No action on deposit and autocorrection on withdrawal

Deposits trigger no rebalancing; withdrawals autocorrect positions proportionally — with trade-offs to manage.

Clients & admins

With this method, deposits trigger no reallocation. On withdrawals, open positions on the PAMM master are autocorrected — partially closed in proportion to the withdrawn amount — to preserve the master account’s leverage (margin level).

Use with caution

Because positions are not rebalanced on deposit, (1) the performance of the master and its investors can differ significantly, and (2) the master’s leverage rises relative to investors, so an investor can reach the stop-out level earlier than the trader. Use this method only if you have a clear plan to manage these effects.

Worked example

The setup and Steps 1–3 are identical to the reallocation example (EUR/USD, 1 lot = 100,000). Scroll the table sideways to follow all three accounts. Watch the Open positions column: with no reallocation on deposit, Investment #1 keeps its original 1.1555 entry the whole time, and Investment #2 only ever receives the later GBP/USD trade — so the two investors end up with different portfolios.

The example builds up one step at a time. In each table the newest step is highlighted and its changed cells are shown in the accent color; earlier steps are dimmed. Scroll a table sideways to see all three accounts.

Step 1 · Investor #1 deposits 1,000 USD

Both Investment #1 and the master balance rise by 1,000 USD. No position is open yet.

StepPAMM masterInvestment #1Investment #2
BalanceEquityOpen positionsClosed positionsBalanceEquityOpen positionsClosed positionsBalanceEquityOpen positionsClosed positions
Step 1 · Investor #1 deposits 1,000 USD1,0001,0001,0001,00000
Step 2 · Trader opens EUR/USD buy 1 lot @ 1.1555

The position is copied to Investment #1, the only funded account.

StepPAMM masterInvestment #1Investment #2
BalanceEquityOpen positionsClosed positionsBalanceEquityOpen positionsClosed positionsBalanceEquityOpen positionsClosed positions
Step 1 · Investor #1 deposits 1,000 USD1,0001,0001,0001,00000
Step 2 · Trader opens EUR/USD buy 1 lot @ 1.15551,0001,0001 lot EUR/USD @1.15551,0001,0001 lot EUR/USD @1.155500
Step 3 · EUR/USD rises to 1.1600

The master and Investment #1 gain the same floating profit on their 1 lot.

StepPAMM masterInvestment #1Investment #2
BalanceEquityOpen positionsClosed positionsBalanceEquityOpen positionsClosed positionsBalanceEquityOpen positionsClosed positions
Step 1 · Investor #1 deposits 1,000 USD1,0001,0001,0001,00000
Step 2 · Trader opens EUR/USD buy 1 lot @ 1.15551,0001,0001 lot EUR/USD @1.15551,0001,0001 lot EUR/USD @1.155500
Step 3 · EUR/USD rises to 1.16001,0001,4501 lot EUR/USD @1.15551,0001,4501 lot EUR/USD @1.155500
Step 4 · Investor #2 deposits 550 USD — no reallocation

The master balance rises by 550, but no position is reallocated — this method takes no action on deposits, so Investment #2 holds nothing yet. The master keeps its lot, so its equity already reflects 450 of floating profit.

StepPAMM masterInvestment #1Investment #2
BalanceEquityOpen positionsClosed positionsBalanceEquityOpen positionsClosed positionsBalanceEquityOpen positionsClosed positions
Step 1 · Investor #1 deposits 1,000 USD1,0001,0001,0001,00000
Step 2 · Trader opens EUR/USD buy 1 lot @ 1.15551,0001,0001 lot EUR/USD @1.15551,0001,0001 lot EUR/USD @1.155500
Step 3 · EUR/USD rises to 1.16001,0001,4501 lot EUR/USD @1.15551,0001,4501 lot EUR/USD @1.155500
Step 4 · Investor #2 deposits 550 USD — no reallocation1,5502,0001 lot EUR/USD @1.15551,0001,4501 lot EUR/USD @1.1555550550
Master equity = 1,550 + 1 lot × (1.1600 − 1.1555) × 100,000 = 2,000
Step 5 · EUR/USD rises to 1.1700

Only the master and Investment #1 hold the position, so only their equities move.

StepPAMM masterInvestment #1Investment #2
BalanceEquityOpen positionsClosed positionsBalanceEquityOpen positionsClosed positionsBalanceEquityOpen positionsClosed positions
Step 1 · Investor #1 deposits 1,000 USD1,0001,0001,0001,00000
Step 2 · Trader opens EUR/USD buy 1 lot @ 1.15551,0001,0001 lot EUR/USD @1.15551,0001,0001 lot EUR/USD @1.155500
Step 3 · EUR/USD rises to 1.16001,0001,4501 lot EUR/USD @1.15551,0001,4501 lot EUR/USD @1.155500
Step 4 · Investor #2 deposits 550 USD — no reallocation1,5502,0001 lot EUR/USD @1.15551,0001,4501 lot EUR/USD @1.1555550550
Step 5 · EUR/USD rises to 1.17001,5503,0001 lot EUR/USD @1.15551,0002,4501 lot EUR/USD @1.1555550550
Master equity = 1,550 + 1 lot × (1.1700 − 1.1555) × 100,000 = 3,000
Equity #1     = 1,000 + 1 lot × (1.1700 − 1.1555) × 100,000 = 2,450
Step 6 · Investor #2 withdraws 250 USD — no autocorrection

No autocorrection occurs because Investment #2 has no open position. Both the master and Investment #2 balances drop by 250.

