Oversight for a managed account
For money handed to a manager — or for automatic supervision of your own account. Watchers see the account read-only and get alerts based on their own risk rules.
This scenario matters when there are agreed limits: maximum drawdown, daily loss, allowed instruments. Without monitoring you check everything by hand: open the account, compare equity, wait for the manager's report.
How to enable it. Open the account's Sharing page — it has a Watchers panel. Turn the toggle on and send the investor an invite link of the form pnl.plus/watch/<code>. The same panel lists everyone who joined: any watcher can be removed (the link is re-issued automatically), and the whole feature can be switched off. You can also subscribe to your own account — a convenient way to set up alerts for yourself.
What a watcher sees. After following the link and signing in, the account appears in their Watching section: status, equity and drawdown, money amounts. The trading journal — playbooks, notes, tags — is never shown to watchers.
Triggers. Every watcher configures their own rules, with the current value of each metric shown next to the threshold: equity below an amount, drawdown above N%, daily loss above N%, a deposit or withdrawal detected, a trade outside the allowed instrument list, stale account data. Alerts go to email, Telegram, or both — the watcher chooses. An account can have up to 20 watchers, each with up to 20 rules.
Important: the service NOTIFIES and SHOWS, but does not manage the account and does not execute profit splits — calculations and decisions stay between the parties.
CTA: enable watchers on your account's Sharing page and send the link.
How we compute it
Triggers are evaluated as data arrives. For EXANTE accounts, NAV conditions usually fire within a minute; trade, instrument, and money-flow conditions fire after a full synchronization (watched accounts sync more often, roughly every 2 hours). Interactive Brokers updates once a day, end-of-day. Data staleness is checked separately every half hour.