In which countries is Exness’s Social Trading available?

The following countries cannot open new strategies and investments in Exness’s Social Trading:

Africa:

Central African Republic, Congo (Democratic Republic of), Kenya, Mali, Mayotte, Mauritius, Seychelles, Somalia, South Africa, South Sudan, Sudan, Western Sahara

Asia:

Afghanistan, Iran (Islamic Republic of), Iraq, Israel, Japan, Korea (Democratic People’s Republic of), Malaysia, Myanmar, Palestine (State of Israel), Syrian Arab Republic, Yemen

America:

American Samoa, Anguilla, Antigua and Barbuda, Bahamas, Barbados, Bermuda, Belize, Bonaire (Sint Eustatius and Saba), Canada, Cayman Islands, Cuba, Curaçao, Falkland Islands (Malvinas), French Guiana, Guadeloupe, Haiti, Martinique, Nicaragua, Puerto Rico, Saint Barthélemy, Saint Helena, Saint Martin (French part), Saint Pierre and Miquelon, Saint Vincent and the Grenadines, Sint Maarten (Dutch part), Turks and Caicos Islands, United States Minor Outlying Islands, United States of America, Uruguay, Virgin Islands (British), Virgin Islands (U.S.)

North America:

Greenland, Virgin Islands (British), Virgin Islands (U.S.)

What is Social Trading?

Social Trading simplifies the process of entering the markets. Investors can copy trades made by experienced traders, benefiting both parties through profitable trades. An extensive suite of tools gives you control over your investments.

Before you begin, find out more about Exness Social Trading accounts.

• The Investor: An investor uses the Social Trading service to browse and choose experienced traders (known as Strategy Providers) to copy trades from. The investor will join a strategy, set up by the Strategy Provider, to track their trading performance.
• The Strategy Provider (Trader): A Strategy Provider is an experienced trader aiming to execute profitable trades that investors can replicate. The strategy showcases the Strategy Provider’s performance, measuring return and risk.

When a Strategy Provider’s strategy is profitable, they earn money on their trade as well as a commission (ranging from 0%-50%) deducted from Investors at the end of a trading period.

How does copying work?

In Social Trading, copying is a process through which a strategy provider’s trades are copied to the investor’s account, factoring in a copying coefficient.

Note: The copy coefficient is recalculated at the end of the trading period and when the trader deposits into the strategy account. In both cases, investment orders will be closed at current prices and re-opened with a new volume corresponding to the recalculated copy coefficient.

Start copying without open trades:

A strategy has started and does not have any open trades. Once it begins, the system calculates a copying coefficient. When the strategy provider opens a trade, the trade is immediately copied to the investment account at the same opening price.

Start copying with open trades:

A strategy has started and has open trades. The copying coefficient includes the spread cost of these open trades. Trades already open are copied to the investment account.

Market conditions and copying:

If the market is open, orders are copied at the current market price. If the market is closed with more than 3 hours until re-opening, orders are copied using the last market price. If less than 3 hours remain, copying waits until the market reopens.

Stop copying with no open trades:

If an investor stops copying a strategy without open trades, the investment is closed, the commission is calculated, and funds are transferred to the investor’s wallet.

Stop copying with open trades:

If copying stops while open trades exist, they are closed at the current market price. The commission is then calculated and funds transferred.

Subsequent copying after opening an investment:

New trades by the strategy provider are copied immediately using the same prices. This also applies when the strategy provider closes an order.

Example: If a strategy provider has $500 in a trading account, and two investors invest $1000 and $1500 respectively, the copy ratio is calculated as follows:

• Investor 1: $1000 (1000/500) = 2
• Investor 2: $1500 (1500/500) = 3
• If the strategy provider opens an order of 2 lots, Investor 1 would copy 4 lots, and Investor 2 would copy 6 lots.

Important: When a copy ratio is recalculated, the maximum copy ratio is set at 14.

How is the copy ratio for a strategy calculated?

The copy ratio or copy coefficient is the ratio of the investor’s equity investment to the sum of the strategy provider’s equity and the open orders’ spread cost. This ratio dictates how trades are copied to the investor’s account.

Calculation formula: Copy ratio (K) = investor’s equity investment / (strategy provider’s equity strategy + sum (open orders spread cost))

Copy ratio recalculation:

• When a strategy provider deposits into the strategy account, all connected orders are closed at the current market price, and orders are reopened with a recalculated copying coefficient.
• At the end of the trading period, orders are closed and reopened, potentially with a new copying coefficient.

Read more about how copying works to view various scenarios where the copy ratio is applied.

What is a trading period?

A trading period is a timing cycle used to measure the performance of a strategy within a specific timeframe, typically covering a calendar month and ending on the last Friday of the month (from 23:50 to 23:59:59 UTC+0). A new trading period opens immediately afterwards.

What happens at the end of a trading period?

Order Closure and Reopening:

Investor orders are closed and if profitable, a commission fee is deducted. The copy ratio is recalculated regardless of profitability.

All orders closed are reopened with zero spread and the recalculated copy ratio.

Orders are closed and reopened to record commission and calculate the copy ratio. These reopened orders can be found in the Copying orders area of the Social Trading app, noted for context.

For more information on commission calculations, please refer to the section on how commission is calculated, available at the end of each trading period.

What is social trading commission?

Social Trading commission is a fee that an investor pays to a strategy provider for profitable investments. Strategy providers define a commission rate at which investors share their profits for the copied strategies.

• If an investor makes a profit of USD 1,000 on an investment and the commission rate is 10%, a fee of USD 100 is paid as commission to the strategy provider.

The commission is credited to a Standard trading account, automatically created in the strategy provider’s Personal Area for this purpose, known as the Social Trading Commission account. These funds can be used for trading, withdrawals, or transfers.

Note: The commission rate set by a strategy provider can be adjusted, but new rates apply only to newly opened investments; existing investments are unaffected.

How is drawdown calculated?

