Shared Portfolios & Social
Share your strategies publicly, browse community portfolios, and copy trade.
Shared Portfolios & Social Trading
NexusTrade's social trading features let you share your portfolios with the community, discover successful traders, and copy their strategies — all without writing a line of code.
👉 Browse Community Portfolios →
Share Modes
Every portfolio starts as private (Nobody). You can change the visibility at any time from your portfolio dashboard:
- Navigate to your portfolio dashboard.
- Click Settings → Share Portfolio.
- Choose a sharing mode:
| Mode |
Who Can See |
Cost to Viewer |
| Nobody (default) |
Only you |
— |
| Public |
Anyone with the link |
Free |
| Specific Emails |
Only users you whitelist |
Free |
| Monetized |
Paying subscribers only |
Monthly subscription |
- Public portfolios appear in the Community page so anyone can discover them. No approval required — sharing is instant.
- Specific Emails lets you share privately with friends, family, or a small group — just enter their email addresses. No approval required.
- Monetized portfolios require viewers to pay a monthly subscription fee you set. Monetization requires approval — see Portfolio Subscriptions & Monetization for full details.
On any shared mode, turn on Share portfolio notepads to publish that book's research notes to the same audience.
Strategy Obfuscation
When sharing, you can toggle "Show strategy details". When turned off, subscribers can see your performance, positions, and trade history — but your strategy conditions are hidden, protecting your trading edge.
Browsing Community Portfolios
Navigate to Community in the navigation bar to browse publicly shared portfolios. You can:
- Sort by performance (all time, year, 6 months, 3 months, month, week, YTD), bookmarks, or followers
- Filter by trading type (Live Trading or Paper Trading)
- Filter by minimum follower count
- Bookmark portfolios you want to track
Each portfolio card shows key metrics at a glance: total return, monthly return, Sharpe ratio, Sortino ratio, max drawdown, follower count, and a performance chart.
Copy Trading
When you find a portfolio you like, you have two ways to copy it:
1. Fork Strategies (One-Time Clone)
Click "Copy Portfolio" and choose Fork Strategies:
- Creates an independent copy of the strategies in your portfolio
- Full control to modify parameters, conditions, and allocations
- No ongoing connection to the source — your copy evolves independently
- Great for using someone's strategy as a starting point
2. Copy Trading (Real-Time Sync)
Click "Copy Portfolio" and choose Copy Trading:
- Automatically mirrors all trades from the source portfolio in real time
- Proportional position sizing based on your portfolio value
- Trades are placed automatically when the source portfolio executes
- Can stop copying at any time
- If the source portfolio's subscription expires (for monetized portfolios), copy trading is automatically paused and you're notified
Tip: You can also click Sync Positions on any shared portfolio to one-time sync the current holdings to your portfolio without setting up continuous copy trading.
Public Profiles
Every NexusTrade user has a public profile at /profile/YOUR_ID. Your profile displays all your publicly shared or monetized portfolios, making it easy to share your track record.
Share your profile link on social media, forums, or with friends to showcase your trading strategies and attract followers or subscribers.
Related: To learn how to earn money from your shared portfolios, see Portfolio Subscriptions & Monetization. To publish your research notes with a shared book, see Portfolio Notepads.