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Rule-based decisions
A strategy may use indicators, price levels, volatility, or other defined conditions to identify possible entry and exit points.
Trading education · Workvest Inc.
Understand smarter way to earn handsfree with automation.
Explore how trading bots and copy trading work, how trading decisions can translate into potential profits or losses, and how Workvest uses trading technology as part of its platform offering.
A practical introduction for people who want to understand automated and social trading.
Illustrative strategy activity● MARKET-CONNECTED CONCEPT
RulesPredefined conditions
SignalsMarket information
ControlsRisk settings
Conceptual illustration only. It is not a live performance chart or a promise of returns.
01 · Automated trading
What is bot trading?
A trading bot is software that follows a set of rules to analyse market information and, where connected and authorised, place or manage trades automatically.
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Automated execution
When its conditions are met, the bot can send trade instructions through a supported broker or exchange connection, subject to permissions and settings.
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Ongoing monitoring
Users should monitor activity, review settings, and understand when a bot should be paused or stopped as market conditions change.
02 · Social trading
How does copy trading work?
Copy trading allows a user to mirror some or all of another trader's activity in a linked account. The copied trades still carry the same market risks.
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Choose a strategy provider
Review the trader's approach, trading history, drawdowns, markets traded, and risk profile. Past results do not predict future performance.
- Compare strategy and trading style
- Review risk and historical losses
- Understand any fees or charges
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Set your copying preferences
Choose how much capital to allocate and configure available risk controls. Depending on the platform, copied trade sizes may be scaled to your account.
- Set an allocation limit
- Use stop or exposure controls where available
- Monitor and disconnect when appropriate
03 · The process
From market analysis to a trade
Whether a trade is automated or copied, the basic market process is similar.
STEP 01
Analyse
A trader or algorithm studies market data and identifies a possible opportunity.
STEP 02
Enter
A buy or sell position is opened when the strategy's conditions are met.
STEP 03
Manage
The position is monitored and may be adjusted or closed under the strategy rules.
STEP 04
Review
The outcome is measured after costs, including any realised gain or loss.
04 · Understanding outcomes
How can trading profits be made?
A trade may generate a profit when the market moves in the direction anticipated by the strategy and the gain exceeds applicable fees, spreads, funding costs, and other charges.
For example, a long position may benefit if an asset is sold at a higher price than it was bought. A short position may benefit if it is bought back at a lower price than it was sold, where short selling is supported.
A simple illustrative example
Suppose a strategy buys an asset at $100 and later closes the position at $105.
Price difference$5.00
Gross movement+5%
Net resultDepends on costs
Hypothetical example only. A trade can move against the strategy and lose money; fees and slippage can reduce results.
05 · Workvest Inc.
Where Workvest fits in
Workvest provides a platform experience that includes access to trading-related features such as bot trading and copy trading. Users should review the available product information, operating terms, supported markets, and risk controls before using any feature.
Want to explore the Workvest platform?
Visit Workvest to learn more about its platform and available trading features.
Risk notice: Trading in financial markets involves risk. Prices can rise or fall, and you may lose some or all of the capital committed. Automated systems can malfunction, execute at unexpected prices, or perform poorly in changing markets. Copy trading does not remove risk or guarantee that another trader's results will be repeated. Never trade with money you cannot afford to lose. This page is for general education only and is not financial, investment, or legal advice.