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Once you are logged in with your OAK Crypto ID and you have created your Demo or Live account, you can start investing in strategies.
Demo accounts deal with virtual money only, but you can still use it for copying Live strategies (if allowed by the provider).
Live accounts deal with real money but can also be used for copying Demo strategies.
Usually, the ability to copy certain types of strategies is regulated by the brokers, by providing Investors with two types of membership – Full membership and Demo membership.
Check your account membership type before you start investing in strategies – FM or DM abbreviation in your account preview means Full or Demo membership respectively.
The account settings menu to the right allows you to set your account into a trading strategy provider by Becoming a Strategy Provider or create an Investor Password.
Become a Strategy Provider – check the Become a Strategy Provider section to learn more about providing the strategies.
Create Investor Password – this option allows creating a unique pair of access link and password to provide other users limited read-only access to your Account Profile.
Just click Create Investor Password and copy your link and password from the pop-up. The users you send the link to will be able to see your trading statistics, open positions, and history.
Click View Investor Password from the account settings menu to invoke this pop-up again, or Delete Investor Password to terminate access to your account for other users.
Note
Investors with Hedging accounts only can copy strategies. Copying is impossible for Netting accounts.
Demo strategies are marked with the OAK Crypto Demo icon and are always Free to copy as they deal with virtual money only.
Live strategies that are marked with the green Live icon, can be Free as well, but usually, fees set by the Strategy Providers will be charged.
Before you start copying a Live strategy, check the fees information that can be found on the Start Copying button.
Alternatively, click on a strategy and use the Start Copying button to the upper right of the Strategy profile page.
If only one account is linked to your OAK Crypto ID, then there will be no alternative option for account selection. Make sure that the amount of funds allocated is equal to or higher than the Minimum Investment specified below.
Note
If your account leverage is lower then the Strategy Provider’s leverage, then there’s a chance that your margin will not be enough to copy all the trades of this strategy and you may reach the Stop Out earlier than the Strategy Provider.
Hover the cursor over the Information icons to learn the detailed information on the Fees and Conditions before you start.
When done, confirm that you agree to OAK Crypto Terms and Conditions and click Start Copying.
All the open positions of the strategy have opened for you with the current market rates. The Copy Trading Account is now displayed in the Accounts list under the account you have allocated the funds from.
The green indicator next to the strategy name in the Copy Trading Account preview means that the strategy is being copied. When you stop copying, the indicator becomes orange.
Also, the current equity and All Time ROI percentage are displayed in the Copy Trading Account preview.
Click on a Copy Trading Account preview to proceed to the Investment profile or use the Settings icon to the right to manage it.
The Copy Trading Accounts can be filtered by their status (Active, Stopped, or Removed by Provider).
Click the cog icon to the upper right of the Accounts list and check the required status from the drop-down to show the accounts with this status, or uncheck to hide them from the list.
Note
A strategy can not be copied by more then 400 Live and 400 Demo accounts.
When copying a strategy, a Copy Trading Account can still be managed. You can dynamically add or remove funds from it, set or remove Stop Equity Loss, or just stop copying.
All the options are available from the Copy Trading Account Settings button to the right of the Copy Trading Account preview.
Alternatively, click on the drop-down button to the upper right inside the strategy being copied and select the desired option.
While copying the strategy, the funds can be added to the Copy Trading Accounts at any time.
You can type the required amount or use toggles. Check the total available amount of funds in your account below, you cannot add more funds than this amount.
Note that when adding funds to a Copy Trading Account, the existing positions can change due to the recalculation of position sizes according to the Equity to Equity ratio.
When done click Add Funds to confirm..
The equity amount will be automatically updated in the Copy Trading Account preview
While copying, the funds can be withdrawn from a Copy Trading Account at any time.
Specify the amount of funds you would like to remove from the Copy Trading Account by typing or using toggles.
The funds you remove will be transferred back to the account they were allocated from. Check the available amount of funds for removing below, you cannot withdraw more funds than this amount.
Alternatively, click All Available Funds next to the amount box, to automatically remove all the funds available on the Copy Trading Account.
