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How to use this tab?

This tab will help you to create a diversified portfolio composed of multiple eToro Popular Investors (PIs). It will show you how the portfolio performed over time and much more. You just have to indicate your favorite PIs and choose the amount you want to add to their copy. You can also create a mixed portfolio of stocks and PIs, just indicate a stock in a new row.

The first chart is indicating your monthly performance and the portfolio value.

The boxes below indicates multiple statitics that can be useful to evaluate the simulated portfolio.

The correlation matrix is showing the correlation between each pair of PIs in the simulated portfolio. And it helps you to select which PI is the most unique in the portfolio.

The combined assets in the portfolio will be shown in the table below. You can also export them as CSV file if you would like to preserve the portfolio.

Finally you can check the allocation across sectors and classes of the simulated portfolio.

Glossary

piScreener Glossary

PI
Popular Investor: A user on the eToro platform who has gained a significant following for their trading strategies and is often copied by other users.
Benchmark
A reference point or index used to measure the performance of a portfolio or an investor. It helps assess how well an investment or portfolio has performed relative to a specific standard.
Historical Performance
Historical Performance refers to the past track record of an investor's or portfolio's returns and results, providing insights into their previous successes and failures.
Cumulative Performance
Cumulative Performance represents the total return on an investment over a specified time period, taking into account all gains and losses during that period.
Total Return
Total Return measures the overall profit or loss on an investment, including both capital gains (appreciation in asset value) and income (dividends, interest, etc.).
Annualized Return
Annualized Return is the average annual return on an investment over a specific period, accounting for compounding. It provides a standardized measure of performance over time.
Standard Deviation
Standard Deviation is a measure of the volatility or risk associated with an investment. Higher values indicate greater potential for price fluctuations and risk.
Beta
Beta measures an investment's sensitivity to market movements. A beta of 1 indicates that the investment tends to move in line with the market, while values above 1 suggest higher volatility.
Alpha
Alpha is a measure of an investment's risk-adjusted performance relative to a benchmark. Positive alpha indicates outperformance, while negative alpha suggests underperformance.
Sharpe Ratio
Sharpe Ratio is a measure of an investment's risk-adjusted return, considering its volatility. A higher Sharpe Ratio typically indicates better risk-adjusted performance.
Copiers
Copiers are users who replicate the trading strategies of a Popular Investor. They automatically mirror the actions of the Popular Investor's portfolio.
Risk
Risk refers to the potential for loss or deviation from an expected outcome in an investment. It's an inherent aspect of investing. The value is provided by eToro and it ranges from 0 to 10.
Minimum Risk
Minimum Risk represents the lowest level of risk associated with an investment or portfolio, often used as a reference point for assessing risk.
Maximum Risk
Maximum Risk represents the highest level of risk associated with an investment or portfolio, helping investors understand the potential downside.
12-month Sharpe Ratio
The 12-month Sharpe Ratio calculates the Sharpe Ratio over a rolling specific 12-month window, providing insights into recent risk-adjusted performance.
12-month yearly return
12-month yearly return is the annualized return over a rolling 12-month window, indicating how the investment performed over the past year.
12-month standard deviation
The 12-month standard deviation calculates the standard deviation over a rolling 12-month window, offering insights into recent volatility.
Correlation
Correlation is a statistical measure of the relationship between two or more variables or investments. It assesses how closely their movements are related.
Buy
Buy refers to open a BUY (Long) position. Therefore, you gain when the stock goes up.
Sell
Sell refers to open a SELL (Short) position. Therefore, you gain when the stock goes down.
Position Value
Position Value is the total value of an investment position, calculated by multiplying the quantity of assets held by their current market price.
Position Value Pct
Position Value Pct represents the percentage of the total portfolio's value represented by a specific position. It helps assess portfolio allocation.
ticker
A ticker is a symbol representing a publicly traded company's stock on a stock exchange. It's used for easy identification and tracking of stocks.
symbol
A symbol is a unique identifier for a financial instrument or asset, such as a stock, bond, or mutual fund, enabling precise tracking and trading.
Exchange
An Exchange is a platform or marketplace where financial instruments, such as stocks and bonds, are bought and sold, facilitating trading and liquidity.
Sector
A Sector refers to a category or group of related companies within an industry, often used for portfolio diversification and analysis.
Asset Class
An Asset Class is a category of investments with similar characteristics, such as stocks, bonds, or real estate, offering varying risk and return profiles.
Value at Risk
Value at Risk (VaR) is a measure of the potential loss in the value of a portfolio over a specified time frame, providing insights into risk exposure.
Yahoo Ticker
Yahoo Ticker is a ticker symbol used on Yahoo Finance to identify a financial instrument. It's used for tracking and researching investments.
StdDev Risk Over Equities
StdDev Risk Over Equities is how much a position is contributing to the standard deviation of the portfolio divided by the allocation (%) of the position in the portfolio, indicating the volatility of stock holdings.
Value At Risk Over Equities
Value At Risk (VaR) Over Equities is how much a position is contributing to the Value At Risk of the portfolio divided by the allocation (%) of the position in the portfolio, assessing potential losses.
AUM
AUM (Assets Under Management) represents the total value of assets managed by a popular investor, indicating the scale of their fund.
Drawdown
Drawdown is the peak-to-trough decline in the value of a portfolio during a specific period, reflecting losses experienced by investors.
Modern Portfolio Theory
Modern Portfolio Theory is a theory that emphasizes diversification to optimize risk-adjusted returns in a portfolio, based on the trade-off between risk and return.
Smart Portfolio
Smart Portfolio refers to a portfolio designed and managed using advanced algorithms and strategies to optimize returns and minimize risks, often incorporating data-driven decision-making.

