Copy Trading Indexes Guide

Understand the performance metrics, risk indicators, and stability indexes that power our copy trading platform. Make informed decisions with comprehensive data analysis.

Overall Copy Index (Stability Index)

What is the Overall Copy Index?

The Overall Copy Index is a comprehensive metric that measures the health and stability of our entire copy trading ecosystem. It combines multiple factors to provide a single score representing market conditions and trader quality distribution.

Calculation Components

Average Trader Score
40% Weight
AUM Weighted Score
35% Weight
Follower Weighted Score
25% Weight

Index Interpretation

80-100: Excellent Market Conditions
60-79: Good Trading Environment
40-59: Moderate Conditions
Below 40: Cautious Approach Recommended
Individual Trader Metrics

Return on Investment (ROI)

Calculation Formula:

ROI = ((Current Value - Initial Investment) / Initial Investment) × 100

Measures the percentage return generated on the initial investment over the trading period.

Performance Ranges:

Excellent (>50%)
Good (20-50%)
Average (5-20%)
Poor (<5%)

Win Rate

Calculation Formula:

Win Rate = (Winning Trades / Total Trades) × 100

Percentage of trades that resulted in profit. Higher win rates indicate more consistent performance.

Quality Benchmarks:

>80%
Exceptional consistency
65-80%
Good performance
50-65%
Average results
<50%
Needs improvement

Sharpe Ratio

Calculation Formula:

Sharpe = (Portfolio Return - Risk-Free Rate) / Portfolio Volatility

Measures risk-adjusted returns. Higher values indicate better returns per unit of risk taken.

Risk-Adjusted Performance:

>2.0 - Excellent

Outstanding risk-adjusted returns

1.0-2.0 - Good

Solid performance with reasonable risk

<1.0 - Review

Consider risk vs. reward carefully

Maximum Drawdown

Definition:

The largest peak-to-trough decline in portfolio value during the trading period. Lower values indicate better capital preservation.

Important: High drawdowns can indicate significant risk exposure and potential for large losses.

Risk Assessment:

<10% - Low Risk
10-20% - Moderate
20-35% - High
>35% - Very High
Risk Assessment Framework

Comprehensive Risk Scoring

Our risk assessment combines multiple factors to provide a holistic view of each trader's risk profile. The scoring system ranges from 1 (lowest risk) to 10 (highest risk).

Risk Components & Weights

Volatility Analysis

Price movement consistency

30%
Drawdown History

Maximum loss periods

25%
Sharpe Ratio

Risk-adjusted returns

25%
Trade Frequency

Activity level impact

20%

Risk Categories

Low Risk (1-3)

Conservative approach, stable returns

Moderate Risk (4-6)

Balanced risk-reward profile

High Risk (7-8)

Aggressive strategy, higher volatility

Very High Risk (9-10)

Extreme volatility, significant risk

Social Metrics & Community Indicators

Review System

5.0 - Exceptional
4.0+ - Very Good
3.0+ - Good

Follower Metrics

Total Followers:Community size
Growth Rate:Momentum indicator
Retention:Satisfaction level

Quality Indicators

Verified Trader
Top Performer
Community Choice
Practical Examples & Decision Framework

Example 1: High-Performance Trader

Performance Metrics:

ROI:
127.5%
Win Rate:
84.2%
Sharpe Ratio:
2.8
Max Drawdown:
8.5%
Risk Score:
3/10

Analysis & Recommendation:

Excellent risk-adjusted returns

Low maximum drawdown indicates good risk management

High win rate shows consistency

Suitable for: All investor types

Recommendation: Strong candidate for copy trading with appropriate position sizing.

Example 2: Moderate Risk Trader

Performance Metrics:

ROI:
45.8%
Win Rate:
72.1%
Sharpe Ratio:
1.6
Max Drawdown:
18.2%
Risk Score:
5/10

Analysis & Recommendation:

Good overall performance with solid returns

⚠️ Moderate drawdown requires position management

Decent win rate shows reasonable consistency

Suitable for: Balanced and moderate risk investors

Recommendation: Good choice for diversified portfolios with proper risk management.

Decision Framework by Investor Type

Conservative Investors

• ROI: 10-30% target

• Max Drawdown: <15%

• Risk Score: 1-4

• Sharpe Ratio: >1.5

• Win Rate: >70%

Balanced Investors

• ROI: 20-60% target

• Max Drawdown: <25%

• Risk Score: 3-6

• Sharpe Ratio: >1.0

• Win Rate: >60%

Aggressive Investors

• ROI: 40%+ target

• Max Drawdown: <40%

• Risk Score: 4-8

• Sharpe Ratio: >0.8

• Win Rate: >50%

Data Quality & Update Schedule

Update Frequency

Real-time Metrics
Live
Performance Metrics
15 min
Risk Assessment
1 hour
Stability Index
Daily

Data Quality Assurance

Automated Validation

Real-time data integrity checks

Anomaly Detection

Statistical outlier identification

Historical Verification

Cross-reference with multiple sources

Manual Review

Expert analysis for edge cases

Need Help Understanding the Indexes?

Our team is here to help you make the most of our analytics and indexes. If you have questions about specific metrics or need guidance on trader selection, don't hesitate to reach out.

📧 support@copytradingzone.com
💬 Live Chat Available
📚 Knowledge Base