Broker Use Cases

How to Install Manager’s App

Step 1: Installation

To install the file, which was send to you by PAMM-support on your PC with Windows OS:

Manager_WL1.exe

Step 2: Setup access

When you will open Manager’s app first time, you will see the window Server. Add there the credentials, which PAMM-team will also send you.

Example:

  1. Name: Broker N.

  2. Host (IP address): 12.345.67.891.

  3. Port: 49120.

  4. Password: hidden.

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Step 3. Add more servers if needed

You can easily add as much servers to your Manager’s app as you need:

  1. Go to Menu and choose Add server.

  2. Fulfill credentials as it is described in the Step 2.

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Actions with Accounts

How to Create a New Master Account

Step 1. Press Create Account on the Main Screen of Master Account’s Section

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Step 2. Fulfill Mandatory Fields

2.1. Account and MT Settings

  1. If you need to convert client’s MT-account to master-account, Use existing MT account.

  • add the number to the field Account login

  1. Create new MT account.

  • account number will be generated automatically as the next in MT / also you can add the exact number to the field Account login

  • define Leverage & Currency

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Note

Existing MT account — client has this account in your MT.

New MT account — PAMM-system will create the account also in MT.

2.2. User Settings.

  1. If this client already have accounts, tick & find his user in the list Existing user

  2. If he is completely new in the system, choose New user

  • fulfill his Payment login (Wallet for Deposits/ Withdrawals)

  • choose Use Payment login for authorization when creating new user. Other options are used for integration purposes, so contact PAMM support team before using them

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Note

One client = one user. Client will see in his investment private room only the accounts connected to his user. So always choose the same user for one client.

2.3. Account Type and Settings.

  1. Choose the type of account for the dropdown list:

  • Signal Provider (Copy) for Copy Trading

  • Signal Manager (MAM) for MAM

  • Fund Manager for PAMM

  1. Better to add the nick-name to each master-account you want to show in the Leaderboard.

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👍 Finally press Create and that’s it.

How to Create a New Investment Account

Step 1. Go to the screen Investment accounts and press Create new

STEP 2. Fulfill mandatory fields

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2.1. Account and MT Settings

  1. If you need to convert client’s MT-account to investor’s account, Use existing MT account.

  • add the number to the field Account login

  1. Create new MT account.

  • define Leverage & Currency

  • you can let the system to generate just next login for the account or add any number which is free and applicable in MT as an Account login

Note

Existing MT account — client has this account in your MT.

New MT account — PAMM-system will create the account also in MT.

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2.2. User Settings

  1. If this client already have accounts, tick & find his user in the list Existing user.

  2. If he is completely new in the system, choose New user.

  • fulfill Payment login (Wallet for Deposits/ Withdrawals)

Note

Always choose Use Payment login for authorization when creating new user. Other options are used for integration purposes, so contact PAMM support team before using them.

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2.3. Account Type

Choose the type of account for the investor in the drop-down list:

  • Subscriber for Copy (Social) trading / MAM

  • Investor for PAMM

Nickname is not necessary for investor’s account — nobody will see it except the owner of the account.

STEP 3. Press Create

How to Archive or Delete Account

Following the steps of this instruction you could delete any account from the investment platform.

Note

When you delete the account in the investment platform, it doesn’t mean that it will disappear in MetaTrader. The account will remain in MT with its balance and history.

How to Delete Account Permanently

  1. Choose master/investor account you would like to delete.

  2. Choose Delete account in the context menu.

  3. Check if everything is correct and agree to delete.

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How to Archive Account

If you don’t want to delete account permanently, you can add it to archive and recover it then when you will need.

Until account is recovered, platform will not be making any operations with it:

  • will not copy any trades

  • it will be invisible for clients in web interfaces

  • will not appear in list of active accounts

  • statistics will not be collected.

But all data will still be available in database.

To archive an account:

  1. Just choose Move to archive instead.

  2. If you want to see all archived accounts, tick Show archived — you always can recover any of them.

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How to Hide a Master from Rating (Leaderboard)

You may need to hide the account from the Leaderboard, if it is your testing account or you don’t want to show it to investors for any reason. Better not to show master-accounts without deposits and history in your Leaderboard to keep it attractive for potential investors and money-managers.

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  1. Go to Properties of the master-account.

  2. Tick Hide from rating.

Note

Nobody will be able to see or find the master-account in the Leaderboard after setting this parameter.

