In this mode, you would be able to invite your mentees, or students, to get an overview of their performance. Additionally, you can go deeper and access their accounts to view their real-time trading data, execution history, and trading stats, and be able to provide timely, actionable, and personalized feedback to help them achieve their trading goals.

Once a mentee accepts your invitation, you will be able to view their Daily Net Cumulative P&L chart, as well as other essential stats straight from your Mentor’s Dashboard.

You can select one Mentee to view his data…

Or select several mentees and view their data altogether.

Note: You may select and view up to 5 mentees at a time.

Each mentee will have a corresponding color which is reflected on the P&L Chart. And when you hover over the chart, it will display their P&L at that specific date.

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.

While your Mentor Dashboard provides a great way to get an overview of your mentees’ performance, we’ve also included a way for you to go even deeper into their trading data.

Notice the Play icon beside each Mentee.

Clicking on this icon redirects you to a “Playing” version of their account where you’ll be able to access their TradeZella account, including their Dashboard, Trade Log, Notebook, Playbooks, etc., review their trading performance, and provide your feedback.

There are 2 ways to invite your students to Mentor Mode.

The first way is by entering each of your students’ email addresses.

As soon as you Send Invite, they will receive an email from zella@tradezella.com with a Mentorship Invitation Request. From there, they can accept or decline the invitation.

If they’re not a TradeZella user just yet, a signup link is also included.

The second way is by generating an invite link that you can send directly to your team chat or your students.

Clicking on the link redirects them to the Mentee Mode dashboard where they can find your Mentorship request under “Requests”.

On the left-hand side of your Mentor Dashboard, you’ll find a list of all the mentees you’ve invited – both accepted and pending.

When a mentee accepts your mentorship request, you will be able to access their TradeZella account through a ‘Playing’ version. As of writing, you’re allowed to access all of their active accounts on TradeZella and review their Daily Journal, Trade Log, Playbooks, Notes, and more.

This means you can also leave any notes or feedback right in their journal. Depending on your mentorship approach, you can create a Notebook Folder or a Notebook Template to use when you do so.

You have the ability to cancel invites and remove mentees from your list.

Simply select all or individually select the mentees you’d like to remove, click on the settings icon, and click Delete.

You can also cancel a pending invitation by clicking the x button.
​Note: that this action cannot be undone.