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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.

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.

Sending an Invitation

1

Go to Mentorship Settings

Navigate to SettingsMentorship 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.

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

Invitation States

StateDescription
PendingInvitation sent, waiting for mentor to accept
ActiveMentor has accepted and can view your data
ExpiredInvitation expired after 7 days without acceptance
RevokedYou cancelled the invitation or revoked access

Resending an Invitation

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

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.

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