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Managing Funds In Your Service

Managing the Trading Fund and Standby Account!

Updated over 2 months ago

In Profit Sharing services, there are two distinct accounts: the Trading Funds and the Standby Funds. Understanding their roles and how to manage them is essential for optimizing your investment strategy.

This article will help you understand the two key accounts within the service and how to manage them efficiently.

1. Trading Funds Account

The Trading Funds is the trading account where the service strategy is applied. This means that the funds from all investors will be available here so that you can operate with them.


Key Information

  • The API Keys generated to manage the service are linked to this account.

  • The margin is isolated from the stand-by account, so in case of liquidation, it won't affect the funds.

  • Zignaly will not initiate automatic withdrawals from this account, as doing so may impact the strategy. Only the Wealth Manager has the authority to make transfers.



2. Standby Funds Account

This account is the point of entry and exit for the Profit Sharing service's funds.

Key Information

  • Every time an investor requests a withdrawal, the requested amount for withdrawal will be reflected in the standby funds in front of "Needed for the daily snapshot." As a service manager, it is crucial to consistently review these standby funds, preferably daily. Please release funds to ensure your Z-score and avoid investor dissatisfaction.

  • If the value of "Available for withdrawals" is equal to or greater than the value of "Needed for the daily snapshot," all pending withdrawals will be completed during the daily accounting.

    ✅ Example A
    Available for withdrawals: 100 USDT
    Needed for the daily snapshot: 85 USDT

    100 is enough to cover the 85 USDT the investors request to withdraw from your service.

    Example B
    Available for withdrawals: 85 USDT
    Needed for the daily snapshot: 100 USDT

    There will be 15 USDT pending for the next day's accounting.

  • The "Available for withdrawals" represents the funds accessible in the Standby account. There are two primary ways to increase funds in this account:

    • Increasing funds through new investments: When a new user invests in a service for the first time, an existing investor increases their current investment.

    • Wealth Manager transfers from the Trading Fund to the Standby Account.

  • The "Minimum balance" option automatically reduces the available balance of the Standby account after a PSDS. It transfers all the funds above the minimum to the Trading Fund account.

The Wealth Manager is the only one who can transfer between the accounts in both directions.

Tutorial


Next, let's learn how to manage withdrawals within your service.

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