What is Mentor Mode?
Mentor Mode is a powerful tool designed to help mentors guide their mentees or students in their trading journey. With this feature, you can invite mentees to join your mentorship program, giving you an overview of their performance. You can also access their accounts to view real-time trading data, execution history, and trading stats, enabling you to provide timely, actionable, and personalized feedback to help them achieve their trading goals.
Mentor’s Dashboard
Once a mentee accepts your invitation, you gain access to their performance data via the Mentor’s Dashboard. Here’s what you can do:
View Individual Mentee Data:
Focus on one mentee and examine their Daily Net Cumulative P&L chart and other essential stats.
Compare Multiple Mentees:
Select up to 5 mentees to view their data simultaneously, making it easy to compare their performances.
Each mentee is assigned a unique color on the P&L chart, and hovering over the chart displays their P&L for specific dates.
Below the P&L chart, you’re also provided with a list of your mentees and their stats including Net P&L, Win Rate, and Average Win/Loss.
Reviewing a Mentee’s account
The Mentor Dashboard offers a comprehensive overview, but if you want to dive deeper, you can do so by clicking the Play icon next to each mentee.
This will take you to a “Playing” version of their TradeZella account, where you can access their Dashboard, Trade Log, Notebook, Playbooks, and more. This immersive view allows you to review their trading performance and provide detailed feedback thoroughly.
How to Invite a Mentee
There are two ways to invite students to Mentor Mode:
Email Invitation:
Enter your student’s email address and click Send Invite.
The student will receive an email from zella@tradezella.com with a Mentorship Invitation Request, which they can accept or decline.
If they’re not a TradeZella user yet, the email will include a signup link.
Invite Link:
Generate an invite link that you can share directly with your students via team chat or other communication channels.
Clicking the link will take them to the Mentee Mode dashboard, where they can find and accept your mentorship request under “Requests.”
Mentor Privileges
On the left-hand side of your Mentor Dashboard, you’ll see a list of all the mentees you’ve invited, both accepted and pending.
Once a mentee accepts your mentorship request, you’ll be able to access their TradeZella account in a ‘Playing’ version, giving you full visibility into their Daily Journal, Trade Log, Playbooks, Notes, and more.
You can also leave notes or feedback directly in their journal. Depending on your mentoring style, you can create a Notebook Folder or Template to organize your feedback.
Removing Mentees
You have full control over your mentorship list. To remove a mentee:
Select the mentee(s) you want to remove, click the settings icon, and choose Delete.
To cancel a pending invitation, simply click the x button next to the invite.
Note: This action cannot be undone.
Mentor Mode is designed to enhance your ability to guide and support your mentees, providing you with the tools to help them succeed in their trading journey. Start using Mentor Mode today to take your mentoring to the next level!
Need further assistance? Contact our support team at support@tradezella.com