Community Onboarding · Free + Paid

Welcome,
Outlier.

You are not expected to consume everything at once. Use what helps you now. Skip what does not. This page is built to come back to.

No alertsNo trade calls to copy. You build the process that produces your own decisions.
Process firstMeasured on research, structure, risk, and review — not isolated outcomes.
Ask directlyStuck, unsure, or need feedback? The fastest fix is a specific question.
Sections

01

Complete these steps first

One onboarding page, two access paths. Start with the route that matches your current tier; Patreon and Discord continue to enforce the actual permissions.

Free route

Join, verify, and use the public community

Join Patreon for free, enter the Discord server, complete Start Here verification, and use the public rooms and public learning resources. Free members do not need to connect Patreon to Discord.

End state You can see the Discord areas included with your tier, know where your tier's current information lives, and Outlier email can reach you.
A

Open Patreon and confirm your tier

Free members can join Patreon for updates and use the public resources in this guide. Paid members should open the latest schedule, which is the source of truth for tier access, session links, and recordings.

Paid livestreams are often unlisted on YouTube, so always enter member sessions through the links posted on Patreon.

B

Join Discord, verify, and connect paid access

Everyone uses the same server invite and Start Here verification. Paid members also connect Patreon so it can synchronize the correct Discord role. Use the same Discord account for every step.

Discord sidebar showing the Verification category with the start-here channel
Look for this in Discord
  • Join the Outlier server using the invite link below.
  • Open the start-here channel and complete verification.
  • Post an introduction in the format provided in that channel.
  • Paid members: in Patreon, open Settings → Connected Apps and connect Discord.
  • Confirm the public rooms—or the paid channels included with your tier—are visible.

If paid channels do not appear, confirm Patreon is connected to the same Discord account you used to join the server, then disconnect and reconnect the integration. Free members should expect public community access only.

⚠ Discord security warning

Impersonation attempts are common. Fake accounts copy my name and image, or the names and images of moderators, and send direct messages to members.

I will never send you an unsolicited Discord DM, and neither will the moderator team.

  • Ignore unexpected direct messages claiming to be from me or a moderator.
  • Do not click unfamiliar links sent by direct message.
  • Verify anything questionable in the public or paid channels.
02

Understand the ecosystem

Three destinations cover almost everything for free and paid members. Patreon manages membership and tier-specific information; Discord hosts the community; public learning supports everyone.

Patreon

Source of truth

Hosts free membership and paid tiers. Paid access, schedules, session links, recordings, billing, and Discord role synchronization remain permissioned by Patreon. If access or timing is involved, start here.

  • Free membership
  • Paid tiers
  • Weekly schedules
  • Announcements
  • Recordings

Discord

Community

The free community and paid member areas share one server. Everyone joins and verifies; Patreon synchronization unlocks paid areas when the membership includes them.

  • Discussion
  • Trade analysis
  • Feedback
  • Research
  • AARs

Public learning

Education

YouTube, Trading 101, and Outlier Insights provide public education and reference material. Paid livestreams may be unlisted — access those through Patreon.

  • Foundations
  • Trading 101
  • Tools
  • Writing

Inside Discord

Pro LoungeGeneral paid member discussion.
Trading FloorTrade analysis, position structure, management, risk, portfolio discussion, and feedback requests.
Ask ErikAvailable to qualifying tiers. No guaranteed response time unless your tier includes priority access.
Pro ForumsOrganized, topic-specific, referenceable discussion.
After-Action ReviewReviews, observations, lessons, and process changes.
Public RoomsFree community discussion available after server verification.
03

What your tier includes

Free and paid members now use the same guide. Paid benefits are cumulative—each paid tier contains everything below it—while Patreon and Discord enforce the actual access.

Benefit Free Outlier
Pro
Pro
Plus
Coaching Outlier
Inner Circle
Community and access
Free Discord community✓✓✓✓✓
Private paid Discord—✓✓✓✓
Ask Erik channel—✓✓✓✓
Live sessions
Weekly Pro livestreams—3 / week3 / week3 / week3 / week
Livestream recordings—FullFullFullFull
Interactive Zoom workshops——2 / month2 / month2 / month
One-to-one
Private check-in calls———1 × 60 min / month1 × 30 min / week
Customized roadmap———✓✓
Private collaboration folder———✓✓
Direct email between sessions———WeeklyDaily
Quarterly guided AAR————2 hours
Resources
Public education and newsletter✓✓✓✓✓
Tools and templates—✓✓✓✓
Skill-development resources—✓✓✓✓
Patreon collections and archives—✓✓✓✓

Swipe the comparison table horizontally for the complete tier overview, then open a tier below for details.

