Want your mentor to see only certain trades, for example the winners from one account? Create a custom shared link that covers just those trades, and delete it whenever you like.
- Click the Settings icon (gear) at the bottom of the left sidebar, then open Privacy under Personal & Account.
- Scroll to Shared URL List and click Add New.
- Type a name for the link (letters, numbers and underscores only, up to 30 characters).
- Choose which trades the link covers with All portfolios, All setups, All mistakes, All statuses and All tags. For example, pick one account and the WIN status. Anything you leave on “All” is included.
- Tick the box confirming that everyone who has the link can see all the trades that match these rules, whether each trade is private or public.
- Click Create Shared URL. The link appears in the list.
To manage a link later, use its row in Shared URL List: click the row to edit its name and filters, use the copy icon to copy the link, the arrow icon to open it, or the bin icon to delete it. After you confirm with Delete, the link stops working.
Because a link shows matching private trades too, delete it once you no longer need it.