How to Change the Nickname of the Master Account

Each master account has the nickname in the Leaderboard. You can easily change it following the steps below.

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  1. Open the Properties of the master account.

  2. Add the proper nickname to the field Nickname.

How to Change Account Type After Creation

Sometimes you or a client make a mistake during opening of account and you want to fix it without opening second account.

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  1. Go to master/investment account tabs.

  2. Open account properties window with double click on account.

  3. Change account type.

  4. Add more settings if account type is PAMM.

Note

But it is important to avoid changing account type it if there are some opened positions on account.

Or speak to support team before doing it.

Account Types

Social Trading Master

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Social Trading Investor

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PAMM Master

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PAMM Investor

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MAM Master

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MAM Investor

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Combined Types of Accounts

You can combine one or several account types at once.

  1. Each master can be social trading investor and can be subscribed to any account that is not only subscriber to receive signals from it.

  2. PAMM Master can be also MAM Master at same moment.

Note

Please test all this custom setups prior using them on live server.

How to Change Master Account Type from PAMM to MAM with Investors

If you have PAMM-master account with subscribed PAMM-investors and want to change their types from PAMM to MAM, you need to make following steps:

  1. Close all opened positions — this is critical step, ensure you made it before continue

  2. Unsubscribe and withdraw all subscribed investors:

  • Open investor account’s settings, on the tab Balance press this button (repeat this step for every subscribed investor):

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  • Open master account’s settings, on the tab Balance activate all withdrawals:

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  • On the tab Subscriptions press Refresh button and wait until all investors’ statuses become unsubscribed:

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  1. Change master account type:

  • Check option Signal Manager (MAM)

  • Uncheck option Fund Manager (PAM)

  • Save changes:

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  1. Change investor accounts type. Select option Subscriber (MAM) and save changes:

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  1. For every investor return funds from payment accounts to investor accounts by making deposits:

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  1. In master account’s settings on the tab Subscriptions change Allocation type if it needed (default type is — % by Equity * Ratio).

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  1. Activate subscription for every subscriber:

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How to Set a Risk Limit on a Master Account

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  1. Go to master accounts page.

  2. Double click on any master account.

  3. Set a risk limit.

  4. Click Save.

That’s it 🙂

How to Change a Payment Account for Master / Investment Account

To change payment account of a particular account, you need to change a payment account of user to which that account belongs.

  1. Find a payment account on investment / master account page.

  2. Go to users.

  3. Find a payment account that you want to change.

  4. Double click on user.

  5. Change payment account.

  6. Click Save.

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How to Assign a MT Group for Creation of New Accounts

Note

This is an expert level action and it can be done only in a Daddy app.

  1. Open a Daddy app.

  2. Go to Whitelabels tab in a sidebar.

  3. Click on Accounts tab.

  4. Click on a name of your company (whitelabel).

  5. Check that currency is in the list. If not — add it.

  6. Click on currency groups.

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Now you can see a window with list of account types and group names on the right to them.

  1. Just choose a group in a dropdown list.

  2. Click save on a small window.

  3. Then click save on a big one.

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How to Limit Max Number of Accounts for One User

Note

This is an expert level action and it can be done only in a Daddy app.

  1. Open a Daddy app.

  2. Go to Whitelabels tab in a sidebar.

  3. Click on a name of your company (whitelabel).

  4. Click on Accounts tab.

  5. Click on a Maximum account number field.

  6. Fill the number.

  7. Click Save.

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Management of Subscriptions

How to Subscribe an Investor to a Master

Step 1: Choose the investor you want to subscribe to a master in the list of investors and open the tab Subscriptions

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Step 2. Create New Subscription

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  1. Go to tab Subscriptions.

  2. Make sure that you are on the tab as Investor.

  3. Press Create new.

Step 3. Fill Master Login

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To make a default subscription just fill master-login to which you want to subscribe this investor and press Create.

Create a subscription from the master’s account:

Just get the subscription window from the master choosing As master on the subscription page. Then add the login of the investor, you want to subscribe.

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Create a subscription from the subscription page.

Click Create new on the screen Subscriptions and add the numbers of master’s and investor’s accounts you want to subscribe to each other.

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To sup up, for the simple subscription you just need to fill in the account numbers and click Create.

Customize Subscription.