Schedules and links are always confirmed in the current Patreon post

Free Public learning + community

A permanent starting point for learning the Outlier approach and participating in the public community without a paid membership.

Included

  • Free Discord community rooms after server verification
  • Public Outlier Trading YouTube channel and podcast
  • Outlier Foundations playlist
  • Outlier Insights newsletter on Substack
  • Public market commentary on X
  • Free Patreon membership and updates

The free tier does not include paid Discord rooms, Pro livestreams or recordings, workshops, templates, coaching, or private access. Opening a gated link does not bypass Patreon or Discord permissions.

Outlier Pro Core membership

The core membership and the complete weekly operating rhythm. Three interactive livestreams per week, full recording access, and the tools and archives behind them.

Included

  • Access to the private paid Discord community
  • Ask Erik access
  • Three weekly interactive livestreams
  • Full access to Pro livestream recordings
  • Outlier tools and templates
  • Skill-development resources
  • Patreon collections and archives

The four Outlier Pro pillars

Sunday Market Prep Market environment, themes, opportunities, risks, and the decision process behind the weekly plan.
Tuesday Market Internals Breadth, volatility, leadership, participation, sentiment, flows, correlations, and the structure beneath index moves.
Thursday Skill Development Process, strategy, research, execution, risk management, psychology, portfolio management, and review.
Ongoing Feedback Direct input on your trades, structure, risk, and process — through the Trading Floor, Ask Erik, and After-Action Review channels.

Always check the weekly Patreon schedule post for current links and any changes.

Outlier Pro Plus Adds workshops
Everything in Outlier Pro

Adds two monthly interactive Zoom workshops. These are small-group working sessions, not passive webinars — bring active questions, projects, trades, research, and process challenges.

Included

  • Two monthly interactive Zoom workshops
  • Workshop prep and access links via Patreon
  • Direct small-group discussion
  • Live application and feedback

Workshop expectations

  • Working camera and working microphone
  • Stable internet connection
  • Ability to attend live
  • Willingness to actively participate

Standard rhythm is the first and third Monday at 5:00 PM Pacific. Patreon carries the topic, required prep, Zoom link, and instructions — always confirm against the current post.

Coaching Private monthly session
Everything in Pro + Pro Plus

Adds a private monthly working relationship: one 60-minute Zoom call, a customized roadmap, a private collaboration folder, and weekly direct email access between sessions.

Included

  • One private 60-minute Zoom call each month
  • A customized roadmap
  • A private collaboration folder
  • Weekly direct email access between sessions

Start here — coaching intro

Email erik@outliertrading.io with the subject line "Coaching Intro" and include:

  • What made you pursue coaching
  • Your goals
  • Your current experience
  • Your largest trading or process roadblocks
  • Any relevant materials or background

I follow up with your private Google Drive folder, coaching materials and templates, your booking link, and scheduling instructions.

How coaching operates

The first session is used to understand your current situation, clarify objectives, identify your largest constraints, establish priorities, and build a customized roadmap. You use the same booking link each month and can schedule up to 45 days in advance. Sessions do not carry into the following month. Rescheduling more than 24 hours ahead is generally fine; changes inside 24 hours may forfeit that month's session.

Outlier Inner Circle Limited · professional track
Everything in Pro, Pro Plus + Coaching

The highest level of access, intentionally limited. Built for traders pursuing trading as a primary income or already operating professionally, with a default weekly call cadence and direct access between sessions.

Included

  • One private 30-minute check-in call each week
  • Daily email update access for timely feedback
  • A quarterly guided two-hour After-Action Review

What private calls cover

  • Trading goals and individual trades
  • Portfolio structure and strategy development
  • Edge and risk management
  • Decision-making and mindset
  • Professional operating systems
  • Accountability and development planning

The quarterly guided AAR

A two-hour session that identifies what to sustain, what degrades performance, where risk controls fail, which strategies and behaviors need revision, whether the operating system remains aligned with your goals, and next quarter's priorities and course corrections.

