What is the Mindset Section?

The Mindset section is your personal psychological anchor within your trading plan. It's a place to articulate the mental and emotional side of trading — the beliefs, reminders, and self-awareness notes that keep you disciplined when the market is pushing your buttons.

Trading is one of the few performance activities where your internal state directly affects your decision-making and results. Most traders know what to do technically; the ones who consistently follow through are the ones who've done the psychological work.

What Should I Write Here?

This is entirely personal — there's no wrong answer. Some examples of what traders put in their Mindset section:

Reminders about emotional traps:

"When I'm in a losing streak, I tend to revenge trade. My rule: if I've hit my daily drawdown limit, I stop for the day. No exceptions."

Identity statements:

"I am a rule-following trader. My edge is my process, not any individual trade. One trade is irrelevant — my plan executed consistently over 100 trades is everything."

Reframing losses:

"A losing trade that followed my rules is not a failure. It's the cost of doing business. My job is to take every valid setup, not to be right on every trade."

Common psychological traps to watch for:

"I know I hold losers too long and cut winners too early. My targets are non-negotiable once set. I do not exit early because it feels uncomfortable."

Notes on external factors:

"I trade worse when I've slept badly or I'm under stress outside of trading. If I'm not in the right state, I don't trade that day — I sit on my hands."

How to Use It

The Mindset section shows up on your Dashboard as the Mindset widget (if you have it enabled). This means your key psychological reminders are visible every time you open the app — not buried in a settings screen.

Before you start a trading session, glance at your mindset notes. If anything feels relevant to where you are emotionally right now, let it sink in.

This Is Private

Your mindset notes are stored locally on your device and synced privately through iCloud to your other devices. No one else can see them. Write honestly.

Keeping It Useful

The best mindset notes are the ones you've written from real experience — after a trading session where you noticed a pattern in your own behaviour. Generic advice doesn't stick the way personal experience does.

If you're not sure what to write yet, start here:

  1. Think about your last few bad trading days. What was the mental state you were in?
  2. Think about your best trading days. What was different?
  3. Write down the gap between those two states and what it would take to stay closer to the second one.

Update this section whenever you notice something new about how you react under pressure.

Still need help?

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