Drawdown measures the loss from the highest point of equity to its lowest point, ending when a profit is earned. The maximum drawdown is the largest measure of drawdown during a specified period or since the creation of the strategy.

Drawdown is calculated based on changes in cumulative returns, which are based on equity and include both closed and open orders. Details are displayed in the strategy overview, and further information can be accessed by clicking the info icon beside the drawdown display.

Note: Drawdown data is updated every hour.

Maximum Drawdown Formula: The maximum from several calculated drawdowns, defined as the percentage drop from the peak before a drawdown to the lowest point reached during that drawdown.

What is Trading Reliability Level (TRL) in Social Trading?

Trading Reliability Level (TRL) is an indicator representing how well strategy providers manage their trading risks. It is calculated from an average of two scores: the safety score and the value at risk (VaR) score, based on performance and trading activity over the last 12 months.

For Strategy Providers:

Log into your Personal Area (PA).

Open the Social trading tab.

Head to Your strategies tab.

Your TRL is displayed below your bio, with a clickable icon to view a breakdown.

Note: The breakdown of the TRL shows the safety score and VaR score, along with a customizable historical chart of the trading reliability level, which can be adjusted by time frame with daily recalculations.

Safety Score: Indicates how often a strategy provider has avoided a stop out.

VaR Score: Shows the potential capital loss risk in worst-case scenarios.

TRL Scoring: Ranges from 0-100, with higher scores indicating more reliable trading performance. TRL is based on historical data and is recalculated 30 days after the first trade in a strategy/fund. Scores range from 0-40 (low), 41-70 (medium), to 71-100 (high).

Important: TRL is historical and does not predict future performance.

How is TRL Calculated?

The Trading Reliability Level (TRL) score accounts for activities across Social Trading strategies as well as funds and strategies in a Portfolio Management Solution. It combines daily VaR scores and safety scores from each account.

Accounts Overview:

Trader has 3 accounts with respective equities and returns noted for a series of days. The maximum equity within a 90-day period for each account is determined and used to calculate the equity ratios:

Max Equity Calculation: Account 1 = 6000, Account 2 = 150, Account 3 = 500. Total max equity = 6650.

Equity Ratios: Account 1 = 0.9022, Account 2 = 0.022, Account 3 = 0.075.

Daily VaR scores and safety scores are calculated based on drawdowns and stop-outs, multiplied by the max equity ratio for each account.

The 2.5 percentile for total VaR and safety scores is calculated, normalized, and combined to calculate the TRL:

• VaR score = 1 / (0.5 + e^(3*VaR score))
• Safety score = 1 / (2 + e^(3*Safety score))
• TRL = (0.6 * VaR score) + (0.4 * Safety score)

The TRL shown is the first two values after the decimal point, e.g., 0.65202 becomes 65/100.

Note: A higher TRL score indicates a lower probability of losing all of the strategy’s capital.

What is a Social Trading Strategy?

A social trading strategy is an account setup by a strategy provider in their Personal Area for trading purposes. Investors can view these strategies in the social trading application and choose to copy them. This involves copying all trades from the strategy account to the client’s investment account using a copying coefficient.

Social Standard:

This account type can be opened with a minimum deposit of USD 500 and is similar to a Standard trading account.

Social Pro:

This requires a minimum deposit of USD 500 and an equity of at least USD 2000 to activate. It resembles a Pro trading account.

Deposits can also be made via internal transfers from other existing accounts. Multiple strategies can be managed simultaneously by any strategy provider in their Personal Area.

To learn more about different strategies, please refer to the related articles in this section.

What Kind of Information on a Strategy Can I Find in the App?

The Social Trading app’s strategy page provides detailed insights to help investors make informed decisions:

Risk Score:

Indicates the level of risk associated with the strategy, with scores ranging from Moderate (1-5) to Extra High (9-10).

Return:

Displays the growth of the strategy, updated every 20 minutes, with detailed return charts available.

Commission:

Shows the commission paid to strategy providers by investors from profitable trades.

Leverage:

Describes the ratio of the strategy provider’s funds to borrowed funds, indicating market exposure.

Investors:

Shows the number of investors currently copying the strategy.

Equity:

Represents the total account value if all positions are closed, including the account currency.

Description:

Provides insights into the strategy provider’s intentions and approach.

Symbols:

Lists the instruments typically traded by the strategy provider.

About Trader:

Includes information about the strategy provider, such as their tenure with Exness and origin.

The trading reliability level (TRL) of the strategy provider is also displayed, offering further insight into their performance and risk management capabilities.

What are the requirements for strategy visibility in the app?

To protect investors, certain criteria must be met for a strategy to be activated and visible in the Social Trading app:

First Time Deposit:

USD 500 for Social Standard, USD 2,000 for Social Pro.

KYC:

The Strategy Provider must have a fully verified Exness account.

Last Activity:

Must be within the last 7 days, including weekends.

Minimum Trades Count:

At least 10 closed trades.

Strategy Lifetime:

The first order must have been opened at least 30 days ago.

No Stopouts:

If a strategy has a stopout, it will not be shown.

Additional adjustable filters include Return (>0) and Risk Score (<=8), which can be modified in the app settings.

For more on becoming a strategy provider, follow Exness’s link to learn more.

What is the Risk Score?

The risk score indicates the level of risk associated with a strategy and is shown under the Overview tab of any strategy’s trading indicators.

1-5 Moderate:

Low chance of losing all capital in the short term.

6-8 High:

High risk; investors should be prepared for potential losses.

9-10 Extra High:

Very high risk; only use capital you can afford to lose.

Risk scores are updated every minute, but only increase if the score exceeds the day’s highest. Strategies with a score of 9 or above are hidden by default.

What is Leverage?

Leverage is a financial tool that increases buying power, allowing strategy providers to trade large volumes with a smaller amount of funds. It is expressed as a ratio, such as 1:50, 1:100, etc.

The leverage rate is set at the creation of the strategy and can be adjusted later via the strategy provider’s account settings.

