mkarrera@oneroyal.com – OneRoyal Academy

راهنمای ماژول مدیریت تخصیص درصد (PAMM)

What Is PAMM? PAMM (Percentage Allocation Management Module) is a trading model where investors allocate funds to an experienced trader (Money Manager), who trades on their behalf. In a PAMM setup: Investors deposit funds into a Money Manager’s strategy The Money Manager trades using the combined capital Profits (or losses) are shared proportionally, based on each investor’s allocation The Money Manager may charge fees or commissions for managing the investment PAMM is designed for investors who want a more passive way to participate in trading, while Money Managers benefit from managing larger capital and earning performance-based income. How does PAMM work? PAMM (Percentage Allocation Management Module) allows multiple investors to allocate funds to a Money Manager (Master) who trades using the pooled capital. Key points Investors join a shared investment pool The Money Manager trades on behalf of all participants Profits and losses are distributed proportionally A Performance Fee may apply at the end of the trading interval (e.g., monthly) Let’s see an example where the Trading Interval is set to 1 month. The PAMM pool consists of 3 Investors (Followers): Follower 1: $10,000 Follower 2: $25,000 Follower 3: $15,000 Total Pool Size: $50,000 Participant Share (%) Each participant’s share is calculated as: Share (%) = Investment ÷ Total Pool x 100 The PAMM pool consists of 3 Investors (Followers): Follower 1: $10,000 Follower 2: $25,000 Follower 3: $15,000 Total Pool Size: $50,000 Participant Share (%) Each participant’s share is calculated as: Share (%) = Investment ÷ Total Pool x 100 Monthly Trading Result (Gross Profit) Trading interval (1 month) – Monthly performance At the end of the month, the strategy produces a Total Profit of 30%. That’s $15,000 from a $50.000 pool. Gross profit distribution Each participant receives profit based on their share: Follower 1 → $3,000 (20% of $15.000) Follower 2 → $7,500 (50% of $15.000) Follower 3 → $4,500 (30% of $15.000) Performance Fee (20%) Calculation Performance Fee = 20% of Follower’s gross profit. Follower 1 → $600 (20% of $3,000) Follower 2 → $1,500 (20% of $7,500) Follower 3 → $900 (20% of $4,500) The Master/Money Manager does not pay a performance fee to themselves. Final Results (Net Profits After Monthly Interval) Net results at the end of the month After applying the performance fee: Money Manager / Master Performance Fees earned: $3,000 ($1,500 + $900 + $600) Follower 1 Gross Profit: $3,000 (20% of $15,000 profits) Performance Fee Paid: $600 (20% of $3,000) Net Profit: $2,400 Follower 2 Gross Profit: $7,500 ( 50% of $15,000 profits) Performance Fee paid: $1,500 (20% of $7,500) Net Profit: $6,000 Follower 3 Gross Profit: $4,500 (30% of $15,000) Performance Fee paid: $900 (20% of $4,500) Net Profit: $3,600 Summary Table (Monthly PAMM Results) The table below is based on a Master Trader generating a 30% profit on an initial combined investment of $50,000, resulting in $15,000 profit by the end of the trading interval. *Master net profit includes all performance fees collected. Copy trading / PAMM involves risk. Profits are not guaranteed, and results may vary based on market conditions and strategy performance. Money Manager/ Master How to become a Money Manager / Master In the Client Portal, go to Trader’s Menu > PAMM > PAMM Accounts. Click New Manager Account to create a PAMM Master account and complete the required fields: Trading Platform you will be using for trading Account Type Leverage Base Currency Confirm that you have read and agree to the PAMM Terms and Conditions. Click Create Manager Account to complete the registration. After Creating Your PAMM Manager Account After successfully creating your PAMM Manager Account, you will automatically receive two PAMM accounts: Owner Account (806414 – NOT a trading account) Trader Account (806415 – trading account) You can identify them directly in the Client Portal under PAMM Accounts, where each account is clearly labeled in the Description column as either “OWNER” or “TRADER.” What is the difference? Owner Account: Used to log in to the PAMM system and manage your strategy (view performance, manage settings, receive fees, etc.) Trader Account: Used for trading activity (executing trades and viewing account balance and trading details) You will also receive the following emails: A short overview of both accounts and login instructions. Login credentials for each account. How to Log In to the PAMM Portal (Money Manager) To access the PAMM Manager portal, you must log in using your Owner Account credentials. Step-by-step 1.In the Client Portal, go to PAMM > PAMM Access. 2.Click Manager Login. 3.On the PAMM Manager login page, select the correct Server. 4.Enter your Owner Account number and Password. 