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  1. Set Allocation. Select Allocation from the dropdown to setup the formula how this investor will copy the deals from master.

Note

Be careful changing allocation formula! Choose only the method you have in web-interface and make sure that this formula will not be a surprise for your client

  1. Set Risk ratio. Change Risk ratio to change the volume which investor will copy. Ratio will be valuable only if you chosen the allocation formula with Ratio.

  2. Set limits of profit/loss.

  • Select from the dropdown how do you want to set a risk limit: you can select fixed money — absolute value. Or set it in percentage — drawdown % from max profit.

  • Choose Limit loss/profit to limit possible loses/profit of the client. As soon as he will reach it, his deals from this master will be closed and subscription will be cancelled.

Note

In general, be careful with this additional settings — in case of any doubts contact PAMM support team.

How to Unsubscribe an Investor from a Master

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  1. Go to the section Subscription.

  2. Choose the pair investor-master, for which you want to cancel subscription.

  3. Change the status to Unsubscribe.

As a result this subscription at first will go to the status Wait unsubscribe, then disappear from the list of active subscriptions and will be moved to archived.

How to Reverse-Copy Traders (How to Earn on Losing Traders)

  1. Subscribe investor to a master and find the subscription on subscriptions page.

  2. On a subscription properties page activate a checkbox named Reverse Signal.

  3. Click Save.

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Based on statistics from 70% to 95% of traders are losing money. With reverse copy follower can earn when average traders lose money.

So why to look for best traders if you can make a portfolio from average guys and reverse it?

How Small Investor Can Copy Every Position from Big Account

Sometimes investor and money manager has too different accounts sizes, e.g. 5000$ vs 200$. Without that setting investor will usually get signals for less than 0.01 lot that can not be opened in MetaTrader server.

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  1. Subscribe investment account to a master account.

  2. Find a subscription on a subscription page in manager’s app.

  3. Activate a Open minimal volume checkbox.

Note

All subscriptions are created with activated setting by default. So you need to make it only in case when it was deactivated by investor or your colleague.

For example you have allocation formula. Let’s say it is a proportionally by equity x ratio.

Lot of investor = master_lot x equity_investor/equity_master x ratio

Let’s take following numbers: master’s equity = 2000 investor’s equity =500 master’s lot = 0.02 ratio = 1

Calculated lot for investor with numbers above is = 0.005. It is smaller than min lot on a server for FX = 0.01.

So we have 2 options: open 0.01 or don’t open anything.

If min lot option is activated — 0.01 lot will be opened on investor’s account.

How to Unsubscribe PAMM Investor from Master

Step 1. Create a request to unsubscribe investor

The first step to cancel a subscription in PAMM is the same as for other types of accounts.

  1. Go to Subscription’s Properties.

  2. Click Unsubscribe.

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Step 2. Accept the request by PAMM-manager

Then don’t be surprised that the subscription will still remain in the list. When Investor unsubscribes, he needs to withdraw money. So PAMM-manager should accept the withdrawal as he doing it for usual deposit/withdrawal operations. If the manager has a schedule for it, Investor will quit PAMM according this schedule.

How to Set a Risk Limit on Investment Account

Investors can not set a global risk limit on whole account, but they can limit risks for a particular money manager (subscription).

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  1. Go to subscriptions tab.

  2. Find a right subscription and double click on it.

  3. Use filter with master/investment accounts logins if needed.

  4. Choose a risk limit type.

  5. Fill amount of it.

  6. Click Save button.

Note

Before you start, Subscribe investment account to a master account as you can not do it right after creation of the account.

How to Check Subscription Settings of Investor to a Master

  1. In manager’s app go to subscription tab.

  2. Use filter in subscriber column.

  3. Double click on subscription and check current settings.

  4. Make changes if needed and click save or just close the window.

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How to Create a Complex Hierarchy of Subscribed Accounts

(Case Master 2 — Master 1 — Investor for Social Trading accounts)

Usually clients want to see plain subscriptions like Master <->Investor but sometimes they need to have accounts hierarchy with more than one level. Let’s take a look at the structure where we have investors copying their positions from Master 1 and Master 1 copying his positions from Master 2.

