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The mentorship feature allows you to invite a trading coach or mentor to review your performance data. Your mentor gets read-only access to your trades, journal entries, and metrics — enabling them to provide personalized feedback on your trading.
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

  1. You invite your mentor via email
  2. They accept and create a mentor account (or sign in)
  3. They view your trades, journals, and performance
  4. They comment on your journal entries with feedback

What Mentors Can See

Visible to MentorHidden from Mentor
Trade history and execution dataAccount balances
Journal entries and notesPurchase amounts
Performance metrics (win rate, P&L)Payout amounts
Playbook setupsFinancial data
AI insightsBroker credentials
Session and instrument analysis
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
Your mentor cannot:
  • 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 SettingsMentorship 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