on an Investment page vary between investments in Active or History. We will present common elements for you to consider:
- Description: written by the strategy provider about the strategy.
- Profile Picture: set by the strategy provider.
- Strategy Name: the name given to the strategy by the strategy provider.
- Risk score: follow this link for more information on risk.
- ID: this is the strategy provider’s 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.
The history tab displays your past copied strategies. Tapping on a closed copied strategy will take you to a summary of the strategy and your copied orders. Important information such as financial result, commission, return, and total amount invested will also be displayed.
Here are some of the important information that will be presented to you regarding your investment to consider.
Financial Result
This displays your past, present, and projected gain or loss of your investment with the strategy. It will be displayed as a percentage, calculated after commission.
Tapping on the financial result will display a pop-up of the calculation.
Return
Return shows the investment’s equity growth as a percentage. It measures the change of equity with a specific strategy. The percentage is updated roughly every 5 minutes as it calculates the equity from the start till the end of a specific period.
Read more how Return is calculated here.
Investment
Investments display the total amount invested towards this strategy.
Equity
This displays the current strategy’s equity. It is the total funds the strategy provider has in the account of this strategy.
Copying coefficient
For active investments, the copying coefficient, auto-stop copying, and alerts will also be presented in this area. It is also possible to 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.
Alerts
You can also enable notifications for when you’ve made a profit or loss for a copied 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.
Copied Orders
This area lists out the individual positions opened by you with the strategy provider while copying their strategy. Tapping on an entry can show more details such as the individual financial result, commission, return, and investment amount made. Other details include instrument, swap, coefficient, and the dates of when the order was opened and closed.
LiveChat Support
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.