Portfolio Managers (PM) are assigned a score between 0 to 100 based on their trading performance across all funds and represent a historical record of a PM’s reliability. This is known as the trading reliability level (TRL). Here are the levels:
- 0-40: Low score
- 41-70: Medium score
- 71-100: High score
Note: TRL is based on historical data and does not predict future performance.
The higher the level, the more reliable a trader’s performance has been. The trading reliability level is calculated by the weighted average of two values: safety score and value at risk (VaR) score, after 30 days of a fund's first trade is opened.
TRL restrictions
Lower TRL scores can result in fund restrictions, including maximum investment amounts and new Investor participation. Consider these important restrictions:
For Portfolio Manager’s TRL
- High (green) level funds considered significant do not limit new Investors or investments or impose an additional maximum investment amount.
- Low (red), medium (orange), or non-significant TRL levels allow the creation of a fund. However, Investors won’t be able to join and invest in the fund. Additionally, the maximum investment amount for the PM across all their funds is set to USD 200,000 per Investor.
- If a PM has an active fund with Investors but then loses their high (green) TRL, new Investors cannot join that fund; new investments will be unavailable until restoring a significant TRL score.
Finding the trading reliability level:
For PMs, you can find your score in your Personal Area (PA):
- Log into your Personal Area (PA).
- Open the Portfolio management tab.
- Your trading reliability level is shown in the top right corner. Click to open up a breakdown of your trading reliability level.
The TRL breakdown includes safety and VaR scores and a customizable chart of historical trading reliability, which can be adjusted by time frame for daily calculations.