Mentoring and consultations
Working on a real process, not on market opinions.
Consultations are for people who want to put their portfolio, trading, risk rules, journal or automation in order. The goal is not signals but a diagnosis of the process and a concrete plan for what comes next.
Scope
Diagnosis first, then a plan of action.
A 1:1 conversation is most valuable when we work on your real decisions, data, portfolio and journal.
Allocation, exposure, risks, time horizon, liquidity and how well the portfolio fits your goal. Asset structure, concentration risk, regular contributions and rebalancing.
Your journal, recurring mistakes, position size, loss limits and execution. Overtrading, FOMO, chasing losses, setup versus impulse.
Concrete actions: what to measure, what to limit, which rules to write down and how to track progress. Checklists, a weekly routine, process metrics.
Which parts of the process can be supported by scanners, alerts, spreadsheets or simple scripts. Dashboards, alerts, backtesting.
How it works
Three steps from request to plan.
A short form: what you do, what you want to put in order and what data you have. I reply with a proposed date.
We go through your portfolio, journal or process. We name the mistakes and their cost before changing anything.
You get a written 30 or 90 day plan with metrics. After that time we check what worked.
Who it is for
For people who want to work on their own decisions.
Consultations make sense when you already have a portfolio, a journal or an idea for a system and want to put it in order.
you have a portfolio or a trading history and want to write down rules, measure results and limit the influence of emotions on your decisions.
you are looking for signals, ready-made trades, promised returns or someone to make decisions for you.
Request
Request a consultation.
Use the form to tell me what you want to put in order. I will reply with a proposed date, scope and price.
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- The date and price of the first course edition before they go public.
- Live session announcements, with questions collected in advance.
- The first checklists and working spreadsheets.
- Consultation slots before they are announced publicly.