FAQ Section | Frequently Asked Questions

In this section we offer visitors to our information service the opportunity to quickly and conveniently obtain answers to questions that may be of interest. The section is continuously being expanded.
Trading and investment terms seem clear at first glance, but their actual meaning only unfolds in context. A precise explanation of terms helps not only to know concepts, but also to classify them correctly. It provides orientation, reduces misunderstandings and enables users to better understand the relationships between risk, capital and decisions. Particularly in the margin context, conceptual clarity determines whether a situation is interpreted correctly or misjudged.
433 QnA's
Most recent update: 27.12.2025
Key Performance Indicators (KPIs) are objectively measurable key figures that help to analyze the performance of a trading strategy in a structured way and make it comparable. They are not used for self-promotion, but to classify opportunities, risks and the actual quality of a performance.
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KPIs are not absolute truths, but the result of clearly defined measurement models. Without a clear delineation of the observation level, identical KPIs can lead to different - seemingly contradictory - results. An explicit separation of the measurement dimensions creates transparency, comparability and prevents misinterpretations.
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#221

Aim of the analysis: 
Representation of the overall economic result. 

Measurement object: 
The account balance over a defined period of time. 
 

Typical influences:

  • Realized gains and losses 
  • Fees and costs 
  • Financing costs 

Example: 
An account grows from €10,000 to €12,000. → Account performance: +20% 

Classification: 
This level answers the question of what actually remains economically.

 

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#222

Aim of the analysis: 
Valuation of the currently invested capital 

Measure: 
The total value of all positions including open trades. 

Typical influences: 

  • Market movements 
  • Position weighting 
  • Unrealized gains and losses 

Fees example: 
A portfolio currently has a value of €11,500. → Portfolio-related performance: +15%

Classification: 
This perspective is dynamic and reflects risks and opportunities in real time.

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#223

Aim of the analysis: 
Analysis of individual trading decisions. 

Subject: 
The price change of an individual position at the time of analysis. 

Typical influences: 

  • Entry and exit time
  • Consideration time
  • Bid/ask spread
  • Position size
  • Leverage effect
  • Market volatility 

Example: 
The value of a position increases from €100 to €115. → Performance at individual position level: +15 % 

Classification: 
This level isolates the trading decision - independent of the overall account or the investment portfolio. For open positions, the performance view represents a snapshot that is correlated to the reference market. For closed positions, the performance is 'locked', i.e. can no longer be changed.

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#224

Aim of the analysis: 
Evaluation of the trading logic as a model. 

Measure: 
Aggregated results of a rule-based system. 

Typical influences: 

  • Rules 
  • Signal quality 
  • Repeatability 

Example: 
A strategy achieves a positive expectation over 200 trades. → Strategy performance independent of account size 

Classification: 
This perspective answers the question of whether the idea works - not how it was implemented.

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#225
Multidimensionality & basic aspects of KPI consideration
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In order to make relevance, meaningfulness and methodological depth transparent, copytrader i/o assigns all KPIs to four tier clusters - from established standard metrics (T1) to proprietary analysis metrics (T4). The categorization is deliberately not based on popularity, but on the knowledge gained by the user.
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FAQ sections serve to address key questions in advance of use and answer them in a structured form. The aim is to provide a quick and reliable overview of the project, the underlying technology and the functional framework of copytrader i/o. copytrader i/o follows a consistent do-it-yourself approach and is aimed in particular at users who were previously unfamiliar with the project or would like to find out more about it. As the platform is constantly evolving, this section will also be continuously expanded and updated. A regular look at the FAQ can therefore be useful.