Trade Sharing

The trade sharing module allows users to share their trades with friends, students, and others. A token key is used to allow sharing to occur securely. This can be used as a community conversation or an educational trading platform.

Social Sharing

Trade with Your Friends

Each user can select who they want to allow to view their trades, and whether it is just one trade or their whole account. By handing out a revocable digital key, you can hand your friend the ability to view your trades and follow along with ease.

An Industry First

Trade Staging

iVestPlus is proud to offer an industry first for educators: Trade Staging. Help your students understand a trade and find what they want and then deliver the complex option strategy straight to their desktop or mobile app so they can choose to execute it. This works across brokers, so you don't have to have your accounts at the same place to make this work.

A Complete Social Trading Ecosystem

The iVestPlus platform was built with social trading in mind. We allow customers to share their trades openly or just with specific friends via a secure key. The benefits for educators are limitless.

Customizable Profile

We give you the tools you need to create a profile that shows who you are. You even get to upload an icon for yourself so followers can visually see recognize your trades.

Educator Sharing

Give your customers confidence in your system by letting them analyze the setups for the trades that you take. They can not only see the trade, but they can see where it started on a chart.


Our Trade Sharing module allows you to decide who to share with, when to share with them, and which trades or portfolio you want them to see. You can take away the sharing with a click.

Staging Alerts

When you set up a trade for someone else and send it to their system as a staged trade to consider, they will receive an alert that let's them know so you don't have to.