5.Click the Login button to access the PAMM Manager portal. Important: Always use the Owner Account credentials to log in to the PAMM portal. The Trader Account is used for executing trades. Overview of Your PAMM Manager Account Once you log in to the PAMM Manager Portal, you will be able to view your account overview, including: Master Username Trading Account Number Total Funds / Account Balance Visibility status (Public / Private) Currency and creation date Access Full Account Information To view more details, simply click on your Master Username. This will open your account dashboard, where you can access key sections such as: Info (account summary, deposits & withdrawals, fees) Investments Offers History The “Info” tab provides a full overview of your PAMM account activity and performance details. Investments Tab (Overview) The Investments tab provides a full overview of all investor allocations linked to your PAMM strategy. Here, you can view important details for each investment, including: Investor / Investment ID Owner Account (investor account details) PAMM Strategy name Funds (amount allocated to the strategy) Net Profit (profit/loss after applied fees) Trade Results (performance results for the trading period) Trading Interval (start and end date of the trading cycle) Offer type (e.g., Default / Test) Created date (when the investment was opened) This section helps Money Managers monitor the performance and results of each investor allocation during the selected trading interval. Investment Summary When you click on any Investment from the Investments list, a detailed Investment Summary will open. What you can see in the Summary On the first page, you will find key information such as: Money Manager (Master) Creation date Trading interval Investment auto-close loss level 📌 If the loss level reaches the defined threshold, the investment — along with any open trades — will be automatically closed. You will also see: Open trades profit Closed trades profit Total trade results Fees Net profit and funds Download Investment Report You can click Report to download an investment report and: Select a custom time period (e.g. from 1st December to today) View detailed investment results for the selected timeframe in a separate report tab. History Tab: Transactions (Using Filters) The History tab provides a detailed record of all activity related to your PAMM strategy. The Transactions tab under History allows you to view a detailed log of activity related to your PAMM account, such as deposits, withdrawals, and trading results. How to find specific transaction information 1.Go to History > Transactions. 2.Click the Filter icon to open the search filters. 3.Select the criteria you want to filter by, such as: Time (From / To) Transaction ID (#) Investment Manager Reason (e.g., Deposit, Withdrawal, Trade Results, Performance Fee) 4.Click Search to display the filtered results. Filters help you quickly locate specific transactions for a selected period, investment, or transaction type. The Requests tab under History displays all balance and account operations related to your PAMM strategy. This includes actions such as: Deposits Withdrawals Account closure requests (e.g., when an investor closes their investment) For each request, you can view details such as: Type of action (Deposit / Withdrawal / Close Account) Investment Amount Status Date & time Using Filters You can use filters to quickly find specific requests by: Type of action (e.g., Deposit, Withdrawal, Close Account) Time period (e.g., from 1st December to today) This helps Money Managers track investor-related account actions and review activity within a selected timeframe. Managing Your PAMM Profile (Edit, Avatar, Fees & Visibility) From your PAMM Manager profile, click the three dots (⋯) to access management options such as: Edit (update your profile settings and description) Avatar (upload or change your profile picture) Withdraw (withdraw available funds from the Owner account) Close Manager (close the PAMM Manager account if needed) Edit Manager Settings When selecting Edit, you can: Add a short Description for your PAMM strategy You can Enable Automatically withdraw fees ✅ If enabled, any performance fees collected are automatically transferred to the Owner account If this option is not enabled, the fees will remain in the Money Manager’s trading account and can be used for trading. Set your account to Public ✅ Public accounts are visible to other users in the PAMM portal Note: Performance fees are collected in the PAMM system and can be withdrawn via the Owner account. Create an Offer Offers / Create Offer – Configuration By clicking on the Offers tab, you can: View all offers you have created as a Money Manager See existing offers and their configurations Create to set up a new offer Create Offer Click on Create Choose whether the offer is Public or Private (Public offers are visible to all investors in the PAMM portal). Assign a Name and Description (This can include strategy details or promotional information for follower). Configuration The Trading Interval defines when trading results and fees are calculated. You can configure the interval to be: Daily Weekly Monthly (from day of creation) Calendar Months On Rollover (fees are calculated and applied each rollover, which runs hourly by default). Within the offer configuration, you can set: Minimum Deposit Minimum Withdrawal