A series of criteria placed upon trading conditions that are packaged within an account. Portfolio Managers and Strategy Providers have access to Social Pro and Pro accounts respectively.Read more about Portfolio Management Solution account types.
The billing period is used to measure the performance of an investment within a specified period of time. Each period ends on the last Friday of the month from 23:50 UTC+0 to 23:59:59 UTC+0. The commission is also paid out at this time.Read more about it what is a billing period and how is it calculated.
This is the ratio between the Investor’s and Strategy Provider’s equity in the strategy. The copying coefficient calculates the number of lots to be copied and is applicable for Portfolio Copying only.Read more in-depth on the copying coefficient.
Applicable to strategies, copy dividends are a proportion of the Strategy Provider’s profit given to Investors.Read more on how the copy dividends feature work.
An app that is used by Investors to manage their investments such as funds and strategies created by a Portfolio Manager or a Strategy Provider.Understand what Exness Investor is.
A fund is a Portfolio Management Solution that Investors subscribe to, where the pooled investments created by Investors are used by a Portfolio Manager to trade with.Learn more about what is a fund.
|Investment||An investment is a particular amount of money allocated from the Investor’s wallet to be used in a fund or a strategy.|
Refers to the act of allocating resources, commonly money, with the expectation of generating future returns.
|PM Investor or Investor||
The client of a Portfolio Manager or Strategy Provider, who invests in one or more Funds/Strategies.
|Investor’s Personal Area||
Used by the Investor to manage their profile, investments, account settings, and more.
The ratio of margin to loan capital. Leverages are set by the Portfolio Manager and Strategy Provider. Leverages can be set up to 1:200.Read more on leverage for Portfolio Management Solutions.
The percentage of profit that is paid by the Investor to a Portfolio Manager or a Strategy Provider for profitable investments at the end of a billing period.
The performance fee rate is pre-determined by a Portfolio Manager and Strategy Provider when a Portfolio Management Solution is created.Read more on what is a performance fee.
Used by Investors, Portfolio Managers, and Strategy Providers to manage their profiles, accounts, trading performance, make deposits and withdrawals, and more.
|Portfolio Management Solution||
A tool that allows clients to manage funds/strategies and invite investors to their funds/strategies.
Portfolio Management Solution includes two different types of funds management; Portfolio Copying and Portfolio Management.
|Portfolio Management Process||
The process of allocating profits from trades by a Portfolio Manager that uses invested capital in the fund account from Investors.Learn how portfolio management works.
|Portfolio Manager||The investment administrator for investments in funds also known as Portfolio Management. The Portfolio Manager opens funds, executes equity-allocated trades, and earns based on their trading and performance fees from Investors, who invests in the respective fund.|
|Portfolio Manager’s Personal Area||Used by Portfolio Manager to manage their profile, funds, account settings, and more.|
|Portfolio Manager’s Profit||The profit earned by the Portfolio Manager.|
|Pro||An account type available to Portfolio Managers.|
|Social Pro||An account type specially available to Strategy Providers.|
An amount of difference between Bid and Ask pricing.
Learn more about what is spread, and what kind is offered by Exness.
|PM Strategy or Strategy||
A strategy is a Portfolio Management Solution that uses a process called copying where a Strategy Provider’s trades are copied onto an Investor’s investment.
Learn more about what a strategy is.
|PM Strategy Provider or Strategy Provider||The investment administrator for investments in strategy also known as Portfolio Copying. The Strategy Providers’ trades are copied to an Investor’s investment with the calculation of copy coefficient.|
|Stop an Investment||When an Investor stops investing in a fund.|
Swap, or currency swap, is when parties exchange interest and principal payments on debt denominated in different currencies.
Read more about what is swap.
Islamic Portfolio Managers and Strategy Providers have SWAP-free strategy accounts. Islamic Investors can copy swap-free strategies.
Learn more about swap-free trading accounts for Islamic regions.
|Total TV Limits||The total volume of orders that the Strategy Provider and Investor have open combined.|
|Unregistered User||A person who has downloaded the Exness Investor app but has not registered a Personal Area.|
|Wallet||The wallet the Investor uses to fund their account or portfolio to start copying trades. Funds in the wallet are not used in any strategies, which differentiates it from the invested money.|