Designed for

  • Building and stress-testing a professional-grade trading operation
  • Refining edge, risk parameters, and decision frameworks
  • Maintaining process integrity under real capital pressure
  • Systematic accountability
  • Greater independence, rigor, and consistency
04

Your first week

Your first week is about access and orientation, not consuming the library. Work the checklist — it tracks in the sidebar as you go.

First-week checklist
0 / 10 Progress saves in this browser

The goal of week one

By the end of the week you should understand where information lives, what your tier includes, what you are trying to improve, and where to ask for help. That is the whole objective — nothing more.

05

Your first month

Month one is where free and paid members build the habits that make the community useful. Five things, in this order.

A

Work through the Foundations playlist

Use the Foundations playlist to support the objective you are working on now. Focus on comprehension and application, not volume or checking boxes.

B

Begin your trading plan

Do not wait until you feel ready. Start capturing what you already know and let the document expose the gaps. A plan is expected to evolve — the value comes from forcing you to think ahead of time rather than in the moment.

Your plan should eventually capture:

  • Financial and trading goals
  • Time horizon
  • Constraints
  • Experience
  • Strengths and weaknesses
  • Strategies
  • Profit mechanisms
  • Risk limits
  • Portfolio rules
  • Research priorities
  • Execution rules
  • Review process
  • Current learning objectives

Free members can start in any document they already use. Paid members can also begin from the Outlier templates included with their tier.

C

Define a six-week objective

Pick a small number of measurable outcomes. Avoid vague objectives such as "become more disciplined" — they cannot be assessed, so they cannot be improved.

  • Complete the first version of your trading plan
  • Review 20 historical trades
  • Build a strategy outline
  • Establish portfolio risk limits
  • Create a repeatable pre-trade checklist
  • Paper trade one researched approach
  • Complete four After-Action Reviews
  • Improve one recurring execution problem
D

Use the community for feedback

Share goals, plans, research, trade reviews, questions, observations, and sticking points in a public room or the paid area included with your tier. The quality of the feedback you get is a direct function of the quality of the question you ask.

Gets you nothing What do you think?
Gets you a real answer My thesis depends on volatility remaining elevated through this event. What evidence would invalidate that assumption?
E

Begin using After-Action Reviews

The AAR is one of the most important processes inside Outlier. Its purpose is to improve the operating system, not criticize the outcome. Everyone can run the process independently; paid members can also post in the dedicated AAR channel. Run these questions against your trades and your process:

What was expected?
What actually happened?
Why was there a difference?
Was the plan followed?
Was the original analysis valid?
Was the structure appropriate?
Was the risk understood?
What should be sustained?
What should be changed?
What should be tested next?
06

Common questions

The questions new members ask most. If yours is not here, ask in Discord — that is what it is for.

Access and setup

I joined for free. Do I need to connect Patreon to Discord?

No. Join the Discord server and complete Start Here verification to use the public community rooms. Connecting Patreon is required only when Patreon needs to synchronize a paid Discord role.

I joined Discord but cannot see the paid channels. What is wrong?

Almost always the Patreon connection. Connect your Patreon account to Discord, and make sure you are connecting it to the same Discord account you used to join the server. If the two accounts do not match, your paid role will not apply. Also confirm you completed verification in the start-here channel.

Patreon’s step-by-step guide to Discord access ↗

I am not receiving emails from Outlier Trading or Patreon.

Check your Spam and Promotions folders, then add outliertrading@creator.patreon.com, outliertrading@substack.com, and erik@outliertrading.io to your contacts. These addresses cover Patreon membership updates, Outlier Insights newsletters, and direct email from Erik.

Someone messaged me on Discord claiming to be Erik or a moderator.

Ignore it. Impersonation attempts are common — fake accounts copy names and profile images and send direct messages to members. Neither Erik nor the moderator team sends unsolicited Discord DMs. Do not click unfamiliar links, and verify anything questionable in the public or paid channels.

Sessions and schedule

Where do I find this week's livestream links?

Paid members find livestream links in the current schedule post on Patreon. It tells you what is happening that week, what your tier has access to, and which links to use. Free members use the public YouTube channel and the public resources in Section 03.

I cannot find the livestream on the YouTube channel.

Paid livestreams are frequently unlisted, which means they will not appear on the channel at all. Always use the links posted on Patreon to access member sessions.

Which livestreams and workshops does my tier include?