Note: For clients of Exness Limited Jordan Ltd, the maximum available leverage is 1:100, and cryptocurrencies and Social Trading are not available.

Why are the copying actions unavailable in the application?

Copying actions may be unavailable due to several reasons:

• If the strategy equity is below USD 100 for Social Standard accounts or USD 400 for Social Pro accounts.
• If the total equity (strategy provider plus all investments) exceeds USD 200,000.
• If the strategy provider’s initial deposit transaction has not been completed.
• If there are less than 3 hours before market reopening.

To understand more about strategy visibility requirements, refer to the detailed documentation.

How to Measure a Strategy’s Performance?

When evaluating a strategy, consider the following indicators:

Risk Score:

Indicates the level of risk taken; a higher score means higher risk and potential for rapid gains or losses.

Commission:

Displays the commission percentage taken by the strategy provider from profitable investments.

Return:

Shows the growth in strategy equity, adjusting for any deposits and withdrawals.

Investors:

Shows the current number of investors copying the strategy.

Leverage:

Reflects the strategy provider’s financial leverage, affecting the ability to open more positions.

Equity:

Shows the total funds available in the strategy account.

All indicator statistics are updated every 20 minutes, except for the Risk Score, which is updated every minute.

How is the Return metric calculated?

Return measures the change in equity of a specific strategy and is updated approximately every 20 minutes. This metric tracks the equity change from the beginning to the end of a specified period.

Return is calculated by separating the periods between balance operations such as deposits, withdrawals, and internal transfers. These periods are then multiplied to determine the overall return as a percentage.

Deposits and withdrawals do not influence the return calculation, ensuring the results are not artificially skewed.

January Example:

Initial equity was USD 500 and increased to USD 600. The return is (USD 600 – USD 500) / USD 500 = 20%

February Example:

After a USD 400 deposit, February’s starting equity was USD 1,000 and increased to USD 1,500. The return is (USD 1,500 – USD 1,000) / USD 1,000 = 50%

Overall Return Calculation:

Rolling Return = [(1 + January Return) * (1 + February Return)] – 1 = 80%

Note: Return calculations are strictly confined to periods between balance operations and reset only at the event of a stop out.

How do I recover my lost password for Social Trading?

Your password for the Social Trading app is the same as your Exness Personal Area password.

1. Visit exness.com and click Sign In.
2. Select I forgot my password.
3. Enter your registered email address and click Continue.
4. Complete any required security validations and create a new password.

Your new password will then be ready for use with both the Social Trading app and your Personal Area.

If I share a Social Trading referral link to clients, will clients be able to trade only on Social Trading or on Exness too?

Sharing a Social Trading referral link allows clients to trade both on Social Trading and other Exness trading platforms. Investors can copy strategies, and strategy providers can earn both Social Trading commissions and partnership commissions from all executed trades on the investor’s account.

Partnership commissions are credited to the Partner Reward Account and reflected in the Investor’s Reward Wallet for easy tracking and management. For detailed understanding on reward calculations, please refer to the Exness commission guide.

Can I change my existing trading account to a strategy account in Social Trading?

An existing Exness trading account cannot be converted into a Social Trading strategy account. If you wish to operate as a strategy provider, a new strategy account must be created.

For instructions on how to open a strategy provider account, follow Exness’s provided video walkthrough link.

Does Social Trading offer swap-free strategies for me to copy?

Yes, swap-free strategies are available, particularly from countries where such trading conditions are mandated. Here’s how to find them within the app:

1. Log into your Social Trading app.
2. Scroll to the Strategies tab and tap the Filter control at the bottom-right of the screen.
3. Select an Islamic country under Strategy provider’s country to filter for automatically swap-free strategies.

Note: For non-swap-free strategies, standard swap charges apply. For a list of swap-free countries, refer to the linked article in Exness’s resources.

Can I Link My Regular Exness Account With My Exness Social Trading Account?

If your Exness and Social Trading accounts use the same email, they are already linked. You can manage and create strategies in the Exness Personal Area:

1. Log in with your Social Trading credentials.
2. Select Social Trading from the menu to manage or create new strategies.

If the accounts are registered with different emails, they cannot be linked.

What are the account types available for Social Trading?

As a Strategy Provider, you have two account options:

• Social Standard: Accessible with a basic feature set.
• Social Pro: Offers advanced features for experienced traders.

Learn more about each account type in Exness’s detailed guide on Strategy Provider account creation.

What is investment equity?

Investment equity represents the net amount of your investment after adjustments for commissions and dividends:

Formula: Investment Equity = Investment amount + Orders gross profit – Paid and Floating commission – Paid Copy dividends

This is essentially the total funds that would be transferred to your investment wallet should you choose to close the investment at that moment.

What do I need to know before copying trades?

Before starting to copy trades, ensure you understand the process and requirements:

• Complete your account verification to avoid restrictions.
• Ensure the strategies you wish to copy meet visibility requirements.
• Be aware of the USD 200,000 total equity limit for strategies and investments.
• Monitor your investments regularly and know that you can stop copying at any time.
• Understand that multiple investments are independent of each other.
• Copying actions can be performed anytime, even when markets are closed.

Note: If a strategy provider’s trades close due to a stop-out, your copied investments will also close automatically within 7 days.

How do I become an investor in Social Trading?

To become an investor in Social Trading, follow these steps:

1. Download the Social Trading app and sign in with your Exness credentials or create a new account.
2. Complete the account verification process to activate all features.
3. Deposit funds into your investment wallet.
4. Browse strategies using various filters and select one to invest in.
5. Start copying by investing a specified amount into the chosen strategy.

Investing involves risks, and past performance is not indicative of future results. Ensure you understand all risks and procedures before investing.

What are the main benefits of being an investor?

• Earn Returns: Generate income from profitable strategies copied from experienced traders.
• Commission on Profits: You only pay commission on profitable trades, aligning costs with success.
• Access to Experienced Traders: Copy strategies from seasoned traders, enhancing your investment opportunities.
• Wide Range of Strategies: Choose from a diverse set of strategies that fit different investment goals and risk tolerances.
• Learning Opportunity: Gain trading knowledge while copying trades, providing a practical learning curve.

