Sharing scanners, watchlists, strategies or scripts to others

TrendSpider makes it easy to share certain types of your content with other traders. For example, you might share your proprietary watchlist developed on the TrendSpider platform with your subscribers. Here's a list of things you can share on TrendSpider:

1. Strategies
2. Watch lists
3. Scanners
4. JavaScript Indicators

Any time someone subscribes to the content you share, they can see it within the platform just like it was their own, but with 2 important implications:

1. They can't edit it. But they can clone it and have their own copy, which they will be able to edit (and even share further, should they want it).
2. Any time you save changes to the shared entity, all subscribers will receive the updates immediately.

How to share a watchlist

1. Select the Watch icon on the right bar of the platform. Then, add the watchlist to your sidebar.
2. Press the ellipsis button on the selected watchlist.
3. Choose either to get a shareable link or to share with certain invited people.

How to share a scan

1. Open the Market Scanner.
2. Select the saved scanner you want to share.
3. Press the ellipsis button next to Scan.
4. Choose either to get a shareable link, share with certain invited people, or publish to the TrendSpider store. If you are publishing to the Store, your content will enter a moderation period.

Important Note:  The content will be rejected if you do not meet the quality standards. In order to share a scan that uses a custom JS indicator, you must be the owner of the indicator.  In case you have access to the custom JS indicator source code, you can clone the indicator and save your own copy, then use your own version of the indicator in the scan.

Here's an example of a shared scan:

https://charts.trendspider.com/shared/647aaa2d4d8512001530fb50

How to share a strategy

1. Open the Strategy Tester.
2. Select the saved strategy you want to share.
3. Press the ellipsis button next to Run.
4. Choose either to get a shareable link, share with certain invited people, or publish to the TrendSpider store.

Important Note:  The content will be rejected if you do not meet the quality standards. In order to share a scan that uses a custom JS indicator, you must be the owner of the indicator.  In case you have access to the custom JS indicator source code, you can clone the indicator and save your own copy, then use your own version of the indicator in the scan.

Here's an example of a shared strategy:

https://charts.trendspider.com/shared/64273e7bd0dc7a00157cc889?t=1

How to share a custom indicator (JS script)

1. Open the Custom Indicator Editor.
2. Select the saved indicator you want to share.
3. Press the ellipsis button next to Save.
4. Choose either to get a shareable link, share with certain invited people, or publish to the TrendSpider store

Here's an example of a custom indicator:

https://charts.trendspider.com/?subscribe=681bd1a369c30c000953dc7d

Important Note:

1. You can choose to have your source code hidden.  In case you want to protect your source code, you will need to uncheck the box next to ‘See the source code’.

1. Sharing an indicator with anyone means they will be able to use the indicator in their scans, strategies, or alerts.

3 ways for sharing content

1. Generate a shareable link.

Step 1: You can generate a special link that anyone can use to subscribe and receive access to your watchlists and/or scanners. If they open the link, they will see a special page that describes what’s behind the link. If they click “Import this List”, they will be redirected to a TrendSpider application and a confirmation request.

Step 2: You can also describe your scan, strategy, or watchlist, which will allow you to share the idea of the scanner with the users to whom you give the link.

Step 3: Press Publish, and you now have a shareable link that to can give to others.

2. Only specific people can access.

Step 1: You can invite specific people via email. If they are TrendSpider customers, they will receive an email invitation and an in-app notification prompting them to access the materials. If they are not a TrendSpider customer, they will receive an email invitation that contains your affiliate link, if applicable.

Step 2: You need to provide at least one email address to a user you want to share your content with.

Step 3: You can also describe your scan, strategy, or watchlist, which will allow you to share the idea of the scanner with the users to whom you give the link.

Step 4: Press Publish, and the scanner created will be sent to the users whose emails were added in Step 2.

Note: If you want to add more people to the list of the content you share, press the person icon to add new users who can have shareable access.

3. Publish to Store

Step 1: Publish your scanner on the publicly accessible TrendSpider Store for anyone to use.  Upon submission, your content will be placed under review.

Step 2: You can also describe your scan, strategy, or watchlist, which will allow you to share the idea of the scanner with the users to whom you give the link. Hint: When sharing a custom JS indicator, you can use the AI summary tool to describe your indicator.

Step 3: Press Publish and the content will be reviewed by our team. If it passes review, it will be automatically published to the Store.  If it fails review, you will receive an email letting you know.  Prior to submitting your content, please take care to provide a thorough description of how things work and any limitations.

Rules for Publishing in the Store

1. The title should not infringe on any trademarks or copyrights.
2. The title should be descriptive and relevant to the underlying content.
3. The description should thoroughly describe the content being shared.
4. When sharing an indicator, the system takes a screenshot of your screen at the time it is being shared.  As such, please be sure to showcase the indicator you are sharing on the screen when sharing, and nothing else.
5. When sharing an indicator, your code will be subject to a review to ensure there is nothing malicious and that it works as described.
6. It is a good idea when sharing your content to include keywords that could help people find your content when searching in the store.  For example, if your indicator is a momentum-based indicator, then make sure to use that word in the description so that when people search for ‘momentum’, your content shows up.

How the process of sharing and subscribing looks like

If a person clicks a shareable link (from you, in their email, or in the Store) they will see a special preview page, which tells what’s shared and gives a preview of the content. Here's an example of a preview page like that: https://charts.trendspider.com/shared/64273e7bd0dc7a00157cc889?t=1

If they want to subscribe, they can click on the Subscribe button. That redirects them to a TrendSpider application, where they will see a confirmation request.

1. If they confirm the intent to subscribe, they will become a subscriber. After that, they will see the corresponding item (e.g. a watchlist) in their application, the way they are seeing their own content. The only difference is that they cannot edit the item.
2. If the owner updates the item, all of the subscribers receive the updates in real-time.
3. If the owner revokes access or removes the shared content, then subscribers lose access immediately.
4. Subscribers can unsubscribe at any time.

Important notes

• You’re limited to five non-customer emails per share to prevent possible spam abuse. If you need more, please contact us to discuss raising your personal limits.
• Nobody can access items shared via email unless they are invited. If the content owner changes the sharing mode from a public link to specific emails, then everyone who was already subscribed will lose access unless they are invited via email.