Investor Services

Understanding and quality assessment of the PAMM-account requires complex analysis of some critical ratios:

  • Graph that shows dynamics of PAMM-account equity changes. Such graph does not only show the profit gained by PAMM, but also how it occurs. Ideally, the growth of the graph should be smooth, without abrupt jumps and pits, without sharp and deep “spikes”. The graph that shows positive balance and profitability, but abrupt changes over the course of PAMM operations, reflects on the fact that its managing trader has a high-risk approach and low quality of risk and capital management, therefore such PAMM is likely to suffer losses in the long term. If profitability ratio is smooth, without jumps and pits, it means that managing trader is using a systematic approach to risk management and correctly manages trading positions. Such accounts might have lesser profitability, however they are much safer.
  • Rating ratio automatically ranges all active PAMM-accounts by their profitability per share. This rating is shown in a separate column of PAMM-accounts ranking. In other words, account that is more profitable per investment item is ranked higher.
  • Profit factor ratio is one of the most important means to assess efficiency of trading, on the PAMM account. It is calculated as a positive ratio of the amount of all profitable transactions, to the amount of all losing transactions for a specific period. Large ratio means lower possibility to suffer significant losses in such PAMM. According to existing investment business canons, if a trading profit factor is over 1.6, such PAMM demonstrates good efficiency; if less, it is not good enough.
  • Sharpe ratio is a classical tool to evaluate the trading efficiency and is widely used in an investment sphere. This coefficient evaluates the work of PAMM’s managing trader, taking into consideration PAMM profitability fluctuations within the account. In other words, profitability of a PAMM is not compared against change of some reference (like an index, etc.), but against fluctuations of profitability of such PAMM itself during the analyzed period. Strictly speaking, there is an “internal” assessment of “quality” of PAMM-account profitability without using any “external” data. Profitability fluctuation means risk. High fluctuations mean high risk, and they shall provide high profits.
  • Profitability fluctuations are measured by standard deviation, placed in denominator of the fraction of Sharpe ratio formula. PAMM profitability, less guaranteed market profitability – profitability of risk-free investment is a numerator of the fraction. Deposit rate is typically used as a guaranteed market profitability. As a result, there is a quality-weighted ratio that defines the measures of risk, typical for a particular PAMM account. While having similar profitability, this ratio may be different for different PAMMs, because they accept different risk approach. Such PAMM-account that has higher Sharpe ratio achieves similar profitability with less risk. The higher standard deviation, the higher is denominator in Sharpe ratio formula. Therefore such PAMM shall demonstrate high profitability to earn high numbers of this ratio. PAMM account with lower risk levels (small standard deviation) may have moderate profitability to ensure significantly high value of the Sharpe ratio. Its result means nothing by itself. Sharpe ratio only makes sense when comparing it to other PAMMs. The higher the number, the better the managing trader is using PAMM-account risk.
  • Total capital of the account and total number of investors may also define the PAMM-account as more attractive for subscription.

Risk Warning: We would like to remind you that although trading of derivatives on margin may offer many benefits, it is important to note that it also carries a high level of risk. Please click here to read our full‘Risk Disclosure’ and ‘Risk Disclosures for Financial Instruments & Investment Services’.

Investor can access information about any active PAMM-account by one of the following means:

  • Trough FXFIN Protrader terminal;
  • Via Personal Profile.

To find terms and statistics of a PAMM-account through FXFIN Protrader terminal, you should log in using your login and password and make the following steps:

  • Select “Account” – “PAMM ranking” from the menu to open the PAMM-accounts ranking;
  • Find the required PAMM-account, hover your cursor over the line and activate it. The line with selected PAMM-account will become activated and change its color;
  • On the top of the ranking page, “Monitor”, “Statistics” and “Join” buttons become active. “Monitor” button allows you to add the fund to your monitoring list (“Monitored” button). “Statistics” button allows you to open a screen with detailed characteristics and history of the fund, represented in profitability numbers and graphics. “Join” button allows you to subscribe to selected fund.

To learn the terms and statistics of a PAMM-account via Personal account, you shall log in with your login name and password and follow these steps:

  • Go to section “FOR INVESTOR” – “PAMM-account Ranking”. Hover a cursor over the required PAMM account, select option “Show details” from the dropdown menu;
  • You’ll be forwarded to a special web page that has information about the selected PAMM-account as follows:

This page shows basic information about PAMM-account and major ratios of its development and profitability:

  • Account – Title (number) of the PAMM-account;
  • ID – PAMM-account identifier;
  • Account Currency – Currency of the PAMM-account;
  • Current Share Price – Current price of the share – amount required to subscribe to this PAMM-account;
  • Account Capital – overall amount of funds participating in this PAMM-account;
  • Number of Shares – overall number of shares, participating in this PAMM-account;
  • Number of Investors – total number of investors, participating in this PAMM-account;
  • Opened – date and time of PAMM-account opening (number of days after opening, or “age” of the PAMM, is shown within the brackets);
  • Current Period – working state of the PAMM-account (investment or clearing);
  • Beginning of the Period – date and time the investment period starts;
  • End of the Period – date and time the current investment period ends;
  • Investment period – overall length of investment period;
  • Rollover period – shows recurrence, with which an investor can submit a request to join/withdraw from PAMM-account; if it equals 1 day, that means that one can do so daily, during the last operational hour of each day;
  • Clearing period – period between investment periods, when PAMM doesn’t invest funds, has no trading positions and awaits new subscribers;
  • Changes in 1 month – percentage change of share price (profitability or efficiency) for the last month;
  • Changes in 3 months – percentage change of share price (profitability or efficiency) for the last 3 months;
  • Changes in 6 months – percentage change of share price (profitability or efficiency) for the last 6 months;
  • Changes in 1 year – percentage change of share price (profitability or efficiency) for the last year;
  • Average per month – average monthly profitability ratio of the PAMM account;
  • Average per day – average daily profitability ratio of the PAMM-account;
  • Total change – total change of profitability in absolute numbers for entire period of existence of PAMM account;
  • Profit factor – important analytical ratio for evaluation of the PAMM-account (more details in F.A.Q. section INVESTOR SERVICES – “How to select the best ratios from PAMM-account rankings?”);
  • Sharpe ratio - important analytical ratio for evaluation of the PAMM-account (more details in F.A.Q. section INVESTOR SERVICES – “How to select the best ratios from PAMM-account rankings?”);

