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Copy Trading Summary

Applies to: Administrators, Product Managers, Financial Analysts

The Summary tab provides a high-level overview of the copy trading ecosystem's health and performance on your platform.

Accessing the Summary

  1. Navigate to Copy Trading > Master Traders.
  2. Look for a Summary tab or a dedicated Copy Trading Summary report.

Key Metrics in the Summary

The report aggregates data across all Master Traders and Followers:

  • Total Master Traders: The number of active signal providers.
  • Total Followers: The total number of copying accounts.
  • Total AUM (Assets Under Management): The total sum of equity allocated to copy trading.
  • Total Profit/Loss: The overall net P/L generated by all copy trading activity.
  • Most Copied Traders: A list of the top Master Traders by number of followers or AUM.
  • Top Performing Traders: A list of the top Master Traders by profitability.

Using the Summary Data

  • Business Health: Track the growth of AUM and number of participants.
  • Marketing: Identify successful Master Traders for promotional campaigns.
  • Risk Management: Monitor the overall P/L to ensure the copy trading feature is profitable for your clients and sustainable for the platform.