# Managing your Strategy

### How to manage your Strategy

Navigate to the '[My Strategies](https://primexbt.com/my/covesting/my-strategies)' page to find a list of all of your active Strategies:

![](/files/-MVVDthss_TSaB2eSZyS)

Click on a Strategy to open the Strategy management page which shows a detailed breakdown of your Strategy and Strategy management options:

![](/files/-MVVYmqDYLxHVTPZGU-H)

* Review **core strategy Statistics**
* Review **Profit/Equity/Followers' equity/Margin charts** for selected timeframes

![](/files/-MVVZ5odneoALrANr9CZ)

* **Profit distribution -** profit share % and success fees received
* **Description** - description of your Strategy as well as social media links
* **Strategy management -** [Close Strategy](#strategy-closure-and-liquidation) option
* **Covesting trading account -** transfer funds to/from the Strategy

![](/files/-MVVaFJxq7Cynkshlaz1)

* **Indicators** - Strategy profitability indicators for the set timeframes
* **Trading history** - list of all closed Strategies

Once you are ready to begin trading with your Strategy, simply click the '**Trade**' button for the selected Strategy. For details on how to manage orders and positions, see our guide '[Orders and Positions. How to manage your trades](/help-center/margin-trading/how-to-place-a-trade.md)'.\\

{% hint style="success" %}
Additionally **Copy-trading Strategy Management** is available in the [Android](https://play.google.com/store/apps/details?id=com.primexbt.trade) or [IOS](https://apps.apple.com/us/app/primexbt-crypto-trading/id1522267195) applications of the platform.
{% endhint %}

In order to **Manage your Strategy**, navigate to the '**Copy-trading**' section of the application interface, and select '**My Strategies**' tab:

![](/files/GW4HjpdP3a7MYvwymnwJ)

In the 'My Strategies' tab you will find a list of all of your active and closed Strategies and their core statistics. By clicking on the ![](/files/YGjTl2qJAnv3bncGliDR) button you can adjust the view to see your Strategies by '*Total profit*' or '*Today profit*'.

{% hint style="info" %}
Additionally, you can click on the ![](/files/pUTQaTFhc2KOf8iv3f5y) button to create a new Strategy. Make sure to review our special guide on [How to create your Strategy](/help-center/covesting/quick-start-for-covesting-fund-creation-and-management.md).
{% endhint %}

Click on a Strategy to open the Strategy management page which shows a detailed breakdown of your Strategy and Strategy management options:

![](/files/4dw4VXVOxyfwoe3peC6Q)

* Review **Profit/Equity/Followers' equity/Margin charts** for selected timeframes
* Review **core strategy Statistics**

![](/files/oSShPIGTNMyitQ7XwdLQ)

* **Profit distribution -** profit share % and success fees received
* **Profitability** - Strategy profitability chart for the set timeframes
* **Indicators** - Strategy profitability indicators for the set timeframes

![](/files/gTBVtEbD3CPtoN5dWnWr)

* **Description** - description of your Strategy as well as social media links

{% hint style="info" %}
Click on the ![](/files/WAUtegUX4ibVyuxvZUqW) button to add a Description and link your social media channels.
{% endhint %}

* **Strategy management -** Deposit and Withdraw options to transfer funds to/from the Strategy
* **Close Strategy** option

{% hint style="success" %}
Once you are ready to begin trading with your Strategy, select the '**Account**' section, and click the blue '**Trade**' button:
{% endhint %}

![](/files/J3l7nByeFI0MrXtxO5ou)

{% hint style="info" %}
By default the [Trading History](#how-to-manage-your-strategy) of any Strategy is public and available to all participants of the Copy-Trading module:\
\
\- A Strategy reflects last 50 closed positions executed within the Strategy;\
\- A position becomes publicly available in 10 minutes after its closure;
{% endhint %}

The core information about your 50 latest closed positions includes: *open/close dates* and *prices, instrument, market side* and *ROI%*:

![](/files/-Ma89_Aok_OwehtYqdKZ)

{% hint style="success" %}
The trading history list is updated once a day after the daily **rollover at 00:00 UTC**. Any trades closed throughout the past day will be reflected in the list.
{% endhint %}

### Sharing Trades on Social Media

Any Trade for the chosen Strategy can be shared on various social media channels and groups via a Trade link and a Summary picture of the Trades details.\
\
To share your Trade link, navigate to ’[My Strategies](https://primexbt.com/my/covesting/my-strategies)’ page and select the desired Strategy. In the ’Trade history’ section of the Strategy find the desired Trade and click ’**Share Trade**’ button ![](/files/rpPHE9a7lw4GIkc5hRDz):