Select a portfolio

Select a benchmark

If no benchmark is selected, SPY will be used as default.

Historical performance

Show stats relative to benchmark
Download monthly stats

Cumulative performance

Show benchmark

Other statistics

Popular Investors Correlation

Correlation with benchmark

Combined portfolio

Allocation by sector

Allocation by asset class

Give us your feedback

Please take a moment to share your experience, report any issues or bugs encountered, and provide suggestions to help us enhance your website experience.
To report your feedback use this google form. Thank you!

How to use this tab?

IMPORTANT: THE ALGORITHM USED HERE IS DIFFERENT THAN THE ETORO ALGORITHM! ALTHOUGH THERE IS A VERY HIGH CORRELATION BETWEEN THE ESTIMATED RISK SCORE AND ETORO RISK SCORE (CORRELATION>0.8), THERE ARE OCCASIONs WHERE SCORE MIGHT BE DIFFERENT.

This tab allows you to modify your portfolio and calculate how your risk changes.

Double click on the table to modify your portfolio allocation.

To estimate volatility we use stock prices from Yahoo. Our algorithm helps you to match etoro tickers with Yahoo tickers. Sometimes it is not possible to determine the yahoo ticker, thus you might have to change it manually.

Check our post about risk score in our blog. link to article

Review your positions for the risk calculation (double click on the table to modify your posititions)

remove dates where stocks don't have any value


You first need to simulate a portfolio.

Risk allocation

How to use this tab?

This tab helps you to identify new eToro Popular Investors (PIs) that can make your portfolio more diversified.

The first thing you have to do is to choose the minimum criteria that you want to see in a PI. The suggested value are already set as default.

Once the results appear in the table below you can rank PIs on their performance and correlation with your portfolio (i.e. the portfolio that you simulated in the "Simulate your PI portfolio" tab. Therefore you first need to create a portfolio in the "Simulate your PI portfolio" tab.

Ideally you can select PIs that have a strong performance and low correlation with your portfolio. Adding such PI to your portfolio will reduce the volatility and risk, and potentiall improve your total returns.

Search Parameters

Results

How to use this tab?

This tab utilizes the concept of Modern Portfolio Theory (see explanation on investopedia) and it applies it to eToro Popular Investors. It will simulate thousands of portfolio with different PIs and different allocation for each PI. For each simulated portfolio we calculate volatility and expected return. The best portfolio is the one with the best tradeoff between return and volatility. You will see that portfolio highligted in the chart. Click on it to see the composition. You can also copy any of the simulated portfolio to the "Simulate your PI portfolio" tab so you can see more stats.

Portfolio builder parameters

Includes these PIs in the portfolio

Portfolio returns

Selected Portfolio

How to use this tab?

This tab helps you to discover new eToro Popular Investors (PIs) and rank them by different metrics.

The first thing you have to do is to choose the minimum criteria that you want to see in a PI. The suggested value are already set as default.

Once the results appear in the table below you can rank PIs on their performance.

High sharpe ratio indicate that the PI is generating high return in relation to its level of risk. High beta indicates PI that have high volatility. High alpha indicates PI that systematically outpeform the benchmark.

Search Parameters

Results

Visualize ranking

Popular investor ranks

How to use this tab?

This tab helps you to discover new eToro smart portfolios and rank them by different metrics.

The first thing you have to do is to choose the minimum criteria that you want to see in a smart portfolios. The suggested value are already set as default.

