The 3Commas Asset Manager (AM) Plan offers a powerful solution for asset managers and professional traders overseeing multiple client portfolios. This premium subscription streamlines client onboarding, trading operations, and reporting through an integrated, secure software. Here’s a detailed guide to the AM Plan’s features, benefits, and best practices.
What is the Asset Manager Plan?
The 3Commas AM Plan is tailored for managers trading on behalf of multiple clients across supported exchanges. It unifies multi-account trading, client management, performance reporting, and invoicing, allowing asset managers to:
Execute trading strategies simultaneously across client accounts
Track portfolio performance
Generate reports and invoices based on customizable fee structures
Key Benefits of the Asset Manager Plan
Unified Software: Manage client accounts across supported exchanges from a centralized dashboard.
Multi-Account Trading: Deploy strategies across accounts to achieve diversified trading goals.
Comprehensive Reporting: Generate client performance reports and auto-calculate fees based on success metrics.
Secure Management: Strong security and customizable API restrictions ensure asset protection.
Key Features and Use Cases
1. Client Invitation and Secure Onboarding
Simplify client onboarding through a secure invitation link, allowing clients to link their exchange accounts directly to the AM workspace without manual API key collection.
How it Works:
Generate an Invitation: Asset Managers can create a unique invitation link.
Send the Link: Clients use the link to sign up on the 3Commas client dashboard.
Account Linkage: Clients connect their exchange accounts securely to the AM dashboard.
2. Bulk Trading Operations (Basket Trading)
Easily implement consistent trading strategies across multiple client accounts, supporting DCA bots, Grid bots, or SmartTrades. Basket Trading ensures a seamless approach to executing trading actions across accounts on different exchanges.
Process:
Configure Strategy: Set up trading parameters in the AM workspace.
Select Accounts: Choose client accounts for the trade.
Initiate Trades: Execute trades, with real-time status updates displayed in the AM dashboard.
3. Manual Position Management on the AM Dashboard
The Asset Manager Dashboard provides an at-a-glance view of all client positions. Managers can monitor aggregated stats across accounts and perform manual trading actions, enabling agile management of client portfolios.
Dashboard Features:
Aggregated Stats: View total uPnL, rPnL, equity, and free margin for all accounts.
Client Summary: Access individual client details with filtering by exchange, pair, and status.
Quick Actions: Initiate trades, manage open positions, adjust bot settings, and rebalance portfolios.
4. Performance Reporting and Invoicing
Generate detailed reports on client performance and issue invoices based on set fee structures. Reports include account metrics, profit/loss summaries, and trading activity, with automatic fee calculation for management and success fees.
Reporting Process:
Select Clients and Reporting Periods: Define which accounts to report on.
Customize Performance Data: Review metrics, set profit share percentages, and define settlement dates.
Generate Report: Export reports to the client dashboard or email as PDFs.
Security and API Key Management
Client security is a top priority in the AM Plan, with encrypted API key storage and restricted access options.
Encrypted API Keys: Client API keys are stored securely and are inaccessible to managers.
Access Control: Clients can limit the portion of funds and types of trades available, supporting a controlled risk profile.
Additional Functionalities
Customizable Dashboard Settings
Asset managers can customize dashboard views for better account management:
Aggregate Data Visualization: Displays uPnL, rPnL, and equity changes for quick insights.
Client Filtering: Filter by exchange, trading pair, or specific client names.
Direct Controls: Navigate to DCA bots, SmartTrades, and other trading instruments directly from the client dashboard.
Advanced Reporting and Invoice Management
The AM Plan simplifies billing with options to define fee structures and automatically track performance metrics against benchmark crypto indices (in development).
Subscription, Billing, and Support
Application and Payment
The AM Plan requires an application through the 3Commas “Contact Us” section. After approval, asset managers can access the AM workspace and connect client accounts. Billing is available through credit cards, ApplePay, GooglePay, and PayPal.
Important: For inquiries or assistance with the AM Plan, contact [email protected].
Frequently Asked Questions
How many accounts can I manage?
The AM Plan allows high-volume account management, enabling scalable operations without complexity.Can clients track their accounts?
Yes, clients retain full access to view their portfolio performance from their 3Commas account.Is Basket Trading available for all exchanges?
Basket Trading supports accounts with shared access to selected exchanges.
For more details, please refer to the 3Commas Help Center or contact our support team.