StepPAMM masterInvestment #1Investment #2
BalanceEquityOpen positionsClosed positionsBalanceEquityOpen positionsClosed positionsBalanceEquityOpen positionsClosed positions
Step 1 · Investor #1 deposits 1,000 USD1,0001,0001,0001,00000
Step 2 · Trader opens EUR/USD buy 1 lot @ 1.15551,0001,0001 lot EUR/USD @1.15551,0001,0001 lot EUR/USD @1.155500
Step 3 · EUR/USD rises to 1.16001,0001,4501 lot EUR/USD @1.15551,0001,4501 lot EUR/USD @1.155500
Step 4 · Investor #2 deposits 550 USD — no reallocation1,5502,0001 lot EUR/USD @1.15551,0001,4501 lot EUR/USD @1.1555550550
Step 5 · EUR/USD rises to 1.17001,5503,0001 lot EUR/USD @1.15551,0002,4501 lot EUR/USD @1.1555550550
Step 6 · Investor #2 withdraws 250 USD — no autocorrection1,3002,7501 lot EUR/USD @1.15551,0002,4501 lot EUR/USD @1.1555300300
Step 7 · Investor #1 withdraws 1,000 USD → autocorrection

Investment #1 holds an open position, so autocorrection partially closes it in proportion to the withdrawn amount over equity. The realized profit is credited, then the 1,000 withdrawal reduces balances. The master mirrors the same partial close, leaving 0.6 lots on each.

StepPAMM masterInvestment #1Investment #2
BalanceEquityOpen positionsClosed positionsBalanceEquityOpen positionsClosed positionsBalanceEquityOpen positionsClosed positions
Step 1 · Investor #1 deposits 1,000 USD1,0001,0001,0001,00000
Step 2 · Trader opens EUR/USD buy 1 lot @ 1.15551,0001,0001 lot EUR/USD @1.15551,0001,0001 lot EUR/USD @1.155500
Step 3 · EUR/USD rises to 1.16001,0001,4501 lot EUR/USD @1.15551,0001,4501 lot EUR/USD @1.155500
Step 4 · Investor #2 deposits 550 USD — no reallocation1,5502,0001 lot EUR/USD @1.15551,0001,4501 lot EUR/USD @1.1555550550
Step 5 · EUR/USD rises to 1.17001,5503,0001 lot EUR/USD @1.15551,0002,4501 lot EUR/USD @1.1555550550
Step 6 · Investor #2 withdraws 250 USD — no autocorrection1,3002,7501 lot EUR/USD @1.15551,0002,4501 lot EUR/USD @1.1555300300
Step 7 · Investor #1 withdraws 1,000 USD → autocorrection8801,7500.6 lots EUR/USD @1.15550.4 lots @1.1700 +580 realized5801,4500.6 lots EUR/USD @1.15550.4 lots @1.1700 +580 realized300300
Closed volume = 1 lot × 1,000 / 2,450 = 0.4 lots
Profit (0.4 lots) = 0.4 × (1.1700 − 1.1555) × 100,000 = 580
Master balance = 1,300 + 580 − 1,000 = 880
Balance #1     = 1,000 + 580 − 1,000 =   580
Remaining open = 1 − 0.4 = 0.6 lots (master and #1)
Master equity  = 880 + 0.6 lots × (1.1700 − 1.1555) × 100,000 = 1,750
Equity #1      = 580 + 0.6 lots × (1.1700 − 1.1555) × 100,000 = 1,450
Step 8 · Trader opens GBP/USD buy 1 lot @ 1.3000

A brand-new position is reallocated to both investors in proportion to their equities (1,450 and 300, total 1,750 = master equity). Investment #2 finally receives a copied position — but only this one, not the earlier EUR/USD trade.

StepPAMM masterInvestment #1Investment #2
BalanceEquityOpen positionsClosed positionsBalanceEquityOpen positionsClosed positionsBalanceEquityOpen positionsClosed positions
Step 1 · Investor #1 deposits 1,000 USD1,0001,0001,0001,00000
Step 2 · Trader opens EUR/USD buy 1 lot @ 1.15551,0001,0001 lot EUR/USD @1.15551,0001,0001 lot EUR/USD @1.155500
Step 3 · EUR/USD rises to 1.16001,0001,4501 lot EUR/USD @1.15551,0001,4501 lot EUR/USD @1.155500
Step 4 · Investor #2 deposits 550 USD — no reallocation1,5502,0001 lot EUR/USD @1.15551,0001,4501 lot EUR/USD @1.1555550550
Step 5 · EUR/USD rises to 1.17001,5503,0001 lot EUR/USD @1.15551,0002,4501 lot EUR/USD @1.1555550550
Step 6 · Investor #2 withdraws 250 USD — no autocorrection1,3002,7501 lot EUR/USD @1.15551,0002,4501 lot EUR/USD @1.1555300300
Step 7 · Investor #1 withdraws 1,000 USD → autocorrection8801,7500.6 lots EUR/USD @1.15550.4 lots @1.1700 +580 realized5801,4500.6 lots EUR/USD @1.15550.4 lots @1.1700 +580 realized300300
Step 8 · Trader opens GBP/USD buy 1 lot @ 1.30008801,7500.6 lots EUR/USD @1.1555 1 lot GBP/USD @1.30005801,4500.6 lots EUR/USD @1.1555 0.83 lots GBP/USD @1.30003003000.17 lots GBP/USD @1.3000
Volume #1 = 1 lot × 1,450 / 1,750 = 0.83 lots
Volume #2 = 1 lot ×   300 / 1,750 = 0.17 lots

Note the divergence

Investment #2 never received the original EUR/USD position (it deposited after that trade opened, and deposits trigger no reallocation), so the two investors now hold different portfolios — exactly the performance divergence the warning above describes.

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