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Shared views: client mode

Create a PIN-protected, read-only link so a client or investor can watch the live state of the accounts YOU choose — no JournalByTTS account needed, and nothing they can touch.

The essentials

  • In /shared-views you create the view: name, included accounts and a PIN.
  • The client opens the link, enters the PIN and sees a live read-only board.
  • Your email, MT5 login, tickets and internal data are never exposed — only equity, P&L and positions.
  • You can pause, reactivate, reset the PIN, edit the accounts or delete the view any time.

Create a shared view

  1. Go to /shared-views and click "New view".
  2. Give it an identifying name (e.g. "Client — John").
  3. Tick the accounts to include and set a PIN.
  4. Click "Create link" and copy it.
  5. Send the link to your client and the PIN through a separate channel (safer).

What the client sees

Live board
The same snapshot as your Live Hub: equity, open P&L and live positions of the included accounts, refreshing on its own.
Read-only
Zero actions. They cannot close positions, edit anything or browse the rest of your journal.
Data allowlist
Only approved fields are shown. Email, MT5 login, ticket numbers and entry prices always stay out.

Management

Pause / reactivate
The toggle disables the link without deleting it — handy between client reviews.
Reset PIN
Generates a new PIN instantly; the old one stops working.
Delete
Removes the view and the link stops working forever.

Important

The board needs JTTS_EA to be reporting (same as the Live Hub). If the EA is disconnected, the client will see the data flagged as stale.

Related

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