How do I find a strategy that’s right for me?

To find a suitable strategy on Social Trading, follow these steps:

1. Log into your Personal Area (PA) or the Social Trading App.
2. Select the All strategies tab and use filters such as Favourites, Currency, Most Copied, Risk Level, and Performance metrics.
3. For detailed filtering, tap Filter in the app and set your preferences for time frames, risk, and return.
4. Review the strategy details including historical performance, risk score, and commission before deciding to copy.

How to make an investment?

Investing through the Social Trading app or web platform involves several key steps:

1. Log into the Social Trading platform.
2. Navigate to All Strategies and select a strategy based on detailed insights such as return, risk, and minimum investment requirements.
3. Enter the amount you wish to invest and confirm by tapping Start Copying.
4. Adjust settings such as Stop Loss and Take Profit to manage risks appropriately.

Ensure your profile is fully verified and your investment wallet is funded before starting.

Does an investor require verified documents to use Social Trading?

Yes, full verification of your account is necessary for uninterrupted trading on Social Trading:

• Proof of Identity (POI): A government-issued ID.
• Proof of Residence (POR): A recent utility bill or bank statement.
• Economic Profile: A brief questionnaire assessing your financial situation and trading experience.

Verification ensures secure and compliant use of the trading platform.

How do I verify my documents as an investor?

Complete your document verification by following these steps:

1. Log into the Social Trading app and navigate to the Profile tab.
2. Tap on Account and follow the prompts to upload your POI and POR.
3. Fill out your Economic Profile to complete the verification.

Document verification is crucial for activating all trading features and ensuring compliance with regulatory requirements.

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

The maximum investment amount in a strategy is governed by several factors:

Strategy Equity Multiplier:

The maximum amount is typically the strategy’s equity multiplied by the Tolerance Factor.

Total Equity Limit:

The combined equity of all investments in a strategy cannot exceed USD 200,000.

For example, if a strategy’s equity is USD 1,000 and the Tolerance Factor is 3, the maximum you can invest is the lesser of USD 3,000 or the remaining room under the USD 200,000 cap.

Detailed guidelines on investment limits can be found here.

How to manage your Social Trading alerts?

Better control investments with alerts, set to monitor investment equity and send custom push notifications. Investors can define several alerts of differing equity levels (max 10 alerts per investment), so when the alert is triggered they can act quickly.

How to manage alerts

Set up an alert:

1. Open any active investment, then scroll to the bottom of the Investment and click +Add under Alerts.
2. Set the amount you wish to set this alert in either USD or %; by default, this alert is set to repeat, but can be toggled off and on. Click Add to finalize.

Edit an alert:

1. Within any active investment, scroll down to Alerts.
2. Tap the alert to edit it.
3. Input new parameters, clicking Save when final.

Delete an alert:

1. Within any active investment, scroll down to alerts.
2. Tap the X icon on any active alerts to see an “Alert deleted” message.

Alert tips

• Alerts can be set after opening an investment, or even on existing active investments.
• It is suggested to set alerts in USD or in % to better manage them.
• Examples include setting an alert for a loss in equity value using the % option with a special negative option selected.
• A maximum of 10 alerts per investment can be set.
• 2 alerts are set after opening an investment by default: +10% from current equity and -10% from current equity.
• You can edit the default alerts as you would any created alerts; simply follow the steps shown to edit alerts.
• Be reminded that an alert for an exact amount like USD 100 can activate if equity passes from USD 99 to USD 101; this is usually due to the size of a price movement.

How alerts work

After an alert is set, the app monitors the investment equity, recalculating with every new obtained price tick. If investment equity reaches or falls below the limit set, the alert is activated. The Investor receives a push notification, ‘Equity reaches the limit…”. When you tap on the push notification, you will be redirected to the investment. Now you can manage the alert, which can be deleted or edited and set again.

Example

The equity of your investment is USD 120.

• If you want an alert when the equity reaches USD 100, you should create the alert in USD and enter 100 in the field. This way an alert will trigger if equity falls.
• If you want an alert when equity reaches USD 200, you would create an alert in USD and enter 200 in the field. This way an alert will trigger if equity rises.

• If you want an alert when equity increases 10%, you create the alert in % and enter 10 in the field. Equity is calculated to this percentage and will trigger an alert if equity level increases 10%.
• If you want an alert when equity decreases 10%, you create the alert in % and enter 10 in the field, but then add the negative indicator by clicking the special icon. Equity is calculated to this percentage and will trigger an alert if the equity level decreases 10%.

Therefore it is possible to track both an increase and decrease in equity using both USD and % options – whichever best suits your trading style.

How to set up Stop Loss and Take Profit?

Stop Loss mechanism is designed to protect an investor’s account from unexpected risks while the Take Profit mechanism allows investment profit to be fixed at a certain level. The key to having this is setting up the amount of money that you as an investor are willing to lose (or win).

How to set up Stop Loss and Take Profit

Before Exness get started, let us look at the definitions of Stop Loss and Take Profit in brief:

Stop Loss (SL)

An investment equity at which an investor wishes to close his investment in order to stop incurring further losses.

Take Profit (TP)

An investment equity at which an investor wishes to close his investment with a certain amount of profit.

Now let us take a look at how to set up these limits:

1. Open any active investment, then scroll to the bottom and click Add Stop Loss or Add Take Profit under Auto Stop Copying.
2. Set the limits in either USD or %. Click Add.
3. Click Confirm on the next screen to confirm the limits set.

When your equity changes beyond the set level, your investment will be closed.

How do I keep track of my transactions as an investor?

To view your transactions as an investor, you can access them through your Personal Area (PA) or the Social Trading app. Transactions can be filtered by time period, type, status, and accounts.

