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Monitoring Your Investment Performance

Updated this week

As an investor, you can track your investment performance through the FXTRADING.com Trading App or Web Trader. This guide explains how to access and understand your investment performance metrics in accordance with MDA regulatory requirements.

Accessing Your Investments

  1. Log into your Client Portal

  2. Navigate to the Fund Management section

  3. Select "Assets" to view your investments

  4. Choose the specific fund you are currently subscribed to from the available options

Investment Dashboard Sections

Overview Tab

This tab provides a comprehensive summary of your investment performance:

  • Profit & Loss (after all fees paid)

  • Equity

  • Return (%)

  • Investment Amount

  • Accumulated Paid Management Fees

  • Accumulated Paid Performance Fees

Performance Summary Tab

In accordance with MDA regulations, this tab provides aggregated performance data.

To view detailed daily performance metrics:

  1. Click on "Daily Metrics" within the Performance Summary Tab

  2. This will display a breakdown of your investment performance for each day, including:

    • Settlement Date

    • Initial Investment

    • Floating P&L

    • Balance

    • Profit

    • Profit Share

    • Management Fee

Fee Report Tab

Track all fees paid throughout your investment:

  • Total fees paid since inception

  • Visual chart showing fee distribution by billing periods

Understanding Performance Metrics

Net Performance Calculations

  • Net Return (%): (Net Profit ÷ Investment Amount) × 100

  • Net Profit ($): Gross Profit − Total Fees

  • Unrealized Profit ($): Net Profit − Realized Profit

  • Realized Profit ($): Portion of net profit transferred to your investment wallet

  • Investment Amount ($): Your initial capital contribution

  • Current Investment Value ($): Investment Amount + Gross Profit − Fees − Realized Profit

Gross Performance Calculations

  • Gross Return (%): (Gross Profit ÷ Investment Amount) × 100

  • Gross Profit ($): Total trading results before fees

Regularly monitoring these metrics helps you make informed decisions about maintaining, increasing, or closing your investments.

Note: In compliance with MDA regulations, fund managers are not required to display daily trading positions to clients. Detailed position information (including both open and closed positions) is not available for display. The performance metrics provided give you a comprehensive view of your investment's overall performance without revealing specific trading activities.

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