Coaching: Share Your Journal with a Coach

Coaching connects two TradeLog users: a student who wants feedback, and a coach who reviews their trading. Once connected, the coach gets a read-only view of the student's journal, statistics, and calendar -- but only for the accounts the student explicitly chooses to share. Coaching is free and available on every plan; there is nothing to pay for on either side.

How Coaching Works

• Consent-first -- a coach sees nothing until a student enters the coach's code AND selects which accounts to share
• Read-only -- a coach can view and comment, but can never add, edit, or delete anything in your journal
• Per-account -- only the accounts you picked are visible; everything else stays private
• Instantly revocable -- either side can end the connection at any time, effective immediately

For Students: Connecting to a Coach

1. 1Ask your coach for their coaching code
2. 2Open the Coaching page from the sidebar
3. 3Enter the code in the Connect a coach field (capitalization does not matter)
4. 4Your coach appears in your coaches list -- now choose which accounts to share
5. 5Optionally toggle whether your trade notes and trade images are shared

What Your Coach Can and Cannot See

• CAN see: trades, statistics, and the P&L calendar of your SHARED accounts -- the same numbers you see in your own journal
• CAN see: your display name (or your public username)
• CANNOT see: accounts you did not share
• CANNOT see: your trade notes or images when you toggle those off
• CANNOT see: your login credentials, broker connection, or any personal account settings
• CANNOT do: place trades, move money, or change anything in your journal -- the view is strictly read-only

Your coach can leave comments on your trades -- a note plus up to three chart images per comment. When a coach comments, you get a notification in your bell menu, and the comment appears on that trade in your journal. Coaches can only delete their own comments; they can never touch your trade data.

Disconnecting from a Coach

Open the Coaching page, find the coach in your coaches list, and remove them. Access ends immediately -- the permission is re-checked on every single request, so there is no delay and nothing is cached. If you reconnect with the same coach later, the connection starts fresh: nothing is shared until you select accounts again, exactly like a first-time connection. Your coach can also end the connection from their side -- if that happens, the coach disappears from your coaches list, and you can reconnect with their code anytime.

For Coaches: Becoming a Coach

Coaching is available to approved affiliates. If you are not an affiliate yet, apply on the Affiliate Program page first -- once your affiliate application is approved, the coach panel unlocks. This requirement is enforced on the server, not just hidden in the interface.

1. 1Get approved as an affiliate (Affiliate Program page)
2. 2Open the Coaching page from the sidebar
3. 3Enable coach mode -- you receive your personal coaching code
4. 4Share the code with your students; each student enters it on their own Coaching page
5. 5Students then choose what to share -- new connections start with nothing shared

Your Coaching Code

Enabling coach mode generates an 8-character code that is easy to read aloud. You can replace it with a custom code: 4 to 12 characters, letters and numbers only, automatically uppercased, and unique across all coaches. Changing your code never disconnects existing students -- they are linked to you, not to the code. Your coaching code is completely separate from your affiliate referral code: the referral code earns commissions, the coaching code grants journal access, and one can never be used as the other.

What You See as a Coach

• My Students roster -- each student's name, sharing scope, last activity, trade count, net P&L, and average risk percent
• View journal -- the student's trade table, statistics header, calendar, and heatmap, showing exactly the numbers the student sees
• Trade comments -- leave feedback (text plus up to 3 chart images) directly on a student's trade; the student is notified

Pausing coach mode immediately suspends your access to every student's data. Your student connections are kept, so resuming coach mode restores your roster -- but while paused, your code cannot be used to connect and every view is blocked. Your students keep full control of their sharing the entire time.

Removing a Student

To end coaching with one student instead of pausing everything, use the Remove button on that student's row in your My Students list and confirm. Your access to their journal ends immediately, and the connection is closed on both sides. The student can reconnect later by entering your coaching code again -- and like every new connection, sharing then starts from zero: nothing is visible until they select accounts to share again.

Privacy and Security

• Every coach request is re-authorized in real time -- a removed or paused connection is blocked on the very next request
• New and reconnected links always start with nothing shared
• Trade notes and trade images have their own independent sharing toggles
• Coach access to student data is logged
• If a coach loses their affiliate approval, their coaching access stops automatically

Troubleshooting

The coaching code is not working. Check for typos -- codes contain only letters and numbers. If the code is correct, the coach may have paused their coach mode: a paused coach's code reports as invalid until they resume. Also note that you cannot connect to yourself with your own code.

My student connected but I see no trades. This is the expected starting state: connecting shares nothing by default. Your student still needs to select which accounts to share on their Coaching page. Until they do, their row shows a connection with no shared accounts.

I removed my coach -- can they still see my data? No. Access ends the moment you disconnect; permissions are re-checked on every request, so there is no lingering access. If you later reconnect, sharing starts from zero again and nothing is visible until you re-select accounts.