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11.2. Sharing Your Own

Publishing a strategy lets other members read how you have written your method, and copy it if they wish. Someone may apply it to their own positions. That makes the way you describe it matter.

Describe It Truthfully​

Readers see your strategy's name and tagline first, and many will decide from those whether to read further. So say what the rules do, plainly, and nothing more:

  • Name it for its rules. Trail from the peak says what the strategy does. A name that promises an outcome says something the rules cannot.
  • Keep the tagline to the mechanism. Exits that follow the position's peak describes the rules. Avoid any figure for returns, gains or win rates: a result from your own past positions says nothing about what the rules will do for someone else, with other stocks, at another time.
  • Make sure the rules match the words. If the tagline speaks of a stop-loss, there should be a rule that sells. Read your rules once more before you publish.
  • Say what it leaves out. If your strategy has only exit rules, as Trail from the peak does, say so in the tagline, so a reader knows it will never add to a position.

Remember that a rule which names a threshold, such as sl_pct, uses each reader's own threshold value once they adopt it. If a number matters to how your strategy works, write it into the rule itself, or say so in the tagline.

Publishing​

Open the strategy under Plan → Strategies, and choose Publish from its menu. A rule is published the same way from your library. Figure 11-2 shows the Publish dialog.

Trail from the peak

Publish

https://app.tradestory.in/share/strategy/…CopyRe-publishUnpublishClose
Figure 11-2: The Publish dialog for Trail from the peak, shared with members only and without credit

Two choices decide who sees it and how:

  • Signed-in members only shows it to members, in Community Ideas and through its link. Anyone with the link also lets people who are not signed in open the link and read it; to add it to a workspace, they need an account.
  • Credit me by name shows Shared by and your name on the page. Leave it unticked to share without your name.

Once published, the dialog shows the link, with Copy to share it.

Changes and Versions​

What readers see is the version you published. If you change the strategy afterwards, the dialog says You have unpublished changes. Re-publish to update the page. Choose Re-publish to make the change public as a new version. Unpublish takes it down.

Summary​

In this chapter, we looked at Community Ideas. We:

  • found strategies and rules other members have published, and read one closely,
  • added our own copy of an idea to the Playbook, to change and apply as we choose,
  • and shared a strategy of our own, described truthfully, with the visibility and credit we chose.

In Chapter 12, the last chapter, we look at your account's settings and at exporting your data.