Strategy Performance

Strategy Plan:

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Trading Plan Template

1. Trading Goals

• Primary Goal: [e.g., consistent profitability, risk control, etc.]
• Monthly Target: [e.g., % growth or dollar target]
• Risk Tolerance: [e.g., maximum drawdown %]

2. Trade Identification

• Preferred Markets: [e.g., stocks, options, crypto, futures]
• Timeframes Used: [e.g., 5 min, 1 hour, daily]
• Setup Criteria:
  • Chart Patterns: [e.g., head & shoulders, flags, etc.]
  • Indicators: [e.g., RSI, VWAP, moving averages]
  • Confluences: [e.g., support/resistance, volume spikes]

3. Entry Rules

• Entry Trigger: [e.g., close above resistance, pullback to support]
• Confirmation Required: [e.g., volume spike, divergence, etc.]

4. Exit Rules

• Stop-Loss Placement: [e.g., below recent swing low, ATR-based]
• Profit Targets: [e.g., risk-to-reward ratio, Fibonacci levels]
• Trailing Stops: [e.g., based on moving averages, candle lows]

5. Risk Management

• Maximum Risk Per Trade: [e.g., 1% of capital]
• Position Sizing Formula: [Risk Amount ÷ Stop-Loss Distance]
• Correlation Rules: [Avoid trading correlated assets simultaneously]

6. Journaling and Review

• Trade Logging:
  • Record all trades in TradeOS with screenshots and analysis.
• Review Schedule: [e.g., daily, weekly, monthly]
• Focus Areas for Improvement: [e.g., emotional control, timing, etc.]

7. Psychological Discipline

• Key Reminders:
  • Stick to the process, not the outcome.
  • Accept losses as part of the game.
• Mantras to Stay Disciplined:
  • [e.g., “Follow the plan,” “Embrace the grind”]

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Strategy Checklist