Investors have the option of setting Stop loss (SL) or Take profit (TP) limits when creating and managing their investments in strategies.
SL protects investments by defining a loss limit at which an investment will automatically close, protecting Investors from unexpected losses, while TP functions similarly, automatically closing an investment once it reaches a pre-established level of profit.
Investors can make investments either with the Exness Investor app, or by logging into the Exness Personal Area before opening the features menu and clicking Exness Investor.
How to set up SL and TP on the Exness Investor app:
- Launch the Exness Investor app.
- Head to the Discover tab, select a strategy that has had your join request approved by the Strategy Provider, and tap Invest.
- Enter the amount (in USD) you would like to invest.
- Tap on the toggle button to set up SL, then enter the investment equity amount for the SL to trigger.
- Tap on the toggle button to set up TP, and enter the investment equity amount for TP.
A review of your intended investment will be displayed, including the performance fee, allocation type, and investment amount. Tap Confirm to continue.
How to set up SL and TP on Exness Investor for the web:
- Log in to your Personal Area (PA).
- Click on the features menu, and click on Exness Investor.
- Next, head to the Discover tab, and select a strategy that has had your join request approved by the Strategy Provider.
- Click Invest.
- Enter the amount (in USD) you would like to invest.
- Click on the toggle button to set up SL, then enter the investment equity amount for the SL to trigger.
- Click on the toggle button to set up TP, and enter the investment equity amount for TP.
A review of your intended investment will be displayed, including the performance fee, allocation type, and investment amount. Click Confirm to continue.
How to set SL or TP for an active investment with the Exness Investor app:
- Open the Portfolio tab in the Exness Investor app to display your investments, sorted under the Active and Closed tabs.
- Under the Active tab, tap on your preferred investment under a strategy.
- Under the Summary tab, scroll down to Settings.
- To change or delete SL, tap on > icon.
- Tap the toggle button to disable SL or re-enter a new amount.
- Tap Save.
- To change or delete TP, tap on > icon.
- Tap the toggle button to disable TP or re-enter a new amount.
- Tap Save.
How to set SL or TP for an active investment on Exness Investor for the web:
- Under the Assets tab in the Exness Investor PA, select an investment in a strategy under the Active tab.
- Click on Settings.
- To set up SL, click on the tick box to Set stop loss and enter the investment value.
- Click Save changes.
- To change the SL value, simply re-enter a new amount and click Save changes.
- To set up TP, click on the tick box to Set take profit and enter the investment value.
- Click Save changes.
- To change the TP value, simply re-enter a new amount and click Save changes.
Note: When an investment closes from SL or TP, it will be displayed as below in the Duration section of the investment details page:
- ‘Automatically due to stop loss’
- ‘Automatically due to take profit’
Important: Short-term market fluctuations may cause investments to close at a lower or higher equity value as equity checks are performed only every 3 seconds.