You want to become a strategy provider without turning your day into customer support. The plan is simple: create a routine that keeps investors safe. Write short notes that educate. Pick a payout model you can explain in one minute.
If you do it right, you can get paid to share trading strategies. You can also earn commissions from followers. This lets you focus on execution instead of drama.
What you need before you switch on subscribers
Platform traits that save you from support queues
- Allocation options investors understand: fixed cash, equity proportional, percent of master
- Guardrails you can rely on: equity stop, per day loss cap, max open trades, symbol filters
- Brackets by default so every entry has a stop and a target
- Delay and slippage panels by symbol and session
- Statements that match CSV or API exports line by line
- Plain messages for blocks and pauses that reduce tickets
Your personal checklist
- One cash risk number per trade written beside your screen
- Two windows you actually trade every day
- Two setups you can describe in a sentence each
- A weekly notes cadence: plan, recap, lesson
Payout models if you want to get paid to share trading strategies
You can mix models, but keep them simple and fair.
| Model | How you earn | Investor experience | When to use |
| Performance fee with high water mark | Percent of new profits only | Aligns incentives and avoids double charging | Best for strategies with clear edges |
| Flat subscription | Monthly access fee | Predictable cost, easy to budget | Early stage while you build a track record |
| Volume or spread share | Revenue share with the venue | Invisible to investor if not overused | Only if execution remains honest |
“Fair fees are simple to explain and easy to verify.”
Tiny math example
- Investor allocates 1,000 dollars to your strategy
- Month PnL is 120 dollars with a high water mark
- Performance fee at 20 percent equals 24 dollars
- Investor keeps 96 dollars, watermark rises accordingly
How to earn commissions from followers without ruining trust
You might earn commissions from followers through performance fees or partner revenue. Keep it clean.
- Publish your fee model in one short paragraph
- Show realized drawdowns beside returns on your profile
- Post a receipt-style breakdown at month end
- Tag any execution changes in your weekly note
Transparency turns subscribers into long term followers.
Guardrails that protect investors and your reputation
Short rules invite consistent enforcement.
- Equity stop per investor pauses copying at a set drawdown
- Per day loss cap per investor prevents blowups and resumes at server midnight
- Max open trades and per symbol limits avoid surprise concentration
- Symbol filters keep thin markets out until results prove otherwise
- Two attempts per idea for you, then stand down
Short, human messages help:
- “Copy paused. Per day cap reached. Resumes at 00:00 server time.”
- “Order blocked. Free margin below threshold. Reduce size or fund.”
Publishing cadence that builds trust
A good note is short and useful. Think of your future self reading it.
- Before session: one paragraph with the plan, target windows, and risk tone
- After session: one win, one mistake, one lesson
- Weekly: basic stats, screens of three representative trades, and any rule tweaks
- Monthly: fee receipt, drawdown chart, and a three line roadmap
“Write for the investor who wants to learn, not the crowd that wants a thrill.”
Setups that travel across markets
Keep definitions tight so they hold when price speeds up.
- Range break and retest: box the first minutes, take the clean retest after a decisive break
- Pullback into value: confirm direction, use a value zone or VWAP, take the first pullback that pauses
- Quiet session fade: when pace slows, fade stretches back to value with tight targets
These work in liquid forex pairs, popular indices, and major metals. Start with one lane. Add only after behavior stays stable.
Tools and templates you can copy
Provider card template
- Windows you trade
- Method in one sentence
- Average cash risk per trade
- Typical hold time
- Symbols you allow or exclude
- Fee model in one paragraph
Pre-trade checklist
- Platform status and venue health checked
- Brackets and default size loaded
- Calendar reviewed in your local time
- Cash risk per trade confirmed
Post-trade note
- Reason in
- Reason out
- What to repeat
- What to change
Metrics that predict happy followers
| Metric | Healthy signal | Why it matters |
| Delay and slippage | Inside your posted band for the investor’s session | Confirms real experience |
| Drawdown and recovery | Recovery time explained in days, not excuses | Sets expectations |
| Win rate and payoff | A sensible pair that fits your method | Keeps sizing honest |
| All in cost per trade | Flat or improving over time | Makes fees defensible |
| Notes cadence | Weekly without fail | Teaches and retains |
Common mistakes and clean fixes
| Mistake | Why it hurts | Fix that lasts |
| Marketing percent without drawdown | Sets false expectations | Show return beside pain and recovery time |
| Too many lanes at once | Hidden concentration and fatigue | Start with one lane, add slowly |
| Manual exits with no brackets | Late stops and messy reviews | Brackets by default on every entry |
| Ignoring news minutes | Slippage spikes and regrets | Size down or stand down around known prints |
| PDFs only reporting | Slow audits and disputes | Offer CSV or API parity with statements |
“Fast prevention beats perfect postmortems.”
A gentle nudge before you switch on paid plans
Write one page that lists your windows, setups, cash risk per trade, allowed symbols, and fee model. If your platform can automatically enforce investor rules, you are ready to become a strategy provider. Make sure your statements match exports line by line. You can get paid to share trading strategies and earn commissions from followers while staying in control.
FAQ
What is the best fee model for early stages
Start with a modest subscription or a low performance fee that uses a high water mark. The rule is simple: fair, clear, and easy to verify.
How many markets should I trade at the start
One. Pick the lane whose rhythm matches your day. Add a second only after two steady weeks with clean fills and notes.
How do I explain risk to new followers in one sentence
“Each trade risks X dollars, equity stop is Y percent, and per day limit is Z percent with an automatic pause until midnight.”
How do I handle bad streaks without churn
Keep size constant, publish daily notes that own the mistakes, and explain recovery math. Most investors remain when they feel informed and protected.
Can I change allocation rules mid month
Only with a posted reason and a start date. Surprise changes erode trust even when they are well intentioned.
What proof should I keep for audits
Itemized statements, CSV or API exports with the same totals, and snapshots of client state at decision time. Receipts end debates.