Use Create new strategy in your current Fund Manager profile. The progress guide marks completed steps; complete each page before continuing.
Maximum leverage at creation
When you create a Social Trading signal or a fund in Funds Management, the maximum account leverage is 500 times (1:500).
Higher leverage tiers that may be available to eligible ordinary trading accounts do not apply to these two products.
500 times is an upper limit, not a guarantee of the leverage available for every instrument or trading condition. Actual available or effective leverage may be lower. Check the options displayed during creation and the applicable trading specifications.
Step-by-Step Fund Creation Process
1. Access Funds Management
The button names quoted below refer to the English interface. Use the corresponding controls displayed in your selected interface language.
Log in to your Client Portal
Open "Funds Management" in the main menu.
2. Initiate Fund Manager
The button names quoted below refer to the English interface. Use the corresponding controls displayed in your selected interface language.
Open Fund Manager → My Strategies, then select Create new strategy.
Choose an account type from the options currently displayed, then select Continue to open Account Configuration.
Set up Performance Fee
Choose Execution Platform: MT4 or MT5.
Set Leverage (maximum up to 1:500 for Funds Management)
Choose a base currency
Set up Management Fee
Set the Trading Password, review the configuration, then select Next.
3. Set Fund Parameters
In Risk Management, set Capital Subscription Policy for subscription requests and Redemption Policy for redemption requests. Choose Auto Approve or Auto Reject independently for each.
Review Performance Benchmarks. Complete Maximum Drawdown Limit (Soft/Hard) and Equity Stop-Loss. Enter Supplemental Risk Mandates only if needed; this field is optional.
Select Next to open Fund Manager.
The two review methods are independent. For each request type, the 48-hour period starts when the investor submits the request. The Fund Manager may approve or reject it earlier. If it is still pending after 48 hours without manager action, the system applies that request type's configured Auto Approve or Auto Reject action. See How do Fund Managers review investor applications?.
4. Configure Fund Details
In Fund Manager, enter the manager biography, using up to 500 characters, then select Next. This profile is shown across that manager’s funds.
In Strategy Description, enter Strategy Name (2–40 characters) and Strategy Description (up to 2,000 characters), then choose a Strategy Avatar.
Review the configuration before selecting Deploy Strategy to submit creation. Filling in the pages does not itself create a fund.
Check the creation result
Check the portal’s confirmation and the new fund record in My Strategies before treating the fund as created. If submission fails, follow the displayed message; do not assume that a fund or trading account was created.
Invite Investors
Open Funds Management.
Select Fund Manager.
Open My Strategies.
Click Share Fund to invite investors.
Share your fund link, code, or QR code with potential investors.
Begin Trading
Once subscription requests have been approved and the investors' funds have synchronized, you can start trading
All orders will be allocated across investments based on equity share
After the billing period, you'll earn Performance Fees from profitable investments, which will be credited to your Partner Wallet