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

The portal can build you a finished promo image to post on X, Instagram, TikTok or StockTwits — real track record, artwork, discount codes, the lot — so you don't have to design anything or remember what the offers are.

You don't have to be the one who publishes the strategy. If you run automation and there's a strategy on the Marketplace you rate, you can generate an image for it and post it. Anyone who signs up through your image is credited to you.

Where to find it

  • Any strategy's Marketplace page — the Share & Earn button at the top.
  • If you publish a strategy yourself, also Strategy Settings — the Share Referral Invite button at the top right.

A window opens with six designs. Pick the one you like and save it.

Note

You need an active automation plan to generate an image, and the strategy has to be a live, paid Marketplace listing. Paper-only accounts don't get the button, because the image advertises a free month that only automation customers can claim.

Who gets the credit

Whoever generates the image. The referral tag baked into the QR codes is yours, not the strategy author's — so if you post about someone else's strategy and one of your followers signs up, the referral is credited to your account.

Example

John subscribes to automation and likes how DOPE Spreads has been trading. He opens its Marketplace page, hits Share & Earn, and posts the Ticker Neon design to his X account. His follower scans the QR and signs up — the sale shows Referred by john. DOPE Spreads gets a new subscriber, John gets the referral credit.

Note

Your referral tag is a shortened version of your account name — never your full licence key. That's deliberate: the image goes on public social media, and your licence key is what logs you in, so it's never printed or put in a link.

What's on the image

Every design carries the same information, laid out differently:

  • The strategy's name and artwork
  • All-time profit, win rate, number of closed trades, and average return per trade
  • Its cumulative profit graph
  • How many traders have subscribed (only shown once it has at least five)
  • Three things the platform does that no broker does
  • What automation costs — from $49/mo, with two weeks free
  • Both discount codes, and two QR codes — one to sign up, one to check the strategy's record

The numbers are exactly the ones on the strategy's public Marketplace page — the same trades, counted the same way. Nobody who scans a code and checks the listing will find different figures.

The six designs

Design Looks like
Midnight Gold Dark navy and gold, with the profit figure glowing. The most "us" of the set.
Blackout Plain black and white, one colour on the whole page. Understated.
Screenshot Proof The numbers plus a real picture of the trading software, for people who've never seen it.
Ticker Neon Loud cyan and violet with oversized numbers. Built to stop someone mid-scroll on Reels or TikTok.
Paper Receipt Light, printed on what looks like paper, laid out like an itemised statement. The only pale one — it stands out in a feed full of dark posts.
Big Type Magazine-cover lettering. Leads with the strategy's name rather than the number, so people remember it.

They don't change on their own. The same strategy and the same numbers always produce the same picture, so you can post a series without them drifting.

Tip

Rotate them. Posting the same design every week trains people to scroll past it; the same numbers in a different frame gets looked at again.

Saving and posting

Three buttons under the designs:

  • Save image downloads a PNG. Always works.
  • Copy image puts it straight on your clipboard, so you can paste it into a post without a file.
  • Share… on a phone opens the normal share sheet — tap through to Instagram, X, or wherever.

Underneath them is the caption — the written post that goes with the picture. It's a normal text box, so you can read it, change the wording to sound like you, and then press Copy caption. If you edit it and change your mind, Reset puts the original back.

The caption carries the headline numbers, both discount codes, the price and trial, both links, and the #staxinvesting tag.

The image is 1080 × 1920, which is the right shape for Instagram Stories, Reels, and TikTok. It works as a normal post too.

Tip

Post the caption as well as the image. A picture can't hold a clickable link, so the caption is what actually gets people to the site — and it carries the tracking that credits the signup to you.

What your audience gets

Three things, and it's worth knowing which is which:

  1. Two weeks of automation free. This is what the QR code delivers. Scanning it opens the pricing page with the free trial attached, so they pick a plan and start without paying for the first fortnight. There's no code to type.
  2. 20% off their first month of automation. A code — STAX20, or your own if you have one, like DOPE20 — typed into the Promo code box at checkout. This is the alternative for someone who came to the site without scanning, or who'd rather have the discount than the trial.
  3. A free first month of the strategy. The code FREESTRATEGYMONTH, entered when they subscribe to that listing in their own portal.

Warning

The two weeks free and the 20% code are alternatives, not a stack. They both apply to the first bill for the same thing — the software — so checkout takes whichever route the person came in on and ignores the other. Someone who scans your QR won't even see the promo box. That's deliberate, and it isn't something you or they can work around.

Number 3 is separate money and does stack with either: one buys the software, the other buys the strategy.

Note

The free month can only be claimed once per customer, and only by someone with an active automation subscription. See Your Free Month for the full terms.

The two QR codes

Every design carries two, side by side at the bottom:

  • Start here opens the pricing page, where the plans start at $49/mo and the Start 2 weeks free button is right there.
  • Track record opens the strategy's page on the public alert tracker — every alert it has ever published, on a short delay, with no login needed.

The second one is the more persuasive of the two for people who don't know you. It's the only claim on the whole image a stranger can go and check for themselves, which is exactly why it's there rather than buried in the caption.

Both codes carry your referral tag. Someone can scan either one, read the whole site, come back a day later, and they're still credited to you — it's remembered in their browser for 30 days. At checkout they'll see Referred by your account name.

Example

You post the Midnight Gold image on Instagram with the copied caption. Someone scans the Start here QR from their feed, lands on the pricing page, and taps Start 2 weeks free on the Trader plan. They're charged nothing today, the trial runs 14 days, and the sale shows your referral tag. Two weeks later billing begins at the normal monthly price. They then subscribe to the strategy with FREESTRATEGYMONTH and pay nothing for their first month of that either.

Tip

If someone tells you the promo code "didn't work", ask whether they scanned the QR. If they did, they were already on the two-weeks-free path and the code box was hidden on purpose — they haven't missed out, they took the other offer.

Tip

Post a fresh one every few weeks. The image is rebuilt from live data every time you open the window, so a new one always shows your latest record rather than a stale screenshot.