Minimum Initial Investment These settings define the minimum amounts required for followers to participate in the offer. Important Note: Please ensure you double-check your offer settings, as changes may not apply after confirmation. Performance fees are fully configurable and can be set as: A fixed percentage (e.g. 10%) A tiered structure, based on the follower’s equity Performance fees are calculated based on the follower’s equity, not the Money Manager’s equity. Performance Fees (Tiered by Equity Example) Example of equity-based performance fees: Equity $0 – $499 → 10% Equity $500 – $999 → 20% Equity $1,000+ → 30% The applied performance fee automatically adjusts if the follower’s equity increases or decreases. Dynamic Performance Fee Adjustment Performance fees work both ways: If follower equity increases, the performance fee increases If follower equity decreases, the performance fee decreases Example: A follower starts with $500 → pays 20% Equity grows to $1,000 → fee increases to 30% Equity drops to $700 → fee decreases to 20% Create Offer – Additional Fees In addition to performance fees, you can also configure: 1.Management Fees 2.Withdrawal Fees 3.Deposit Fees 4.Entry Fees Each fee type can be: Percentage-based Fixed-amount based (depending on configuration) Create Offer – Agent Commissions / Join Links Agent Commissions You can define: A standard agent commission rate Custom commission rates per fee type (performance, deposit, withdrawal, entry fees) If no multi-level distribution is configured, the primary agent receives the full commission. Join Links (Inviting Investors) Each offer can include a Join Link, which: Redirects investors directly to the registration portal Allows investors to join the specific offer Can be shared externally with potential followers Join links are visible to followers if enabled in the offer settings. Investor / Follower How to create an Investor Account To create a PAMM Investor account, follow the steps below: 1.Log in to the Client Portal and go to PAMM > PAMM Accounts. 2.Under Investor Accounts, click New Investor Account. 3.Complete the required fields: Trading Platform Leverage Currency 4.Confirm that you have read and agree to the PAMM Terms and Conditions. 5.Click Create Investor Account to complete the setup. After Creation Your Investor Account will appear under Investor Accounts in the Client Portal. You will also receive an email with your PAMM Investor login credentials. 📌 The Investor Account is used to invest in PAMM offers and follow Money Managers. Follow a Money Manager’s Offer To follow a Money Manager and invest in a PAMM offer, follow the steps below: Step 1: Access PAMM Investor Login 1.In the Client Portal, go to PAMM > PAMM Access. 2.Click Investor Login. Click on: “Don’t have a PAMM Investor account yet? Register here.” After clicking Register here, you will be redirected to a list of Public Money Managers. You can: Use the Search bar to find a specific Money Manager, or Click Join next to any Money Manager to view their available offer(s) Important Note: For each new Money Manager you wish to follow, a separate Investor Account must be created. Review Offer Parameters Once you select a Money Manager, you will be able to review the offer details, including: Trading interval Performance fees Management and other applicable fees Minimum Initial Investment required to follow the offer Make sure your account balance meets the minimum initial investment requirement before proceeding. Complete Your Investment To complete the investment: 1.Scroll down to the Investor section. 2.Enter your: Server PAMM Investor Account number Password 3.The Initial Investment amount required by the Money Manager will automatically appear. 4.Confirm that you agree to the PAMM terms and conditions. 5.Click Invest to follow the Money Manager’s offer. Investment Details Once you have successfully invested, your investment will be linked to the selected Money Manager. When you click on the Money Manager you are following, you will be able to: View Investment Overview Linked Money Manager Trading interval Funds allocated Net profit / loss Trade results for the selected period Manage Your Investment From this screen, you can: Deposit additional funds (subject to offer conditions) Withdraw available funds (based on offer rules) Download a report for a selected time period Access Detailed Information You can also view: Investment summary Offer details Open and closed positions Transaction history This section allows followers to monitor performance and manage their investment in one place. Investors’ deposit, withdrawal, and account closure requests must be reviewed by the Money Manager (MM). If no action is taken within 48 hours, the system will automatically approve the request. Offer Details The Offer tab displays all conditions and fees defined by the Money Manager for the selected PAMM strategy. Offer Overview Here you can view: Trading interval (how often results and fees are calculated) Minimum Deposit Minimum Withdrawal Minimum Initial Investment required to follow the offer Fees Breakdown The Offer section clearly shows all