Documentation

See exactly how the software works

Every page, feature, and risk control — explained in plain English. The same docs our members use, open for anyone to read.

Your Pages

If you publish a strategy of your own, you control how it looks to everyone browsing for signals. Your name, your description, your price — you can change all of them yourself, any time, without asking anyone.

Finding your listing

Go to the Marketplace. Your own strategy is marked with a green YOURS tag next to its name, and its card has an Edit button in the bottom corner. You can also click into the strategy to open its detail page, where the same control appears as Edit Listing in the top-right header.

Either one opens the same short form.

What you can change

Display name — the title shoppers see on your card and detail page. Up to 200 characters.

Description — your pitch. This is the paragraph under your name on the card and the "How This Source Works" section on your detail page. Up to 5,000 characters. Write it as plain text — formatting marks like *asterisks* are shown exactly as typed rather than turned into bold or italics.

Monthly price — what a subscriber pays each month. Tick the Free box instead if you don't want to charge; your listing then shows "Free" where the price would be.

Setup code — the share code for the strategy you actually run, so subscribers can copy your settings instead of guessing at them. See below.

Accepting new subscribers — an on/off switch that decides whether people can still join.

Post exits as a separate message — an on/off switch that changes how your closes show up in Discord. See below.

Changes are live immediately

There's no review step and no waiting. Save the form and the new name, description, and price are what the next person sees. Your own Marketplace card and detail page update on the spot.

Example

You've been running "Dan's Swing Setups" at $50/mo. You rename it to "Dan's Swing Alerts", rewrite the description to mention that you now send exit alerts too, and raise the price to $75/mo. Save, and the card in the Marketplace shows the new name and $75/mo right away. Anyone who subscribes from that moment on pays $75. Your existing subscribers are not charged anything extra today — they move to $75 on their next regular billing date, and nobody is billed mid-cycle or asked to re-approve.

Warning

A price change affects everyone who is already subscribed to you, not just new signups. Raising your price is a real change to what your current members pay, so give some thought to whether it's worth the churn before you save.

Pausing new signups without kicking anyone out

Turning Accepting new subscribers off is the polite way to close your doors for a while — say you want to cap how many people are trading your alerts, or you're taking a break from posting.

When it's off:

  • Your listing stays visible in the Marketplace, with a Closed to new members label where the Subscribe button normally is.
  • Nobody new can join.
  • Everyone already subscribed stays subscribed and keeps getting your alerts exactly as before. Their billing is untouched.

Flip it back on whenever you're ready and new signups resume.

Handing subscribers your exact setup

Your alerts tell a subscriber what you're trading. They don't tell them how much to put on, where to take profit, or when to stop for the day — and that's usually why someone following you ends the month with a very different result than yours.

The Setup code field fixes that. Paste in a share code for the strategy you actually run, and your listing grows a Copy These Settings panel at the top of your detail page. Subscribers see the code, a plain-English summary of what it contains, and a Save to My Strategies button that fills in a new strategy for them with your settings.

Getting the code: go to your Strategies page, find the strategy you want to share, open its menu and click Create Share Code. A short code like STAX-7A67 is copied to your clipboard. Paste it into the Setup code box and save.

We check it before you save. As soon as you paste a code, the form looks it up and shows you exactly what a subscriber will see — your exits, position size, daily limits and trading hours, spelled out. If the code doesn't exist (a typo, or one you never actually created), it tells you so and refuses to save, rather than letting you advertise a code that goes nowhere.

Leave the box empty and no panel appears on your listing — which is the same as it has always been.

Example

You run "Dan's Swing Setups" from a strategy sized at 5% per trade with two exit legs. You create a share code for it, paste DANS-3B12 into the Setup code field, and the check underneath reads DANS-3B12 is live — Exits: 2 exit legs (50% at +25%, 50% at +100%) · Position size: 5% of your account · Trading hours: 9:40 AM – 3:45 PM ET. Save, and every subscriber can now set their bot up the same way in two clicks.

Warning

The code is a snapshot, not a live link. If you later change how you trade — a wider stop, a different position size — the old code still hands out the old settings. Create a fresh code and paste the new one in whenever you change something that matters.