Personal Area (PA):

1. Log into your PA.
2. Head to the Transaction history tab or click on the Social Trading tab and then to Assets to access transaction history directly.

Social Trading app:

1. Log into the Social Trading app.
2. Head to the Profile tab and tap on the time icon under the Investment wallet to view your transaction history.

Note: General deposit and withdrawal rules apply. Learn more about how to deposit and withdraw as an investor.

What are the payment systems available to me?

As an Investor, Exness offers multiple payment options for deposits, withdrawals, and internal transfers:

• Electronic Payment Systems (EPS)
• Bank cards
• Local payment methods

These options are accessible from your Personal Area (PA), the Social Trading app, or Social Trading Web PA.

Note: Availability of payment options may be restricted by region or KYC status. It is recommended to fully verify your Exness account to unlock all payment options. Check your Personal Area for the latest information.

How do I deposit as an investor?

To make a deposit in the Social Trading platform:

1. Social Trading app:
   • Log into your app and tap on the wallet icon.
   • Tap Make deposit.
   • Select your preferred payment method and follow the instructions to complete your deposit.
2. Personal Area:
   • Log into your Personal Area.
   • Open the Investment Wallet option.
   • Choose a payment method and follow the on-screen instructions to complete your deposit.

Funds in the Investment Wallet can be used to open investments in Social Trading. Learn more about becoming an investor with Social Trading.

How do I withdraw money from my wallet?

To withdraw funds from your investment wallet:

Social Trading app:

1. Launch the app and log in.
2. Navigate to the Profile tab and select Withdraw under Wallet.
3. Choose your preferred withdrawal method and follow the prompts to complete the transaction.

Personal Area (PA):

1. Log in to your PA and select the Social Trading tab.
2. Head to Assets and click Withdraw.
3. Select your preferred method and complete the withdrawal.

Note: Internal transfers are not permitted for investors. In cases where a credit card refund is necessary, it must be processed before withdrawing from your investment wallet. Contact Support if funds do not reflect as expected.

What happens when the master strategy is in loss?

Here are the scenarios that might occur if the master strategy you are copying is in loss:

• If both the master strategy and the investments copying it are making a loss, remember that you do not need to pay the strategy provider’s commission until the profits of subsequent trading periods exceed your loss.
• If the master strategy is making a loss but your investment shows a profit due to differences in opening prices at the time of copying, this is because trades are copied at current market rates.
• If the master strategy reaches an equity of 0 or lower, all trades will automatically be closed by a stop-out. Negative balances, if any, will be adjusted to zero.
• Investors can manually stop copying if the strategy’s trades have been closed by a stop-out. If not manually stopped, such investments will be automatically closed within 7 days of the strategy account’s stop-out.

Once there is a stop-out, the strategy will no longer be visible on the Social Trading application.

How to monitor and close an investment

Monitoring your investment regularly is crucial to understand how it is performing. Here are the steps to monitor and close an investment:

Monitoring your investments:

1. Tap on the Portfolio icon in your Social Trading app.
2. Under Copying, view the list of strategies you are copying and their performance.
3. Click on an investment to see detailed performance and set up or edit Stop Loss and Take Profit parameters.

Closing an investment:

1. Tap Stop Copying on the chosen investment.
2. Click Stop Copying again on the prompt displayed to confirm.
3. An on-screen notification will confirm the closure of the investment.

How does the Copy Dividends feature work?

The Copy Dividends feature automates the withdrawal from an investment account to the investment wallet proportionally when the strategy account is profitable, and the strategy provider withdraws funds.

Key Points:

Copy Dividends are transferred to the investor’s wallet only for profitable investments.

Any changes to stop loss or take profit settings are updated after deducting Copy Dividends.

The copying coefficient remains unchanged after any strategy provider’s withdrawal.

Formula for calculating Copy Dividends: Amount of Copy Dividends = strategy provider withdrawal × copy coefficient (never more than the maximum amount of Copy Dividends).

Investment Net Profit Calculation: Investment Net Profit = Investment Equity + already paid Copy Dividends – Investment Amount

Scenario Examples:

• If a strategy provider withdraws $200 and the copying coefficient is 0.1, the investor receives $20 as Copy Dividends, assuming the maximum amount allows for it.
• In a subsequent withdrawal of $250, if the copying coefficient remains at 0.1, the maximum available Copy Dividends may limit the actual amount received by the investor.

Copy Dividends impact Stop Loss and Take Profit settings, which will only be updated after the Copy Dividends deduction.

Can I copy more than one strategy at the same time?

Yes, you can copy more than one strategy at a time as long as you have sufficient funds available in your investment wallet. Each strategy copied will be considered a separate investment. Learn more about copying strategies and making an investment here.

Can I start/stop copying when the market is closed/during daily break?

Yes, you can start or stop copying a strategy even when the market is closed. Here are key points to consider:

• If a strategy has no open orders, you can start or stop copying at any time.
• If a strategy has open orders, and the market is closed:
  • If more than 3 hours remain until the market reopens, you can start/stop copying at the last market price.
  • If less than 3 hours remain or during a daily break shorter than 3 hours, you will receive an error notification. Copying can resume once the market reopens.

Note: An investment will automatically stop if a strategy’s equity drops to 0. You can manage your investments through the Social Trading App or the Social Trading tab in your Personal Area (PA).

If I am copying multiple strategies, are they considered to be separate investments?

Yes, each time you activate ‘Open an investment’ on a strategy page within the application, you create a new, distinct investment.

• Each investment has its own allocated funds and copying coefficient.
• Profits and commissions are calculated separately for each investment.
• Note: It is also possible to copy one strategy multiple times.

If I have multiple investments, how does one affect the other?

Having multiple investments in different or the same strategy does not result in them affecting each other. Each operates independently:

• Each investment has its own funds, copying coefficient, and copied orders.
• Profits are calculated individually, and so is the commission for each investment.
• An investment starts from the time it was opened, which could result in different performance outcomes compared to other investments in the same strategy.

How do I stop copying a particular strategy?

