Visibility

The Visibility field controls who can discover and access your strategy.

This field requires a Pro or Premium plan. On lower plans the control is locked; upgrade to change visibility or manage Access.

Sharing a strategy also needs your account set up for it: a verified email address, two-factor authentication, a verified phone number and a billing address. Set Up Sharing, on this form, walks you through each step. Until they are all done, a strategy that is already shared stays shared, but it can only be made more private.

• Private strategies are only available inside your account, unless you grant another account explicit access.

• Unlisted strategies are not shown in the public Community. Other logged-in TradersPost users can open an unlisted strategy only with its direct share link, or if you grant their account explicit access.

When a strategy is Private or Unlisted, use Manage Access to grant or revoke access for specific TradersPost accounts. Those accounts can open the strategy even when they do not have its share link.

For an Unlisted strategy, use Share Link to copy a direct link. Anyone with that link can view the strategy and, depending on the strategy settings, clone it as a Strategy Template or subscribe to it as a Subscribable Strategy. Unlisted strategies do not appear in Community listings.

What those accounts can do after they have access depends on the strategy: by default they can clone it as a Strategy Template. If Allow subscriptions is enabled, it becomes a Subscribable Strategy they can subscribe to instead.