Once the results appear in the table below you can rank PIs on their performance.

High sharpe ratio indicate that the smart portfolios is generating high return in relation to its level of risk. High beta indicates smart portfolios that have high volatility. High alpha indicates smart portfolios that systematically outpeform the benchmark.

Search Parameters

Results

Visualize ranking

Smart portfolio ranks

What is eToro and eToro copy trading?

What is eToro?

eToro is a social trading and multi-asset brokerage company that was founded in 2007. It allows users to trade and invest in a variety of financial instruments such as stocks, ETFs, cryptocurrencies, and more. One of eToro's unique features is its social trading platform, which enables users to follow and copy the trades of successful traders.

What is eToro Copy Trading?

eToro Copy Trading is a feature that allows users to automatically copy the trades of other eToro users. This means that if a user decides to follow and copy another trader, any trades that the copied trader executes will be automatically replicated in the follower's own account.

How does eToro Copy Trading work?

In order to use eToro Copy Trading, a user must first find a trader to copy. This can be done by browsing through eToro's social trading platform and looking for traders who have a track record of success. Once a trader has been identified, the user can choose to allocate a portion of their own funds to automatically copy the trader's trades.

When a user copies a trader, any trades that the trader executes will be automatically replicated in the follower's own account. The size of the trade will be proportional to the amount of funds that the user has allocated to the copy trade. For example, if a trader executes a trade worth $100 and a user has allocated $1,000 to the copy trade, then the user's account will execute the same trade but with a value of $10.

What are the benefits of eToro Copy Trading?

  • Easy to use: Copy trading allows users to benefit from the expertise of experienced traders without having to do the research themselves.
  • Diversification: Copy trading allows users to spread their investments across a range of different traders and financial instruments.
  • Transparency: eToro's social trading platform provides users with access to a range of performance metrics for each trader, allowing them to make informed decisions about who to copy.
  • Low minimum investment: eToro allows users to copy other traders with as little as $200.

Overall, eToro and eToro Copy Trading are powerful tools for anyone looking to invest in financial markets. Whether you're a seasoned investor or just getting started, eToro's social trading platform makes it easy to access the expertise of experienced traders and diversify your portfolio.

If you don't have an eToro account yet, register here.

Save money while depositing and withdrawing from eToro!

As an investor, you want to be able to deposit funds into your trading account quickly, easily, and without paying high fees. Unfortunately, many online trading platforms charge some conversion fees when you deposit funds in a currency different from your account currency. But there are ways to avoid these fees, and we will discuss them in this post. Additionally, we will introduce you to two methods for depositing funds on eToro without paying conversion fees: Wise and eToro Money.

Using Wise

Wise, formerly known as Transferwise, is a popular currency exchange service that allows you to convert your currency at a lower cost than what traditional banks charge. With Wise, you can link your account to your eToro account and deposit funds directly. This is a great option if eToro Money is not available in your country or if you prefer to use a more general currency exchange service.

Using Wise can save you a significant amount on conversion fees, and we highly recommend it. However, keep in mind that there will still be some fees associated with using Wise, although they are typically much lower than traditional bank fees.

Sign up for Wise with this link for free

Using eToro Money

If you want to specifically deposit funds into your eToro account without paying any conversion fees, eToro Money is one of the best option. eToro Money is a new payment service that eToro launched recently. With eToro Money, you can deposit funds into your eToro account in your local currency without paying any conversion fees.

Using Both Methods

While using either Wise or eToro Money is an excellent way to deposit funds into your eToro account without paying conversion fees, we recommend using both methods if possible. This will provide you with more flexibility and options when it comes to depositing funds, especially if you are in a country where one of the methods is not available.

In conclusion, using both Wise and eToro Money is a great way to maximize your flexibility and options when it comes to depositing funds into your eToro account without paying conversion fees. By using both methods, you can choose the option that works best for you based on your specific needs and circumstances.

And if you decide to use Wise, please consider using our affiliate link to support our website. Thank you!

Make sure you are protecting your investment!

Introduction

Online trading has become increasingly popular over the years, making it easier for people to invest and trade from the comfort of their homes. However, with the convenience of online trading comes the risk of cyber-attacks and identity theft. In this article, we will provide you with tips on how to safeguard your money and personal information while trading online.

