Forex CRM / PAMM/Investors
Investors
View investor allocations, equity shares, and portfolio performance.
Overview
Investors are users who allocate funds to PAMM master accounts. They benefit from the master's trading expertise while sharing in both profits and losses.
Key Concepts
- Allocation: Amount invested in a specific master
- Equity Share: Percentage of the total pool (determines profit/loss distribution)
- Unrealized P&L: Current profit/loss from open positions
- Realized P&L: Settled profit/loss from closed positions and rollovers
How Investors Join
- Browse available masters in the client portal
- Select a master and specify investment amount
- Funds transfer from trading account to PAMM pool
- Start participating in profits/losses immediately
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TipEquity share determines how profits and losses are distributed among investors. If an investor holds 10% of the pool, they receive 10% of all gains and bear 10% of all losses. Make sure investors understand this proportional model before they invest.
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NoteUnrealized P&L updates continuously while the master has open positions. This means an investor's equity will fluctuate in real-time and only settles during a rollover event.
Equity Calculation
Equity = Initial Investment + Realized P&L + Unrealized P&L - Withdrawals
Navigation
- View all investors: Investors > All Investors
- Investor details: Click on any investor to view portfolio
Next Steps
- Masters — Manage master accounts and applications
- Rollovers — Understand how P&L is distributed to investors
- Withdrawals — Process investor withdrawal requests