For mentors and trading coaches
Coach the trader, not the P&L.
Your traders journal in Traily anyway. Start a program and see what each of them chooses to share: their discipline, their trades in R, the chart, the checklist they ticked before entering, and their week in their own words. You review, they improve, and nobody has to send screenshots in a group chat again.
Free while we build it. Choose I coach traders when you sign up.
Monday morning
One screen tells you what is waiting.
The trades your traders asked feedback on, and the weekly check-ins to answer, each with one button. Under it, the state of the room: who was active, how compliance moved, and the traders worth a look this week.
- Signals are context, never a score: a missing check-in, a rule broken more often than usual, a quiet stretch measured against that trader’s own rhythm
- A review queue you filter: asked for, broke a rule in the last fourteen days, or everything
- Every figure says what it is based on, so a partial record is never read as a complete one
- A morning summary by email when there is something to look at, and nothing when there is not
The review
Review the trade they asked about.
The chart first, then the prices, the result in R, the checklist exactly as they ticked it before entering, how they felt going in and their own note. Grade the process on five points, write a few lines, save, and the next trade in the queue opens by itself.
- Plan, entry, risk, exit and emotions: graded no, partly or yes, never a mark out of ten
- R worked out from their prices, so no amounts are needed for a real review
- A thread under every review, for the question they will have
- Retrospective only: feedback on trades already taken, never a trade call
The week
Some mentors coach the trade. Most coach the week.
Every week your traders answer your own questions, with their week already filled in next to it: days kept, trades taken, the rules they marked broken. You answer once, and set one focus for next week. That focus is the first thing they see on their Today.
- Your questions, your due day, and a reminder for them on the morning it is due
- Their numbers frozen as they were when they sent it, so the week cannot be rewritten
- One reply and one focus: short enough that it actually gets read
Consent
Your traders decide what you see.
Before anyone joins, Traily shows them who runs the program and exactly what you will and will not see. They choose all their trades or only the ones they pick, and from which date. They can hide a single trade, change their mind, or leave, at any moment.
- Amounts are a separate switch, off unless the trader turns it on; balances are never shown
- Their notebook and their daily reflection are never part of a program
- Leaving ends your access at once; they keep everything you wrote them
- No directory of mentors: they join through your link, after an is this your mentor? check
For your traders
What it is like on the other side.
Your traders keep their own journal, checklist and streak, as they would without you. The program adds three things: a button to ask for your feedback on a trade, your feedback on that trade when it comes, and your focus for the week on their Today.
- Asking for feedback is one tap on the trade itself
- The weekly check-in arrives pre-filled with what they logged
- Program email only says that something happened, never what: no figures in an inbox
Getting started
Three steps, and the first one takes a minute.
Start a program
Sign up and choose I coach traders, or open Settings, Coaching on the account you already have. Name the program and agree to the mentor terms.
Send your link
Your program has its own invite link and code. A trader without an account signs up through it and joins first; one who already uses Traily joins in two taps.
Coach what they bring you
Review the trades they ask about, answer the week, set the focus. You never have to review everything, and the dashboard never pretends you should.
Questions from mentors
Do I need to trade in Traily myself?
No. Choose I coach traders when you sign up and Traily opens on your program, without a journal or a streak of your own. If you trade too, switch those parts on in Settings whenever you like.
Can I see my traders’ P&L?
Only if a trader switches amounts on for you, and only for the trades they share. By default you see their trades in R, worked out from their prices, which is what a process review needs anyway. Account balances are never shown, and a trader can switch amounts off again at any moment.
How do traders join?
Through your invite link or code, and only that way. There is no directory of mentors to browse, so a trader cannot end up in the wrong program by accident. Before joining they see your name, the program’s name and exactly what you will and will not see.
What happens when a trader leaves?
Your access to everything about them ends at once, mid review if need be. The feedback and check-ins they received stay in their own account.
Can I give trade ideas or signals in Traily?
No. Feedback in Traily is about trades that were already taken: whether the plan was followed, how risk and emotions were handled. Trade calls, signals and buy or sell advice are out of scope, permanently. That keeps your program a coaching program.
How many traders can a program have?
Up to fifty per program. Most mentors we talk to coach a group of five to thirty, and that is what the dashboard is built for.
What does it cost?
Traily is free while we build it, and that includes running a program. Your traders need nothing but a free account.
What about privacy and the GDPR?
Every trader gives explicit consent on the join screen and can change it at any time; Traily keeps a record of what they agreed to. What you may do with what you see is in section 8 of the terms: use it to coach that trader, inside Traily, and nowhere else without their permission.
Bring your traders.
Start a program, send one link, and see the trades they want you to see.
Free while we build it. Your traders need nothing but a free account.