Tip 1: Use a VPN

Using a Virtual Private Network (VPN) is one of the most effective ways to safeguard your online transactions and personal information. A VPN encrypts your internet traffic and hides your IP address, making it impossible for hackers to intercept your data. According to recent statistics, there has been a 63% increase in cyber-attacks in the past year alone. We recommend using NordVPN, which is one of the most secure and reliable VPNs on the market.
You can sign up for NordVPN using our affiliate link and get a significant discount: Register here to NordVPN.

A VPN will also be needed when you need to access your broker or bank while on holiday. Furthermore, if you are abroad, some countries' ISPs might even block access to certain brokers. Therefore, you will need a safe way to connect to the broker.

Tip 2: Use a Strong and Unique Password

Using a strong and unique password is crucial to protect your trading account. Hackers can easily bypass two-factor authentication, making a strong password the best protection. A password needs to be complex and unique. If it is not unique or is a combination of other passwords, hackers might be able to find it quite easily, especially if you previously registered to websites that have been hacked.

When you have multiple unique passwords, it can be challenging to memorize all of them. You can use NordPass that comes together with NordVPN as a safe place to store this information.
You can sign up for NordPass using our affiliate link: Register here to NordPass.

Tip 3: Keep Your Software Up to Date

Keeping your software up to date is essential to protect your computer and your trading account from cyber-attacks. Make sure to install the latest updates for your operating system, antivirus software, and trading platform. These updates often include security patches that address vulnerabilities and protect against the latest threats.

Conclusion

By following these tips, you can safeguard your money and personal information while trading online. Remember to use a strong and unique password, keep your software up to date, and use a reliable VPN like NordVPN to encrypt your internet traffic and protect your online transactions. NordVPN also offers NordPass, a password manager that helps you store your passwords safely, so you don't have to worry about remembering all of them. By using NordVPN and NordPass, you can ensure that your personal information is protected from cyber threats, and you can trade online with confidence.

Finally, it's essential to remember that cyber-attacks are becoming increasingly sophisticated and prevalent. In 2021 alone, there were 5.4 billion data breaches globally, a 36% increase from the previous year. With these alarming statistics, it's crucial to take your online security seriously and take steps to protect your money and personal information.

In conclusion, online trading can be a convenient and lucrative way to invest, but it's also essential to take precautions to safeguard your money and personal information. By using a strong and unique password, keeping your software up to date, and using NordVPN and NordPass, you can ensure that your online transactions and personal information remain secure. So don't wait any longer, sign up for NordVPN and NordPass using our affiliate links today to enjoy a significant discount and the peace of mind that comes with knowing your online security is protected

What to look when searching for an eToro popular investor to copy

Investing in the financial market can be a daunting task, especially for beginners. But with the emergence of social trading platforms like eToro, the process has become easier and more accessible. By copying a Popular Investor, you can follow their investment strategy, potentially achieving similar returns. However, finding the right Popular Investor to copy can be a challenge. In this article, we will discuss some tips on how to find an eToro Popular Investor to copy.

  1. Check the History: When searching for a Popular Investor, it's essential to check their trading history. eToro requires that Popular Investors have at least three years of history on the platform. You can check their performance by looking at their portfolio's past trades, profits, losses, and risk level. It's important to note that past performance is not a guarantee of future results, but it can give you an idea of the trader's experience and consistency.
  2. Match Your Risk Profile: It's crucial to find a Popular Investor whose risk level aligns with your personal risk profile. You can check a Popular Investor's risk level by looking at their risk score. eToro assigns a risk score to each trader based on their historical volatility, so you can compare and choose the one that suits your risk appetite.
  3. Complement Your Portfolio: If you're already copying someone or managing your own investment, you may want to look for a Popular Investor who can complement your portfolio. For example, if you have a high-risk portfolio, you may want to find a trader who specializes in low-risk investments. By diversifying your portfolio, you can potentially reduce risk and achieve better returns.
  4. Look for Trustworthy Traders: Trust is critical when choosing a Popular Investor to copy. You should look for traders who are transparent, have a good track record, and communicate regularly with their followers. You can also check their reviews, social media profiles, and other public information to get a better sense of their reputation.
  5. Evaluate Their Investment Philosophy: Finally, you should evaluate the Popular Investor's investment philosophy. Do they have a long-term or short-term investment strategy? Do they invest in stocks, cryptocurrencies, or other assets? You should choose a Popular Investor whose investment philosophy aligns with your own investment goals and values.

In conclusion, finding the right Popular Investor to copy on eToro requires careful consideration. By checking their trading history, matching their risk level, complementing your portfolio, choosing trustworthy traders, and evaluating their investment philosophy, you can potentially improve your chances of success in the financial market. Remember to do your research and only invest what you can afford to lose. Happy investing!