<aside> 🚨

Mentor has been redesigned with a fresh UI and a new Create Agent flow. You can now upload your own strategy files and ask Mentor questions directly against them, so the answers are grounded in your strategy, not generic trading advice.

</aside>

What's new in Mentor?

Mentor got two big upgrades:

1. A new UI that makes conversations, agents, and context easier to navigate.
2. Custom Agents that you can create yourself, powered by your own strategy documents.

Useful for:

• traders who follow a specific playbook and want answers based on their rules
• backtesters who want Mentor to reason against their documented strategy
• anyone tired of generic answers and wants Mentor tuned to how they trade

Why it matters

A mentor is only useful if it understands how you trade. Until now, Mentor answered from general trading knowledge. With Custom Agents, Mentor can read your strategy files and answer through that lens, giving you feedback, checks, and ideas that actually match the system you're running.

This turns Mentor from a generic assistant into something closer to a personal coach for your strategy.

How it works

1. Open Mentor to see the redesigned interface.
2. Click Create Agent and give your agent a name and a short description of what it does.
3. Add custom instructions to shape how the agent should respond (tone, focus areas, what to prioritize, what to avoid).
4. Upload one or more strategy files (your rules, playbook, setup descriptions, checklists, etc.).