Manage subscriptions

Assign Investors to Masters and complete controlled unassignment.

Assign an Investor

POST /api/v1/investor/assign validates both accounts, the Master’s minimum deposit, open positions, and the Investor’s subscription history. It creates an ACTIVE relationship and queues the current Investor balance for reflection in the Master.

{
  "master_login": "146512",
  "investor_login": "146600",
  "perf_fee": {
    "rate": 0.30,
    "enabled": true
  }
}

The fee rate is a decimal from 0 to 1. Send 0.10 for 10%, never 10.

An ACTIVE response does not guarantee that the initial mirrored movement has completed. Store the returned subscription id and poll balances when the next CRM action depends on synchronization.

Current account restriction: an Investor login with any prior subscription cannot subscribe again, even when the earlier subscription is CANCELLED. Coordinate with Codench before designing a re-subscription flow for the same login.

Unassign an Investor

POST /api/v1/subscriptions/unassign processes pending performance fees, removes the mirrored Master balance, and closes the relationship.

curl -X POST \
  "https://pamm-api.example.com/api/v1/subscriptions/unassign?master_login=146512&investor_login=146600" \
  -H "Authorization: Bearer YOUR_CRM_API_KEY"

The response can be:

• CANCELLED immediately when no mirrored balance remains; or
• PAUSED while the withdrawal synchronization completes.

When the response is PAUSED, do not call unassign again. A repeated request can return 409 because the operation is already running. Poll /api/v1/info/subscriptions until the state is CANCELLED and ended_at has a value.

State interpretation

State	CRM action
ACTIVE	Relationship is enabled; confirm balances if a mirror operation was just queued.
PAUSED	Exit is processing; poll and do not duplicate the request.
CANCELLED	Relationship has ended; confirm ended_at before finalizing locally.

Previous: Funding

Review controlled deposits and withdrawals.

Next: Performance fees

Configure rates and reconcile fee execution.