To discontinue copying a strategy, follow these steps:

1. Log into your Social Trading app.
2. Under Copying Strategies, select the active strategy you want to stop copying.
3. Tap Stop Copying.
4. Confirm the action by tapping Stop Copying again.

The copying period, including the date and time when it was stopped, will be displayed.

• If the investment has open orders, they will be closed at current market prices.
• If there are no open orders, the copying action will simply cease.
• Note: Timing of stopping the copying during market closures or breaks can affect the closure process.

Auto-stop of Investments

If a strategy’s equity drops to zero, the following occurs:

• The strategy experiences a stop-out but remains active, allowing for further trading if the provider deposits more funds.
• Investments in the strategy with zero copying coefficients and volume will automatically close within 7 days of the stop-out.

This mechanism ensures that the true number of active investors is accurately reflected.

Can I close a specific order that was copied from a strategy I invested in?

No, it is not possible to close specific orders within an investment:

• All orders copied from the strategy provider are managed collectively.
• To stop all orders, you must stop copying the strategy altogether.

Why is my equity negative in my investment account?

Negative equity in an investment account can occur if a strategy’s equity becomes zero or negative, prompting an automatic closure of all open trades:

• This situation is adjusted with a NULL_compensation command to reset the strategy’s equity to zero.
• If the investment reflects negative equity, it will also be adjusted within 7 days after all orders are closed.

Note: Exness compensates any negative results in the investment balance after an investment is closed.

As an investor, when do I pay commission?

Commission is paid to the strategy provider only if you make a profit from copying their strategy during a trading period:

• If the investment incurs losses, no commission is due until profits in subsequent trading periods cover the losses.
• Commission is calculated at the end of the trading period or when you choose to stop copying the strategy early.

The percentage of commission is set by the strategy provider at the creation of the strategy and remains unchanged.

Are there any drawbacks to being an investor?

While investing can be rewarding, there are several factors to consider:

• Commission: You will pay a commission out of your share of the profit when your copied investments turn profitable. This commission motivates strategy providers to execute profitable trades.
• Timing: Entering at the wrong time might result in no profit if the strategy does not perform well during the period you are copying it.
• Control: Investors can start or stop copying a strategy but cannot influence the trades made by the strategy provider.
• Risk Management: It is crucial to consider your own risk tolerance and implement appropriate risk management strategies.
• Past Performance: Past results of a portfolio manager do not guarantee future performance.

Exness recommend familiarizing yourself with the strategy details to effectively manage these risks.

How to archive strategies?

Strategies can be archived by strategy providers when there are no active orders. Archiving makes the strategy unavailable for new investments:

1. Log into your Personal Area and navigate to the Social Trading tab.
2. Under Your strategies, click on the settings icon next to the strategy you want to archive and select Archive the strategy from the dropdown menu.
3. Ensure all orders are closed before proceeding with archiving.
4. Follow the on-screen instructions to complete the archiving process.

Note: Once archived, the strategy will be listed under the Archived tab in Your strategies section.

What happens when a strategy is archived?

For New Investors:

The strategy becomes unavailable for new investments and will not appear in the Social Trading app.

For Current Investors:

Investments that are active will be closed beforehand. Investors will receive notifications regarding the closure.

For Strategy Providers:

All active investments under the strategy are closed, and any owed commissions are paid out at the end of the billing period. The strategy’s performance data is recalculated and available in the commission report.

What are the account types and conditions for Social Trading?

Strategy Providers can choose between two types of accounts for their Social Trading strategies:

MT4 Social Pro and MT4 Social Standard:

• Minimum deposit: USD 500
• Spread: Varies by instrument (refer to contract specifications)
• Commission: 0% – 50%, increment of 5%
• Maximum leverage: 1:200
• Instruments available: Forex, Commodities (Metals), and Cryptocurrencies
• Swap-free option: Available

Equity requirements:

To remain active for copying, Social Pro accounts need at least USD 2,000 in equity. Below this threshold, strategies become uncopyable but still visible.

Note: Strategies are visible in the Social Trading platform 30 days after creation and need trading activity to remain listed. Strategies without activity for 60 days will be auto-archived.

Why is my equity negative in my investment account?

Negative equity can occur when a strategy’s equity drops to zero or below, triggering a stop-out and potentially resulting in a negative balance:

• When stop-out occurs, all open trades are closed, which may result in a negative balance if the losses exceed the strategy’s equity at that time.
• The balance is then reset to zero by an automated NULL_compensation command to adjust the equity.

Note: Negative equity does not impact your financial liability beyond your investment amount due to Exness’ policies.

As an investor, when do I pay commission?

Commission to the strategy provider is due only on profitable trades during a trading period:

• If the investment incurs losses, no commission is paid until profits in subsequent periods offset the losses.
• Commission is calculated at the end of the trading period or upon early termination of copying.

The commission rate is set by the strategy provider at the inception of the strategy and remains constant.

What are the benefits of being a strategy provider?

As a strategy provider, you benefit from the potential to earn additional profits as you trade, supported by Exness’ robust infrastructure. Benefits include:

• Networking: Build a network of investors by creating successful strategies.
• Track Record: Establish and showcase a proven track record as a top strategist.
• Convenience: Trade on-the-go using the mobile Social Trading app without the need for additional platforms.
• Monthly Payouts: Regular commission payments at the end of each trading period for all profitable investments.
• Control: Set and adjust the commission rates as you see fit, with the flexibility to adjust these rates for new investments.

What can a Strategy Provider trade?

Strategy Providers have access to a wide range of trading instruments:

• Forex instruments
• Commodities (Metals)
• Cryptocurrencies

Trading conditions vary by account type as seen below:

Account Type	Symbol Group	Order Execution
Social Standard	Forex, Crypto, Commodities (Metals)	Market execution for all
Social Pro	Forex, Crypto, Commodities (Metals)	Instant execution for Forex and Metals, Market execution for Cryptocurrencies

For detailed information on trading instruments, click here.

