Certificates

Share trade, period, report, and copier results as a read-only link.

A certificate turns a single trade, a journal period, a report, or a copier into a read-only link you can share. It renders live from your data — there is no file to download and nothing to attach.

A performance certificate — a read-only card rendered live from your data, shared as a link (not a file).

A certificate is a read-only link, not a document. It is rendered live (currently as an HTML/CSS card) from your account data — it is not a PDF, an image, or a downloadable file, and it is not a "professional certificate." Anyone who opens the link sees the current rendered card; they cannot edit it or see anything beyond what the card shows.

Certificates are available on every plan, including Free. Generating one requires a connected account with at least one closed trade — with no data to render, the certificate is blocked and an empty-state message is shown instead.

Choose a certificate type

There are four certificate types. Each starts from a different place in the app and summarizes a different scope of your data.

Certificate	Start it from	What it summarizes
Trade	The share control on any trade in your trade history	One closed trade — symbol, side, entry and exit price, volume, P&L, and close date
Period	A daily, weekly, or monthly card in your journal	Aggregated activity for one period — win rate, trade count, wins and losses, and totals for that period
Report	The share control on your report	Your report's filtered dataset, led by your Health Score — win rate, profit factor, winning days, max account loss held, trades, and hit rate
Copier	A copier card on the copy-trading page	Copier activity across the master account and its connected accounts

The Report certificate is built around consistency and process, not money. It leads with your Health Score and shows no dollar amounts — no P&L, balances, or equity curve. It is a record of how you operate, not a claim about returns.

Set the name shown on certificates

Every certificate displays the name from your Certificate Name setting, found under personal information in your account settings. You have three options:

Option	Shows
Nickname	A custom name or alias you enter
First Name	Your first name from your profile
Full Name	Your first and last name from your profile

If you have not set a Certificate Name, certificates fall back to your Full Name. Set this before you share so the name renders the way you want.

Create and share a certificate

The flow is the same for every type: open the certificate, then share the link.

1

Open the certificate

Click the share control on the item you want to share — a trade in your history, a journal period card, your report, or a copier card. A dialog opens with a live preview of the card.

2

Configure it (report and copier only)

The Report and Copier certificates open on a short configuration step where you set display preferences such as the name style and account filters. Click Preview to render the card, and Back to adjust your choices. Trade and period certificates skip this step and preview immediately.

3

Check the preview

Confirm the name, scope, and figures read the way you expect. The card reflects your data at that moment — if a trade closes or a metric changes later, generate a fresh certificate to capture the update.

4

Share the link

Use the channel buttons in the dialog to pass the link to common social and messaging apps, or copy the link to send it anywhere. The dialog stays open, so you can share to more than one channel in a row.

A certificate link is public and read-only — anyone who receives it can open it. Share it deliberately, and only with people you intend to reach.

Related

• Share a public report

• Health Score

• Sharing overview

• Journal