Check Section 03 alongside the current Patreon schedule post. The tier section defines standard benefits; Patreon confirms the current sessions and access links.

When are the Pro Plus workshops?

See the Pro Plus details in Section 03 for the standard schedule and participation expectations. Patreon carries the current topic, required preparation, Zoom link, instructions, and any exceptions.

Where are the recordings?

Paid recordings are in Patreon collections and the archive. Your paid tier determines which recordings are available; the free tier does not include the Pro recording library.

Getting help

Where should I post my question?

Free members should use the public rooms available after verification. Paid members can use the Trading Floor for trade analysis, position structure, management, risk, portfolio questions, and feedback requests; Pro Forums for organized topic-specific discussion; and After-Action Review for reviews and lessons. Ask Erik is available to qualifying paid tiers.

How quickly will I get a response in Ask Erik?

There is no guaranteed response time unless your tier includes priority access.

Do you give trade alerts or tell me what to buy?

No. Outlier is not an alerts community and there are no trade calls to follow. All content is educational, and the purpose is to help you become an independent trader who can research, structure, manage, and review your own decisions. You remain solely responsible for your decisions.

How long until I see results?

There is no guaranteed timeline. Trading and investing involve significant risk, and there is no guarantee of profit, progress, or any specific result — anyone promising otherwise is selling something.

What you control is the process. Members who show their work, ask specific questions, and run After-Action Reviews consistently tend to have a working trading plan and a repeatable review habit within the first six weeks. Set a measurable six-week objective using Section 05 and judge your progress against that, not against your account balance.

Am I expected to keep up with everything?

No. Use what helps you now and skip what does not. Your first week is about access and orientation, not consuming the library — work the checklist in Section 04 and nothing else.

Coaching and Outlier Inner Circle

How do I get started with coaching?

Email erik@outliertrading.io with the subject line "Coaching Intro" and include what made you pursue coaching, your goals, your current experience, your largest trading or process roadblocks, and any relevant materials or background. You will receive a private Google Drive folder, coaching materials and templates, your booking link, and scheduling instructions.

Can I reschedule or carry over a coaching session?

You can book up to 45 days in advance using the same booking link each month. Rescheduling more than 24 hours ahead is generally fine; changes inside 24 hours may forfeit that month's session. Sessions do not carry into the following month.

Membership

How do I cancel my membership?

Paid membership is billed through Patreon, so cancellation is handled in your Patreon account under membership settings—not in Discord. Paid access and the paid Discord role remain active through the end of the current billing period, then the paid role is removed automatically. Free membership has no billing.

If something is not working for you, email erik@outliertrading.io before you cancel. If a different tier is a better fit, that is usually a faster fix than leaving.

07

Policies and disclaimer

Read these once. They govern free and paid participation and the use of Outlier Trading material.

A · Educational purpose only

All content provided through Outlier Trading — including videos, livestreams, written materials, discussions, tools, templates, workshops, and coaching — is for educational and informational purposes only. Nothing provided constitutes personalized financial, investment, legal, medical, or tax advice. You are solely responsible for your own decisions.

B · No investment advice or fiduciary relationship

Outlier Trading is not a registered investment adviser, broker-dealer, financial planner, law firm, or accounting firm. No content is evaluated for suitability within your personal circumstances, and no fiduciary relationship is created by your membership.

C · No guarantees

Trading and investing involve significant risk. There is no guarantee of profit, progress, or any specific result. Past performance does not predict future returns. Any action you take is at your own discretion and your own risk.

D · Intellectual property

All member materials are the intellectual property of Outlier Trading and are provided for use by active members. Redistribution, resale, replication, public sharing, and reposting are prohibited without written permission.

E · Confidentiality

Member livestreams, workshops, private Discord discussions, direct communications, coaching sessions, and Outlier Inner Circle discussions are confidential. Recording, distributing, or publicly summarizing them is prohibited without express permission.

F · Changes to benefits

Tiers, schedules, features, and benefits may be modified, paused, or discontinued. Reasonable notice will be provided when practical. Continuing your membership constitutes agreement with any changes.

08

Community quick links

The recurring free and paid destinations worth bookmarking. Links do not override Patreon or Discord permissions.

One last thing

Be an Outlier.

Welcome to the Outlier community. We have built an environment for people who are serious about improving and willing to do the work required.

I am looking forward to seeing what you build.

ERIK SMOLINSKI Founder · Outlier Trading