3Commas

Effortlessly manage client accounts using the 3Commas Asset Manager Plan (AM Plan)—streamlining onboarding, trading, and reporting.

Overview: Manage Multiple Accounts with Ease on 3Commas

A guide for Asset Managers to onboard clients, connect accounts, and manage portfolios using the 3Commas Asset Manager dashboard.

Onboarding Clients

Explore the AM Dashboard: Manage positions, track client stats, view equity, PnL, and access trading tools for seamless account management.

Dashboard and Manual Position Management

Basket Trading lets Asset Managers trade DCA or SmartTrade across multiple accounts on shared exchanges, simplifying client management.

Basket Trading

Generate and export client reports easily with custom details like period, profit share, and settlement date via dashboard or email

Reporting and Invoice Management

Explore resources for managing multiple client accounts, including onboarding, trading strategies, performance reporting, and billing.

Asset Manager

Blog

Telegram

Twitter

Discord

YouTube

Go to 3Commas

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.