applicable fees, including: Performance Fees Charged based on the follower’s equity level, with tiered percentages if configured. Management Fees A fixed monthly fee (if applicable), calculated based on equity. Withdrawal Fees Fees applied when withdrawing funds from the investment. Deposit Fees Fees applied when adding funds to the investment. Entry Fees One-time fees charged when joining the offer. Reviewing the Offer tab helps followers understand all conditions and costs before managing or adding funds to their investment. Position Details The Positions tab allows investors to view all trades linked to their PAMM investment. Open & Closed Positions Open Positions show trades that are currently active Closed Positions show trades that have been fully closed For each position, you can see: Position ID Open time Current share (%) Investor volume Current profit or loss Transaction Breakdown By clicking on a Position ID, a detailed transaction window will open. This shows: Individual transactions linked to the same position Execution time Close price Volume Your share (%) Profit or loss per transaction Although only one trade was opened by the Money Manager, the PAMM system records multiple internal transaction entries. These entries reflect allocation and profit calculations during rollover events and do not represent multiple trades or partial closes. History Details The History tab provides a complete record of all activity related to your PAMM investment. It is divided into two sections: Transactions and Requests Transactions The Transactions section shows all financial results and fees applied to the investment. Here you can view: Trade Results (profit or loss calculated during rollover) Entry Fees Performance or other applicable fees Deposits recorded for the investment Requests The Requests section displays all balance and account operations initiated for the investment. This includes: Deposits Withdrawals Other investment-related requests What is Rollover in PAMM? Rollover is one of the most important processes in the PAMM system. It is the moment when the PAMM platform synchronizes (updates) data with the trading platform. Why is Rollover important? PAMM is not a real-time solution, meaning that trading activity is not updated instantly inside the PAMM portal. All updates happen during rollover, including: Trading results Performance fee calculations Deposits and withdrawals processing Funds and balance updates When does rollover happen? By default, rollover runs every hour, meaning PAMM data (results, fees, and account updates) is synchronized hourly. Note: Performance fee charging depends on the trading interval set in the offer (e.g., weekly / monthly / per trade), but the platform data synchronization happens during

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هوکوکلاود – کپی تریدینگ

What is CopyTrading? Copy trading allows you to automatically copy trades from experienced traders. When the trader opens or closes a position, the same action is applied to your account. You remain in control and can stop copying at any time. What is HokoCloud? Cloud-based copy trading platform Connects to MT4 / MT5 trading accounts Allows users to discover, follow and copy traders automatically No manual trading required once copying is active Getting Started with HokoCloud Log in to your Client Portal Navigate to the Trader’s Menu on the left-hand side Select HOKO Copy Trading You will be redirected to the HokoCloud interface To proceed, click Get Started. Complete Your HokoCloud Registration 1.After clicking Get Started, complete the registration form by entering your personal details. Review and agree to the Terms and Conditions, then click Get Started to proceed. 2.You will receive a verification email to complete the registration process. Open the email and click Set Your Password. 3.Create and confirm your new password.Once completed, your HokoCloud account will be activated. HokoCloud Main Dashboard Once your registration is complete, you will be redirected to the HokoCloud main dashboard. From here, you can: Add and manage your trading accounts View account balances and activity Access copy trading and strategy features Navigate all HokoCloud tools from the left-hand menu Create Account on Hokocloud Step-by-step instructions: 1.From the left-hand menu, click Accounts. 2.Select My Accounts, then click + Add Account. 3.Choose your Broker from the list. 4.Select your trading Platform (MT4 or MT5). 5.Choose the correct Broker Server Name. 6.Enter your Trading Account Number. 7.Enter your Trading Account Password (MT4/MT5 password). 8.Set an Account Nickname for easy identification. 