Buddy Sharing: Secure Collaboration with Mentors

Introduction

Buddy Sharing is a powerful feature in TradeAnalysisPro that allows you to securely share your trading data with mentors, coaches, or trusted advisors. This guide will walk you through setting up and using Buddy Sharing effectively.

What is Buddy Sharing?

Buddy Sharing enables you to grant controlled access to your trading journal data. Your mentor can review your trades, provide feedback, and help you improve your trading discipline—all while you maintain complete ownership and control of your data.

Key Features

Buddy Sharing includes several important features:

• Granular Permission Control: Choose exactly what data to share
• Secure Access: All sharing is encrypted and secure
• Real-time Collaboration: Your mentor sees updates as you make them
• Revocable Access: Remove access at any time

Setting Up Buddy Sharing

Step 1: Navigate to Buddy Sharing

Go to your dashboard and click on "Buddy Sharing" in the navigation menu.

Step 2: Invite Your Mentor

Click "Invite Buddy" and enter your mentor's email address. They will receive an invitation to access your trading data.

Step 3: Set Permissions

Choose what data to share. You can share:

• Specific portfolios or strategies
• Trade history and P&L data
• Analytics and reports
• AI Trade Insights

Best Practices

To get the most out of Buddy Sharing:

1. Start with limited permissions and expand as needed
2. Regularly review who has access to your data
3. Use Buddy Sharing for specific review sessions or ongoing mentorship
4. Communicate with your mentor about what you'd like feedback on

Security and Privacy

Your data security is our top priority. All Buddy Sharing connections are:

• Encrypted in transit and at rest
• Subject to your explicit permission settings
• Revocable at any time by you
• Audited for compliance and security

Getting Help

If you need assistance setting up Buddy Sharing or have questions about permissions, contact our support team at help@tradeanalysispro.com.