Documentation
Profiles & Following
Public profiles connect an Astral identity to Feed posts, published strategies, and read-only position summaries. They are optional and separate from your private account profile, saved library, wallet access, and billing information.
The mobile bottom tab Profile opens your private Dashboard workspace, starting with Cash and wallet actions, followed by performance and workspace sections. The header gear opens Edit public profile. Performance has a Strategies / Manual segmented control above the cards. Choose the period dropdown beside it (for example 1W) to set the closure window. In Manual, results combine the existing Astral spot wallets in the current trading mode; there is no account selector or account subtitle. The bottom manual-performance and published-library shortcuts are removed; use community profiles or desktop Published for publications. These views do not publish private holdings or account information. The identity header in the mobile hamburger menu returns to your private Dashboard; public profile links open your community identity.
Create or edit a public profile
Open Profile from the app menu. A public profile includes a unique handle, display name, and optional bio. After creation, its public route is /u/your-handle; edit it from /u/me/edit or the profile controls.
In desktop Terminal, hover over or click the top-right avatar, then select the account summary at the top of the menu (your avatar, name, email and tier). The full summary opens your public profile and supports keyboard activation; there is no separate Profile item. Without a public handle, it opens /u/me. Clicking the top-bar avatar keeps the menu open rather than navigating directly to your page. Other desktop menus using this account popover share the summary action. On mobile, choose Open menu → Profile. To edit:
- Select the Edit Profile pencil at the bottom-right of your avatar, use the header gear in the mobile Profile tab, or open the profile editor.
- Set Handle (3–30 characters, lowercase letters/numbers with internal underscores or hyphens), Display name, and optional Bio (up to 280 characters).
- Review the public preview, then choose Save Profile. Cancel leaves the previous values.
- Confirm Profile saved and the correct public URL. A handle conflict or validation error must be corrected before saving. Changing the handle changes the profile URL.
On your own desktop profile, the Private / Published toggle sits at the far right of the content tabs and separates your saved work from public items. A visitor does not receive your private account view merely by opening the profile URL.
Your profile can show follower, following, and published-strategy counts, plus aggregate activity from published strategies. Private saved work does not appear merely because you created a profile.
Use profile workspace tabs
Below the profile information and Performance cards, the private workspace uses Strategies, Positions, Orders, and Posts tabs on desktop and mobile web. On desktop, select Private using the toggle at the right of that tab row. Desktop and community-profile views use a compact avatar and identity block, with more separation around Performance, workspace tabs and list controls. The centered column remains at most 1,040px wide, keeping the identity, metrics and lists aligned. Mobile Profile opens the private workspace directly with side padding around its lists.
- Strategies has Deployed / Saved tabs, inline search and Filters. Rows align strategy identity, Return, Trades, Win rate and Updated in a table on wider profiles, with labeled facts on mobile. Press a tracked row for its details and deployment/publication controls. Profile rows have no trailing arrow or menu icons. Signals rows open their supported management controls. See profile strategy rows.
- Positions has Open / Closed buttons, an inline search field and Filters. The filters retain Wallet holdings / Strategy positions, strategy selection and sorting. Press anywhere on a position row to open its performance and trade ticket. A profile logo stays visible without a plus overlay.
- Orders shows wallet and strategy activity in one list with inline search and Filters. When source filtering is available, choose All activity / Wallet only beside the search field. Rows show size, price, value or sale P/L, status and recorded date. Press a row for its order-details dialog and any eligible cancel action. The list has no date headings or inline row expanders.
In Light mode on the web, hover over a strategy, position, or order row to see a darker background before opening its details.
Private Positions and Orders use BTC and ETH for the reviewed wallet tokens, including closed positions and order details. See the supported Bitcoin and Ether assets.
The secondary tabs, list toggles, search fields and Filters buttons share the compact height of Private / Published on desktop and mobile web.
