Exness Portfolio Manage is not a standalone product, but rather a collection of features within the Exness Personal Area and terminal interfaces that help you monitor open trades, analyze performance, and apply risk control—all from a single dashboard.
Core Functions of Exness Portfolio Manage
Track active and closed positions in real time
Analyze account performance by asset type or trade strategy
Apply stop-loss and take-profit management
Switch between multiple accounts with ease
Monitor margin levels, equity, and free margin
It’s accessible via both the browser and mobile app, supporting full synchronization across platforms.
Key Metrics Tracked with Exness Portfolio Manage
To make smart decisions, traders need visibility into metrics that impact their balance, exposure, and risk.
Portfolio Metrics Available on Exness
Metric
Description
Equity
Real-time value of your account including P/L
Free Margin
Funds available to open new trades
Margin Level (%)
Key ratio for avoiding stop-outs
Floating Profit/Loss
Live P/L from open trades
Trade History
Detailed records of past trades
These figures are auto-updated and displayed clearly in your terminal or Personal Area, making analysis and adjustments easier.
How to Use Portfolio Manage to Make Better Trading Decisions
Rather than just watching numbers move, Exness Portfolio Manage empowers traders to act on insights.
How Traders Use Portfolio Tools in Practice
Identify underperforming assets and reduce exposure
Reinvest profits into diversified positions
Monitor high-margin usage to avoid liquidation
Group trades by symbol or strategy for better clarity
Comparison – Manual Tracking vs Portfolio Manage
Feature
Manual Tracking
Portfolio Manage
Trade grouping
Spreadsheet only
Automatic in-app
Equity monitoring
Manual calculations
Live feed
Risk control tools
Limited
Integrated (SL/TP, margin alerts)
Asset class diversification
Hard to visualize
Color-coded & labeled
Exness Portfolio Manage reduces complexity so traders can focus on execution rather than admin.
Advantages of Centralized Portfolio Management
One of the top benefits of Exness Portfolio Manage is the consolidation of trading insights in one place. This minimizes mistakes, saves time, and supports strategic decision-making.
Benefits of Using Exness Portfolio Manage
Single-window access to all key trading data
Better visibility of risks and profit zones
Easier detection of overexposure to one asset
Mobile and web syncing for on-the-go trading
Auto-updates and historical logs for transparency
It’s particularly helpful for users managing multiple instruments (e.g., Forex + crypto + indices), as data is organized and filtered cleanly.
How to Access and Customize Portfolio Manage
You don’t need to activate anything separately. Exness Portfolio Manage is integrated by default into your account dashboard.
Use filters to sort positions by pair, asset, or size
Customize display mode (table/chart view)
You can also set alerts for margin levels, daily equity changes, and profit targets directly in the terminal.
Conclusion
Exness Portfolio Manage isn’t just a tool—it’s an essential part of efficient trading. By offering real-time tracking, risk control, and data visualization, it helps traders stay informed and react with precision. Instead of switching between spreadsheets and tabs, you manage your entire trading activity under one roof.
For anyone looking to grow, protect, and analyze their investments, understanding and using Exness Portfolio Manage can lead to smarter decisions and a more controlled trading experience.
FAQ
Is Exness Portfolio Manage a separate product or app?
No, it's a built-in feature within your Personal Area and trading terminal.
Can I see real-time updates for floating P/L and margin levels?
Yes. All major metrics are updated in real time and synced across devices.
Does this feature support both demo and real accounts?
Yes, you can manage and track demo or live accounts with the same tools.
Can I set alerts in Portfolio Manage?
Yes. You can configure alerts for margin calls, price changes, and equity thresholds.
What types of assets can I monitor in Exness Portfolio Manage?
You can track forex, metals, indices, cryptocurrencies, stocks, and more—everything in your account.