Sharing Templates

One of the platform's best features is the ability to share and accept templates inside your account.

You can share, receive, and save templates in the Community.

Sharing a template allows you to easily share the framework of an existing bot.

When you share a template, all personal information and trade history is hidden from the recipient.

To share a template, select it from the Templates section in the bot dashboard.

Template library, bot dashboard

From the template’s homepage, select the share icon.

Share button

A draft is then created for your post. You can add a description before sharing the post.

Create new post share a template

You can also share templates from your profile. 

From the Community homepage, select “Create Post” to access the message board.

We suggest adding key information to the description, so other Community members know about the bot’s objectives, entry and exit triggers, and more. They can always view the automations inside the bot template, so it’s unnecessary to go through every detail.

You can select to share the template as a post with the entire Community, or only share with your followers and profile visitors.

Template message description

Select “Create” to share the post. The template, description, and automations are now available to the Community.

The template version history is always displayed at the bottom of the post. If you update to a new version, you can include the new version in the same post without creating multiple posts.

Template version history
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FAQs

Do my bot templates (or bots) get changed if the person who shared the template makes changes?

No.

Should I paper trade bot templates shared in the community?

Yes, we always recommend paper trading shared templates.

Who has access to my bot templates?

By default, everything you do in the platform is private to you. You can always share your bot templates publicly or privately. Shared templates do not include personal information, position history, or past performance.

Can I see the performance of a shared bot template?

No. The best option is to clone a template and run it in paper trading mode to monitor its performance.

How can I share a bot template in a private message?

You can use the attachment feature below your message to add a template.

How can I share a bot template in a group message?

You can add up to ten recipients in a private group message. Use the attachment feature below your message to add a template.

How can I share a bot template publicly in the community?

Select "Create Post" and toggle the "Share a Template" tab to share a template in the Community. You can then select the template you want to share from your library.

When I share a bot template does it share my personal data?

No, shared templates do not include personal information, position history, or past performance.

Can I share bot templates in the community and get feedback?

Absolutely. One of the Community’s objectives is to crowdsource ideas and encourage member interaction.

When you create a post, be sure to select “Share a Template.” 

How can I view or use a template shared with me?

You can always view a template’s details by selecting the template.

To use a shared template, click on the template and select “Clone.”

Do I have to save a bot template before I create a bot from it?

No, you can clone a shared template or a template in your library at any time.

What types of supporting information can I save in the "Notes" section for a bot template?

You can save text, screenshots, links, and anything that will help you in the future, such as chart pictures, articles, and more.