Switching tabs retains each visited list's search and filters while the workspace stays open. Close a position or order dialog to return to the list. Lists load when first selected; an empty result, a loading state and an unavailable history mean different things. Clear search or filters and check Paper/Real mode before concluding that activity is missing. Reopening the page can reset display selections.
Use Tab to focus a tab group, then Arrow Left / Arrow Right or Home / End to select a content tab. Use Tab to reach the list controls. Private / Published, Open / Closed and All activity / Wallet only are toggle buttons; their pressed state identifies the current selection. On narrow screens, search and filter controls wrap below the secondary tabs; the visibility toggle, where offered, wraps above the content tabs and stays right-aligned. The mobile lists appear within the selected tab rather than opening separate section-expansion sheets; strategy details and charts still open their existing sheets.
Desktop Published and other people's profiles show Positions alongside Strategies when available. The Strategies tab displays its publication count. Switching these lower tabs does not change the Performance source or selected period.
View positions on a public profile
On desktop or mobile web, open a community profile and select Positions → Open or Closed. To see the visitor view of your own positions on desktop, select Published → Positions.
- Open shows positive invested token holdings from the real-money Astral Solana wallet linked to the public handle. Rows show the exact quantity and, when a quote is available, the current price and market value. A complete record of settled USDC-quoted swaps that matches the current balance supplies the weighted average entry price of the remaining tokens. Unrealized P/L in dollars is market value minus the remaining entry cost. The percentage uses that cost as its base. Missing or unreconciled cost basis shows — for average entry and P/L. A missing quote leaves P/L unavailable even when entry is known. USDC and USDT funding balances, native SOL gas, and quarantined balances stay out of the web list. A wallet that holds only funding balances shows No open positions. This view uses the linked Solana wallet regardless of the mode or network selected in the owner's private workspace.
- Closed shows up to 100 recent completed USDC-quoted Solana spot positions on public profiles. Each summary shows the token, quantity, recorded closing date, average entry and exit prices, proceeds, and realized P/L in dollars and as a percentage. Average entry uses total settled USDC spent divided by total quantity bought. Average exit uses settled USDC proceeds divided by the quantity sold. Realized P/L is proceeds minus cost, and the percentage uses the same cost as its base. The settled swap amounts already reflect collected swap commission. Separate SOL network charges are outside this USDC calculation. Partial exits remain part of an open cycle until the recorded position returns to zero. Missing settlement evidence can leave a token's history unavailable. History is unavailable if the read would require more than 10,000 eligible fills.
On wider screens, the lists align prices and values in columns. Narrow screens show labeled prices below each row. The owner's private Positions view also covers strategy positions and other supported networks.
Existing and new public profiles automatically show eligible past and future closed-position summaries.
Both views are read-only and use Real money Solana data. Paper positions, other networks, individual orders, and the private position trade ticket stay in their respective private workspaces. An unavailable state means the profile has no eligible wallet or the required data could not be read. Use Retry when a request fails.
Read profile strategy rows
Open your private Strategies → Deployed / Saved library. Wider profiles use compact column controls. Private and published strategy rows have a plain background and highlight on hover or keyboard focus. The identity shows the strategy name, available assets and metric source. Saved labels its retained simulation results Backtest; Deployed identifies its execution source and deployment window. Return is the strategy's percentage return, with Trades, Win rate and Updated in separate columns. Charts remain available in strategy details.
A private strategy row with one listed asset shows its ticker logo. Rows with multiple or no listed assets show the Strategies icon with three circles and an arrow.
Select Strategy, Return, Trades, Win rate or Updated to sort; select the heading again to reverse direction. A newly selected Strategy sort starts alphabetically; numeric sorts start with the largest values. Updated starts newest first and is the default order. Missing metric values stay last in either direction. Filters → Sort shares that selection and remains available on mobile, where column headings become labeled row facts. Search and the existing asset, publication, execution-mode and live-status filters still combine within the selected library.
