> ## Documentation Index
> Fetch the complete documentation index at: https://help.edgeanalyzer.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Mentorship Overview

> Share your trading data with a coach for feedback and guidance

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.

> [!NOTE]
>
> Mentorship is available on the **Pro plan** and during the **14-day free trial**.

## Why Share with a Mentor?

> [card] Accountability
>
> Having someone review your trading keeps you honest and disciplined.

> [card] Expert Feedback
>
> Get insights from an experienced trader on your journal entries and patterns.

> [card] Faster Improvement
>
> A mentor can spot issues in your trading that you might miss yourself.

> [card] Structured Review
>
> Regular mentor feedback creates a structured improvement process.

## How It Works

```mermaid theme={null}
graph LR
    A[You] -->|Send Invite| B[Mentor Email]
    B -->|Accept| C[Mentor Account]
    C -->|Read-Only Access| D[Your Data]
    C -->|Comments| E[Your Journal]
```

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 Mentor | Hidden from Mentor |
| - | - |
| Trade history and execution data | Account balances |
| Journal entries and notes | Purchase amounts |
| Performance metrics (win rate, P\&L) | Payout amounts |
| Playbook setups | Financial data |
| AI insights | Broker credentials |
| Session and instrument analysis | |

> [!NOTE]
>
> 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 **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.

> [card] [Invite Your Mentor](https://help.edgeanalyzer.com/mentorship/inviting-mentor.md)
>
> Learn how to send an invitation to your trading coach


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