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Selecting Your Ideal Trading Strategy

Updated over 3 months ago

Understanding how to evaluate strategies and what information to look for is essential when choosing the right strategy for your investment goals. For a deeper understanding of terminology, refer to the Social Trading Glossary in the Service Hub.

How to Browse Available Strategies

  1. Log into your Client Portal

  2. Navigate to the "Discover strategies" tab

  3. Browse through available strategies using the following filters:

Key Filtering Options:

  • Number of Followers: See how many investors are currently copying each strategy

  • Risk Level: Strategies are rated on a scale from 1-10, with higher numbers indicating greater risk

  • Return: Filter strategies based on predefined return percentages across various timeframes

  • AUM (Assets Under Management): View the total capital currently invested in each strategy

Take your time to explore different strategies and compare their performance metrics, risk levels, and trading history. This careful evaluation will help you identify strategies that align with your investment preferences and risk tolerance.

For more comprehensive information about strategy evaluation, we recommend reading about the specific data points and performance indicators included in each strategy profile.

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