The table keeps each library's existing data source. Deployed figures use that deployment's recorded performance, without borrowing saved backtest results while waiting. Saved results stay separate from deployed P/L. The Performance source/period controls above the workspace do not recalculate these list rows. For Deployed rows, Trades counts filled buy/sell orders, including entries and exits; pending and canceled orders are excluded. Win rate still uses completed-position outcomes. Return sorting compares percentages, not dollar profit. Saved backtest statistics retain their own recorded definitions. Unknown values show —, with loading, waiting or availability explanations when provided; a known zero stays zero. On your own tracked Deployed rows, percentage return includes fresh quote estimates for recorded open holdings. No small Live badge is displayed beside the return. Estimates expire after 15 seconds without an update and clear on reconnect, account or saved-snapshot changes; the row then uses recorded return until a fresh quote arrives. The timestamp tooltip explains the live estimate and recorded-history boundary. History-catching-up and retry warnings remain visible when reported. There is no persistent price-freshness caption; inspect the timestamp tooltip for recorded observation times. Updated is the row's recorded update time. On desktop, hover or focus it for performance/equity timestamps and source; on mobile, press and hold it. A newer update time alone does not establish complete history or current pricing.
Profile rows have no trailing arrow or actions-menu icons. Press a tracked strategy row, or focus it and use Enter / Space, to open its details. Use that view's actions and deployment controls for explicit View in terminal, deployment/publication and lifecycle actions, with their existing reviews. A Signals-only/untracked row opens a management dialog showing that performance is not tracked, plus its supported controls; it does not invent a performance chart. Viewing or sorting a row does not deploy, stop, publish or trade. The table is private to its confirmed owner; public publication lists retain their own data and controls. Desktop/mobile web source behavior is covered here; installed releases need their own verification.
Read position prices and P/L
In Positions → Open, each token or strategy position shows its quantity, Avg. entry, Current price, market value, and P/L where those inputs are available. Desktop aligns the unit prices in columns; mobile shows labeled prices beneath the position summary. Press the row for its position view, with the terminal price chart above a compact position summary. Profile rows no longer expand inline. Terminal's position expanders and direct chart shortcuts remain available in Terminal.
The current unit price is the quote or recorded valuation mark used for that row's market value. For strategy positions it can be derived from the deployment's held value and quantity. It is not a promised execution price. Average entry uses the existing recorded, reconciled cost basis. A current quote never supplies a missing entry cost: an imported holding can show a known current price and value with — for entry and unavailable P/L. Missing price is also —, not an asserted zero. Small positive token prices retain meaningful digits; hover a unit price for its full recorded value. Existing stale-data and refresh notices still apply.
In Closed, the columns become Avg. entry, Avg. exit, and Proceeds / realized P/L. Average unit amounts divide the recorded entry value or exit proceeds by that closed cycle's quantity; they can include the costs already represented in those values. They are historical cycle averages, not today's price or a single execution quote. Proceeds are the amount returned on exit, not profit; realized P/L appears separately. Open the row for its recorded opening/closing times and entry/exit values.
Profile Open positions omit available Cash and the funding stablecoin balances that make up Cash. Use the app's Cash controls or the mobile Profile Cash card to inspect those balances. This display choice does not remove funds or change the portfolio total. A cash-only wallet can have no open positions.
Inspect and trade a position
In your private Profile → Positions, press an Open or Closed row. Desktop opens a dialog titled Position; mobile web opens a detail sheet above Profile. Open holdings show market value, unrealized P/L and percentage return when known, quantity, average entry, current price, invested value and the last recorded trade time. Recorded exit-rule details remain in the position summary. Closed positions show historical exit proceeds, realized P/L, average entry/exit and recorded opening/closing times. Missing entry cost or marks remain unavailable; opening the view does not repair them.
