As an investor, you will want to keep track of as much information about your investments as possible. Social trading is full of details for each strategy, but what about your past and present investments? This is when you want to check out the investment page.

Navigate to the investment page of Exness

1. Log in to the social trading app
2. Click the Portfolio tab.
3. Under Copy Strategy, click on any investment under Active or History.

Become an Investor of EXNESS’s Social Trading

The elements displayed on the investment page vary depending on the investment in the activity or history. We will provide common elements for you to consider:

• Description: Content 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: Click this link to learn more about the risks.
• ID: This is the identification number of the strategy provider.

Clicking on the strategy name will take you to the strategy page where you will find more details about the strategy.

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Below this, you will see important information about your investment for consideration.

1. Sinancial results

This shows your past and projected investment gains or losses as a percentage against this strategy; this is calculated after commissions.

2. Return

Returns show the overall performance of an investment as a percentage.

3. Invest

Displays the total amount invested for this strategy.

A timeline is provided below to tell you when you started this investment in the case of active investing or the entire duration of the investment in the case of historical investing.

4. Copy trades

This area summarizes the trading period, financial results, and commissions spent. Below it tracks all individual positions opened by the strategy provider while copying their strategy.

If the investing page is for active investing, you can also stop copying strategies from this area.

5. Live Chat Support

You can contact support via live chat from the investing page by clicking on the conversation bubble in the upper right corner; it will first allow you to select a language. Click to start chat and you will be connected to the Exness assistant with live support options.

Become an Investor of EXNESS’s Social Trading

Read also About Exness’s order execution model, types and conditions here.

What do I need to do to invest in social trading?

To become an investor in a social trading app , all you need is a valid email address, phone number and documents for profile verification. Download the app from the App Store or Google Play and get started. You can log in with any existing account you have at Exness, or click Sign Up to create a brand new account.

After creating an account, you will be able to view various strategies that you can filter to your liking. In order to copy trades, you need to deposit into your investor wallet. After that, you can click Start Copy on any strategy of your choice , which will automatically start investing for you.

Each strategy you copy is considered a separate investment. You can make multiple investments in the same or different strategies.

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What are the main benefits of being an investor?

Social trading enables almost anyone to join the Forex investment pool and enjoy the benefits.

Let’s take a look at the benefits of being an investor in the Exness social trading app :

Earn rewards by copying strategies

Even for beginners, you can make money when copy trades generate profits.

Pay commissions only when profitable

In social trading apps, you pay the strategy provider a commission only when the investment is overall profitable.

Harness the potential of experienced traders

As an investor, you can copy the strategies traded by experienced traders ; the trades will be copied to your investment account according to the copy factor.

Choose from a variety of strategies

The social trading app will display multiple strategies for you to choose from. You can browse them on the app and invest in one or more strategies of your choice.

Extra time to learn to trade

When you start to dabble in the world of trading, choosing to follow successful traders on the app means you have extra time to learn to trade.

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How do I invest?

As an investor, once you’ve downloaded a social trading app, completed profile verification, and made a deposit, it’s time to learn how to invest in strategies.

1. First, you need to choose a strategy. You can browse the categories displayed in the app, or use the filter options to filter policies to suit your preferences.
2. Once done, click on the selected strategy and click Open an Investment.
3. Fill in the amount (USD) you want to invest. Remember, you can only invest based on the amount of funds in your wallet. If you want to invest more, top up your wallet.
4. After entering the amount, click Open New Investment.
5. You will see the message that your investment has been successfully opened and all trades of the selected strategy will be copied to your investment using the replication factor and the current market price.
6. If no offer is available, you will see an error message and an option Cancel or Try again.

Become an Investor of EXNESS’s Social Trading

Do investors need verified documents to use social trading?

As an investor, full verification of your account is highly recommended. While you can initially deposit without verifying your profile to start using the social trading app, you will need to fully verify your information after a specified period of time in order to continue trading.

Fully verifying your account information requires:

• Proof of Identity (POI)
• Proof of Residence (POR)
• Complete economic profile

You only need to authenticate once to use the app.

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How investors can verify their documents

In order to use social trading, investors must fully verify their proof of identity (POI), proof of residence (POR) and economic profile documents.

Here’s how to do it:

1. Log in to the social trading app.
2. Navigate to the Wallet tab.
3. Click your account icon and check your verification status under Account.
4. Click Continue to perform the remaining steps.
5. If you haven’t verified your identity, you will be asked to verify your identity first. – Fill in the details, upload your POI and click Next.
6. You will then be asked to verify your residence. – Fill in the details, upload your POR, and complete the process.

You will be asked to verify your economic profile document to complete the process.

Become an Investor of EXNESS’s Social Trading

What is the maximum amount I can invest in a strategy?

These are the limitations of the strategy to be aware of:

• The amount of an investment cannot exceed the strategy asset multiplied by the tolerance factor within the strategy; learn more by clicking this link.
• The total equity limit for a strategy and all its investments is $200,000.

These limits tell us what is the maximum amount that can be invested in the strategy.

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Example of social trading on Exness

The strategy provider’s equity in a strategy is $1,000, and the strategy’s total equity (strategy provider’s equity + all other investors’ equity = total equity) is $50,000, with a strategy tolerance factor of 3.

First check is Strategy Equity * 3 or $1,000 * 3 = $3,000.

Second check is the strategy’s total equity limit – total strategy equity or $200,000 – $50,000 = $150,000.

A minimum of $3,000 is the maximum allowable investment.

Now, another strategy provider has equity of $1,000, but the strategy has total equity of $198,000 and a strategy tolerance factor of 3.

First check is Strategy Equity * 3 or $1000 * 3 = $3000.

Second check is the strategy’s total equity limit – total strategy equity or $200,000 – $198,000 = $2,000.

A minimum of $2,000 is the maximum allowable investment.

Become an Investor of EXNESS’s Social Trading