How do I open a strategy provider account?

Opening a strategy provider account involves a few steps:

1. Log into your Personal Area at Exness.
2. Select Social Trading from the main menu and choose My strategies tab.
3. Click Join now for your first strategy or Create a new strategy for subsequent ones.
4. Fill out the strategy setup form, including strategy name, description, and set commission rates and leverage.
5. Upload an optional profile picture, then finalize by making the minimum deposit required for your chosen account type.

Note: Strategies are MT4-based and require a trading terminal that supports MT4. More on MT4 here.

How does a strategy provider verify documents?

Complete verification is necessary for strategy providers, which includes the following steps:

1. Log in to your Exness Personal Area.
2. Click on ‘Verify your Profile’ and complete verification steps starting with your Proof of Identity (POI).
3. Follow by verifying your residence with Proof of Residence (POR).
4. Complete your Economic Profile.

For a detailed guide on the verification process, read this article.

How to find and share my strategy’s direct link?

To share your strategy more widely, use the direct link of your strategy:

1. Log in to your Personal Area (PA) or visit the Social Trading website.
2. Locate your strategy and select it to view details.
3. The URL at the top or the bottom of the strategy page is your direct link.
4. Copy and share this link with potential investors to allow them direct access to your strategy.

Investors using the link can immediately start copying your strategy if they have the Social Trading app installed, or be prompted to download it.

What is a commission rate?

A commission rate is set by the strategy provider at the creation of a strategy. This rate determines the percentage of profit paid by investors to the strategy provider when their investments are profitable.

• Commission rates can range from 0% to 50%, in increments of 5% (e.g., 0%, 5%, 10%, 15%, etc.).
• While commission rates are initially set when creating a strategy, they can be changed; however, any changes only apply to new investments.
• Existing investments continue at the initial commission rate set when they were opened.

For more details on setting commission rates, follow this link.

How is the commission rate set up?

Strategy providers set the commission rate through the Exness Personal Area:

The rate is selectable between 0% and 50% and influences the commission payout to strategy providers at the end of a trading period or when an investor stops copying a strategy.

Can a strategy’s commission rate change?

Yes, strategy providers can change the commission rate of a strategy:

1. Log into the Personal Area.
2. Select Social Trading from the menu.
3. Click the 3-dot icon next to the strategy you want to adjust.
4. Choose a new commission rate from the dropdown and save changes.

Changes to the commission rate only affect new investments; existing investments will continue at the previously set rate.

How is the strategy provider’s commission calculated?

The commission is calculated based on the profit made by the investor and is deducted at the end of the trading period or upon early investment closure:

• Equity: Current investment equity.
• Sum(Paid_Commission): Total commission paid during previous trading periods.
• Copy_dividends: Proportion of the strategy provider’s withdrawn profit.
• Invested_amount: Initial investment balance.
• %commission: Commission rate set by the strategy provider.

Example calculation for a new investment with a 10% commission:

Equity at end of period: $2,000
Initial investment: $500
Profit: $1,500
Commission = ($2,000 - $500) * 10% = $150
Final investment balance = $1,850

This formula adjusts based on whether there was previously paid commission and includes calculations for early investment closure scenarios as well.

When is commission paid?

Commission is paid to the strategy provider at the end of each trading period:

• The trading period typically covers a calendar month, ending on the last Friday between 23:50 and 23:59:59 UTC+0.
• At the end of the period, all open trades are briefly closed and reopened with zero spread to facilitate accurate commission calculations.
• The commission is then transferred to the strategy provider’s Social Trading commission account within their Personal Area, where it can be used for further trading, transfers, or withdrawals.

For detailed information on trading periods and commission payments, visit this page.

How often can I withdraw my commission as a strategy provider?

Strategy providers can withdraw their commission anytime after it has been credited to their Social Trading Commission account at the end of each trading period. This account is specifically designed for receiving and managing commission payments and allows for withdrawals and transfers without restrictions, provided funds are available.

For more insights into how commission is calculated or how it works, follow these links.

How can I make a deposit as a strategy provider?

To make a deposit into your strategy provider account, follow these steps:

1. Log into your Personal Area and select Social Trading.
2. Access the My Strategies tab.
3. Choose an active strategy and click Make deposit.
4. Select your preferred payment method and complete the transaction following the on-screen instructions.

Note: The minimum deposit requirement depends on your account type; $500 for Social Standard and $2,000 for Social Pro.

Learn more about the role of a strategy provider in Exness’s starter’s guide.

How can I make a withdrawal?

Withdrawals for strategy providers can be processed through the Personal Area:

1. Log into your Personal Area and navigate to the Social Trading tab.
2. Click the 3-dots icon on your strategy account box and select Withdraw money.
3. Choose your preferred withdrawal method and proceed as instructed.

For a comprehensive guide on using payment systems, including how withdrawals affect your account, read more here.

How do I withdraw from my Social Trading account to my Exness trading account?

To transfer funds from your Social Trading account to an Exness trading account, follow these steps:

1. Log in to your Personal Area and select the Social Trading tab.
2. Choose Withdraw money from the strategy you wish to withdraw from.
3. Select Between your accounts, fill out the transfer details, and confirm the transaction.

This process is quick and seamless, ensuring funds are transferred to your chosen trading account promptly.

How do my deposits as a Strategy Provider affect a strategy?

Depositing into a strategy affects it in several ways:

• Equity Increase: Raises the strategy’s total equity, potentially allowing for higher investment amounts.
• Activation: Can activate an inactive strategy if it meets the minimum equity requirements.
• Copy Ratio Adjustments: May lead to recalculation of copy ratios, ensuring accurate and fair profit distribution among investors.

Deposits do not impact the commission calculations, which are solely based on the equity of investments.

How do my withdrawals as a Strategy Provider affect a strategy?

Withdrawing from a strategy can lead to adjustments in the copying coefficient:

Copy Coefficient Adjustment

This may occur at the end of a trading period or when significant withdrawals are made, impacting how new funds are matched and profits are shared.