The desktop position view keeps the chart on the left with a compact position card underneath. Market value (or exit proceeds) and Unrealized P/L (or Realized P/L for a closed position) are the headline values, with quantity and percentage return underneath. Average entry, current/exit price and invested/entry value form a separate group of label/value rows. Recorded dates appear in a quieter row below these details. Trade fills the entire right column. When the form is longer than the panel, scroll inside the ticket. The scrollbar appears beside the fields, and the modal and action footer stay in place. On mobile web, Position / Trade switches between chart-and-summary and the full-height ticket. Switching these views keeps the current draft and filled receipt.
The chart uses the terminal's toolbar and renderer for the position's exact asset/network, with prices on its axes. The Position header shows open/closed and account context. A compact chart top bar shows the ticker icon, name and Price. Its price follows the latest received candle, independently of crosshair inspection. Closed views label this Recorded price and use the last available candle in their historical window. Open views also show market change, 24h volume, Market cap and Liquidity using the terminal's existing market-data sources and validity rules. Price and these statistics sit together in one right-aligned row beside the ticker. On narrow screens, scroll the statistics strip horizontally to see every field. Change uses 24h change, Since launch or Since first trade when that comparison is available; otherwise it is labeled Change. Missing values remain —. These figures describe the asset's market. Closed views keep their historical price readout without adding today's market-statistics row. Open views start at 1m; Interval changes candle resolution. Settings → Date range changes the displayed window, and Series type selects styles such as CANDLESTICK or LINE. Chart settings stay local to this view and provider/history limits still apply. Hover or touch the plot to inspect older candles without changing the latest received candle. A known USD average entry has a dotted reference in price view. The chart ends at its x-axis, without extra range buttons, interval/date captions, entry legend or Refresh row below it. Position P/L retains its existing wallet, deployment or closed-cycle inputs; chart interactions do not recalculate it, change the trade draft or replace the charts selected in Terminal.
Open-position charts use the terminal's history and live-candle path, including supported provider streaming, reconnection and maintained-history fallback behavior. Their non-session candle connection stays separate from an active Terminal session, so inspecting a position does not add its chart to that session or pause when that session changes. Incoming updates can redraw the forming candle or add a new candle; stale or unavailable provider data is not a guaranteed current quote. Closed-position charts stay historical: their default 15m candles come from a window ending at the recorded close, without subscribing to today's candles. The last available historical price can precede the closing fill and differs from the recorded average exit. If a closed position lacks a recorded closing time, its chart says so instead of opening today's live chart. Missing history shows an unavailable/retry state within the plot, and incomplete coverage remains identified there. Current quotes or entry cost never create missing chart points. Dismissal releases candle subscriptions and cancels pending historical reads.
The ticket uses the existing trading flow for that exact asset and network, with the position's wallet preferred where available; choose Trade first on mobile web. The spot ticket reuses Terminal's top bar: the asset icon and ticker on the left, the regular compact order-type dropdown on the right, and a divider above Buy/Sell. There is no separate Trade heading or extra money-mode label in that bar. Check your account's Paper / Real mode before trading. Choose Buy / Sell, select a supported type such as Market or Limit from that dropdown, enter the amount and any required prices, and follow normal validation, review and final action. The dropdown follows the wallet's supported types and the selected side, and is hidden during review and the order receipt. Opening a position does not submit an order. The ticket starts a new draft rather than resuming another asset's order. Closed-position metrics stay historical; their ticket uses current wallet balances, without prefilling the old closed quantity.
For a strategy position, this ticket trades your available wallet balance manually. It does not change the strategy's deployment or its allocated holdings. A position from another trading mode asks you to switch to the matching Paper / Real mode before showing a ticket. Signals-only and unsupported funding/gas assets show an explanation instead of an executable ticket. Trading remains subject to the existing account, market and funding eligibility.
