Procedure
Open the chart you plan to trade
ChartMentor uses your chart context and declared setup to choose a review framework.
Check: Is the chart timeframe the one you intend to trade?
Explain your approach in conversation
Tell your mentor how you approach the setup and confirm details that should be remembered.
Check: Does the mentor's summary match what you told it?
Declare the plan
Mark a Long or Short Position on TradingView, or enter direction, entry, stop, and target manually.
Check: Are entry, stop, and target all visible or stated?
Correct a mismatch
If a review misses your approach, clarify it in chat. Confirmed preferences can carry into future mentor sessions.
Check: Does the mentor reflect the correction in a later conversation?
Troubleshooting
The review does not match how I actually trade
Clarify your setup and approach in the mentor conversation, then check that the mentor's summary is accurate.
I want a different lens than the one selected
Check the chart timeframe and declared setup, and tell the mentor which strategy you intend to use.
Why auto-selection instead of a custom prompt
A consistent framework keeps reviews focused on chart evidence and the plan you declared. Saved playbook rules and confirmed preferences provide additional context without requiring a profile form before each review.
The lens does not replace your judgment
The framework helps ChartMentor ask consistent questions about your plan. It does not turn a subjective or untested idea into a guaranteed strategy.
Next step
Open TradingView, declare your plan, and discuss your approach with the mentor.