What the Exchase project team is currently working on

3 min readDec 23, 2020

December 2020

Social trading

Trader profile

A trader on the Exchase platform has three potential roles: the actual trader (by default), the PAMM investor or “subscriber”, and the PAMM manager or “master”.

Here is the “master” profile:

It displays the flow of “subscribers”, and also contains sections of portfolio settings, through which the PAMM manager sort of advertises his “strategies”.

A strategy is a concept on the basis of which the “master” carries out trade. A “subscriber” can believe either in a specific strategy, or, in general, its author (this depends on the mental pattern of a “subscriber” and those performance evaluation metrics by which they predict the trading success of this “master”: based on the personality of the PAMM manager or relying on the “strategy” algorithm).

As shown in the screenshots below, there are two modes of subscribing to the “master” (configurable by him in each of his strategies):

— automatic acceptance of the subscription;

— getting applications for subscription to the pool, from which they can select some and approve/reject.

In the profile of a PAMM investor, you can use filters for displaying “strategies” and “masters”, which allow you to select only the best according to certain parameters:

— P / L (the ratio of the drain of the deposit and the profit);

— integrated success rating;

— maximum drawdown at a certain time range.

In this form, the profile of the “master” can be viewed by his potential “subscriber”:

This is a detailed portfolio of instruments (currency pairs):

Here you can see how popular the “master” is, that is, who tracks him and who subscribes to him (analogous to likes/dislikes and friends in Facebook terminology):