Investing and capital allocationTrading
Trading accounts guide: from filters to a final decision
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This trading accounts guide maps the whole selection path: what gets listed, what filters mean, and where to stop before deciding.
A trading accounts guide must answer one question before any number: what is shown in the catalogue and what is not? The trading accounts catalogue lists accounts that a manager registered, that were reviewed and published, and that are eligible for public visibility at this moment. For an account with proprietary methods only, that visibility depends on at least one current SANJESH authorization for the selected method.
Trading accounts guide: a listing, not a recommendation
Publication means the information needed for display has been reviewed; it is not an investment recommendation, a performance guarantee, or independent verification of every trading figure. That single sentence is the difference between a catalogue and advice. If you would rather publish your own terms and let qualified managers send proposals, the mirror path is Trading Account Investors.
Filters and the apply button
In the filter bar you can set the following and press “apply filters” to narrow the list:
- Method: the four traditional PAMM, MAM, copy trading and LAMM/RAMM methods, plus the four proprietary CAMM, GAMM, DAMM and SAMM methods; smart investment baskets are a separate path, not an account method.
- Risk level and trading style: low, balanced or high risk; manual, algorithmic or mixed.
- Market and symbol: forex, gold, crypto, indices and declared permitted symbols.
- Host broker, minimum capital, track-record length and data source.
A filter narrows the field; it does not make the decision. The full explanation is in the catalogue guide.
How to read account badges
| Badge | Meaning |
|---|---|
| Declared data | The manager entered the figures; this does not prove an independent source connection |
| Live-data verified | Read from a read-only connection; check the last update time |
| Broker-statement verified | Calculated from the official statement of that period and reviewed |
| Method declared | The manager selected that path; it does not prove installation or SANJESH authorization |
| Audited | An audit report exists for a specific period and scope; not a future guarantee |
If the page carries a “not up to date” label, do not rely on the figures until fresh data arrives. The module badges are explained in method states.
Three tools after filtering
- Leaderboard: the accounts leaderboard is for discovering strong candidates, not for a final choice; rank depends on the window and methodology.
- Comparison: the comparison tool places up to four accounts side by side with return, drawdown, fee and return-to-risk ratio.
- Watchlist: add serious candidates to your watchlist so you do not miss an important change.
Where to stop
Before any decision, read the account page in full: the source of each figure, the last update, fee terms, minimum capital, lock period and exit path. If no action button appears for a method, that method is not ready. If the historic maximum drawdown exceeds your tolerance, a higher return does not compensate. If the data source is declared, treat the figure with care. How to read the page is in the account page guide.
Frequently asked questions
Why is an account that was listed yesterday missing today?
Its public visibility may have changed, or one of that method’s conditions may no longer hold; the state is visible on the account page and in the manager panel.
Does a featured placement change the real order?
“Featured · Ad” can lift a currently visible account to the top, always with a label; it does not change the risk score or the comparison result.
Can I decide from the leaderboard alone?
No. Rank is a discovery tool; the decision depends on terms, drawdown and fit with you.
The bottom line
The trading accounts guide has three steps: understand what is listed, narrow the field with filters and the apply button, then decide with the comparison table and the account page. The catalogue and the rank are the start; the decision comes from reading the terms and accepting the risk.
Compare the track record, drawdown and costs of PAMM, MAM and copy-trading accounts, with the source and time of every figure.
Review and compare accounts Calculate scenarios and costsSubmit a verifiable track record so investors can review it against transparent criteria.
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