How to subscribe to a trader’s portfolio and signals?

After logging in on to Investy platform, click on the "Copy portfolio"

After clicking the “Marketplace” tab, you will see the list of existing portfolios in the main Investy interface window.

For more information about the portfolio, click "More info".

You can review the traders’ portfolios and their performances and choose the one you find the most appropriate to your risk profile and expectations. Click the "Copy" button in the chosen portfolio card.

You can allocate any amount of your funds (available or virtual) to follow the strategy of the chosen trader’s portfolio. In the "Amount to follow" field please indicate the amount of funds you want to allocate to the chosen portfolio.

Investy will rebalance the amount of funds you allocated to the chosen portfolio in accordance with the trader’s portfolio structure.

Future trading signals from the choosen trader’s portfolio will also be applied to the amount of funds you allocated to follow this portfolio. 

Click "Next" after checking all fields and information are filed in correctly.

Subscription to all portfolio signals is free. Go through the captcha and click "Done"

To view the portfolio, click on "My Portfolios" and you will see it in "Copy portfolios". 

Click on "LAST CHANGE" to see the latest changes in the portfolio structure.

You will also receive notifications about the rebalancing in the chosen trader’s portfolio via email, in your web browser or via push notifications on your phone (those functions should be enabled on your devices beforehand).

Modified on: Mon, 12 Nov, 2018 at 12:36 PM
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