9.Click Add Account to complete the connection. After adding your trading account, the system will automatically verify your account credentials. What to expect: The account status will temporarily show “Validating” Validation may take a few minutes Once completed, the status will change to “Validated” During this process, balance and account details may not be visible yet. ✅ When Validation Is Complete Your account status will show Validated Account details (balance, equity, leverage) will become available You can proceed with copy trading activities Important Notes Please ensure the correct account number, password, and server were entered. If validation fails or takes longer than expected, review your details or contact support. Create Your Trading Strategy From your trade account, click the settings wheel and select Create Strategy. Choose a strategy name and set its visibility: Public – accessible to all Hokocloud users Private – visible only to you For public strategies, define your performance fee, minimum follower balance, and generate a shareable strategy link. Add a short description explaining your trading approach, then click Create Strategy to finish. Strategy Creation and Sharing Once your strategy is created, you’ll be redirected to the Accounts Dashboard, where you can see: Your Strategy Name displayed on the account The account marked as a Master Account, confirming it’s actively running a strategy A unique strategy link automatically generated for sharing By opening your strategy link, you gain access to your strategy’s historical performance, growth, and detailed statistics. Followers can register or log in directly from your strategy page and start following your trading strategy with just a few clicks. Strategy Creation and Sharing After creating your strategy, click the Settings (gear icon) on your account to manage it easily. From here, you can: View your Performance & Trades Access your Account Credentials Update your Strategy Settings Remove the strategy from this account if needed All key management tools are available in one place, giving you full control over your strategy at any time. Followers Menu (Masters with Public Strategies) Access all key information to advise and monitor your followers effectively. Info: Overview of each account’s current status, including balance, net capital, and floating capital. Pricing Details: Displays the pricing applied to each follower. Discounts can be applied directly using the available button. Trade Allocation: View followers’ trade replication parameters in real time. Become a Follower Create Account Step-by-step instructions: 1.From the left-hand menu, click Accounts. 2.Select My Accounts, then click + Add Account. 3.Choose your Broker from the list. 4.Select your trading Platform (MT4 or MT5). 5.Choose the correct Broker Server Name. 6.Enter your Trading Account Number. 7.Enter your Trading Account Password (MT4/MT5 password). 8.Set an Account Nickname for easy identification. 9.Click Add Account to complete the connection. Important Notes! If you change your trading account password later, you must update it here. Ensure trading is enabled on your account before connecting. Use correct server details to avoid connection issues. Create Account After adding your trading account, the system will automatically verify your account credentials. What to expect: The account status will temporarily show “Validating” Validation may take a few minutes Once completed, the status will change to “Validated” During this process, balance and account details may not be visible yet. ✅ When Validation Is Complete Your account status will show Validated Account details (balance, equity, leverage) will become available You can proceed with copy trading activities Important Notes Please ensure the correct account number, password, and server were entered. If validation fails or takes longer than expected, review your details or contact support. How to Find Masters and Strategies Option 1: Use the Gear Wheel (From Your Account) 1.Go to My Accounts. 2.Click the gear icon (⚙️) next to your trading account. 3.Select “Follow Strategy.” This option takes you directly to available strategies connected to your selected account. Option 2: Use the Strategies Menu 1.Open the left-hand menu. 2.Click on Strategies. 3.Select Marketplace. From the Marketplace, you can: Browse all available Masters View performance statistics Compare strategies Use the Search bar to find a specific Master Strategy Card Overview The Strategy Card provides an immediate summary of the Master’s performance, allowing you to quickly compare different strategies. On the card, you can see: Strategy Name Performance Chart (Balance vs. Equity) – Visual growth over time Total Return (%) – Overall percentage gain achieved Max Drawdown (%) – Largest historical decline (risk indicator) Experience Level – Master’s trading level Volatility Level – Low, Medium, or High risk profile Follow Button – Option to subscribe to the strategy This overview helps you quickly identify strategies that match your return expectations and risk tolerance. Detailed Analysis For a deeper evaluation, click the Info (ℹ️) icon on the Strategy Card. The detailed section provides: Full Growth Chart – Expanded performance history Balance vs. Equity Breakdown – Closed vs. floating results Drawdown Analysis – Risk exposure over time Monthly Performance – Consistency of returns Trading Statistics & Risk Metrics – Additional performance insights This detailed view allows you to assess the stability, consistency, and overall risk management of the strategy. How to Follow