Note that if after withdrawal the amount of funds on your Copy Trading Account will be lower than Equity Stop Loss level you have set, then the Equity Stop Loss will be removed automatically.
Learn more about Equity Stop Loss.
Note
When withdrawing funds from a Copy Trading Account, the existing positions can change due to the recalculation of position sizes according to the Equity to Equity ratio.
Also, when you remove funds from a Copy Trading Account, a certain amount of unrealized Performance and Management Fees can be realized proportionally to the withdrawn amount.
This fee amount will be automatically calculated and displayed to the bottom of the Remove Funds form before you submit your removal.
When done click Remove Funds to confirm your action.
The equity amount will be automatically updated in the Copy Trading Account preview.
The Equity Stop Loss for a Copy Trading Account can be set at any time while copying. It allows an Investor to limit losses when copying strategies.
Once the equity drops below the specified level, the copying is stopped and all the opened positions copied from the strategy are closed automatically.
After copying is stopped, all the funds of the copying account will be automatically transferred to the main account. You can type the required amount, use toggles, or use the slider.
Click Set Equity Stop Loss to confirm your action.
Now the Equity Stop Loss is set. To remove it click on the Copy Trading Account Settings, select Remove Equity Stop Loss, and confirm your action in the pop-up.
Note
If after removing the funds, the amount of funds on your Copy Trading Account is lower than the Equity Stop Loss level you have set, then the Equity Stop Loss will be removed automatically.
An Investor can stop copying a strategy at any time.
Alternatively, find the Stop Copying option inn the strategy menu next to the Add Funds button to the upper right.
Note
When you stop copying a strategy, all the existing open positions for your Copy Trading Account will be closed.
After copying is stopped, all the funds of the copying account will be automatically transferred to the main account.
Click Stop Copying to confirm your action.
The strategy that is not being copied is highlighted with an orange indicator.
Sometimes, when you stop copying a strategy, the market can be closed for some of the copied positions.
In this case, the Copy Trading Account will obtain the Stopping status and will be highlighted with the grey indicator.
Once the market is opened, the open positions are closed, and fees are charged, the status will change to the Stopped automatically.
An Investor can restart copying a strategy at any time as long as it is still being provided for copying. To restart copying, click on the Copy Trading Account settings and select Restart Copying.
Alternatively, click Restart Copying to the upper right of the Investment profile.
The Restart Copying form will pop-up. If you have enough funds in your Copy Trading Account, then just click Restart Copying and the copying will start again.
If your Copy Trading Account balance is lower than the strategy’s Minimum Investment, then you will not be able to restart copying and it will be suggested to you to add funds first. Click Add Funds.
The Add Funds form will pop-up. Specify the amount of funds to be added to the Copy Trading Account. You can type the required amount or use toggles.
Check the total Available Funds on your trading account and the Minimum Required amount below. You cannot add more funds than Available Funds and less than Minimum Required. When done, click Add Funds.
If you need to access the strategy, you can select this option and the application will open the strategy page for you.
This option allows creating a unique pair of access link and password to provide other users limited read-only access to your Account Profile.
Just click Create Investor Password and copy your link and password from the pop-up. The users you send the link to will be able to see your trading statistics, open positions, and history.
By selecting this option, you will be receiving email statements that will keep you updated about the latest status of your strategy.
An Investment profile contains detailed information about the trading activity of the Copy Trading Account.
Select a Copy Trading Account from the Accounts list to the left of the OAK Crypto Copy main page to expand the Investment profile to the right.
On the top of the Investment profile the following information is provided:
Note
The above mentioned Add Funds option is also available to the upper right of the Investment profile.
OAK Crypto Copy allows providing limited read-only access to your account profile in real-time to other users by generating an Investor Password for any of your accounts.
They will be able to see your trading statistics, current open positions, trading history, profitability, etc.
Alternatively, find the Investor Password option in the drop-down next to the Add Funds button to the upper right of the strategy profile.
When a recipient will receive your link and open it in his browser, he will be prompted to enter the password.
