Got a strategy full of trading wisdom you want to share? Here’s a quick and easy guide to help you distribute your strategy to others and manage who gets access.
Steps to Share Your Strategy:
Go to Strategies.
Click on the three dots icon right next to the strategy you want to share to open a dropdown menu with more options.
Click on the “Share” option in the dropdown and click. A pop-up window will appear.
Choose How You Want to Share
Option 1: Sending an Invite via Email
Enter the email address(es) of the person or people you want to share the strategy with.
Click “Send invite” to send the invitation directly to their inbox.
Option 2: Generating a Sharing Link
Select “Generate Sharing Link.”
The platform will create a unique URL that gives access to the strategy.
Copy the link and share it via email, messaging apps, or any other way you prefer.
Once shared, the strategy's Shared strategies column on the Strategies page shows who it's shared with — or a dash (–) if it hasn't been shared with anyone yet.
💡 Pro Tip: Allow Strategy Duplication: You can enable a duplication feature in the sharing settings. When this option is turned on, those with whom you’ve shared the strategy can duplicate it into their accounts.
How to Revoke Strategy Access:
For Email Invites:
Go to the strategy's sharing settings.
Find the user under "People with access."
Click the "Can view" dropdown next to their name.
Click "Revoke access" to take away their access.
If the person you invited doesn't have a TradeZella account yet, find them under “Pending invitations” in the same window, click “Pending” next to their email, then click “Revoke invite.” Once revoked, signing up with that email won't give them the strategy.
For Generated Links:
Access the strategy's sharing settings.
Toggle the sharing switch off to deactivate the link.
Once deactivated, the link becomes invalid, cutting off access to the strategy.
By following these steps, you can securely and effectively share your strategy, manage access, and revoke permissions when needed. Your strategies and insights are valuable—share them wisely!
If you have any questions or need assistance, feel free to reach out to our support team — we’re here to help!