Strategies Promotion

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Introduction

Promoting helps you increase visibility, reach more potential investors and attract new subscriptions. It’s a simple way to put your strategy in front of the right audience and boost engagement.

Accessing a Published Strategy

Go to the Marketplace.
- Click on the strategy you have published.

🔗 Learn more here on how to Manage Marketplace.

On the strategy page, you will see three main options:

Promoting a Strategy

Clicking Promote takes you to the Product Promotion order page, where you can:

Review strategy details (name, type, risk rate, projected returns).
Share the strategy with other users on the platform.
Highlight the strategy for clients to increase subscriptions.

Promotion does not affect your investment, it only improves visibility on the Marketplace.

From the dropdown (pencil icon), select to whom the proposal should be sent — either the Client or the Manager.

Then, click Buy. Reconfirm the order creation by clicking on Create or Close to go back.

When proposal is submitted, the recipient (Client or Manager) receives a notification and can view the offer directly in the platform.

Once created, click on three dots menu to edit further or Execute the order.

🔗 Learn more here on how to Execute Order.

Execute the order and fill in the Trade Details.

Detailed Fields Table Here:

Field Name	Definition	What to Fill In
Trade Time*	The time when the promotion trade is recorded.	This field is auto-filled by the platform.
Value Date*	The effective date for the promotion.	This field is auto-filled by the platform.
Quantity*	The full quantity of the product to be promoted.	Enter the complete quantity here.
Leaves Quantity	Remaining quantity after the trade.	This is set to default as to what was filled.
Description	Additional notes or context for the promotion.	Optional – you can enter any description if needed.

Click Submit to confirm.
Once executed, the quantity is complete and the transactions appear.

The Manager can review the list of all proposals and track their status both from the Strategy page or Dashboard.

🔗 Learn here on how to enable/manage dashboard widgets.