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Mentoring and account sharing

Stop reviewing screenshots. Review the record.

Good mentoring fails when the evidence lives in ten places: a chart image in chat, a trade number in a spreadsheet, a journal note nobody sees, and a dashboard only the student can open. Tradeways brings the mentor into the actual trading record with selected, read-only access and permissions that keep private work private.

Share one account first. Keep the rest of the workspace private.

Open the mentor view
  • Read-onlymentor access by default
  • Accountsshared one at a time
  • Permissionsfor journals, dashboards, and strategies
  • Feedbackstored beside the shared record
Anna B. → Marco K.Active relationship
Read-only
Studentlive
fillsnet
  • 09:31 · NQ long · −$112
  • 09:42 · NQ long · +$162
  • 10:14 · NQ long · +$245
  • 11:18 · NQ long · −$214
Tue · 5 trades · 2 screenshots
Mentor
Mentor note · pinned

Third entry sized 2× plan. Same pattern as last Tuesday — flag this in tomorrow's pre-market.

trade · 10:14journal · Tuescreenshot
Funded Challenge · 50k · NQShared · 1/4
The handoff

Screenshots stop short. The record doesn't.

A coach can only correct what they can see. Chat threads pass around fragments — a chart, a number, a sentence — without the sizing, the sequence, the prior commitment, or the journal note that explains the trade. The shared record carries all of it through.

Chat handoffwhat most reviews still look like
fragments
wait did you size up on that one?
what was the stop again
send me the journal — can't see your reason
which account is this on?
IMG_4021.jpeg · 2.1 MB
Five questions before the conversation can even start. Most reviews never make it past the context hunt.
vs
Shared recordeverything in one surface
live
  • Account · Funded 50k
  • Trades · 5 fills, full sequence
  • Journal · Tue · pre-market plan
  • Dashboards · drawdown, win-rate
  • Feedback · pinned to trade 10:14
The mentor opens the account and sees the evidence in place. The conversation starts where it should — at the correction.
Permissions

Share the account. Keep the rest of the workspace private.

Each relationship has its own scope. The funded challenge can be visible while the personal account stays hidden, and inside the shared account you decide which journals, dashboards, and strategies travel with it.

  1. 01Pick the accounts that need review
  2. 02Open or close trade-level evidence
  3. 03Choose which journals travel with the account
  4. 04Decide which dashboards and strategies are visible
  5. 05Revoke or change anything, anytime
SharedPrivate
Relationship · Anna B.Funded Challenge · 50k
Read-only · active
Account access
  • Funded Challenge · 50k1 of 4 accounts
    Shared
  • Trades & fillsfor shared accounts only
    Visible
Records & context
  • Journal scopesPre-market · session review
    2 of 6
  • DashboardsDrawdown · weekly P/L
    2 selected
  • StrategiesNQ opening drive
    1 shared
  • Feedback threadcomments & attachments
    Open
Lifecycle
  • Revoke accessone click — record stays with you
    Anytimeone click
Mentor workspace

Roster, account, conversation — one surface, both sides.

Mentors open a single page and move from a student roster to a shared account to a specific trade and the feedback that belongs to it. Students see the same surface from their side. There is no parallel app to keep in sync.

tradeways · mentor workspaceread-only
Roster4 students
  • Anna B.Funded · live · 2 days
    Needs review
  • Markus L.Coaching · weekly
    All caught up
  • Sofia R.Funded · breach risk
    Flagged
  • Daniel V.Peer review
    Open thread
Account · Funded 50kAnna B. · NQ session
shared
Balance$50,084
Day P/L+$81
Max DD−$420
10:14
Trade · 10:14 NQ long+$245 · third entry, back to plan size
pinned
  • Plan size · 1
  • Actual size · 1 (after 2× third)
  • Stop · 17 240
Marco K. · mentorTue · 14:22

Sizing went from 1 to 2 on this entry — that's outside the strategy. Look at the journal: you wrote 'one contract, no exceptions' at 09:12.

The same record powers both sides. Mentors don't ask for screenshots; students don't reconstruct context.

01

Feedback threads that keep their evidence

Mentors can send feedback with account context, trade or journal references, and image attachments. Students can return to the thread without reconstructing what the comment was about.

02

Student and mentor workflows in the same surface

Mentors get a roster and account overviews. Students get relationship management, permissions, and feedback in the same place. Both sides work from the same record instead of parallel tools.

03

Useful for coaches, friends, and structured accountability

The system works for a paid coach, a trusted trading friend, a review partner, or a small accountability loop. The core promise is the same: feedback tied to the evidence.

Feedback threads

Comments anchored to the trade they're about.

A correction loses its weight when it floats free of the evidence. Tradeways pins every comment to the account, the trade, the journal entry, or the screenshot it refers to — so the thread is still useful the next time the student opens it.

trade · 10:14journal · Tue 09:12rule · sizing
Pinned to · Trade 10:14 NQ longfeedback thread
read-only acct
Marco K. · MentorTue · 14:22

Sizing went from 1 to 2 on this entry — that's outside the strategy. Look at the journal: you wrote 'one contract, no exceptions' at 09:12.

NQ-1014.pngtrade · 10:14
Anna B. · StudentTue · 14:31

You're right. I felt 'sure' after the second winner. That's the trigger, not the setup.

Marco K. · MentorTue · 14:35

Add it to the rule: after two winners, size stays. Tomorrow's pre-market check.

Reply, attach a screenshot, or pin another trade…
Common uses

Use mentoring whenever review needs another set of eyes.

The feature is intentionally broader than formal coaching. It supports any relationship where one trader wants another person to review decisions with enough evidence to be useful.

One-to-one coaching

Share the active account with a coach, include the dashboards and journal scopes that matter, and keep the review focused on the exact trades behind the lesson.

Coach view
1:1 coaching
  • Active account → live trade tape
  • Selected dashboards on the right
  • Journal scopes carry the lesson
Why it matters

Mentoring becomes stronger when the record is the meeting room.

Screenshots can show a chart. They rarely show sizing, sequence, journal context, prior commitments, dashboard trend, or the trades the student did not mention. Shared record review fixes that.

01

Less context hunting

The mentor can move from account overview to trade evidence, journal context, dashboards, strategies, and feedback without asking the student to re-send the same material.

02

Sharper accountability

A review partner can point to the specific behavior that needs to change: oversized third trade, missing journal entry, ignored setup rule, or repeated loss pattern.

03

Cleaner privacy boundaries

The student chooses the relationship, accounts, and permissions. Sharing can be useful without becoming an all-or-nothing exposure of the full trading workspace.

04

A foundation for serious review groups

One-to-one coaching, accountability partners, funded-account reviews, and small private groups all start from the same primitive: permissioned access to evidence.

Open the review room

Bring the mentor into the record.

Add one relationship, share one account, and turn the review into a conversation that finally points at the evidence. The rest of the workspace stays exactly where it is.

Share one account first. Add more — or revoke — whenever you want.

  • Read-only by default
  • Scoped to selected accounts
  • Revokable at any time
  • Feedback anchored to evidence
New relationshipread-only · scoped
draft
  • Account · Funded 50k
  • Trades · 5 fills, full sequence
  • Journal · Tue · pre-market plan
  • Dashboards · drawdown, win-rate
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