  1. Create master account “Master 2” and set Account Type “Provider+Subscriber“.

  2. Create master account “Master 1” and set Account Type “Provider+Subscriber“.

  3. Subscribe Master 1 account to Master 2.

  4. Create investment account and set Account Type “Subscriber“ for him. Subscribe this investment account to Master 1.

Note

You can add more levels between your Main Master and End Investors but all accounts on these levels must have Account Type “Provider+Subscriber“. It guarantees that your accounts will be able to act like both Masters and Investors.

Money Manager’s Fees: Settings and Payments

This section is about managing fees for master accounts. This is a core part of investment business.

The investment platform is charging investors in favor of money managers automatically. Broker or Trader just need to set fees to start the process.

Money manager have opportunity to use any of four types of fees:

  • Performance fee (% from net profit)

  • Trade fee (charged for turnover: $/lot)

  • Management fee (% from equity per year)

  • Profit fee (% from gross profit)

How to Set a Fees Schedule for a Master Account

Step 1. Go to the menu with fees settings

  1. Go to the Properties of the Master account for which you want to create a fees schedule.

  2. Click Manage fees list.

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Step 2. Add levels of your fees’s schedule

  1. Click Add to create a new level of your fee’s schedule.

  2. Set the Balance.

Note

Tip: Boost your deposits. Idea is simple: More you invest, less you pay. Master can create the attractive offers for his big investors stimulating them to invest more money to gain on lower fees.

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Step 3. Set the values of fees on each line

  • Trade fee = USD / Lot.

  • Perf. fee = Performance fee. Paid in % from net profit.

  • Prof fee = Profit fee. Paid in % from profit only from profitable positions.

  • Mngm. fee = management fee. Paid in % yield.

  • Subs. fee = Subscription fee.

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Note

Avoid setting all 5 types of fees simultaneously as it can confuse clients. The most often clients’ choice is performance fee only. Sometimes it is combined with Trade fee.

Note

If you offer crypto trading, inform your clients that trade fee is not compatible with all instruments and works best with FX pairs and metals. Lots of some crypto pairs cost nothing (like XRPUSD) and that is far from 100k BCU for FX pairs.

Step 4. Set the periodicity of fees’ charging

Period is applicable only for 3 types of fees:

  1. Performance fee.

  2. Profit fee.

  3. Management fee.

Trade fee is paid after closing of each position by money manager.

Periods: Fees can be paid on daily, weekly and monthly basis.

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Step 5. Save and check

Click Create new and then Refresh. Your fee will appear in the field (1) with its unique ID.

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New feature: Subsription fee.

Subscription fee is a flat fee independent from trading activity or account size. Same as you pay for YouTube Premium or Spotify subscription.

Just amount of money per period. Very similar to fees in MQL Signals.

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How to Set Fees for Leaderboard (default fees) on Master’s Account

  1. Go to the master’s account Properties double-clicking particular master in the list.

  2. Choose the ID of the fees’ schedule from the drop-down list.

  3. Click Save.

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Some theory about default fees:

Default fees are fees that are shown in web interfaces when investor tries to subscribe to account of a trader via leaderboard.

So once investor subscribes to a master via leaderboard, he accept his default fees.

If master will change fees in web interfaces or broker change fees here in manager’s app in properties of master account, that will affect only default fees for new investors. Conditions for all current investors will remain same.

How to Share Master’s Fees with Partners

Partner in most cases is a guy who helps Money-manager to trade. It might be his analyst, risk-manager/ programmer who helped with EA/ any other person who helps master somehow. Money manager can share all the fees he gets from investors with his partner.

That is very different from sharing fees with agent who attracts only 1 investor.

Use case 1: Share all master’s fees with the partner.

Description: money manager wants to share all fees he gets from all his investors with one partner.

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  1. Go to master account Properties.

  2. Select the button Partners.

  3. Work on the side as Master since you are setting partner’s fees on this account as for a master.

  4. Add the Login of the partner and the Percentage of fee you want to share with him.

  5. Click Save.

Use case 2: share fees master gets from the particular investors with partner.

Description: Money manager wants to share the fees only from one investor with his partner.

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  1. Go to investor’s account Properties.

  2. Select the button Partners.

  3. Work on the side as Subscriber since you want the fees charged only from this particular investor to be shared with the partner.

  4. Add the Login of the partner and the Percentage of fee you want to share with him.

  5. Click Save.

Note

If the Master is also a subscriber (investor) and you want to share the fees he is charged with the partner, you should open the properties of this Master and follow the steps of the 2nd Use case starting from the point 2.

