Author: Livia Tay, MY
Last Updated: January 20, 2025
Copy trading allows clients to follow and replicate the strategies of top traders. This guide provides a step-by-step process to subscribe to a strategy via the client portal.
Step-by-Step
- Log in to the Client Portal
Go to the official Client Portal and enter your username and password, then click Login. Kindly refer to the image 3.2.6.1a below for detailed informations.
image 3.2.6.1a - Navigate to Social Trading
Once logged in, go to the Dashboard. Locate and click on Social Trading from the top menu. Kindly refer to the image 3.2.6.2a below for detailed informations
image 3.2.6.2a - Access the Leaderboard
Click on Leaderboard to view the top-performing strategies. This section displays rankings based on performance, risk level, and returns. Kindly refer to the image 3.2.6.3a below for detailed informations.
image 3.2.6.3a - Select an Ideal Strategy
Browse through the available strategies. Click on a strategy to view its historical performance, risk metrics, and other details. Choose a strategy that aligns with your investment goals. Kindly refer to the image 3.2.6.4a below for detailed informations.
image 3.2.6.4a - Subscribe to the Strategy
Click the Subscribe button on your chosen strategy and a subscription form will appear. Please fill in the form accordingly. Kindly refer to the image 3.2.6.5a below for detailed informations.
image 3.2.6.5a
By following these steps, client can easily subscribe to a copy trade strategy and start replicating the trades of successful traders.