Build a track record
Establish a proven, verifiable trading history. The guide recommends a consistent record over a minimum of 3–6 months with disciplined drawdown and risk-to-reward management.
SedoFX Money Manager tools are designed for experienced traders who want to scale a strategy, manage external capital and build a sustainable professional operation. The process combines a verifiable trading history, account verification, structured revenue models and transparent client reporting.
Experienced traders can build a professional manager profile by demonstrating consistent performance, meeting verification requirements and communicating clearly with connected investors.
Establish a proven, verifiable trading history. The guide recommends a consistent record over a minimum of 3–6 months with disciplined drawdown and risk-to-reward management.
Use an active Master Trading Account, complete standard KYC and ensure the account is funded and configured for active market execution.
Submit the Money Manager request through the account dashboard for review, verification and approval.
Use a profit-sharing model based on a High Water-Mark principle, or a fixed monthly subscription structure as agreed with SedoFX.
Maintain transparent communication with performance summaries and clear reporting so connected clients can follow the strategy.
Use investor links, verified performance widgets and referral networks to introduce your strategy to potential clients.
A strong manager profile is more than a return figure. A clear history, controlled drawdown, consistent execution and understandable reporting can help prospective clients evaluate a strategy with greater context.
Under the High Water-Mark principle described in the guide, after a loss, no performance fee is charged until the previous high-water mark is recovered and the account exceeds its prior peak.
READ THE DETAILED GUIDE →Managing external capital requires a clear operating approach alongside a trading record. A professional presentation should make the strategy, risk approach, reporting process and commercial model easy for prospective clients to understand.
Explain the trading approach, expected market conditions and the risk controls used to manage positions and drawdown.
Use consistent performance summaries so connected clients can understand results, changes in risk and the current strategy.
Build the client base progressively and maintain the same disciplined execution and communication standards as assets grow.
A credible manager profile combines a trading record with clear communication, defined risk controls and consistent reporting. These elements help prospective clients understand what they are following and how the strategy is managed.
Explain the strategy, markets traded, typical risk and the conditions that can affect performance.
Keep position sizing, drawdown controls and execution discipline aligned with the approach represented by the track record.
Provide understandable performance updates so connected clients can evaluate results with appropriate context.
Once approved, a Money Manager can focus on maintaining the strategy, communicating performance and developing a client base. Investor links, performance widgets and referral channels can support client onboarding while transparent reporting keeps connected investors informed.