Exness Investor is an all-in-one service that provides both copy trading and portfolio management on behalf of Investors: users that either copy traders known as Strategy Providers, or have their invested capital managed by Portfolio Managers.
Exness Investor presents two major functions for Investors:
Investors deposit their own money as in an investment account linked to a strategy. With the capital in their investment account, they copy the trades made by Strategy Providers (SP). SPs are experienced traders who will invite Investors to their strategy, which is the trading account profile used by the SP to track important performance data.
Investors copy SPs as they trade with their strategy account, while they all share proportional earnings in cases where a strategy becomes profitable.
This is how portfolio copying works:
- A SP creates a strategy using the Exness Portfolio Management function of their Personal Area.
- The SP shares a link or code to this strategy with prospective Investors.
- Investors use this link or code to access the strategy, and can review the details with the Exness Investor app or Exness Personal Area.
- Investors can now send a request to join the strategy.
- The SP receives this request and has the option to approve or decline.
- Once approved, the Investor can open an investment in the strategy after they make a deposit to their investment wallet.
- The SP trades as they normally would, while these trades are automatically copied by Investors who have joined the strategy.
- On becoming profitable, a portion of the profit is deducted as a performance fee for the SP. The rate of the fee is decided by the SP. Investors also earn profit from these trades, which is calculated by using a copying coefficient.
- Investors can choose to stop investing in a strategy and their investment is stopped immediately.
- The SP is assigned a trading reliability level (TRL) as they trade. Investors can gauge the trading performance of the SP from their TRL while SPs are acknowledged for trading well.
Investors pool their money together in a fund, which is a portfolio managed by an experienced trader known as a Portfolio Manager (PM). The PM trades with the full capital provided by all Investors in the fund, and distributes profit to every Investor proportionally to their investment (calculated by the equity share formula).
Investors profit in proportion to the amount they have invested in a fund, which is managed by the PM.
This is how portfolio management works:
- A PM sets up a fund using the Exness Portfolio Management system.
- The PM shares a link or code to this fund with prospective Investors.
- Investors use this link or code to view fund details on the Exness Investor app or from the Exness Personal Area and send a request to join the fund if interested.
- The PM receives this request and has the option to approve or decline.
- Once approved, the Investor can open an investment in this fund after they make a deposit to their investment wallet.
- The PM now makes trades as they normally would, with their capital being made up of a pool of all the Investors’ money in the fund.
- On becoming profitable, a portion of the profit is deducted as performance fee for the PM. The rate of the fee is decided by the PM. Investors also earn profit proportional to their investments, which is calculated by the equity share formula.
- Investors can choose to close an investment in a fund by sending a stop request. The investment will be stopped within a maximum of 36 hours, or when the PM confirms the request (whichever comes first).
- The PM is assigned a trading reliability level (TRL) as they trade. Investors can gauge the trading performance of the PM from their TRL while PMs are acknowledged for trading well.
Please note that Exness cannot guarantee the performance of a fund or strategy, and the likelihood of loss is always present.
You can learn all about becoming an Investor by reading our starter’s guide for Investors.