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  • Features
    • Features
    • Import anythingImport trades from any broker in seconds
    • Powerful notesCapture every trade decision and insight
    • Advanced tagsCustom trade tags for strategies, mistakes and more
    • Trading CalendarSee your trading performance at a glance
    • Share your tradesShare trades and collaborate with anyone
    • Performance ReportsPerformance reports for every strategy and mistake
    • Features
    • Comparison ReportsCompare all trading strategies and more side by side
    • Mobile Journal AppYour full trading journal on any device
    • Share your JournalInvite mentors and coaches to your trading journal
    • Filter everythingFilter trades by 100+ properties
    • Share your feedbackShape the future of your trading journal
    • Features
    • Ask AIUse AI to get insights and reports
    • Cash ReportingTrack every deposit, withdrawal and fee in your journal
    • TradingView ChartsUse TradingView charts inside every trade
    • Ticker ReportsAnalyze every ticker you trade in one report
    • More featuresDiscover all the core features
The Trading Journal built by Traders for Traders. Import anything, analyze everything, journal anywhere.

Features

  • Import anything
  • Powerful notes
  • Advanced tags
  • Trading Calendar
  • Share your trades
  • Performance Reports
  • Comparison Reports
  • Mobile Journal App
  • Share your Journal
  • TradingView Charts
  • All Features β†’

Built for

  • Investor Trading Journal
  • Options Trading Journal
  • Futures Trading Journal
  • Swing Trading Journal
  • Crypto Trading Journal
  • Paper Trading Journal
  • Forex Trading Journal
  • Mentor Trading Journal
  • Stock Trading Journal
  • Day Trader Journal
  • AI Trading Journal
  • Dividend Journal

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Features/Members

Invite Mentors, Coaches, and Friends to Your Trading Journal

Give anyone view access to your full journal - trades, reports, tags, and notes - so you can get real feedback, stay accountable, and improve faster.

Start now
Invite Mentors, Coaches, and Friends to Your Trading Journal

Most trading feedback happens in a vacuum. You describe a trade in a Discord message, paste a screenshot into a chat, or try to explain a losing streak without any real data behind it. The person trying to help you is working blind.

TraderInsight.pro lets you invite anyone - a mentor, a coach, a friend, your whole trading group - to view your journal directly. They see exactly what you see: your trades, your tags, your notes, your reports. No more describing what happened. No more cherry-picked screenshots. Just the full picture, always up to date.

Access is view-only and covers everything in your journal. You stay in control - invite who you want, remove them anytime.

01

For traders - get feedback that's actually based on your data

Invite your mentor or coach in seconds and they're in. No exports, no screenshots, no explaining - they can explore your trades, read your notes, and look at your reports themselves. The feedback you get is based on reality, not the version of events you remembered to share.

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02

For mentors and coaches - see exactly how your students trade

Stop relying on what traders tell you. With journal access you can review their actual performance - what strategies they're running, what mistakes keep showing up, how their edge is developing over time. One mentor can oversee multiple students, each with their own journal, without any of them needing to do anything extra.

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03

For trading groups - stay accountable together

Add your trading group members to each other's journals and accountability becomes automatic. Everyone can see how the group is performing, patterns get spotted faster, and there's nowhere to hide from a bad week - which is exactly the point.

For trading groups - stay accountable together

How to get the most out of journal sharing

01
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Invite with just an email

Go to Journal Settings β†’ Members, enter an email, and send the invite. They'll get a free account and immediate view access.
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Let your mentor explore freely

Don't tell them which trades to look at. A mentor with full journal access will often spot things you wouldn't have thought to show them.
03
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Tag before they review

The more consistently you tag strategies and mistakes, the more useful the reports are for anyone reviewing your journal - including yourself.
04
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Use notes to add context

Add trade notes before a review session. It gives your mentor or coach your thinking at the time - not just the outcome.
05
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Review weekly, not just after losses

Invite your coach to check in weekly. Consistent review builds better habits faster than only reaching out when something goes wrong.
06
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Build a small accountability group

Even two or three traders with mutual journal access creates real accountability. You're less likely to skip your process when others can see your data.
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Remove access anytime

Changed mentors? Left a group? Remove any member from your journal instantly - no awkward conversations required.
08
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Coaches: look at the reports first

Start with the performance reports before diving into individual trades. Patterns at the report level tell you where to focus your feedback.
09
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Coaches: use the calendar for streaks

The trading calendar shows green and red days at a glance. A coach can immediately spot losing streaks, overtrading periods, or consistency issues.
10
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Mentors: manage multiple students

Accept invites from multiple traders and switch between their journals freely. Each journal is independent and belongs to its owner.
11
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Combine with private trade sharing

Use journal member access for ongoing coaching and private trade sharing for specific trade reviews. Both tools work together.

Frequently Asked Questions

Discover answers to frequently asked questions right here. If you can't find what you're looking for then reach out.

To my journal

What can a journal member see?

Everything in your journal - trades, reports, tags, notes, and the trading calendar. If you wish to restrict to specific trades consider private trade sharing, otherwise feel free to open a feature request for granular access controls.

Can journal members edit or delete anything?

No. Members have view-only access. They can browse your full journal but cannot add, edit, or delete trades, notes, or anything else - your data is safe and secure.

Does the person I invite need a TraderInsight.pro account?

No. They'll receive an invite email and get a free account automatically when they accept. They don't need to sign up separately and they do not need a paid account to view your journal.

Can one mentor access multiple student journals?

Yes. A mentor or coach can be invited to multiple journals and switch between them freely. Each journal belongs to its owner and is managed independently.

Can I choose what a member can and can't see?

Not yet - journal access is currently view only on every report and resource. For granular trade sharing consider private trade sharing, otherwise feel free to open a feature request for granular access controls.

How do I remove a member from my journal?

Go to Journal Settings β†’ Members and remove them in one click. Their access is revoked immediately.

Is there a limit to how many members I can invite?

You can invite multiple members. Invite your coach, your trading group, a friend - whoever you want reviewing your journal. Limits might depend on your membership tier.

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Create and use custom stock/option/forex/crypto/futures filters to simplify tracking and performance analysis.
Filter everything

Filter trades by 100+ properties

Effortlessly find what you're looking for with our robust filtering system. The custom filters empower you to drill down and extract meaningful insights.

Discover filters
Shape the future of your trading journaling experience by sharing your ideas, suggestions, or critiques directly within the app. Your feedback drives our continuous improvement efforts.
Share your feedback

Shape the future of your trading journal

Shape the future of your trading journaling experience by sharing your ideas, suggestions, or critiques directly within the app. Your feedback drives our continuous improvement efforts.

Discover feedback
Chat with your journal. Query your trades, strategies and more. Built reports, get insights and more with AI.
Ask AI

Use AI to get insights and reports

Chat with your journal. Query your trades, strategies and more. Built reports, get insights and more with AI.

Discover ai

Share your journey today

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