Margex
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  • Margex
    • Ⓜ️What is Margex?
    • 📜Trading Conditions
      • 1️⃣Trading Pairs and Leverage
      • 2️⃣Trade Fees and Funding
      • 3️⃣Bonuses
      • 4️⃣Promo Codes
    • 🚀Register, Deposit, Start!
    • 🏆Special Events
  • Deposits and Withdrawals
    • ↘️Deposits
      • 1️⃣How to Deposit
      • 2️⃣Deposit Conditions
      • 3️⃣How to Buy Bitcoin With a Credit Card (Buy Crypto with a Bank Card)
    • ↗️Withdrawals
      • 1️⃣How to Withdraw
      • 2️⃣Withdrawal Conditions
    • 🖥️Wallet Interface
  • CONVERTER
    • ↕️How to Convert Crypto
    • 📊Fees and Conditions
    • 📄Conversion History
    • ❔Converter FAQ (Frequently Asked Questions)
  • Leverage Trading Guide
    • ⚖️Leverage and Margin Explained
      • 1️⃣Liquidation. Margex Anti-Liquidation Protection
      • 2️⃣Profit & Loss (PnL) and How It's Calculated
      • 3️⃣RoE and Trade Interface Layout
    • 🖥️Trade Interface
    • 🛒Orders and Positions
      • 1️⃣Order Types
      • 2️⃣Place and Manage Orders
      • 3️⃣Manage Open Positions
      • 4️⃣Cross Margin and Isolated Margin: Differences explained
  • Price Alerts
    • 🔔How to Set Up Price Alerts
  • Copy Trading
    • 👥Copy Trading Explained
    • 🧑‍🎓Followers
      • 1️⃣Choosing the Ideal Strategies: Tips & Key Indicators
      • 2️⃣Quickstart (Followers): How to Follow a Strategy
      • 3️⃣How to stop following a strategy
      • 4️⃣Follower's Portfolio
    • 👨‍🏫Traders
      • 1️⃣Quickstart (Traders): How to Create a Strategy
      • 2️⃣How to Manage Your Strategies
      • 3️⃣Strategy Settings
    • 📈ROE and Performance Indicators
    • 💸Rewards: Follower Tiers and Profit Share Distribution
  • Staking
    • Staking Explained
      • 1️⃣What is APY%? How is Income Calculated?
      • 2️⃣Advantages of Staking on Margex
      • 3️⃣Staking Pool Limits
    • How to Stake/Unstake
    • Staking Stats. Staking Yield Calculator
    • Boost Your Staking Yield
  • Market Making (MM)
    • Become a Market Maker
    • Market Maker Obligations
    • Trading Conditions for Market Makers
  • Account and Security
    • 🔑Understanding Safety and Account Security on Margex
    • 🔐Account Security
      • 1️⃣2FA
      • 2️⃣Reset Password
      • 3️⃣Account Activity Notifications
    • 💬Customer Support
  • Referral Program
    • 🤝Referral Program Explained
    • 🖥️Referral Page Interface
  • Terms
    • Terms of Service
    • Privacy Policy
    • Cookie Policy
    • Copy Trading Terms
    • Staking Terms
    • Affiliate Terms and Conditions
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  1. Copy Trading
  2. Traders

Quickstart (Traders): How to Create a Strategy

To create your own strategy: 1. Go to the Copy Trading tab 2. Click 'create strategy' 3. Choose strategy name, currency and equity 4. Configure settings and publish the Strategy to gain followers

PreviousTradersNextHow to Manage Your Strategies

Last updated 7 months ago

Margex Copy trading provides Traders with the opportunity to create a public Strategy which others can follow with their own capital. The Trader can trade with the follower’s funds and receive a success fee as a percentage of all profits generated for their followers from profitable trades.

To create a Strategy:

  1. Navigate to the page and click ‘CREATE YOUR STRATEGY':

  1. Choose your Strategy’s name, base currency and the amount of initial capital that you wish to allocate and click ‘CREATE’:

  1. Click the ‘GO TO SETTINGS’ button:

4. Once you’ve selected the desired Strategy settings - click ‘SAVE’:

  1. To publish your Strategy and make it visible and available for others to Follow - click ‘MAKE PUBLIC’:

All Strategy publications must first be reviewed and approved by Margex. Once your Strategy has been reviewed you will receive a corresponding notification via email and your Strategy status will be updated.

All of your Strategies are reflected in 'My Strategies' and can be accessed by clicking the desired Strategy in the list:

Traders can create and manage multiple Strategies at the same time, providing the ability to diversify their Strategy portfolio, increasing their potential pool of Followers and maximizing returns.

Here you can add/remove/edit your Strategy’s social media links, public description, (rewards), , etc.

To learn more about Strategy settings and how to change Strategy account privacy settings see our short guide settings.

To begin trading with your Strategy, navigate to the page, and click the dropdown menu button to open the Strategy selection window. Next, click your desired Strategy to begin trading:

To learn more about managing a Strategy see our comprehensive guide:

👨‍🏫
1️⃣
Trade
How to manage Your Strategy
Copy Trading
follower tiers
rollovers
Strategy Privacy