Managing your Portfolio

How to manage active Followings

All active Followings and Following history are reflected in your 'Portfolio':

Here you can see the core statistics of all of your active Followings as well as Following history.

To allocate more funds towards a Strategy and create a new Following, simply select the desired Strategy and click 'Start new Following' :

How to stop a Following

There are 2 main ways to stop a Following: 1. Setting up a Following Stop Loss

Navigate to your 'Portfolio'. Click on the Following that you wish to stop. The Stop Loss feature allows followers to set a Stop Loss for their following. This feature can be used to automatically cancel a Following at a selected Profit %. To set a Stop Loss for a Following, , simply select an active following and click the 'Set Stop Loss' button:

In the confirmation window, select desired Stop Loss parameters and confirm your Stop Loss. Stop Loss value must be set LOWER than the current P/L of your following and must be an integer (i.e. no decimal places). For example, if the current P/L of your following is +35% you can set the Stop loss to any value from +34% and LOWER. The Stop Loss will then automatically stop your Following if your P/L drops to or below your Stop Loss level.

2. Manually stopping a Following Navigate to your 'Portfolio'. Click on the Following that you wish to stop. Click the "Stop Following" button:

A confirmation prompt will now pop up. Once you click 'Confirm', your request to stop a Following will then be processed in 1 minute after which your Following will be stopped.

  • A request to stop a Following is processed 1 minute after confirmation by the Follower.

  • Profit/loss settlements for Followings occur ONLY once the Following is stopped or the followed Strategy is closed.

A Following can also be stopped automatically if the Strategy manager decides to close the Strategy, or via liquidation, should profitability of the Strategy drop below -99,99%.

P/L and portfolio statistics

Portfolio reflects the history of previous Followings as well as active Followings and their statistics, including: - Total profit (Unrealized P/L of an active following) - Total profit, % (Unrealized P/L of an active following in percentage) - Today's profit (Unrealized P/L of an active following since 00:00 UTC) - Today's profit, % (Unrealized P/L of an active following since 00:00 UTC in percentage) - Initial equity (Initial amount of Funds allocated to a Following) - Equity (Initial amount of Funds allocated to a Following + Unrealized P/L)

It is important to keep in mind that Total profit statistics for an active Following are calculated from the moment the Following is initiated and will differ from the Total profit statistics of the corresponding Strategy since its creation.

Profit Slippage on Following Stopping

Sometimes a slippage of Profit % may be observed when a Following is stopped.

It may occur as slippage of a Following's Stop Loss, or as a significant difference between the Following's Profit value ​​at the moment the Stop button was pressed and the actual settlement of the Following.

For example, a stop loss was set at -10%, but the final Profit % of the stopped Following turned out to be -15%. Or a Following stop was requested when it showed 25% profit, but when the Following was closed, its Profit turned out to be 20%.

There are two factors that may lead to such slippage and affect its magnitude:

  1. Profit % of a Strategy and all its Followings are evaluated at 1-minute intervals - rollovers. Market prices may change significantly in 1 minute during periods of high volatility.

  2. Trades on the Strategy account are leveraged ones. Trading with leverage may lead to the multiplier effect for the Profit % of Strategy. For example, If the manager entered a trade with 1:50 leverage, a 1% change in the asset’s price may lead to 50% change in Strategy Profit %.

The combination of high leverage used by the strategy manager and the Profit % evaluation at 1-minute intervals (rollovers) may lead to significant Profit % slippage by the time a Following has been actually stopped. This means that the Profit % of a Following reflects the Profit % after the previous Profit evaluation (rollover), which may differ from the Profit % during the actual settlement of the Following.


  1. A Follower set a Stop Loss for a Following to -10%. At the same time, the Strategy manager opened a position with 1:10 leverage against capital in BTC/USD.

  2. At 10:00am the Following’s loss was -5%. Stop Loss was not triggered, because the loss (-5%) is above the stop level (-10%). However, at 10:00am BTC/USD price started to fall and by 10:01am it dropped by 1%, which led to 10% drop in Strategy’s Profit % due to the 1:10 leverage used by the Strategy manager.

  3. Because the Profit % calculation is performed in 1-minute rollovers, the next value was evaluated at 10:01am, and it recorded Strategy Profit being 10% less than the previous value. Consequently, the Following’s profit at 10:01am rollover was -15%. There were no intermediate Profit % values.

As a result, at the 10:00am rollover, the Followings profit was -5%. At the 10:01am rollover, the Following’s profit was -15%, and there were no other intermediate values. The Stop loss was triggered at 10:01am and it stopped the Following at a -15% loss.