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 AM Plan is designed for asset managers handling multiple client portfolios. It allows:
Simultaneous trading across client accounts.
Portfolio tracking across exchanges.
Detailed reporting for client performance.
Key Benefits
Unified Dashboard: Manage all client accounts from one place.
Multi-Account Trading: Execute strategies across accounts simultaneously.
Comprehensive Reporting: Create client performance reports and auto-calculate fees.
Secure Management: Protect assets with API restrictions and encryption.
How It Works
1. Client Invitation and Onboarding
Invite clients securely via a unique link for them to connect their exchange accounts.
Steps:
Generate and share an invitation link.
Clients sign up via the link and connect their accounts.
More information can be found on this Onboarding Guide.
2. Bulk Trading Operations (Basket Trading)
Easily implement consistent trading strategies across multiple client accounts, supporting DCA 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
Generate detailed performance reports for client accounts with ease.
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.
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].