Mentoring enhancements

Many traders have mentors or coaches, and taking advantage of the mentoring features in Tradervue can be a huge help. In a nutshell, they allow a mentor/coach to have a read-only view of a student’s trades, and to have comments and conversations on specific trades and journal entries.

Today, we have made a number of changes to make this even more flexible:

  • Mentors can now choose which columns to display in the Trades View when viewing a mentee’s trades; previously, the columns the mentee was using themselves would be shown to the mentor.
  • Mentors can now switch between gross and net P&L modes when viewing a mentee’s trades; previously, the mentee’s setting would be used.
  • Mentors can now set the Trades View to any display mode (table, small charts, or large charts) when viewing the mentee’s trades. Previously, only the table view was available.
  • Mentors can now download from the mentee’s Trades View into Excel for further analysis, and they can also download executions for a specific trade.
  • The Settings menu in the Trades View will now be visible for mentors viewing a mentee’s trades; any settings that are changed will be saved for the mentor, but will not affect the mentee’s own view of their data.

Together, these changes should make the system more convenient for mentors and mentees alike!

New journal comments

For folks using the mentor/coach features in Tradervue, we’ve always had the ability to leave private comments on trades, only visible to the trader and the mentor(s).

Now, we’ve added the ability to have comments on journal entries as well! When a mentor is viewing a trader’s journal entries, there is a new “Add comment” link (or, if there are already comments, a “View comments” link):


Clicking that link will open the journal entry in its own page, and show a comment editor:


And after entering a new comment, the journal entry’s page will display all of the comments for the entry:


These comments are, of course, only visible to the trader and the mentor(s). Notifications work similarly to trade comments – you’ll get an email if a new comment is left on one of your entries, or an entry you’ve previously commented on, and you can turn off notifications on a per-entry basis.

New feature: trading mentor/coach support

Many traders have a trading coach or mentor. Most of those at proprietary trading firms do, but many independent traders have found mentors as well.

Some of these folks have asked for the ability to allow their mentors to see their data in Tradervue, and be able to comment on their trades. This could already be done by sharing trades publicly, but there was clearly a desire to be able to share privately with mentors, without having to make all trades public.

So we have developed a mentor system within Tradervue. The first step is to log in, click on your name in the header at the top right, and then click the “Mentor Settings” tab. The first time there, you’ll see that you can invite a mentor by entering their email. Enter your mentor’s email address and click “Invite” – you’ll then see your pending invitation listed, and an invitation email is sent to your mentor.

Once they have accepted your invitation, your mentor settings page will reflect this:

After that’s done, you won’t notice a whole lot of changes; you will see the comment fields available on all of your trades, rather than just the trades you have shared, but that’s pretty much the only change you will notice.

Your mentor, however, will see something different. When they log in, they will see a drop down where they can select to view either their own data, or the data of one of their mentees; depending on what they choose, they will see different data.

Your trading mentors have access to all of your trading and P&L data – they can see your share volumes and P&L, reports, etc. They cannot edit any of this data, but they can leave comments for you on your trades.

Give the new mentor/coaching features a try, and let us know what you think!