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Settings, your public page and sharing it

All of this is done from your strategy under Invest → My strategies.

Open My strategies

Settings

The Settings tab controls who can find and join your strategy:

SettingWhat it does
VisibilityPublic strategies are listed in Discover. Private ones are hidden from it.
Invite codeThe code a new investor must enter to join a private strategy. Share it with the people you want to let in.
Minimum investmentThe smallest first investment you accept.
DescriptionThe text investors read about your strategy.
Trade history visibilityWhether investors and visitors can see the strategy’s trades.

Making a strategy private only affects new investors. Everyone already in it keeps full access: they can still see their investment, add more and withdraw.

Changing a setting never moves anyone’s money.

Your public page

A public page gives your strategy an address you can share anywhere, like portal.xbtfx.com/s/your-name. It’s set up on the Page tab.

  1. Choose the page address.
  2. Add a headline, a short bio, your location if you want to show it, and links to your social accounts.
  3. Choose what the page shows: the performance chart, assets under management, and the number of investors.
  4. Choose Publish.

You can unpublish at any time. An unpublished page doesn’t open for anyone, so any link you’ve shared stops working until you publish again.

Changing the page address after you’ve shared it breaks every link that uses the old one.

Visitors who are already signed in to Portal go straight to investing from your page. Anyone else is asked to sign up or sign in first.

Publishing a page and being listed in Discover are separate switches. The page is published from Page; the Discover listing is controlled by Visibility in Settings.

Sharing your page and getting credit

If you’re also an IB, add your IB tracking ID to the end of your page link:

portal.xbtfx.com/s/your-name?xbt=YOUR_ID

New clients who sign up through that link become your referrals. Campaign tags you add to the link, such as utm_ tags and ad click IDs, are kept through sign up.

Your tracking ID is in the IB area under Earn, on the tracking links page.

Open IB tracking links

If someone else is promoting your strategy for a share of your fees, they use a different link. That’s set up through the Partners tab and explained in Strategy partners.