Pick the strategies that feed your dashboard
Soar isn’t one signal — it’s a marketplace. Run the engine, follow public-record trackers, focus on an industry, build and publish your own strategy, or follow one another trader shares in the community. You choose which sources appear on your board.
One dashboard, many sources
Every signal on your dashboard comes from a strategy (a signal source). The Soar engine is the flagship and is on by default, but it’s one of several. You can add public-record trackers that turn government and SEC filings into trade ideas, focus the engine on a single industry, or follow a strategy another member has published.
Each strategy publishes the same kind of card you already know — asset, direction, entry zone, Target 1, Target 2, stop, conviction, and a clear thesis — so everything reads the same way no matter which source it came from.
Strategies you can follow
The engine
Soar’s own AI engine — on by default for everyone.
Public-record trackers
Turn legally-required public filings into trade ideas. Every card cites the filing it came from.
Core baskets
Broad, low-maintenance baskets of well-known names — the engine, focused on a curated list.
Curated fund trackers
Mirror a well-known fund’s published holdings.
Crypto strategies
Crypto-only baskets grouped by theme.
Industry baskets
Focus the engine on a sector. Cards are engine signals filtered to a curated basket of names.
High-risk strategies
Aggressive, high-volatility strategies. For experienced traders only.
Social sentiment
Strategies driven by what retail traders are talking about.
Community & your own
Strategies published by other traders, plus a home for the reports you run yourself.
Mirror Nests vs Soar-Engine Nests
Mirror Nestsfollow a declared book 1:1 — an investor's 13F filing, a public-record tracker, or an author's long/short thesis (for example Situational Awareness). Soar holds the declared positions; you approve every trade. They are not engine timing.
Soar-Engine Nests(themes like Semiconductors or Nuclear) use Soar's engine to pick the trades inside that universe. The basket is the universe; the engine grades setups.
Fidelity labels you may see on cards or detail: Mirror · 1:1 · Tactical against thesis · Long leg only (short needs margin) · Inverse ETF substitute · Leveraged substitute. Tactical-against is always labeled prominently — never silent.
Shorting & your broker. Only Interactive Brokers is treated as native US equity short. Cash brokers (Alpaca, etc.) default to long leg only with optional inverse-ETF substitution when verified and operator-gated. Crypto-only venues cannot seed an all-equity Nest — connect IBKR/Alpaca or use Soar Paper.
What a new user gets when they seed a Nest. IBKR: path to full long+short after verification. Alpaca cash: longs live; shorts disclosed/suppressed or inverse-ETF if opted in and verified. Kraken: blocked for all-equity Nests with an explainer. Soar Paper: full thesis both legs for an honest track record.
How to follow a strategy
On your dashboard, open the strategy picker and tap a strategy to add it to your active set — its signals start appearing on your board right away. Tap View details on any strategy to open its profile page, where you can read what it tracks, see its recent signals, and review its track record before you commit.
You can follow as many strategies as you like and remove any of them at any time. A strategy with no live signals is hidden from the picker until it produces one (the Soar engine is always available).
Every strategy keeps its own track record
Each strategy shows a rolling 30-day track record — win rate, average result, and how many trades it’s based on. To avoid misleading you with a tiny sample, a win rate only appears once a strategy has at least 10 resolved trades in the window; until then the card reads “Building track record”.
A win counts when a card reaches Target 1 or Target 2; trades that simply expire are excluded. It’s the same honest, outcome-based definition Soar uses on its public track record.
Build and publish your own strategy
You don’t just follow strategies — you can build one. Open the Copilot and tap Build a strategy to open the Strategy Studio. You pick which assets the strategy trades (search to add them, or paste a whole list at once) and give each asset its own direction — long or short — with a one-tap “set all” if you want the whole basket the same way. Add a name, a short description, timeframes, and a logo from a curated set of clean icons.
You’re choosing the universe, not writing rules. Soar’s own graded engine still generates the actual trades — it scans the assets you picked every session and only publishes the setups that clear its bar. That’s why a 40-asset strategy might show just a couple of live signals at a time: it’s quality, not breakage.
When you publish, the strategy goes live on the community board with your public username on it and its real track record attached. You confirm an honest attestation first — published strategies are backtested history, not a promise of future results.
Follow other traders
Open Community to browse every strategy other members have published. On any community strategy you can:
Following a strategy can’t hijack your bot
When you hand a strategy to a bot, the bot takes a snapshot of that strategy at that moment. If the person who published it later edits or re-publishes it, your bot keeps trading the version you applied — a creator can never quietly redirect a bot you’re already running.
Strategies are versioned with a clear change log, so if one you follow changes, Soar can show you exactly what’s different and let you decide whether to re-apply the new version. Nothing updates automatically.