Open wallet positions use the same holdings and live quotes as Terminal → Positions. Market value rolls as those quotes update, and unrealized P/L follows the same entry cost and mark as the row. A partial fill updates the card in place. After a refreshed balance confirms a full sale, the card folds away, the chart fills its space, and the header says No open position. The card returns when a new buy restores the holding. The chart and ticket stay open through these changes. A filled spot-ticket receipt stays visible until New order or dismissal. Closing the view does not cancel an admitted order. Changing the signed-in user, trading mode or selected wallet context dismisses position details; reopen the row in the new context.
Use the close control, backdrop or Escape to return to the list; mobile sheets also support a downward dismiss gesture. A nested ticket menu handles Escape first. Keyboard focus returns to the row when it still exists. These instructions describe desktop and mobile web source behavior; installed native releases require their own update and verification.
Read order rows
Profile Orders aligns Size, Price, Value / P/L, and Status / date in desktop columns. Mobile shows labeled size and price beneath the asset summary, followed by status and date. Each row retains its order type, buy/sell side and available strategy attribution.
An executed order shows its recorded quantity and Avg. fill when available. A partial fill labels the executed amount Filled qty, rather than the full requested quantity. Other rows show their requested quantity or Order size for dollar/percentage sizing, and Order price when a recorded limit or stop price is available. A missing price stays —; the current market quote does not replace it. Small prices retain meaningful digits and a full-value hover title.
Executed value is the recorded trade amount, not profit. Sells show realized P/L separately when the existing history establishes it, otherwise P/L unavailable. An unexecuted request can show its order size instead of an executed value. The date is the row's recorded order timestamp; press the row for a dialog with the full date/time and available execution details. On mobile web it opens a detail sheet. These record views replace inline expansion and contain no buy/sell ticket. Eligible orders retain Cancel order and its confirmation; viewing a record does not cancel it. A status or date alone does not establish a fill, and this layout does not change cancellation eligibility.
Sort and filter profile columns
On wider profiles, the sentence-case column headings are controls. Select a heading to sort that list; select it again to reverse the direction. The arrow identifies the active sort. Asset names start alphabetically; numeric columns and order dates start with the largest or newest values. Unknown numeric values and dates stay last in either direction. These controls rearrange the loaded data without placing or changing a trade.
- Strategies: sort by Strategy, Return, Trades, Win rate or Updated within Deployed or Saved; the same choices are in Filters → Sort. See strategy row sources and timestamps.
- Positions: sort by Asset, Avg. entry, Current price, Value, or P/L. Value and P/L are separate controls. Closed uses historical Avg. exit, Proceeds, and realized P/L instead. In Strategy positions, sorting applies within each strategy group; the group order stays alphabetical.
- Orders: sort by Asset, Size, Price, Value, P/L, or Date. Price uses the row's recorded fill/limit/stop price. Value sorts recorded executed amounts; a requested order size is not treated as executed value. Missing sale P/L stays unavailable and sorts after known results. Open Status above the rows to choose a loaded order state; All statuses clears it.
The Filters menu retains these sort choices on desktop and mobile, where the column headings are hidden. Choose a sort again to reverse it. Orders' Filters → Status shares the column's selection. Search, source, strategy and status filters combine, and order sorting/filtering happens before the loaded results are divided into pages. Switching tabs retains the selection while that profile workspace stays open; this does not promise that every older server order is loaded.
Read profile strategy performance
On your own profile, Performance → Strategies counts closed trades from deployed strategies in the selected period. Manual wallet orders are not included. Private / Published changes the lower workspace content; it does not turn the headline summary into a manual-wallet performance tally. A genuine zero here does not mean you have never placed a manual order.
While the deployment inventory loads, the owner cards can show loading placeholders. Missing strategy order histories keep the trade count and win rate at — with Strategy history loading… or Strategy history unavailable, rather than treating missing history as zero. A price update alone is not a loaded order history. Wait for the backlog; if unavailable, reconnect and reopen the profile or reload after service recovery. A successfully loaded empty history can show 0.
