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Inviting a mentor gives them read-only access to your trading performance, journal entries, and playbook. This guide walks you through the invitation process.

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Before You Invite

Make sure you have:
  • A Pro plan subscription or active free trial
  • Your mentor’s email address
  • Content in your journal worth reviewing
Start journaling and building your trade history before inviting a mentor. This gives them meaningful data to review from day one.

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Sending an Invitation

1

Go to Mentorship Settings

Navigate to Settings → Mentorship in your dashboard.
2

Enter Mentor's Email

Type your mentor’s email address in the invitation field.
3

Add Personal Message (Optional)

Include a personal message that will appear in the invitation email.
4

Send Invitation

Click Send Invitation to email the invite.

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What Your Mentor Receives

Your mentor receives an email containing:
  • An invitation to view your Edge Analyzer data
  • Your personal message (if provided)
  • A unique invitation link
  • Instructions to create an account or sign in
Mentor Invitation Email

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Invitation States

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Resending an Invitation

If your mentor didn’t receive the email or it expired:
  1. Go to Settings → Mentorship
  2. Find the pending or expired invitation
  3. Click Resend Invitation
A new invitation email is sent with a fresh 7-day expiration.

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Multiple Mentors

Currently, Edge Analyzer supports one active mentor at a time. If you want to switch mentors:
  1. Revoke access for your current mentor
  2. Send a new invitation to your new mentor
Support for multiple mentors may be added in the future based on user feedback.

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Troubleshooting

  • Check that you entered the correct email address
  • Ask your mentor to check their spam/junk folder
  • Try resending the invitation
  • Have them whitelist emails from edgeanalyzer.com
  • The mentor needs to use the same email the invitation was sent to
  • If they already have an Edge Analyzer account, they should sign in instead