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. Your line breaks, blank lines and indentation are kept on your detail page, so a numbered list like "1. Wheel" followed by an indented explanation shows up just as you typed it. The card is a short preview, so it runs the first few lines together.

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

Position baselines — what a full-size position looks like for you, per ticker. 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 codes section 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 Share 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 boxes 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 Share 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.

Running two setups? Publish both

Some strategies are run more than one way on the same signals. A common one is time of day: a daytime configuration sized and timed for the regular session, and a separate overnight one with different hours and a smaller size. Those are two strategies on your Strategies page, so they are two different share codes — and handing subscribers only one of them leaves half your approach undocumented.

So you get two slots. Fill in the second share code, and give each one a short name for this setup — that name is the label subscribers see next to the code, and it's the only thing telling them which is which. "Day" and "Night" is the obvious pair, but the box is yours: "Regular session" and "Overnight", or "Standard" and "Small account", work just as well. Keep it short — around 24 characters.

Your detail page then shows a separate panel for each, headed with your name for it, each with its own summary and its own Save to My Strategies button. A subscriber can take one, or take both.

The second slot is entirely optional. Use one code and leave the other blank, and your listing looks and reads exactly as it did before — one Copy These Settings panel, no labels anywhere.

Example

You run "Nexus Quantum Pro" two ways: a day version that trades 9:40 AM – 3:45 PM ET at 5% per trade, and a night version that trades 6:00 PM – 2:00 AM ET at 2%. You create a share code from each, paste NEXUS-3B12 into the first slot and name it Day, then NEXUS-8C47 into the second and name it Night. Your listing now shows a Day Setup panel and a Night Setup panel, and a subscriber who wants both ends up with two strategies on their own page called "Nexus Quantum Pro Day" and "Nexus Quantum Pro Night".

Tip

Give both slots a name as soon as you use the second one. With two unlabelled codes a shopper just sees "Setup 1" and "Setup 2" and has to guess — which is the confusion the labels exist to prevent.

Note

Two slots is the limit. If you run a third variation, put the two you'd most want a new subscriber to start with on the listing, and describe the rest in your description.

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 a 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. Adding a second setup does too — and the notice shows them only the new one, not the code they're already running.

Two things deliberately don't notify anyone: renaming a setup (changing "Night" to "Overnight" doesn't change what anybody would import), and removing a code from your listing.

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.

Telling people how big you went

Your alert can carry the number of contracts you took. It's optional, but it changes what everyone else sees, so it's worth understanding.

Why it matters. Without a size on the alert, we have to assume one contract. Your public record is then scored as though every trade were the same size — which is fine if it was, and badly misleading if you vary. If you sometimes go light, a small position gets counted as though it were a full one, and one bad trade you deliberately kept small can dominate your whole track record.

How to state it. The Copy Trade entry form has a Contracts box. Fill it in and that number rides along with the alert. Leave it blank and nothing changes from how it always worked.

Example

You normally sell 8 contracts on META but this setup looked thin, so you sold 2. Put 2 in the Contracts box. Your listing now shows that trade at the size you actually took, instead of counting it as a full position.

Position baselines

Once you're stating sizes, you can go a step further and tell us what full size means for you on each ticker. That's the Position Baselines section in your listing editor: one row per ticker, with the contract count you'd call a normal, full-conviction position.

This does two things. On your listing, a shopper simulating their own budget gets scaled the way you traded — half your normal size deploys half their per-trade capital. And a subscriber who's turned on follow the publisher's size has their own bot sized the same way.

Baselines are per ticker on purpose: 30 contracts is an ordinary SPY position and an enormous META one.

Example

You set a baseline of 30 for SPY. An alert stating 15 contracts reads as a half-size trade; one stating 30 reads as full size. A subscriber with $1,000 per trade puts $500 behind the first and the full $1,000 behind the second.

Note

A small tolerance band means you don't have to be exact — if your baseline is 30 and you send 29, that still counts as full size. Tickers with no baseline behave exactly as they did before you set any up, so you can add them one at a time.

Filling in sizes on older trades

Trades you called before you started stating sizes show a 1 · set size marker in the quantity column of your Trade History. That's us telling you the trade is being counted as one contract because it never carried a number — and inviting you to put the real one in.

Click the marker, enter the contracts you actually traded, and save. Your P&L, your win rate and your public listing all re-score to the real size straight away.

Tip

There's no deadline on this. Older trades stay editable, so you can work through them whenever you have time rather than all at once.

Note

The marker only appears on trades that are eligible to be corrected. Newer alerts carry their size already, so there's nothing to fix on those.

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.