a Strategy Step 1 — Select a Strategy After reviewing the performance and risk of the strategies, Click Follow on the strategy you want to copy. Step 2 — Choose the Account to Follow the Strategy Select the trading account that will act as the Follower Account. This is the account where copied trades will be executed. Click Next to continue. Important Note: Ensure the selected account is validated and ready for trading. Step 3 — Confirm Strategy Settings & Agreement Before following the strategy: Decide if you want to copy trades that are already open on the Master Account. Read and accept the risk disclosure and platform agreement. Tick I Agree to confirm understanding. Click Add Account to proceed. Step 4 — Strategy Followed Successfully A confirmation message will appear once the strategy is connected. Your account is now linked to the selected strategy. You can return to My Accounts or click Finish. How Accounts Look After Following a Strategy Master Account Identified with the Master (M) indicator. Shows: Active strategy Number of followers Strategy performance information. Follower Account Identified with the Follower (F) indicator. Trades from the Master strategy will now be copied automatically. Performance may differ slightly depending on account settings. Adjusting Copy Trading Parameters Once a strategy has been followed, you can customise how trades are copied by adjusting the copy parameters. To access these settings: Open the follower account Click the Settings (⚙️) icon Select Parameter Change Main Copy Settings Groups You can adjust four main groups of copy settings: 1.Allocation Defines how lot sizes are calculated when trades are copied. Choose how trade volume is replicated in your follower account. There are 4 simplified allocation methods: Proportional Lot (default) Double Risk / Return Half Risk / Return Equal Lot Advanced Settings are available for experienced users. Default behaviour: Trades are copied proportionally based on the balance of the follower account vs the master account. Adjusting Copy Trading Parameters The Signals section allows you to define how trades from the Master Account are replicated in your follower account. These settings help you control what types of trades you want to copy. Signals – Trade Replication Settings Advanced Settings – Access additional signal controls for more advanced configuration and trade filtering options. Receive Open and Close Trade Signals –Choose whether to receive both opening and closing signals or limit replication to only one type. Replicate All Assets – Define which assets to copy. Replicate all assets, include only selected instruments, or exclude specific ones. Replicate Buy and Sell Signals – Choose to replicate both Buy and Sell trades or restrict copying to only one trade direction. Block Signals with Price Deviation – Enable this option to prevent trades from being copied if the price difference exceeds your defined deviation limit. Risk Restrictions In the Risk Restrictions section, you can apply limits to control how trades are copied to your follower account. Replication of Orders Without Restrictions Default option where trades are copied without additional limits. Risk Restriction (Advanced Settings) You can apply limits such as: Maximum number of simultaneously open orders Minimum and maximum lot size of replicated trades Maximum percentage of total margin allowed to be used III. The Maximum Loss option allows you to limit how much your account can lose while following a strategy. You can: Set a loss level where all open trades are automatically closed Automatically suspend trade replication once the limit is reached Block new replicated trades if your drawdown exceeds a defined target These settings help you manage overall risk exposure while following a strategy. Sync with Strategy & Save Settings The Sync with Strategy option allows you to align your follower account with the Master Account. When enabled: Any trades that were not copied previously can be reopened in your follower account. The sync process may take some time depending on market conditions. Trade execution will occur at the market price available when the sync becomes effective. Final Step After reviewing all copy settings: Click Save (top right corner) to apply and confirm all changes. Dashboard Updated The Dashboard now provides a central overview of your copy trading environment. Available Brokers for Trade Replication Under Free Trade Replication, users can see the supported brokers available on HokoCloud. A follower under OneRoyal can: Follow strategies created by OneRoyal Master Accounts Follow traders from other supported brokers (cross-broker copy trading) Access a wider pool of strategy providers across the network This allows greater flexibility and more strategy diversification options. Account Summary & Performance Overview On the right-hand side of the Dashboard, users can view: Balance and Equity overview A visual performance chart (last 30 days) Total Accounts created (Master & Follower) Total Strategies created General account activity

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