After entering the password that you have provided, a user will get read-only access to your account profile with the ability to view your ROI, Summary, Equity, Performance, Volume Breakdown, Trades, and Positions.
To change the Investor Password, click View Investor Password in the account settings or in the strategy profile to the upper right.
Enter a new password in the pop-up and copy it to send to the recipients.
Note
Once you change the password the user that access to your account before will no longer be able to see your account.
Select Delete Investor password to completely remove the password and to close the access to your account.
Confirm your action to completely remove the password.
Each Investment profile contains a selection of charts for fast and convenient tracking of the trading dynamics while copying the strategy.
Scroll down the profile page to view them all. The following charts are available in a Strategy profile: ROI (%), Equity, ROI (Monthly), and Volume Breakdown.
Hover the cursor over the charts to view the exact information at the required point.
The ROI (%) chart displays the time on the X-axis and the profit in percentage on the Y-axis.
The chart allows tracking the percentage of income while copying the strategy concerning the balance from the beginning of copying.
On the upper left corner, you can select a timeframe from 1 week up to All the Time. ROI chart is updated daily.
Check the ROI Calculation section for more details on how ROI is calculated in OAK Crypto Copy.
The Equity chart plots time on the X-axis and cash value on the Y-axis. This chart shows the changes in the Copy Trading Account equity concerning the account balance over the chosen time period.
The copied strategy details are displayed in the Details section to the right.
Here you can find the exact date and time you have started copying the strategy, the strategy currency and leverage, as well as the copying conditions.
The Conditions section contains the required Minimum Investment amount and the fees the Investor will be charged for copying.
Please find detailed information on the OAK Crypto
In the Summary section, the basic financial statistics of a Copy Trading Account is displayed. Here you can view the following:
Copy Fees here.
The Investor’s positions, history, transactions, and trading statistics are displayed in the tables with configurable columns.
Drag and drop the columns headings to replace the columns. Right-click on a column heading to enable or disable the required columns.
In the Positions table, the Investor’s current open positions are listed.
This is a standard configurable OAK Crypto Positions table with an additional Unrealized Volume Fee column.
This column displays the amount of the Volume Fee to be charged by a Strategy Provider when closing the position.
To enable the Unrealized Volume Fee column, right-click on any column heading and check Unr. Volume Fee in the drop-down.
Note that a follower cannot manage or close the positions from the Investment profile. All the positions can be closed at once only when the strategy copying is stopped.
The History table lists all the deals that have filled or attempted to fill the orders during copying the strategy.
This is a standard OAK Crypto History table, with an additional Volume Fee column. This column displays the amount of Volume Fee charged by a Strategy Provider.
To enable the Volume Fee column, right-click on any column heading and check Volume Fee in the drop-down.
The Transactions tab contains the details of all the Copy Trading Account Deposits and Withdrawals, as well as the fees charged, with the following details provided:
Note
The detailed explanation of a Transaction (e.g. a deposit from an account, a fee, etc.)
The ROI (Monthly) chart displays the return on investment the copied strategy has generated per month since it has started being copied.
The Performance chart displays the correlation between the winning and losing trades of the strategy.
Use the time toggles to switch to the desired period. Hover over the chart to see the exact number of trades and their percentage.
The Performance Stats contains the details on all the traders of the strategy:
The Volume Breakdown pie chart displays the Symbols that were traded, their respective volumes, and the percentage of the total volume traded on this symbol.
All the copied trades statistics are listed in the Trades table. The trades info can be filtered by the standard time period from 1 day to All the Time, or by a custom time frame specified.
Below the filters you can find the following Trades statistics with the division by All Trades, Long Trades and Short Trades:
The Symbols tab lists all the symbols a Copy Trading Account is trading based on the closed positions considering the statistics of Trades, Pips, Net Profit, Won and Lost percentage in the corresponding columns.
You can filter the list of symbols by standard time period from 1 day to All the time or by a custom time frame specified.
In the Summary section, the basic financial statistics of a Copy Trading Account is displayed. Here you can view the following:
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