![](/files/griubeReynnD1hBbv9I4)

A pop-up menu with a Trade link and a Summary picture of the Trades details will appear:

![](/files/KnC5VIRt64cBSBocA9tJ)

{% hint style="success" %}
The Trade link can be shared instantly by choosing one of the provided buttons to social media channels below the link. Additionally, you can copy the link manually to share it on any other social media channels.\
\
To save the Summary picture of the Trade on your device, click the '**download**' button ![](/files/oqvwXhL32viN5Kvvw4JW) in the upper right corner of the picture.
{% endhint %}

### **Sharing Strategy on Social Media**

Strategy Managers may also share their Strategy on social media channels and groups via a Strategy link and a Summary picture of the Strategies performance.

To share your Strategy go to '[My Strategy](https://primexbt.com/my/covesting/my-strategies)' page and click on the Strategy that you wish to share. Next, click '**Share Strategy**' button ![](/files/rpPHE9a7lw4GIkc5hRDz):

<figure><img src="/files/vhyqYgBEpSrKcapCluJm" alt=""><figcaption></figcaption></figure>

A pop-up menu will appear with a Strategy link and a Summary picture of its statistics and performance:

![](/files/8d07XlB69l6SZNcwsd0O)

{% hint style="success" %}
The Strategy link can be shared instantly by choosing one of the provided buttons to social media channels below the link. Additionally, you can copy the link manually to share it on any other social media channels.\
\
To save the Summary picture of the Strategy on your device, click the '**download**' button ![](/files/oqvwXhL32viN5Kvvw4JW) in the upper right corner of the picture.
{% endhint %}

{% hint style="info" %}
Not only Strategy Managers but Followers as well may share Strategy links. Similarly, go to the '[Rating](https://primexbt.com/my/covesting/rating)' page and chose the Strategy you wish to share to generate a Strategy link and a Summary picture.
{% endhint %}

### Strategy Closure and Liquidation

To close your Strategy, navigate to the '[My Strategies](https://primexbt.com/my/covesting/my-strategies)' page and click on the Strategy that you wish to close. Next, click the '**Close Strategy**' button:

![](/files/-MVVbJ3Q0jRP9fpbRY8T)

To close your Strategy, you must place a Strategy closure request by clicking the '**Close Strategy**' button. When clicking 'Close Strategy', a confirmation prompt will pop up:

![](/files/-MVVbvJAAFCYIQ8Qzgyo)

After confirming closure, the Strategy will be closed within 2 minutes **if there are no Strategy followers**:

![](/files/-MB1sgFe4eqSH8IZyGaE)

or after 1 hour if there are currently active Followings for this Strategy:

![](/files/-MBE_X8FxNXLsKAi1-dY)

{% hint style="info" %}
Strategy closure requests can be cancelled within 1 hour prior to their execution. Closure requests of Strategies with no active Followers are executed within several minutes and can **not** be cancelled.

Upon Strategy closure, remaining funds, if any, are automatically transferred to the account Wallet.
{% endhint %}

A Strategy may also be **liquidated and closed automatically** should profitability drop below **-98%**, in which case Strategy settlements take place and any required payments are made.\\

### Strategy Withdrawals

If you wish to withdraw funds from your Strategy to your Wallet, navigate to the '[My Strategies](https://primexbt.com/my/covesting/my-strategies)' page of your account, click the Strategy from which you want to withdraw funds and click 'Withdraw':

![](/files/-MW4yoIYhmB7FFfEZFYV)

In the pop-up window fill and confirm the amount of funds that you wish to withdraw to your PrimeXBT account wallet.\
\
Currently, the following restrictions apply to withdrawing Equity from a Strategy:

* **Withdrawal restrictions based on current Followers' Equity** - for full details regarding this restriction see [Manager's Equity lock](https://help.primexbt.com/covesting/limit-of-followers-equity-in-a-strategy#managers-equity-locked-in-a-strategy)\\
* **Withdrawal restrictions while maintaining open positions -** Equity can be withdrawn from a strategy ONLY after closing all positions. Decreasing Equity while maintaining open positions results in a decrease in margin level and increase in leverage (Equity to market exposure ratio). This would lead to a rebalancing of the positions of followers and results in an increase in their exposure on the market through the copy-trading mechanism, as well as increase in associated risks. To protect followers from such margin risks in the absence of a manager's trading activity, all positions must be closed before withdrawing Equity.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://primexbt.gitbook.io/help-center/covesting/creating-a-fund.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
