Book Performance
Total AUM growth across your clients
What's New
Recent activity on your book
Pipeline at a Glance
Active prospects by stage
Capital Distribution
AUM by client
Returns vs Capital
Net performance per client
Client Book
Aggregate view · click "Letter" to download a Performance Letter you can share with the client
| Client | ID | Fund | Started | Capital | NAV | Return | Earned | Status |
|---|
Bloomberg Television · Live
24/7 financial markets coverage
Market Heatmap
S&P 500 sectors · powered by TradingView
MC Trading Desk
Notes from the trading desk
Tip: All documents are version-controlled by the MC compliance team. Always download the latest version before sharing with clients.
KYC Quick-Share
Show this QR to a prospect — they scan and start KYC instantly. Tracked back to you automatically.
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Add Prospect
New lead in your pipeline
Pipeline · 0 Prospects
Track progress from first contact to first payment
| Name | Source | Added | Status |
|---|
Quarterly Tier Ladder
Per Agency Agreement · tier resets each quarter · only NEW deals count toward tier volume
Annual Bonus Progress
2% retroactive bonus on entire year if annual cleared sales exceed $5M
Quarterly Commission Earnings
All deal types combined
New vs Renewal Mix
Where your earnings come from
Deal Ledger
One row per cleared deal · sorted newest first
| Deal ID | Client | Type | Fund | Cleared | Amount | Tier | Commission | Status |
|---|
Portfolio Growth Simulator
Run live projections for prospects · Atlas / Apex / Earendel mandates · regimes, stress scenarios, multi-currency · export branded one-pager
Equity vs Deposits, with Benchmarks
Regime · Mixed
Total Contributed
Total Withdrawn
Ending Value
Net Gain
Profit Above Contributions
Inputs
Same cashflows and duration applied across benchmarks.
Capital protection rule — in stress regimes, exposure is reduced, trade frequency drops, and capital preservation overrides targets.
Stress Mode applies a single drawdown shock mid-timeline, then throttles returns during recovery.
Illustration only. Results are not guaranteed. Markets involve risk and can result in loss of capital. This tool does not constitute investment advice.
Figures Summary
Fast read while inputs move — chart stays in view above.
Total Contributed
Total Withdrawn
Ending Value
Net Gain
Profit Above Contributions
How we aim to generate returns
Balanced selectivity, active participation, structured risk.
Mode · Base
How we aim to generate returns
Balanced selectivity, active participation, structured risk.
Technicals we use
- EMA alignment, 5 / 9 / 13 with EMA50 as trend anchor
- RSI extremes — below 20 for long bias, above 80 for short bias
- PDH / PDL breaks and retests for structure confirmation
- Entry requires 2 of 3 confirmations — reduces noise trades
- Exits at next structure or momentum exhaustion, not hope
News we wait for
- FOMC decisions, CPI, NFP, major central bank events
- Abnormal volatility spikes, regime shifts, unexpected headlines
- We prefer clean liquidity windows, not chaos candles
- Risk is predefined — no averaging down, no revenge trading
Execution and risk model
- Markets focus — US500, GER40, UK100 — precision over sprawl
- Stops and take-profits defined before entry
- Targets favor asymmetry, with structured take-profit logic
- Client safety lens — capital preservation first, then growth
Metrics snapshot
2025 performance+53% (historical)
Total tradable volume$215m
Pips captured34.09k of 46k traded
Risk / reward frameworkTargets favor 1:3 bias
Expected win/loss ratioRegime dependent
Win rate / expectancyFrom internal analytics
Historical performance and projections are illustrative, not guaranteed. This panel describes process, not promises.