Trading education

What to Bring to a Trading Mentorship Session

How to prepare before a coaching call so the session is useful, specific, and not just a general market chat.

In this articleThe main ideaWhat to look forPractical stepsFinal note

The main idea

A mentorship session is much better when the trader shows up with specifics. “I need help with trading” is too broad. “I keep entering late after the first move and then widening my stop” gives us something real to work with.

The more concrete your examples are, the more useful the session becomes.

What to look for

Before the call, collect a few trades that represent the problem. Not your best trade ever. Not the perfect screenshot. Bring the messy ones too.

  • A trade you took well.
  • A trade you regret.
  • A trade where you broke a rule.
  • A trade where you hesitated or exited too early.
  • A trade that shows your position-sizing issue.

Practical steps

1. Bring screenshots

Entry, stop, target, and the chart context. If the screenshot does not show why you entered, bring a wider chart too.

2. Bring your rules

If you do not have rules, that is fine. Say that. If you do have rules, bring them. We need to compare what you say you do with what you actually do.

3. Bring your risk numbers

Account size, lot size, average risk, drawdown rules if funded, and how you decide size. Many execution problems start with size being too aggressive.

4. Bring one main question

Pick the issue that would make the biggest difference if fixed. The session can cover more than one thing, but one main focus keeps it sharp.

Final note

The best sessions are honest. If you revenge traded, say it. If you moved the stop, say it. If you do not know why you entered, say that too. That is where the work starts.

You do not need to show up perfect. You need to show up with the truth.