Sharing Settings
Sharing Settings help you share trades quickly without rebuilding your privacy choices every time. They control the default permissions applied when you share a trade, while still letting you override permissions on an individual trade before or after sharing it.
Default trade sharing permissions
Use the permission list to choose what is shared by default:
| Permission | What it controls |
|---|---|
| Profits | Profit and loss values. |
| Percentages | Percentage return values. |
| Summary text | The written trade summary. |
| Snapshots | Trade snapshot images. |
| Tags | Tags assigned to the trade. |
| Notes | Private notes from the Notes tab. |
| Insights | Linked trade insights. |
| Account | Account name and account-related context. |
| Position management | Execution stop, target, management, and allocation context. |
| Preparation notes | Preparation review content from the trade summary. |
| Execution notes | Execution review content from the trade summary. |
| Review notes and ratings | Review notes and ratings from the trade summary. |
Changes save automatically when you toggle a permission.
Per-trade overrides
Open a trade and use Share Trades when you want a different permission set for a specific trade. Per-trade permissions only affect that trade's public share link.
Group sharing permissions
Trading groups use the same permission model for trades you share with the group. Group permissions are managed from the group's Preferences page and apply to your trades in that group.
Journal Settings
Learn how to customize your Trading Vault journal settings to suit your trading style, including break even cut-offs, strike rate calculation, reward-to-risk calculation, and time format display.
Instruments
Learn how to create and manage custom instruments in Trading Vault, including custom symbols, market type, tick size, pip settings, exchange details, and linked trades.