Investor Dividends

Investors may receive Copy Dividends when strategy providers withdraw profits, depending on the profitability of the investments.

To learn more about Copy Dividends and their calculation, click here.

How can I share my Social Trading strategy on social media to attract investors?

Sharing your strategy effectively can attract more investors. Each strategy comes with a unique QR code and URL that can be shared:

1. Log into your Exness Personal Area and navigate to the Social Trading tab.
2. Find your strategy and copy the unique URL or QR code provided.
3. Share this link across your social media platforms to attract potential investors.

For tips on marketing your strategy effectively on social media and making the most of your QR code and link, explore Exness’s detailed guides.

Where can I see my strategy listed in Social Trading?

• If you would like to see how your strategy is displayed to potential investors, your best option is with the Social Trading App.
• Your strategy will be available for investing in the Social Trading app when its status in your Personal Area is shown as “Available for Investing“; follow the link to find out how to check the status of your strategy.
• It’s very important to note that strategies that experience a stop out are no longer displayed under any categories or in the list of All Strategies on Social Trading; they are only available by direct link.
• As a strategy provider, you do not require the mobile application to set up or manage your strategies, however the app’s feature-rich interface and robust filtering can show you how your strategies appear to potential investors that browse strategies.
• Download the Social Trading app and log in with your Exness account password to gain access to the browsing functions.

Sort Function

Return (highest first)

Risk

Commission (lowest first)

Lifetime

Number of investors (highest first)

Filter Function

Return

Risk Score

Number of Investors

The Strategy Provider’s country

Log into your Personal Area and navigate to the Social Trading section for this information; knowing how many investors your strategy currently has, for example, can help you narrow your filter settings.

Consider reading further about the strategies page to understand what information Investors will see in the Social Trading app.

How do I set the minimum investment amount for a strategy?

• A strategy provider can set a minimum investment amount for existing strategies they have created. The minimum investment amount can be set as anything between USD 10 and USD 200,000.
• A change to the minimum investment amount only affects new investments, so only new investments will be affected by the change.
• Here’s how a strategy provider can change the minimum investment amount:
  • Log in to the Exness home page.
  • Navigate to Social Trading from the left-hand menu.
  • Click the cog item on any strategy to bring up its settings, then choose Change minimum investment.
  • After an amount between USD 10 and USD 200,000 is set, click Save changes.
  • The minimum investment is now set and will affect new investments made into the strategy.

How can a strategy provider check how much commission has been paid by investors?

• Social Trading includes a feature called Commission Reports that offer detailed information about your commission earned as a strategy provider.
• To find Commission Reports, follow these steps:
  • Log in to your Exness Personal Area.
  • Choose Social Trading from the main menu on the left.
  • Click ‘Commission Report’ on the strategy you wish to check.
  • Please note that tracking for Commission Reports is updated every 15 minutes.

How can I check how many clients have copied my strategy?

• As a strategy provider, you might want to check the number of investors copying each of your strategies. Don’t worry, we’ve got you covered.
• To check the number of unique investors copying a particular strategy, follow these steps:
  • Log in to your Personal Area.
  • Click on the Social Trading tab and locate your strategy.
  • In the strategy box you will be able to see this parameter under Investors.

How can I check the status of my strategy?

Finding my strategy’s status

You can find out all about the status of your strategy, its visibility on the Social Trading application, display status, and more from your Personal Area.

Decoding the various statuses displayed

• Available for investing / Not available for investing
• Available in app / Not available in app
• Blocked
• Displayed in categories / Not displayed in categories

Steps to find your strategy’s status

Log in to your Personal Area > Social Trading tab, then click Your strategies.

Meaning of different statuses

• This notification is designed to let you know if your strategy is ready for investors. Holding your cursor over the notification will show you the requirements and the current status of your strategy.
• Note: Strategies without trading activity for the last 60 days will be automatically archived.

Why is my real name displayed on my strategy?

At Exness, transparency is at the core of everything Exness do. Exness choose to display the strategy provider’s real name so investors can be sure that real traders are trading for them, not robots.

What is the maximum number of strategies allowed at once by a Strategy Provider?

Social Standard

Without KYC: up to 100 accounts
With KYC: up to 300 accounts

Social Pro

Without KYC: up to 100 accounts
With KYC: up to 300 accounts

Learn more about what’s a social trading strategy, and how copying works.

Does profit sharing and commission work together?

Yes, if a strategy provider shares their partner link with investors who use it to register with Exness, and those investors copy their strategy, they will receive both commission from Social Trading and the Exness partnership program.

Social Trading Commission will be credited to the strategy provider’s Social Trading Commission account in the Personal Area, while the partnership commission will be credited to his partner account.

A more in-depth look at how the Partnership Program fits into Social Trading can be found by following this link.

How can I get partnership commission from investors?

Being a strategy provider on Exness’s Social Trading application with investors copying your strategy can make you gain social trading commission. But wait, there’s more.

You can also gain partnership commission by inviting investors to Social Trading using your partner link. By doing so, you will earn partnership commission for all trades on the investor account, even those that are copied from other strategy providers.

Read all about Exness’s Partnership program here and also find out more about the partner links available for you to use.

Are there any drawbacks to being a strategy provider?

• Trading periods: this necessary period of time is used to calculate a strategy’s metrics, but may present an inflexible timeframe for strategy providers.
• Commission payouts: Only occurs at the end of a trading period.
• Managing metrics: Return and Risk are metrics that a strategy presents to investors; these are not in the control of the strategy provider.
• Drawdown: Accumulated loss in a strategy eats into commission, which can lower overall earnings; in other words, the losses hit a little harder.
• Untimely investments: Unfortunately even if a strategy provider is profitable, an investor that starts copying their strategy later on may not see the same amount of profit as the strategy provider, resulting in dissatisfaction.

All of these drawbacks can be mitigated with good risk management and careful consideration. Exness recommend reading more about what goes into a strategy so that you can better manage them.