Besides the above mentioned statistical and information details, there is a flow chart of the PAMM-account changes below the table with its ratios, which visually shows profitability and allows to make its early assessment.

Risk Warning: We would like to remind you that although trading of derivatives on margin may offer many benefits, it is important to note that it also carries a high level of risk. Please click here to read our full‘Risk Disclosure’ and ‘Risk Disclosures for Financial Instruments & Investment Services’.

While this or that investment product might seem overly complicated, all of them are 100% translucent and available for monitoring and control by investor. Each investment product that we offer has its peculiarities and model of structure and operation, but overall all of them are under investor’s control, and you have an opportunity to influence processes as part of Agreements on a particular product. For example:

  • When working with PERSONAL TRADER SERVICE investment product, investor entrusts management of his or her investment account to the authorized trader. Meanwhile, investor may include all the necessary tasks and planned features of a portfolio that investor desires to see in his or her investment account into the executed Agreement on the investment product. In other words, investor may determine groups and classes of assets, in which he or she would like to invest, and the trader just makes a selection of instruments within the chosen groups, based on their profit potential. During prearranged periods, investor may correct the directions and overall development strategy for the portfolio.
  • When working with investment products from ENTRUSTED MANAGEMENT STRATEGIES, investor selects one of the template groups of strategies for placement of his or her assets – CONSERVATIVE GROUP OF STRATEGIES, SECURITY PORTFOLIO GROUP OF STRATEGIES and ACTIVE TRADER GROUP OF STRATEGIES. In this case, investor transfers account management to the trader that acts in accordance with the template of the strategy program, and investor can’t strategically affect the portfolio structure during the period set forth in the Agreement. But at the same time, investor has full control over such account and can monitor all the trading that takes place
  • When working with such investment instrument as STRUCTURED INVESTMENT PRODUCTS, the portfolio is usually put together for 6 to 12 months term, and investor can either wait for investment term set forth in the Agreement to expire, or withdraw his or her funds ahead of time. Portfolio of assets in this product is put together at the beginning of the program with target expiration terms for investment periods. Therefore all strategies in such product are time-bound. But just as in any other case, investor always has full control over his or her account as well as monitoring capabilities.
  • When working with PAMM INVESTMENT investment product, investor can timely and automatically execute subscription and adjoin his or her funds to a PAMM-account and withdraw from such account just as fast. Value of assets will change proportionally to the change dynamics of entire PAMM account, to which an investor is subscribed. Investor can monitor dynamics of the entire PAMM-account and his or her share of investments in it in real time.

Absolutely! Possibility to simultaneously monitor and work with several portfolios consisting of different instruments in different markets is one of the core advantages in the concept of FXFINPRO Capital service offering. For example, you can simulate your portfolio featuring complete set of various products by weighting them inside the portfolio on a risk scale or based solely on your personal preferences.

Our line of products can be conventionally divided into several categories:

  • Less conservative, more modern products that protect the core capital while providing an opportunity for potential profit subject to particular basic investment scenarios (growth of gold prices, indexes, etc.). They usually have the investment period of 6 to 12 months:
  • Most aggressive products from both risk and short-term profit gain point of view that have average investment term of 3 to 12 months:

Experience and understanding of the investment processes by investor are essential, as well as the amount of the planned portfolio. For example, judging from the canons of classical portfolio simulation, the asset portfolio shall include larger share of the least risky products and only 20 to 25 percent of the portfolio can be designated to riskier instruments.

Modern financial instruments allow to structure a portfolio not only based on product groups, but also in form of individual programs for investor, such as PERSONAL TRADER SERVICE. As part of this service, it is possible to simulate and complete the investment account in accordance with instruments of agreed structure and quality.

Finally, capabilities of ENTRUSTED MANAGEMENT STRATEGIES are also quite flexible and may be defined based on personal preferences and particular investor’s attitude towards risk and potential profits.

RISK WARNING: Trading of complex financial products, such as Stocks, Futures, Foreign Exchange ("Forex"), Contracts for Difference ("CFDs"), Indices, Options, or other financial derivatives, on "margin" carries a high level of risk, and may not be suitable for all investors. The possibility exists that you could sustain a loss of some or all of your initial investment and, therefore, you should not invest money that you cannot afford to lose. You should be aware of all the risks associated with trading these markets, and seek advice from an independent financial advisor if you have any questions or doubts. Please carefully read our full "Risk Disclosure" and "Risk Disclosures for Financial Instruments & Investment Services". FXFINPRO Capital is the trading name of PFX Financial Professionals Limited, a limited liability company formed under the laws of Cyprus, registered with the Registrar of Companies in Nicosia, Cyprus, under nr. HE 237840 and regulated by the Cyprus Securities and Exchange Commission with license number 193/13.