RulesFirst Partner Program

    Help traders build discipline. Earn 25% recurring commission.

    Partner with RulesFirst, a live risk-management and trading journal platform. Introduce your audience to a better way to plan trades, monitor risk, and review trading behavior.

    25% commission
    Up to 12 paid months
    Application-based

    Partner inquiries are reviewed by RulesFirst.

    Why partner with RulesFirst

    Recurring revenue

    Earn 25% of qualifying subscription revenue during the first 12 paid months of each qualifying referred customer's subscription. Twelve months is the maximum commission period, subject to actual eligible payments.

    A product built around better trading behavior

    Introduce software designed around planning, risk boundaries, behavioral monitoring, and a more disciplined trading process.

    A clear partner experience

    After approval and onboarding, partners receive the referral tools and program guidance they need to introduce RulesFirst accurately.

    RulesFirst helps traders follow the plans, risk limits, and behavioral rules they define. Supported broker connectivity is read-only: RulesFirst does not place trades, tell traders what to buy or sell, or guarantee loss prevention.

    What partners can show

    Three parts of the trading process.

    Live risk monitoring

    Show how RulesFirst compares supported live position activity with the trader's plan and risk boundaries.

    Trade planning and discipline

    Help traders understand how setup, risk, stop, size, and exit planning fit into a repeatable process.

    Journaling and behavioral analytics

    Explain how completed trades, rule breaks, and repeated behavior become evidence for review.

    The offer, clearly stated

    Program details

    A recurring commission for a defined period, tied to qualifying paid subscriptions.

    Commission
    25% of qualifying paid subscription revenue
    Commission period
    First 12 paid months, subject to actual eligible payments
    Eligible revenue
    Eligible amounts actually collected, excluding taxes, refunds, and ineligible payments
    Application
    Manual review required
    Referral tools
    Provided after approval and onboarding

    Commission is calculated on eligible amounts actually collected, excluding taxes, refunds, and ineligible payments. It is not calculated from the effective monthly equivalent shown for annual billing. If a referred customer cancels before 12 paid months, commission stops when qualifying paid subscription revenue stops. Twelve months is the maximum eligibility period, not a guaranteed payout period. Additional eligibility, attribution, payout, and program terms apply.

    Who we're looking for

    Partners whose audiences care about becoming more deliberate, disciplined, and consistent traders.

    Audience fit and credibility matter more to us than follower count alone.

    Approved partners may receive complimentary evaluation access so they can assess the product before sharing it. Access is subject to approval.

    • Trading educators
    • Trading psychology and discipline creators
    • Risk-management creators
    • YouTube, X, Instagram, and TikTok creators
    • Trading communities
    • Coaches and mentors
    • Credible trading-focused publishers

    How it works

    1. Get in touch

      Send a partnership inquiry and tell us about your audience.

    2. Get reviewed

      RulesFirst reviews each application for audience fit, content quality, and brand alignment.

    3. Share RulesFirst

      Once approved and onboarded, receive your referral tools and introduce RulesFirst to your audience.

    4. Earn recurring commission

      Earn commission on qualifying subscription revenue generated by eligible referred customers.

    A partnership built on trust

    RulesFirst is building a long-term behavioral trading brand. We want partners who communicate clearly, accurately, and responsibly.

    • Represent RulesFirst accurately and clearly disclose the commercial relationship where required.
    • Focus on process, discipline, behavioral risk, and your product experience.
    • Avoid exaggerated performance claims and misleading statements about brokerage relationships.
    • Do not present RulesFirst as a signal service, broker, or investment adviser.
    • Do not imply that RulesFirst guarantees profitability, discipline, or protection from losses.

    Make the product clear. Keep the claims honest.

    A public summary of our expectations, not a substitute for formal partner terms.

    Good framing

    • “RulesFirst helps traders monitor whether they are following the trading plans and risk limits they set for themselves.”
    • “RulesFirst helps traders build a more structured trading process.”
    • “RulesFirst can surface behavioral and risk deviations while a trader is trading.”

    Not permitted

    • “RulesFirst will make you profitable.”
    • “RulesFirst guarantees you won't lose money.”
    • “RulesFirst prevents account blowups.”
    • “RulesFirst tells you what to buy or sell.”
    • “RulesFirst guarantees discipline.”
    • “RulesFirst trades for you.”

    Interested in partnering with RulesFirst?

    If your audience cares about trading process, discipline, and risk management, we'd like to hear from you.

    Partner inquiries are reviewed individually.

    Partner participation is subject to approval and the RulesFirst Partner Program Terms. Commissions apply only to eligible qualifying subscriptions and may be adjusted for refunds, chargebacks, fraud, or other ineligible activity.