Contents
Before you start
What the platform does, where to start, and how the two account identities differ.
Platform overview
PM.finance is a quant strategy platform for PMs. It supports strategy research, performance verification and connecting your own strategies; strong strategies can be listed and apply for group direct investment.
What you can do
Choose where to start based on where you are: if you do not have a strategy yet, start with the AI Strategy Workbench and work through creating a strategy and running your first backtest in order; if you already run a strategy, go straight to Connect your own strategy.
| What you can do | Prerequisite | Start here |
|---|---|---|
| Build a strategy with AI and backtest it | A registered account | Have the AI write a strategy |
| Connect a strategy that is already running | An exchange account with real fills | Connection overview |
| Enter the Strategy Challenge to win prize money and a funding allocation ceiling | Nothing to prepare to register; bind a version with a successful backtest before the contest starts | Registration |
| Get listed under a codename and show your performance in the Strategy Marketplace | The listing requirements | Listing requirements |
| Apply for funding; once the group approves, trade live with capital from the Avenir family office | A listed strategy | Programme overview |
Why performance is verified
The family office invests its own money, so the platform first confirms that performance is real and comparable: backtests and the contest compare strategies under the same rules, records for self-hosted strategies are read by the platform directly from the exchange, and listing review and ratings apply one standard. Showing a codename lets you publish your performance without revealing who you are.
Account types and menus
Accounts have one of two identities: standard account or PM. Your identity decides which features appear in the left menu. Certification & Listing, My Funding, Live Trading, Contest Panel and Notifications are visible only to PM accounts.
Two identities
| Identity | How you get it | Left menu |
|---|---|---|
| Standard account | Granted when you register | Personal Center, Talent pool, My Strategies, AI Strategy Workbench, Membership & points, Account Settings |
| PM | Granted automatically when you create your first strategy in the AI Strategy Workbench, connect your own strategy, or register for the Strategy Challenge | Everything in a standard account, plus Certification & Listing, My Funding, Live Trading, Contest Panel and Notifications |
When the PM identity is granted, the top of the page shows Your account now has the "PM" identity. and the new features appear in the left menu.
Other entry points
- Account menu (bottom left): Personal Center, Account Settings, Docs, Language and Appearance, Log out.
- Points: shown in the sidebar. Click it to check your balance or upgrade your plan.
Personal Center
After you log in, you land on the Personal Center. A PM account sees Todos, such as completing identity verification or a strategy that can apply to list. Click an item to open the page where you handle it.
View and manage all your strategies as described in Manage My Strategies.