Your subscribers are told when you change it

When you save a new setup code, everyone currently subscribed to that strategy gets a pop-up the next time they log in, telling them your setup has changed and offering to build it for them in one click. They see when it changed and a plain-English summary of what the new code contains. They can take it, look at your listing first, or ignore it — nothing on their account changes unless they choose it.

This happens automatically, and only when the code itself actually changes. Editing your price, your description or any other field doesn't notify anyone. Setting a code for the very first time does.

Example

You widen your stop from -50% to -65% and add a third exit leg. You create a fresh share code from the updated strategy, paste DANS-9F04 over the old DANS-3B12, and save. Your 40 subscribers each see a notice on their next login reading Dan's Swing Setups — Updated today, with the new exits spelled out and a button to set it up.

Tip

Because it reaches every subscriber, treat a new code as an announcement rather than housekeeping. Mint one when your approach genuinely changes — not to tidy up a code you're merely bored of. If you only want the newest code on the listing for future shoppers, that is exactly what saving it does anyway; the notice is the cost of it, and it's a cost worth paying when the change is real.

Tip

Share the code for the strategy you'd want a new subscriber to start on, not necessarily your most aggressive one. They're going to run it as-is, and a blow-up in their first week is a cancellation in their second.

Note

A setup code only carries strategy settings. It never carries your broker connection, your account-wide killswitch, or anything else about your account — and it doesn't give anyone access to your dashboard. See Strategies for exactly what does and doesn't travel.

Making sure your subscribers see your exits

When one of your trades closes, we go back to the alert message we posted in Discord when you entered, and update it in place — it gets a [CLOSED] tag, your exit price, and the final profit or loss.

That works beautifully when you're in and out the same day. The alert is a few messages up, and everyone reading the channel watches it fill in.

It fails badly on a swing trade. Discord does not move an edited message back to the bottom of the channel, and it does not send a notification for an edit. So if you entered on a Tuesday and closed the following Monday, the result quietly appears on a message six days up the history. Your subscribers scroll to the bottom, see nothing new, and think you never exited.

Turning Post exits as a separate message on fixes that. On top of the update to the original alert, we post a brand-new message at the bottom of your channel showing:

  • Your entry price and your exit price
  • The dollar and percent result per contract
  • Whether it was a win or a loss
  • How long you held it
  • A Jump to entry link that takes the reader straight back to the original alert

Because it's a new message and not an edit, it appears at the bottom of the channel and carries your channel's usual alert notification, so people actually get pinged.

Example

You post an SPY put credit spread on the 5th. It closes for a 64% win on the 12th. With the switch off, the alert from the 5th quietly gains a [CLOSED] tag and nobody notices. With it on, a fresh message lands at the bottom of the channel that evening: [CLOSED] SPY Iron Condor, Net Entry $0.25, Net Exit $0.09, +$16.00, +64.00%, WIN, Held 7 days — with a link back to the original post.

Tip

Leave this off if you trade same-day. Your entry alert is already the newest thing in the channel when it closes, so the extra message adds nothing and a busy day would double the traffic your subscribers get. Turn it on if you hold overnight or for days — that's exactly the case it exists for.

This only affects your paid subscriber channel. Your free preview channel doesn't carry exits either way.

Posting to your own Discord server

Everything above is about the channels we run for you. You can also send your alerts to a Discord server of your own, choosing exactly which details to include and writing your own heading and disclaimer — see Your Own Discord Alerts.

What you can't change here

The strategy's internal name (the one your webhook posts to), its author name, and whether it publishes exit alerts are all set when the strategy is created — reach out to support if one of those needs to change. Your subscriber count and your track record are drawn from real activity and aren't editable at all, by you or anyone else.

Tip

Your detail page is what a prospective subscriber actually reads before deciding. Once you've written the description, click into your own listing and read it the way a stranger would — the equity curve, the historical alerts, and your words together are your sales pitch. See Marketplace for a walkthrough of everything on that page.

If you broadcast your trades by hand rather than through a webhook, see Copy Trade for how the alerts themselves get sent.