Trade and Journal Sharing

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Step 1:

Select “Sharing” under the Portfolio Tab to access these features of sharing trade ideas with peers or trading groups or have access to an Instructor’s Trades or Journal History.

Trade Sharing allows for potential trades to display in “Order Staging” listing the Source of the Order.

Journal Sharing can be used to follow a Trading Group, Instructors, Peer, Public Accounts as well as Newsletters/Trading Room applications.

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Step 2: On the left-hand panel, click on “My Shared Accounts”

Shared Accounts are grouped into 4 categories:

• My Shared Accounts – Elect to share Order Staging and/or Journal Sharing
• Accounts I’m Following – Other peers, trading partners, instructors
• Subscription Accounts – Newsletter or Trading Group applications
• Public Shared Accounts – allows access to a Public Directory with performance metrics

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Step 3: Set up your User Profile

Click “Edit“
Add a User Display Name
Provide a Bio and/or Information about the account. This is what others will see.
The Formatting option allows you to customize the Bio/Information box.
Click “Save“

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Step 4: Set Up Account Profile

1. In the middle panel, click on the Account to be shared

2. On the bottom right panel of the page, click on “Create Sharing Profile“

3. On the pop-up window, add an Account Display Name and Account Description.
Note: Both are required.

You are also able to add #tags to this Account Profile.

4. Click “Save“

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Account options

Once Shared, you can “Unshare” account by clicking on button located in the upper right of this box.

Share Journal is checked by default.

Check box for Share Staged Trades if you wish to provide that on the selected account.

A code is automatically generated to Privately Share/Peer-to-peer share

Duration drop-down menu allows you to set how long the code is valid:
Single use only
Hour
Day
Week
Until Disabled

Available buttons allow you to Generate New Code and Disable Code.