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

Every trade on your Live Trades page can be turned into a ready-to-post picture, like the profit cards crypto exchanges and Webull let you share. It shows how the trade did, the StaxInvesting logo, and your own referral code with a QR code. Anyone who scans it and signs up is credited to you.

Sharing a trade

Where to find it

Every trade card has a small Share button at the bottom, next to the trade's open and close times. It works on:

  • Open trades, which show your profit or loss right now (Unrealized P&L)
  • Closed trades, which show the final result (Realized P&L)

Note

The button is greyed out on a trade whose entry order hasn't filled yet. There's no price to show until it does.

The designs

There are nine designs for a winning trade and nine for a losing one. When you press Share, three of them are ready straight away: two picked for that trade, plus the one that shows your trade card. Press More designs under the pictures to see the other six. Click any design to switch to it.

Different trades start with different designs, so your posts don't all look the same. The same trade always starts with the same three.

Winners Losers
Bull Run: a golden mechanical bull Bear Market: a grizzly in ember red
Liftoff: a rocket in cyan and violet Wipeout: a crashing wave of red light
Stampede: a golden herd charging out of the dust Meltdown: a golden bull, melting
Phoenix: rising from the flames, for a comeback Falling Knife: why you never try to catch one
Diamond Hands: a crystal fist that held on Houston: a rocket falling back to earth
Lion's Share: a lion in gold and purple Burnt Out: a candle burned down to the stub
Checkmate: a gold king among fallen pieces Time Decay: an hourglass running out
Perfect Wave: riding it clean at sunset Deep Freeze: a polar bear on cracking ice
Money Printer: your trade card as proof, on green Regroup: your trade card as proof, on red

The Money Printer and Regroup designs show a copy of the trade card you see in the portal, so people who know the app recognise it straight away. One of them is always among the first three.

Example

You close a winning SPY call and press Share. It opens with, say, Phoenix, Checkmate and Money Printer. You'd rather post the lion, so you press More designs and pick Lion's Share.

Around holidays you may also see a Seasonal design at the front of the list. It only shows during that holiday.

Tip

The background patterns are drawn from your trade itself, so no two trades look exactly alike, and the same trade always makes the same picture. Each image also carries a small serial number (like STX-7F3A91C2) and the time it was made.

Choosing what's shown

The panel beside the preview lets you decide what goes on the picture:

  • Show P&L as: a percentage, a dollar amount, or both. Percentage is the default because a dollar amount tells people how big your position was. On futures, the percentage choice shows points instead.
  • Dollars net of fees: subtracts broker fees from the dollar figure. It only applies when dollars are showing.
  • Entry & exit prices (or the current price on an open trade)
  • Entry & exit times, shown in New York time and marked ET
  • Referral QR code
  • Broker logo: shows "Traded on" and your broker. Live trades only.
  • Strike & expiration: turn this off to show just the symbol, like SPY instead of SPY 9/18 580C
  • Strategy name
  • Number of contracts: off by default
  • Exit legs as they filled: the exit ladder, rung by rung. Off by default, and only offered on a trade that left in more than one piece. See below.
  • Dollars per leg: adds each leg's own dollars to the end of its line. Off by default.

Your choices are remembered for next time.

Example

You bought 3 SPY 580 calls at $1.25 and sold them at $2.11. With the defaults, the picture reads SPY 9/18 580C, Long Call, +68.80%, with your entry and exit prices and times and your QR code. Switch Show P&L as to Both and it adds +$258.00 underneath.

Showing how you got out

If a trade exited in pieces — half at the first target, a quarter at the second, the runner trailed out — ticking Exit legs as they filled puts that on the picture:

EXIT LEGS
Leg 1  50%  TP  @ $1.15    +15%
Leg 2  25%  TP  @ $2.25   +125%
Leg 3  25%  SL  @ $2.51   +151%

Each line is one piece of the position leaving: how much of it, which order took it out, the price it filled at, and what that piece made or lost on its own.

These are the fills that really happened, not the targets you set. If your stop trailed up behind the price, the line shows the price it actually caught — not where you first put it.

TP means the take-profit filled. SL means the stop filled. MKT is a manual close or a Flatten All. EXP is a position held to expiry. On a trade that's still running, a last line reads Open with the share that hasn't exited yet, priced at the current market.

Note

A stop is not a loss. Once your trailing stop has moved up above your entry, hitting it banks profit — it is the normal way a runner ends. That is why each line is coloured by what that piece actually made, never by which order closed it. In the example above Leg 3 hit its SL and made the most of the three, so it prints in green at +151%.

Tick Dollars per leg as well and each line ends with its own dollar figure:

Leg 1  50%  TP  @ $1.15    +15%    (+$30.00)
Leg 2  25%  TP  @ $2.25   +125%   (+$125.00)
Leg 3  25%  SL  @ $2.51   +151%   (+$151.00)

Tip

Leave Dollars per leg off if you'd rather not say how big your position was — the percentages tell the story on their own. It's off by default for that reason.

Note

The per-leg dollars are before fees, so if you've turned on Dollars net of fees they won't add up exactly to the headline figure. The picture labels them EXIT LEGS · GROSS so nobody reading it is misled. Fees are charged on the whole position rather than on each piece, so there's no honest way to split them across the lines.

The option isn't offered on a trade that exited all at once — the exit price is already on the picture, so a single line would add nothing.

Open trades

An open trade keeps moving while you're choosing a design, so the picture is frozen at the moment you pressed Share. The panel shows the time it was taken. Press Refresh to update it to the latest price.

Paper trades

A paper trade (see Paper Trading) is always clearly marked, on every design:

  • a pink border
  • a pink band across the top reading PAPER TRADE · SIMULATED · NO REAL MONEY
  • PAPER TRADE printed faintly across the whole picture

The broker logo is never shown on a paper trade. A trade from a futures broker's demo (practice) account is marked DEMO ACCOUNT the same way.

Warning

The paper marking can't be turned off or cropped out, and the caption starts by saying it's a paper trade. That's deliberate: a simulated result must never be mistaken for real money.

The verified seal

If you've checked a closed trade against your broker (see Reconcile With Your Broker), its picture gets a green Broker Verified seal automatically. A trade that was missing and added from your broker's records gets a Broker Sourced seal. Open trades and paper trades never carry a seal.

Who gets the credit

You do. The QR code and the Referral code on the picture are yours. They're a shortened version of your account name, never your full licence key. Anyone who scans the code lands on the StaxInvesting pricing page, and if they sign up, the sale shows Referred by you.

Saving and posting

Under the preview:

  • Save image downloads the picture. It always works.
  • Copy image puts it on your clipboard so you can paste it straight into a post.
  • Share… on a phone opens the normal share sheet for Instagram, X and so on.

Below those is a suggested caption with your trade, your referral link and the STAX20 discount code. Edit it to sound like you, then press Copy caption. Reset puts the original back.

Tip

Post the caption with the picture. A picture can't hold a clickable link, so the caption is what gets people to the site.

Every picture and caption carries a short line of fine print: Past performance is not indicative of future results. Not investment advice. Trading involves risk.

The picture is 1440 × 1000, a wide shape that looks good on X, Facebook, Discord and in text messages.

Tip

To promote a strategy's whole track record rather than one trade, see Sharing a Strategy.