TL;DR
To move a tested strategy to Public, connect the intended account, open the paper portfolio's Deployment Center and choose Port to Live. Review incoming rules and any existing rules that will be disabled before confirming; confirmation can activate the live target. Check that target's account, timing settings, orders and trading policy afterward. Paper cash and performance stay in paper. Public MCP is a separate connection, and pausing NexusTrade evaluation does not automatically sell holdings or cancel open orders.
Take your paper strategy to Public
Connect your Public account
Open Public account connection. Select Connect Public, then Connect my existing account. Read the disclosure, tick I understand and agree, and select Connect Public to finish the broker sign-in.
Open Public account connectionReturn to NexusTrade and complete any account requirements shown. Connecting an account does not deploy a strategy.
Open your tested paper portfolio
Open the paper portfolio you already tested. Check its rules and paper activity, then open Deployment Center and select Port to Live.
Open your portfoliosThe broker picker opens for this paper portfolio. Its positions, cash and performance history stay in paper.
Choose Public
In Port to Live Trading, choose your connected Public brokerage. Check that this is the account you intend to use.
Public's confirmation screen lists the strategy changes. If Public is not connected, complete the account connection before continuing.
Review every change before confirming
Read the strategies being added and any existing live strategies being disabled. Only select Confirm & Port when you intend to make those changes to the live portfolio.
Confirmation can activate the live target. After a successful port, open the returned live portfolio and check its Public identity, rules, active state and trading policy. A successful port is not an order-fill receipt.
Monitor the live target and know how to pause
Check live orders and portfolio events against Public account activity. To pause strategy evaluation, open the live Deployment Center, switch Automated Trading off and select Save Changes.
Reopen that same live portfolio and verify its active state. Review outstanding orders separately: pausing does not sell holdings or cancel every broker order.
Inspect the full illustrated deployment sequence
Start with a saved strategy you have backtested and observed in paper. Use this walkthrough to find the native controls; each step shows what to check before proceeding.
Follow one reviewed strategy into Public
Show the table · 5 rows, 2 columns
| Step | Artifact to inspect |
|---|---|
| Paper Deployment Center → Port to Live | Saved source portfolio, strategy names and exact rules. |
| Select Public and review changes | Incoming rules and any existing active rules that confirmation will disable. |
| Confirm & Port or Disable existing & Port | Only confirm when the target account and proposed changes are correct; this can activate the live target. |
| Open live portfolio | Returned target portfolio, imported account, timing settings and order policy. |
| Pause and read back | Automated Trading off and Save Changes pause evaluation; inspect open orders and holdings separately. |
No matching rows. Clear the filter to see all records.
Start from your existing paper candidate and inspect its saved rules before opening Public authorization. This table names the actual product transitions to verify. It is a walkthrough contract, not a claimed connection or order from this guide.
If you do not have a tested paper strategy yet
Start with historical testing and paper trading
Save explicit entry, sizing and exit rules. Fix the historical period, starting capital, fees and benchmark before testing. Review the drawdown and individual orders, then observe a separately identified paper deployment before moving it to Public.
When a step does not work
Connection, eligibility and confirmation troubleshooting
Connection needs refreshing
Follow the displayed Public authorization action, finish the broker sign-in and check the connection again before reopening Port to Live.
Strategy cannot be ported
Read the eligibility error. Unsupported short strategies are rejected; options need the account's applicable access. Do not change the rules blindly to clear an error.
Confirmation did not return
Inspect the live target's strategies and active state before retrying. A missing confirmation alone does not prove the copy failed.
Automated trading is unavailable
Follow the account application or portfolio-settings action shown by the trading policy. Automated trading and its daily limit are changed by you in NexusTrade; Aurora and MCP do not enable that policy.
Prefer direct Public MCP in an AI client?
Show the separate Public MCP route
Public's MCP is a separate connection to your brokerage tools. It does not port a NexusTrade strategy or automatically synchronize a persistent executor. Keep the native walkthrough above for NexusTrade-managed strategy evaluation.
Open Public's platform-specific setup and choose your AI client. Use its current connection instructions and browser authorization. Review the permissions before granting access: Public documents that connected third-party agents can view account data and place trades.
Start with a read-only request for connected accounts, buying power and positions. Choose the exact target account and review its returned identity before preparing any order. Configure the external executor's cadence and approval controls separately; stop it separately from a native NexusTrade portfolio.
Inspect the saved IDs through NexusTrade MCP
Show optional developer checks
Inspect the request
Retain the saved candidate ID, backtest ID, paper deployment ID and returned livePortfolioId separately. Use the live ID when reading get_portfolio, get_portfolio_policy, list_orders and query_portfolio_events. Compare broker activity with the same account; a staged or accepted order does not establish a fill.
NexusTrade create_orders stages live orders unapproved rather than submitting them to the broker. Paper simulation follows a separate path. Review the live trading policy and proposed orders before approving real execution.
No comments yet.