How to Set Fees for Particular Investor

Sometimes Master-trader wants to charge the particular investor via individual fees’ scheme. You are welcome to provide the client this opportunity setting the necessary fee’s schedule at the subscription between this master and his particular investor.

  1. Go to Subscription properties double-clicking the Subscription between the master and investor in the list of subscriptions.

  2. Select the fees’ schedule in the dropdown list.

  3. Click Save.

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What to do if dropdown list is empty? That means that master doesn’t have any fees schedule right now. Please ask him to create it in web interfaces or do it for him. After creating a fees schedule for a master go back to this article and set them to investor.

How to Check Amount and Date of Next Fees Payment for Investor

Where to check fees.

Next fees can be checked at subscription settings page.

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There are 4 types of fees and 3 of them are paid once in a period. Each of 3 fees have 3 fields where you can find all information about past and future payments.

  1. Base parameter for fee. All of them are used for calculation of fee:

  • Sum profit/loss for performance fee based on net PnL

  • Sum profit for profit fee based on gross profit

  • First deal date of first deal for management fee

  1. Last: information about last paid fees:

  • deal

  • date

  • current/previous base parameter value

  • ID of fees schedule

  1. Next:

  • amount of next fee payment

  • current value of base parameter

  • time when fees will be paid

  • ID of fees schedule

So on this example you can see that fees are calculated as 50% from gross profit. Previous value was 100, now it is 156.85. So fees to be paid are 28.43 and will be paid on 2019.07.28.

How to find it.

There are 2 ways to find it: directly from subscriptions page in main menu or from subscriptions at the account page.

  1. At subscription page.

Use filter by master or investment account and then make a right click on a subscription and then go to subscription settings.

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  1. At accounts page.

Go to subscriptions and then make a right click on a subscription and then go to subscription settings.

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Deposit & Withdrawal Operations

How to Make a Deposit/Withdrawal on Copy Trading/MAM Account

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Choose the account and specify the amount of money for DW.

  1. Go to the account’s Properties by double clicking the account in the list.

  2. Choose the tab Payments.

  3. Add the Amount of money which you want to deposit/ withdraw. Here it is in the currency of this account.

  4. Press the button Deposit or Withdrawal depending of what do you want to do.

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Process the transaction.

  1. Check the details of your operation in the next pop-up.

  2. Agree if everything is OK.

Note

DW operations are always done from/ to the Payment account connected to the master/investing account. Clients can make DW to their payment account via Trader’s room.

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Check the result.

Press Refresh to make sure that the transaction is successful. You should see how the amount of money on the PA and on the account changed according your transaction. At the example on the picture I deposited 1000USD to the account: PA’s balance decreased by 1000 USD and accounts’ balance increased by 1000 USD proportionally.

Note

In Copy/Social trading and MAM it is allowed to make deposit/ withdrawal via Meta-Trader. Use the separate instructions for deposits/withdrawals in PAMM type of accounts.

How to Make a Deposit/Withdrawal in PAMM

PAMM master account is a Fund, so its balance is composed from the balances of its Investors. That’s why all deposits/ withdrawals (DW) should be done via investor’s accounts.

If the client who owns PAMM master account would like to add his own funds to it, he should:

  1. Create investment account.

  2. Subscribe it to his PAMM master.

  3. Make DW-operations via the investment account you created as it is described in the steps below.

Step 1: Make a DW to investor

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  1. Make a DW to the PAMM-investor following the instruction for other types of accounts.

  2. Check the status of the DW in the field Active orders — this field is applicable only for PAMM.

Step 2: Trigger DW to master’s account

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PAMM master is protected from the unexpected DW: he has an opportunity to setup one of three possible ways to organize DW to his account: automatically according the schedule or he can do it manually.

As a Broker you could always trigger DW on PAMM when it is necessary, following the further steps:

  1. Go to Master account Properties.

  2. Choose the tab Payments.

  3. Check that request from your investor is on place in the upper list.

  4. Click Activate new — this way you activate the DW-order.

  5. Click Refresh — DW-operation may take some time.

  6. Check that your DW is done — it should go to the Finished orders and change the status to OK.

How to Add the Trading History to the Master Account from MT Report (CSV)

If you have trading history downloaded from the MetaTrader-4 in the csv-format, you can easily load trading history to the master-accounts in your rating following the steps below.

