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Publisher responsibility

Who it’s for
Anyone with a published listing
Assumes
You have published, or are about to

The short version of Publisher rules. Read that page for the reasoning; this one is the checklist.

You are a strategy author, not an adviser​

SayDo not say
"This is a momentum rule on NIFTY constituents""You should run this"
"Its live return over 90 days was 6.4%""It returns about 6% a quarter"
"Its worst drawdown in the tested window was 11%""Your downside is limited to 11%"
"It suits a high drawdown tolerance""It suits beginners"
"Here is how the rule works""Here is what you should buy"

Describe the strategy. Never instruct the reader.

The four obligations​

1. Accuracy​

  • The description must describe what the strategy actually does.
  • Do not restate performance in your own words. The platform computes and renders the figures; adding your own creates a second, unverified claim you are responsible for.
  • Never describe expected or typical returns. Not "usually around", not "targets", not "aims for".

2. Risk disclosure​

Fill in the disclaimer field. It is technically optional and an empty value is accepted, which means a public listing can carry no risk statement from its author at all.

State: the market conditions the strategy assumes, the worst behaviour you have observed, and that past performance does not indicate future results.

3. Honesty about the track record​

  • If the live history is short, say so. Seven days is the default minimum and seven days is not a track record.
  • If the strategy has only run in one kind of market, say so.
  • If you materially change the strategy after publishing, say so. Existing subscribers' copies do not update, a silent change creates two different strategies with one name.

4. Conduct on support channels​

Your support email and phone are public. Users will contact you.

You mayYou must not
Explain what the rule isTell someone whether to deploy it
Explain what the parameters meanTell someone how much capital to allocate
State what the drawdown wasTell anyone to buy or sell an instrument
Point someone to their own judgementAssess whether it suits their situation
Offer to manage or monitor their deployment

Explaining a strategy is support. Telling someone what to do with their money is advice.

What the platform enforces, and what is yours​

EnforcedYours
You own the strategyThe description is accurate
Status and days-live meet the configured thresholdsThe disclaimer is filled in and meaningful
Live return clears the configured minimumMaterial changes are communicated
Non-crypto requires the Research Analyst role (configurable)Conduct on support channels
The name locks while listedNot restating performance in your own words

Only ownership cannot be disabled. Do not treat a successful publish as evidence you were permitted to publish. See The bypass switch

Before you publish​

  • I hold whatever registration my asset class requires (verified independently
  • The description describes what the strategy actually does
  • I have made the Open Strategy decision deliberately, knowing it discloses my logic
  • I filled in a meaningful disclaimer
  • I have not stated any expected or typical return
  • I have not restated performance figures in my own words
  • I know my recent realised fills become public
  • I understand a price I set is not charged
  • I know how I will answer "should I run this?") by declining to answer it
  • I have read Publisher rules

While it is listed​

  • Communicate material changes.
  • Answer questions about mechanics, not decisions.
  • Do not collect payment outside the platform.
  • If it should not be traded any more, say so on the listing, unpublishing does not stop existing copies.