Mentorship is available on the Pro plan and during the 14-day free trial.
Why Share with a Mentor?
Accountability
Having someone review your trading keeps you honest and disciplined.
Expert Feedback
Get insights from an experienced trader on your journal entries and patterns.
Faster Improvement
A mentor can spot issues in your trading that you might miss yourself.
Structured Review
Regular mentor feedback creates a structured improvement process.
How It Works
- You invite your mentor via email
- They accept and create a mentor account (or sign in)
- They view your trades, journals, and performance
- They comment on your journal entries with feedback
What Mentors Can See
Your mentor sees your trading performance but never your actual account balances or financial transactions. This protects your privacy while still enabling meaningful coaching.
Mentor Capabilities
Your mentor can:- View your dashboard — See your consolidated performance metrics
- Read journal entries — Access your trade journals and notes
- Add comments — Leave feedback directly on journal entries
- Review playbook — See your documented trading setups
- Track your progress — Monitor your improvement over time
- Modify your data
- Place trades on your accounts
- See your account balances
- Access your financial records
- Share your data with others
Getting Started
1
Navigate to Settings
Go to Settings → Mentorship in the sidebar.
2
Send Invitation
Enter your mentor’s email address and click Send Invitation.
3
Wait for Acceptance
Your mentor receives an email with an invitation link.
4
Start Collaborating
Once accepted, your mentor can view your data and add comments.
Invite Your Mentor
Learn how to send an invitation to your trading coach