Operations
Show the drawdown, not only the return
An investor who understood the drawdown before subscribing tolerates it when it arrives. One who did not blames the platform that showed them a curated version, and says so publicly.
See it live
What a follower actually sees on their phone
Live positions, the fee breakdown and the exit button, all reachable in the same screen a follower checks between trades rather than buried in a monthly statement.
While they are following
Three things that decide whether they stay through a bad month
Live positions
The follower sees what they hold as it happens, not in a monthly statement. Somebody who cannot see their own positions has no way to judge whether to stay.
Statements they can generate
On demand, including the fee breakdown per period. Requesting a statement from support is an unnecessary friction and an unnecessary cost.
An exit that works
One action, no approval, no waiting period. The perception that leaving is difficult does more damage to a programme than any single month of performance.
FAQ
Investor experience: common questions
8 short answers to what teams ask before a demo.
The full history including losing periods, the maximum drawdown stated as prominently as the return, every fee that will apply, and how long the record actually is. Anything hidden at this stage becomes a complaint later.
Because it is the number that predicts whether the investor will still be following in six months. Someone who understood the drawdown before subscribing tolerates it; someone who did not blames the platform.
Yes. Waiting for a monthly statement to learn what you hold is not acceptable for a product where the client has delegated the decisions but not the ownership.
One action, immediately, without approval. Programmes that make leaving difficult acquire a reputation faster than they acquire followers, and the reputation lasts longer.
It is worth doing. A provider's own return and the return followers actually received can differ because of timing and allocation, and the second number is the more honest one to advertise.
Yes, per period and per type. An unexplained deduction is the single most common cause of a support enquiry on this product, and it is entirely avoidable.
Yes. A required consent step can be shown at account creation and at sign-in, and the version each investor accepted is recorded with the time, which is what a dispute or an audit will ask for.
Yes. An unused account can be archived by the investor after a two-step confirmation, which keeps the dashboard clear without deleting any history.
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Go through it as a client would. The point at which you cannot find something you would want to know is the point worth fixing.