Best for
Centralize official strategies as a “follow official strategies” membership / copy-trading site.
- Lower setup friction for end users
- Platform maintains strategy supply and quality
- Strategy studio hidden from regular users
Modes
Two Operating Modes
Switch between managed and self-service in admin anytime—one codebase, different go-to-market models.
Managed custody mode
You maintain official strategies; end users pick strategies and run traders. Ideal for membership and copy-trading sites with lower setup friction.
How you configure (operator)
Strategy and commercial setup in admin—switch modes anytime.
- Maintain and publish official strategies (name/summary visible; prompts hidden)
- Traders can only select platform-maintained strategies
- Configure plans, service fees, and data sources
End-user view
Users connect their own accounts and keys—funds stay self-custodied.
- Browse published official strategies in the marketplace
- Configure exchange API / model keys and start/stop traders
- Funds stay in their exchange account; past performance is not a return promise
User self-service mode
End users can build and iterate strategies in the studio or choose official ones. Gives advanced users more control.
Best for
Give advanced users room to customize strategies while keeping the official marketplace and billing stack.
- Export JSON / iterate with AI and re-import
- Keep an official strategy library available
- Suited for advanced members and strategy-studio use cases
How you configure (operator)
One admin toggle; plans and service fees unchanged.
- Switch to user self-service mode
- Keep maintaining and publishing official strategies to the marketplace
- Plans, service fees, user and log management unchanged
End-user view
Studio self-build + optional official strategies; keys and funds remain self-managed.
- Build and iterate strategies in the studio
- Or choose published official strategies
- Manage exchange API, model keys, funds, and start/stop yourself
Ready to use managed mode to go live ?
Maintain official strategies in admin; end users follow and run traders. One-time source delivery—switch modes anytime.
Ready to open the strategy studio to advanced users?
Self-service and managed modes switch in admin; plans, service fees, and the official marketplace remain.