Accessing Your Fund Management Dashboard
To manage your funds:
Log into your Client Portal
Navigate to the Fund Management tab
Select My Strategies
Click the three-dot menu icon (⋮) next to any fund you wish to manage
Key Management Options
From the fund management menu, you can:
Edit Fund Information
Modify your fund name and description
Update your strategy avatar/image
Customize how your fund appears to potential investors
Trading Access
Sign in to Web Trader for direct trading access
Change your trading password for security purposes
Fund Administration
Review investor approvals (deposits, withdrawals, transfers)
Archive the strategy when needed
Share your strategy with potential investors
Fund Status Requirements
For your fund to achieve "Active" status, it must meet these minimum requirements:
Minimum Assets Under Management: USD 20,000
Minimum Number of Investor Accounts: 3
Until these requirements are met, your fund will remain in "Inactive" status, limiting its visibility to potential investors.
Fund Performance Monitoring
The fund card displays essential information including:
Platform type (MT4 or MT5)
Master Account number
Current performance metrics
Asset allocation statistics
Use these tools to monitor your fund's performance and make strategic adjustments to your trading approach as needed.