Becoming a mentor
There are two ways in, and both lead to the same portal:
A trader invites you from their settings. You get an email with a link to accept, and their account appears in your list. Viewing a trader requires an active plan on your side, any tier.
You invite traders yourself with a roster. Running a roster, along with weekly student briefs and playbook suggestions, comes with Quant.
Once at least one trader shares with you, a Mentor tab appears in your sidebar. It opens the mentor portal: one list of every student, whoever invited whom. Everything in it is read-only. You see what each trader shares, you never change anything on their account, and they can revoke your access at any time.
Your roster and invites
On Quant, the portal starts by asking you to name your roster. After Create, you can bring students in two ways:
Choose + Invite students and send an email invitation. Invitations expire after 14 days, and pending ones list at the bottom of the portal with Resend and Cancel.
Share your join link. Anyone with the link joins in one click. Copy link copies it, and Rotate invalidates the old link and issues a new one, so a link that got away from you stops working.
Either way, students see exactly what they will be sharing before they join, and you see nothing until they accept. There is no cap on roster size.
The roster dashboard
Each student is one row: Student, Net P&L, Win rate, Trades, Rule breaks, This week, Last active, and Shares. Click a row to open that student.
The 7D / 30D toggle sets one window for the whole page, so the stats, the chart, the rule breaks, and the compliance roll-up all answer for the same days. Tick students in the first column to overlay their cumulative P&L on one chart, up to six at a time, through yesterday's close.
The table stays honest about gaps: a student whose stats are not shared reads Not shared, a student with no closed trades reads No trades yet, and the rule-breaks column reads No playbook when no playbook is attached, because no rules were being tracked, so a zero would say nothing.
Weekly student briefs
Every week, each student gets a short AI brief, generated Sunday evening. It lands in the This week column as a flag: At risk, Watch, Steady, or Quiet. The flag is computed from hard signals in the student's shared data, things like rule breaks, loss clusters, and drawdown. The AI writes the words; it does not pick the flag.
Click the flag to read the brief inline, with fact chips under it for the week's trades, net P&L, rule breaks, and average risk. Full brief opens the student's page, and Regenerate rebuilds the brief midweek if you want a fresher read.
Each brief is built only from what that student shares. Unshared areas never feed it, and AI psychologist conversations are never used.
The rule-compliance roll-up
Under the chart, the Rule compliance panel shows one row per rule broken in the window: the rule, the worst severity, how many students and how many times, and a chip for each student involved that jumps straight into their page. An Account rule tag marks a prop-account rule rather than a playbook rule. The header also counts students with a clean window and students without a playbook attached, who had no rules to keep and so are never counted as clean.
These are the rules each trader set for themselves. Nothing here blocked a trade; it is a record of what happened, so you can coach it.
Drilling into one student
A student's page carries a READ-ONLY badge and one tab per shared area: Dashboard, Trades, Reports, Playbooks, Journal, and Mindset.
Dashboard is the overview: stat cards, the Weekly brief, and a Rule compliance card listing each break with a link to the trade.
Trades is their closed-trade log, with a note composer under every trade.
Journal shows scores, moods, and how many days they journaled in the last 30, plus the written entries when the share includes them.
Mindset is a 90-day read on emotional patterns: check-ins, average stress, focus and sleep, and common moods. The conversations behind those patterns stay private, always.
Notes and receipts
You can leave a note in three places: + General note at the top of a student's page, + Note under any trade, and + Note on this entry under a journal entry (entry comments are available when the share includes written entries). Write it and choose Send note. Notes are visible to that student only, and they get a notification when one lands.
Every note you send carries a receipt: NOT SEEN YET until the student opens it, then SEEN with the time. You can delete your own notes anytime.
Suggesting playbooks
On Quant, choose Assign at the top of the roster, or + Assign a playbook on a student's Playbooks tab. Pick a playbook, choose Everyone or Pick students, and add an optional note about why this playbook or how to run it.
Students get a suggestion, never an auto-change. The suggestion appears on their Playbooks page, and adopting it is their call, through the normal adopt flow. Your suggestion also unlocks that playbook for them, whatever their plan, and students who join your roster later still receive the suggestions you sent to everyone.
The Assignments section under the roster tracks each batch: how many students adopted, how many have not yet, and per student, Adopted with the date or Not yet with a seen date once they have looked. A student can set a suggestion aside privately; you are not told, you simply keep seeing not yet.
Questions
If something in your portal looks off, or you want a hand getting your first students in, send us a message from the app and the team will help.