Mentoring
Share selected trading information with a mentor or review information shared by a student.
Mentoring
Mentoring connects a student and a mentor. Open Academy from the icon rail to manage invitations, shared accounts, and feedback.
Use the role switcher to change between your student and mentor view. The same Tradeways account can use both roles in different relationships.
Invitations
A student can invite a mentor and choose the accounts and information to share. A mentor can invite a student. The student chooses what to share before the relationship starts.
Choose All accounts to share every current and future active, non-demo account. Choose individual accounts when the relationship should cover a fixed set. Demo, archived, and plan-locked accounts cannot be shared.
Pending invitations appear in the mentoring sidebar. Accept or decline an incoming invitation. Cancel an outgoing invitation when it is no longer needed.
Student controls
The student controls the account scope and the additional information shared with the mentor. Trades in shared accounts are read-only. Journal entries, strategies, dashboards, pages, and feedback need separate permission. The weekly journal permission also covers monthly and yearly entries.
You can switch between All accounts and selected accounts later. Leaving All accounts starts with the accounts the mentor can currently see, so you can remove them deliberately. Removing the last selected account ends the relationship. Revoke the relationship to remove all access at once.
Archiving or deleting an account removes that account from mentoring. Before the action, Tradeways names affected mentors. A selected-account relationship ends when its last account is removed. An All accounts relationship stays active and continues to include any other eligible accounts and eligible accounts created later.
Mentor view
Select a student account to review its shared dashboard and records. The available pages depend on the student's permissions. A missing page can mean that the student did not share it.
Use feedback for comments that belong to the mentoring relationship. Feedback can include text and supported record references.