User Guides

A simple walkthrough of the core flows. More in-depth guides are coming soon.

For Followers
Track trades with confidence
  1. Follow an expert whose strategy you understand and trust.
  2. Receive an alert when they post a trade recommendation.
  3. Review details, then execute the trade in your own brokerage.
  4. Record your actual execution price and size in Rollcalls.
  5. Track the open position in your dashboard and await close alerts.

Tip: Keep your allocation consistent. Many traders size positions as a fixed % of portfolio.

For Experts
Share clear, actionable alerts
  1. Post a new trade alert with symbol, strategy, strike, expiration, and entry).
  2. Add brief rationale and suggested allocation guidance when helpful.
  3. Update positions as they evolve and post a close/roll when appropriate.
  4. Followers receive notifications and track positions alongside you.

Best practice: Keep alerts concise, consistent, and timely. Clarity builds follower confidence.

Coming soon
Deeper guides with screenshots and examples: position sizing frameworks, execution checklists, and step-by-step tutorials for common strategies.