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.
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 access for each shared account. Trades are read-only. Journal entries, strategies, dashboards, pages, and feedback need separate permission.
You can change permissions or remove an account later. Changes apply to the mentor view. Revoke the relationship to remove all access.
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.