Trade Plan Overview

What is the Trade Plan?

The Trade Plan tab is where you build your complete trading identity — the document that defines everything about how you operate as a trader. It's not just rules; it's who you are, what you believe, how you protect your capital, and what keeps you grounded when things get difficult.

Most traders never write this down. The ones who do — and who follow it — have a structural advantage over the ones who trade on instinct alone.

The Sections at a Glance

Philosophy

Your foundational beliefs about trading. What do you think markets are? How do you read them? What analytical tools do you trust? What kind of trader are you?

Philosophy comes first because everything else should be consistent with your beliefs. A strategy that contradicts your philosophy will always feel wrong — because it is. Read more →

Risk Management

The rules that protect your capital. Position sizing, drawdown limits, and (on Pro) a full suite of advanced risk rules covering news, correlation, spread, slippage, overnight holds, execution errors, and conditions to trade.

Risk management is the most mechanically important section. A great strategy will eventually fail without proper risk management. Read more →

Mindset

Personal notes on the mental and psychological side of trading. What do you need to remember when you're in a losing streak? What traps do you fall into? What keeps you disciplined?

The mindset section is your private self-coaching notes. Read more →

Your Why

A statement of your deeper motivation for trading. Why are you doing this? What does it mean to you beyond the money?

This matters more than it sounds. When trading gets hard, your "why" is what sustains you — or doesn't. Traders who've never articulated it tend to quit at the first serious drawdown. Read more →

Routines

Structured checklists for your trading sessions. Pre-market, intra-day, and post-session routines help you show up prepared, trade consistently, and close out sessions with reflection.

Routines are the habit layer of your plan — how you consistently execute your philosophy and rules in real time. Read more →

Business Notes

A freeform log for key observations, decisions, and lessons. Not a trade journal (TradingPlan doesn't log individual trades), but a place to record things like:

• "Changed my stop-loss approach after a run of premature exits"
• "Decided to stop trading GBPUSD — spread too wide for my strategy"
• "Key insight: I trade better after a morning walk"

Read more →

Viewing the Full Plan as a Document

Tap View Trading Plan (in the toolbar on iPhone, or the sidebar button on Mac) to see your entire plan rendered as a single formatted document. This gives you a complete, top-to-bottom view of everything you've built — useful for review, printing, or just seeing how coherent your plan is as a whole.

How Often Should I Update My Plan?

Your plan is a living document, not a one-time task. There's no fixed schedule, but most traders revisit it:

• After a meaningful losing streak (to check whether they're following the plan or whether the plan needs updating)
• After a significant market event they weren't prepared for
• Quarterly, as part of a regular business-like review
• Whenever their approach or market focus evolves

Don't update your rules impulsively in response to individual trades. Wait until you've seen a pattern. Let a set of experiences inform a deliberate update.