Strategy Sharing & Collaboration: Invite Friends, Share Trading Signals

May 4, 2026

You spent months backtesting, tuning parameters, and finally your JoinQuant strategy is delivering consistent results. Naturally, friends and colleagues start asking: "Can I follow your signals too?"

QuantLink was built for exactly this moment. Here is how the platform handles strategy sharing -- from a simple one-off invitation to managing an entire team of followers.

Three Sharing Modes

QuantLink offers three distinct sharing modes, each designed for a different scale of collaboration:

ModeBest ForHow It Works
1-to-1 SharingSharing a single strategy with one personPick a strategy, invite a friend, they receive signals automatically
Strategy BundlesSharing multiple strategies at oncePackage several strategies into a share group and distribute them together
User GroupsManaging a team of followersCreate a group, add members, and share strategies to everyone in one click

1-to-1 Sharing

The simplest path. Select a strategy from your dashboard, enter your friend's email or generate a shareable link, and send the invitation. Once they accept, your trading signals flow directly to their QMT or PTrade terminal -- no manual forwarding, no copy-paste.

Every 1-to-1 share includes granular permission controls:

  • Can Pause -- allow or prevent the recipient from pausing signal delivery
  • Can Delete -- allow or prevent the recipient from removing the shared strategy
  • Terminal Limit -- cap the number of terminals the recipient can connect
  • Expiration Date -- set a time limit on the share, with automatic 7-day and 1-day warning emails

Strategy Bundles

When you run multiple strategies, sharing them individually is tedious. Strategy bundles solve this by letting you package several strategies into a single share group with a unique code (prefixed with sg_). When you add or remove a strategy from the bundle, every member's access updates automatically -- no manual intervention needed.

This is particularly useful for fund managers who want to distribute an entire portfolio of strategies to their team or clients.

User Groups

For larger teams, user groups provide batch management. Create a group, add your members, and share any strategy to the entire group with a single action. Need to add a new team member? Add them to the group and they instantly gain access to all previously shared strategies.

Invitation Flow

QuantLink supports two invitation methods:

  1. Email Invitation -- enter the recipient's email, and QuantLink sends a branded invitation with a one-click accept button. Invitations expire after 7 days if not accepted.
  2. Link Invitation -- generate a public link that anyone with the URL can use to accept the share. Ideal for community settings or social media distribution.

Both methods auto-create the sharedStrategy record upon acceptance, so the recipient starts receiving signals immediately.

Audit Trail

Every sharing action is logged to the Audit Log -- share created, permissions updated, member added, strategy bound, invitation accepted, share expired, and more. Administrators can toggle audit logging on or off and configure retention periods. This full traceability gives both strategy owners and platform admins complete visibility into who accessed what, and when.

Why It Matters

Traditional signal sharing relies on messaging apps, spreadsheets, or manual communication. QuantLink replaces all of that with an automated, permission-controlled pipeline. Your friends get your signals in real time. You retain full control over who can access your strategies, for how long, and with what permissions. And every action is recorded for compliance and accountability.

Strategy sharing is available on paid plans. Sign up for free to get started, and upgrade when you are ready to share.

QuantLink Team

QuantLink Team