Inspect manual activity in your desktop Private → Orders tab, mobile Profile → Orders, or Terminal's Positions & Orders → Orders, with the account and trading mode that match the order. A filled order and a closed trade are not interchangeable. For example, a completed buy is an order, not by itself a profitable closed position. Do not infer missing funds, verified profits or a repaired historical total from the profile card alone.
Visitors' summaries are derived from published strategies, not your private order history. These scope and availability meanings are the same on desktop and mobile web; installed native releases can differ until updated. The Strategies / Manual control switches between strategy and manual results without adding their totals. Public metrics remain based on publications.
The Strategies / Manual control and the calendar-marked period dropdown use the same compact height, rounded borders, sans-serif labels and selected surfaces as Private / Published and the workspace controls. The source labels use sentence case. Tab to the period dropdown; Arrow Down or Arrow Up opens it and focuses the selected period. Use arrow keys or Home / End to move between periods, Enter to select, and Escape to close and return focus. Pointer clicks show a subtle pressed/open surface; a thin focus outline is reserved for keyboard navigation. Menu motion follows your reduced-motion preference.
Read private manual performance
- On desktop or mobile web, open your own Profile → Performance → Manual. Choose Strategies in the segmented control to return to strategy results. Desktop uses its existing summary-card grid; mobile uses its card carousel. The desktop Private / Published tabs change the lower workspace only: your manual results stay private and are never added to publications or another person's profile.
- Check the workspace Paper/Real mode in Settings → Wallets. Real mode combines existing active Astral spot wallets and supported networks; Paper uses the current simulated portfolio. There is no account selector. Entries and exits are reconstructed inside each wallet before their results are added; trades in different wallets cannot close each other. Viewing performance does not create a wallet or enable trading.
- The cards show Net P/L, Win Rate and Closed Positions for the period selected in the dropdown beside the Strategies / Manual control. A position counts in the period of its final closing fill; complete earlier entries and partial exits still determine its cost. The curves show cumulative realized P/L, win rate and closed-position count from recorded closing fills in that period. Desktop supports chart hover; tap a mobile card for the larger chart, Inspect [metric] control and period menu. Earlier entry costs are preserved. The curves carry recorded results forward between closes; they are not historical wallet balances or mark-to-market returns. No-position win rate has no curve. Desktop and mobile use the same selected period; switching the trading source preserves that period. A buy, additions and partial sells count as one position only after their recorded quantities return exactly to zero. Reopening starts another position; a filled buy alone is not a win.
- Wait for every included wallet’s complete history. While Manual is selected and the page is visible, reads repeat 15 seconds after the previous read finishes. Polling pauses in a hidden tab or when you switch to Strategies; returning to the page, focusing it, or recorded wallet activity requests an earlier refresh. Reads do not overlap. Complete figures stay visible during a background refresh; a failed read shows unavailable values and retries automatically. There are no Refresh history or How this summary works controls, or history/account retry buttons. A trading-mode error can still offer Retry trading mode on desktop.
The summary reads all pages of each included wallet’s canonical order history, up to 10,000 orders per wallet within a 30-second combined read deadline. A failed or incomplete wallet prevents a combined partial total and its charts. It never presents the newest page or a successful subset as the complete total. The backend must confirm manual-history coverage: omitted legacy orders or an older backend without that confirmation leave it unavailable, even if the canonical list is empty. Automatic retries can recover a failed read, but cannot repair legacy records or update a release. A verified empty history shows 0 closed positions; win rate remains — when there are no closed positions. Missing fills, unknown ownership, unmatched sales, conflicting evidence, unsupported activity or ambiguous fill timing leave the affected total unavailable; desktop also shows an explanation. A sale of imported or strategy-held tokens is not given an invented manual entry cost.
Paper uses recorded execution quantities, prices and explicit fees. Real-wallet P/L uses confirmed net settlement changes in that account's USDC or USDG, which already include swap commission; the commission breakdown is not charged twice. Recorded network fees in that currency are deducted. If a native-token fee has no verified historical conversion, or another cost is unknown, the closed-position count and its curve can remain known while P/L and win rate show — with no curves. A known profitable subset is never charted as the complete total. Refundable token-account rent is a custody claim, not trading profit or an expense. A profitable position has positive net P/L; break-even is not a win.