Step 1. Convert your file to file for history load

We recommend to setup Excel in the way when it is not converting format of the data to numbers and dates. Because in this case your file can be corrupted and will not be accepted for load.The separator should be “;”.

How to save your csv from converting text to dates in MacOS?

  1. Add the data from your file to this table for MT4. This way you will modify your history to the proper format for load.

  2. Make sure that all data in the table is still in text-format.

  3. Save the table again in csv.

Step 2. Open the history loader

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  1. Open Properties of the master-account.

  2. Choose the tab Summary.

  3. Click the button History to open the history-loader.

Step 3. Deposit money to your master-account

You should deposit the same amount of money as you have in your csv-report: the balance on master-account should match the balance in your history.

Step 4. Open history

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  1. Click Delete DB to clear the history of this account. At least there is your balance transaction, which you also need to clear.

  2. Click Import from and choose MT orders style. You can choose MT5 or MT4 style depends on which file do you have.

  3. Choose the prepared file from the folders of your computer and click Save.

  4. Your history will appear on the tabs:

  • New deals

  • New positions

Step 5. Load and check the history

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  1. Check you history on tabs New deals/ positions.

  2. If everything is ok, click Upload to DB.

  3. Your history will appear on the tabs:

  • Cur. deals

  • Cur. positions

  1. Click Refresh if it is not appearing for several seconds.

Now you can go to the Leaderboard and check your master-account with history. Don’t forget to open positions on it to make the history moving and updating — this way your chart will stay alive.

How to Save CSV from Converting Text to Dates in MacOS

Follow the simple steps in GIF to save your csv-files from corrupting by Excel.

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  1. Go to System Settings.

  2. Select Language & Region.

  3. Click Advanced settings.

  4. Choose Dates and add “:” as a separator.

  5. Choose Times and add “/” as a separator.

How to Upload and Correct Existing History Data

Usually corrected history data are uploaded to master accounts in order to make them more attractive for potential investors.

Usually there are two main goals to achieve:

  1. Increasing profitability.

  2. Decreasing maximum (or local) drawdown.

It is possible to achieve it with adding profitable positions to the account history or decreasing/removing unprofitable ones.

How to find History Loader

  1. Go to “Master accounts“ menu of admin panel (Daddy) or manager panel.

  2. Choose the master account that you want to correct and open it with double click on it.

  3. Go to “Summary“ tab.

  4. Click the “History Loader“ button.

Once you did all the steps the “History loader“ window should appear (see the screenshot for details).

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Steps when modifying the history:

Let’s say your client wants to learn how to modify the history in order to make his accounts more attractive.

As an example he asks you to delete one position from provided account.

Please do the following steps:

  1. Export current account history.

  2. Modify the exported file.

  3. Delete current history data from database.

  4. Upload the modified file from step 2.

If you miss even one of the steps the history will be re-calculated incorrectly. Please find description of every step below.

Step 1. Export current account history

To export the history please click “Export To“ button and choose appropriate format. “MT4 orders style” fits the best, in my opinion.

_images/man22-2.png

Don’t modify the exported file but use its copy instead. Leave the original file as a backup in case you need to roll everything back.

Note

Data export to MT4 format is available for both MT4 and MT5 server. You can use it no matter what server you have.

Step 2. Modify the exported file

You can modify history in two ways:

  1. Position management (means you add new positions/delete existing ones/change positions’ PnL).

  2. Adding a balance operation to compensate for PnL changes from Step 1.

The main principle: summary of total values for columns “Commission“, “Swap“, “PnL“ must be equal to current balance value.

How to make things easier: it is better to modify positions when everything is closed on your account. Otherwise, the floating pnl will affect the account’s profit.

File format is quite clear. If you want to add a new position to the middle of the table then please copy and paste any deal and change its parameters (including time).

If you want to delete a position — go ahead but please correct one of balance operations for this account (they do exist for this account). You must add there PnL of deleted position.

Step 3. Delete current history data from database

Please click “Delete DB“ button on the history loader page.

_images/man22-3.png

Step 4. Upload the modified file

  1. Please click button “Import from”.

  2. Choose your modified file (it must be located on the same machine where your admin/manager application is).

  3. If your history is already far behind today, check the checkbox “Shift Time on Today”.

  4. Please click the button “Upload to DB“.

P.S.

If you completed all the steps with no problem — you are my hero!

Usually there is a possibility that the client may be NOT satisfied with the modified history.

