After registering as a Portfolio Manager (PM), you can create funds and invite investors. A handy progress guide will take you through your fund journey upon creating a fund. A green tick will appear once you have completed the steps, indicating successful completion.

Note: As a PM, you are assigned a trading reliability level (TRL) based on your trading activity. Sometimes, your funds may be unavailable for investing due to non-qualifying TRL scores.

First, here’s how to create a fund:

1. Log in to your Personal Area (PA), and head to the Portfolio management tab.
2. Click Create and select Portfolio Management.
3. Select Pro account.
4. Set a trading password, select a leverage option, and click Continue.
5. Set a fund name and description, then click Continue.
1. The fund name should be clear and professional to attract Investors.
2. The fund description should share your trading experience and the trading strategy you will implement for the fund.

6. Set up a performance fee and minimum and maximum investment amount limits.
7. Select the start allocation type, either Instant start or Manual start.
1. Instant start is when all orders, including existing ones, are immediately copied to the Investor’s investment.
2. Manual start occurs when Investors have to send a start allocation request to PMs to allocate orders (once approved), including existing ones, to the Investor’s investment.

8. Click Create a fund.
9. On the fund page, click Invite Investors.

Important: If you do not have a significant trading reliability level (TRL) when you start inviting investors, you will be prompted to create an investment to improve your TRL. Follow the steps to making your own investment then continue with step 9 after you’ve created an investment and achieved a significant TRL to invite Investors.

10. Next, share your fund link, code, or QR code with potential Investors.

Note: You must accept Investors’ join requests to make your fund available for investing to the requesting investor under the Requests tab.

1. 11. Once you’ve accepted join requests and gathered Investors, you can begin trading with the invested capital.
   12. All orders will be allocated across investments based on equity share.
   13. After the billing period, you will earn performance fees from profited investments, which will be credited to your commission account.

Investing in your fund

If you do not have a significant trading reliability level (TRL) when you start inviting investors, you will be prompted to create an investment to improve your TRL.

After clicking Invite Investors and being prompted to create an investment:

1. Click Create own investment.
2. You will be asked to top your investment wallet if you do not have sufficient funds.
3. Enter the investment amount, tap Invest, and confirm the action.
4. If you prefer, click the tick box to Distribute profit automatically and enter a percentage of distributed profit withdrawal.
5. Click Continue. A summary of your investment will be displayed.