This is recorded manual spot performance, not a complete wallet return or tax statement. Strategy activity, external trades/transfers, perps, open/partly closed positions and costs of failed attempts are outside these closed-position metrics. Deposits, current balances, chart quotes and order requests do not supply missing entry prices. Wallet results are combined only within the current mode; Paper and Real histories remain separate. P/L is displayed in nominal dollars, treating supported USDC and USDG as $1 per token, like Cash; this is not a historical FX valuation or redemption guarantee. The summary is read-only and private; it does not publish activity, repair historical records, change orders or certify missing historical profit. Desktop and mobile web use the same account, mode and cost rules; both select a closure period while reconstructing costs from complete recorded history. Older installed clients can differ until updated.
Publications
Publishing from Explore associates the item with your public identity. On your desktop profile, select Published → Strategies to see your published strategies and open their details. Find public indicators in Explore Indicators. Open link-only indicators from their shared links.
Removing a bookmark or private saved copy is not the same as unpublishing. Review the action label and confirmation whenever you change a public item.
Find Feed posts on a profile
- Select an author’s name or avatar in Terminal’s Feed panel or in Feed on mobile web. On their public profile, choose Posts below Performance.
- On your own desktop profile, use Private → Posts for your list or Published → Posts to see the public list. On mobile web, Profile → Posts opens your own list.
- Open a post or choose Reply to read its thread. Back to profile posts returns to the list.
- Choose More posts to check earlier posts, even if the list is still empty. If the list fails to load, select Retry posts.
The public list shows the profile author’s original Feed posts, newest first. It follows the same visibility rules as Feed. Replies appear inside their threads. See Community feed and market reports.
Follow people and use the following feed
Open an author's profile from search, a publication or a feed post, then use Follow. Use Following/the corresponding unfollow action to stop following. Open the follower/following counts to inspect the relevant list. Explore's Following area shows eligible published activity from followed profiles; it does not authorize copying trades.
Signed-in users can follow or unfollow public profiles. The Following area in Explore shows published strategy activity from profiles you follow. Following does not copy, save, deploy, or endorse a strategy.
Privacy boundaries
Public
Private account state
Build a useful public identity
A clear profile helps readers evaluate context without implying credentials or performance guarantees. Use a stable display name, a short bio describing the markets or methods you explore, and publications that you are prepared to explain. Avoid claims that a strategy is safe, guaranteed, or appropriate for every account.
Published counts describe activity, not quality. Follower counts do not establish expertise, and aggregate performance displayed from public items can depend on different dates, assumptions, or execution modes.
What followers receive
Following changes discovery: it adds eligible public activity to the Following feed. It does not subscribe the follower to live signals, send their account orders, grant access to private revisions, or update a copied strategy when the author changes the original.
To use someone’s work, a follower must still inspect it, copy or save it where supported, test it, and choose an execution mode through their own account.
Publication lifecycle
Before publishing, check the title, description, symbols, timeframe, code or expression, historical period, metrics, and preview. After publishing, open the public route as a reader would. If you later revise a private copy, confirm whether the publication points to a new snapshot or still reflects the earlier version.
Unpublishing, deleting a private record, removing a bookmark, and stopping a deployment are separate actions. Two of them also unpublish: deleting a saved strategy unpublishes its publications, and so does its deployment ending. A deployed strategy can't be deleted until you stop it. Do not assume any other operation cleans up the others.
Community safety
- Do not publish account numbers, private account messages, API credentials, private research, or personal contact details.
- Treat comments as public and avoid sharing information you would not put on the profile itself.
- Report product or security issues through Help rather than embedding sensitive reproduction details in a comment.
- Re-run research and backtests yourself before relying on another user’s assumptions.