Please follow the instruction to roll the things back:

  1. lick “Delete DB“ button on the history loader page.

  2. Choose the original file that you left as a backup.

  3. Upload it.

After it you will have the same statistics as if you have never changed it.

Then try again! Modify and upload files as many times as you need to get the correct history that satisfies the client.

How to Upload History Files Sent by B2Broker

File name explanation

Files always have following names: 1_МТ4_5121.79_77%

  • 1 — ID of chart in History bank. So consider it like ID only

  • MT4 — type of file format as PAMM platform can work with deals (MT5 type) and positions (MT4 type). So use the proper file format upload function when you’re uploading history

  • 5121.79 — amount of money on the account

  • 77% — return of the account

Step 1: Create the master account where you want to upload a history file.

Then go to account page (double click on it) and go to history section.

_images/historyloader.gif

Step 2: Deposit amount of money that is written in the name of the file to it.

Examples for files with different names:

  • 1_МТ4_5121.79_77% > deposit 5121.79$

  • 54_MT4_8821.54_121% > deposit 8821.54$

Step 3: Delete history in DB with clicking on a following button.

_images/man23-1.png

Note

Be sure you did it before uploading new history.

That is the most common human mistake during that process. Be sure you did it before uploading of new history from a file otherwise you will have errors.

Step 4: upload a history file

_images/historyopen.gif

Note

Always use shift time on today checkbox near to Upload to DB Button.

Error in the manager’s app (Access token not found)

The error itself

Often a PAMM customer can see the following error when they can’t connect to their server via manager’s app:

_images/man24-1.png

The reason could be the wrong credentials.

To solve this we should ask what host, port and password the customer is using.

Checking host and port

Host and port we can check here:

https://docs.google.com/spreadsheets/d/1g8IylfA6UVQgm9RSD9zrVLcHbDTeU1M0LGcLar9I534/edit#gid=0

Checking the password

The password for customer’s manager app and the password for admin app are different, so we can check (and change if needed) the customer’s password here:

_images/man24-2.png

Creating new user

Also here we can create a new user for the customer if needed:

_images/man24-3.png

How to Create Read-Only Accounts (Making Settings)

If you want to prohibit trading on any of your accounts and grant trading rights only in MT manager personally — you can do it easily in 2 steps:

  1. Go to main screen of admin panel.

  2. Then click on settings button.

_images/man25-1.png
  1. On this screen choose “Create account with read-only flag”.

  2. Click Save.

_images/man25-2.png

Simplified History Uploader Manual (11.11.2020)

Section 1: Creation of history

For uploading history we created a template in google spreadsheets.

_images/man26-1.png

There are 2 sheets in this file:

  1. History for export.

  2. Date Modificator.

Start with 3 steps:

  1. Select row 4 and drag it to the bottom and create as many rows as you need.

  2. Modify Cell I2 (close time) — that is the date of first historical deal on your account.

  3. Modify step of date on a sheet with Date Modificator — so you have equal time step for each row (for example 1 row = 8 hours or 1 row for every 1 day).

Note

  • We recommend to use 12-24 hours. No sense to make smaller steps than 12 hours if you’re uploading 12+ months of history and better to make 1 dot on a chart for each trading day.

  • No need to tailor date of last row to current date. Our history loader can do it for you.

  • No need to tailor last balance to current balance of account. Our platform will do it for you

Step 4: fill profit:

By default you can find in a file randomizer formula which you can tailor on your own. But if you want to create your own chart of return, just fill your own numbers in profit column

Profit in N2 is initial balance of account.

Note

Change any number in formula tab and random numbers will be replaced again. So you can generate multiple versions of a historical charts for your time period in just few clicks.

Last Step: export:

Go to file menu > Export > CSV file.

Section 2: Upload history

  1. Authorize in Daddy app (admin panel for PAMM / Copy platform).

  2. Upload a CSV file on a PC with Daddy app.

  3. Go to master accounts tab.

  4. Make a right click on account to which you want to upload a history and choose History loader button.

  5. In history loader delete all previous history, then import from MT4 positions. Also please activate checkboxes “Shift time on today” and “Align balance to account”.

  6. Click upload.

Note

History uploader is not perfect and if you don’t see deals in a New deals tab after opening your CSV file then probably you need to try to open another file or change to comma Separator.

Additional examples of files that definitely work are attached to that article.