TradingPlan Press Kit.

Everything you need to write about, reference, or feature TradingPlan.

TradingPlan on Mac — Trading Plan Builder view TradingPlan on iPhone — Dashboard view

Quick Facts

Product
TradingPlan
Tagline
Stop trading from memory. Start trading from a plan.
Category
Trading discipline app for retail traders
Platforms
iPhone, iPad, Mac (Apple ecosystem)
Launch
13 May 2026
Founder
Stuart Jones
Based in
United Kingdom
Website
tradingplan.io
App Store
apps.apple.com/app/id6761687862
Contact
hello@tradingplan.io

What TradingPlan Is

TradingPlan is a native iOS and macOS app built around a specific problem in retail trading: the execution gap between knowing your trading rules and following them under pressure. Most traders lose money not because they lack strategies but because they don't execute those strategies consistently. TradingPlan turns a written trading plan into a live, step-by-step system that surfaces your rules at the moment of every trade.

The app covers four areas of a complete trading plan — strategy rules, risk management, daily routine, and trading psychology. Users build their plan once, then run a Strategy Flow (a live checklist of their entry, stop, and target rules) before every trade, and a Routine Flow before every session. The app records adherence, helping users see exactly where their discipline breaks down.

TradingPlan is market-agnostic — used by forex, futures, stocks, options, and crypto traders. It's used by retail traders developing consistency, prop firm challenge traders (FTMO, Topstep, The 5%ers, FundedNext, Apex), and traders rebuilding after blown accounts. It is not a signal service, strategy provider, or trading education platform. It's a tool for the discipline work traders have to do themselves.

Key Features

Strategy Flow screenshot on iPhone

Strategy Flow

A live checklist of your trading rules — directional bias, analysis, entry trigger, stop loss, target, trade management — run before every trade. Your plan in front of you, not stored in memory.

Routine Flow screenshot on iPhone

Routine Flow

A pre-market and post-session routine builder. Walk through your preparation steps every morning, your review steps every evening. Same structure every day.

Strategy Builder screenshot on iPhone

Strategy Builder

Build your full trading strategy in six structured sections. Multiple strategies on PRO. Reusable templates. iCloud sync across all devices.

Risk Framework screenshot on iPhone

Risk Framework

Fixed per-trade risk percentages, daily loss limits, position sizing, drawdown rules. The structural discipline that keeps you alive through normal losing streaks.

TradingPlan on iPhone TradingPlan on iPad TradingPlan on Mac

Available Across the Apple Ecosystem

Native iPhone, iPad, and Mac apps. Full iCloud sync. Work on your plan from your desk, run your flow from your phone.

Pricing

Free
1 strategy, 1 routine, complete Plan Builder, basic risk framework, iCloud sync
PRO Monthly
£9.99/month
PRO Annual
£59.99/year (7-day free trial)
PRO Lifetime
£149.99 one-time

All pricing is via Apple's App Store. No external subscriptions or payment processors.

Founder's Letter

Founder Story — Stuart Jones

I've never blown up an account.

That's not a boast — it's actually part of the problem.

I was trained well. Two mentors who gave me something most traders never get — a structured learning environment, realistic expectations, and one simple truth: follow the process, learn the right way, and the only way you fail is if you quit. So I never quit.

I knew my strategy rules. I had a trading plan — written out properly in Excel, covering everything. Watchlist, market status, strategy rules, risk parameters. I followed my process to the letter. Every time. Most traders dream of having that kind of discipline.

And yet something was still missing.

The plan was complete, correct, and sitting in a spreadsheet. I followed it — but it was disconnected from the flow of an actual trading session. It wasn't alive. It was a document I maintained, not a system I inhabited.

Here's the thing nobody talks about. When you follow a systematic process exactly as designed — it's boring. Deliberately, mechanically boring. That's the point. And boredom, for a trader, is dangerous in a way that's harder to see than a blown account.

I didn't revenge trade. I didn't overtrade. I followed every rule, every time. But following rules robotically, without real engagement, created its own problem. I'd find myself going down rabbit holes between sessions. YouTube videos of gurus with systems that looked exciting. New strategies that promised more action. Forums full of people trying the next thing. I knew — because I'd been trained to know — that the process was take, tweak, test, repeat. So I'd explore, adapt, test. It would never quite work. Either too slow, or didn't fit my personality, or didn't fit my trading lifestyle. Time lost. Momentum lost. Focus diluted.

I wasn't losing money. I was losing something harder to measure — the compounding benefit of staying fully committed to a single process and letting it breathe.

I knew the strategy was almost irrelevant. I'd known it for a while. But it's hard to admit when you've spent years searching for the winning system. The real shift came when I stopped asking "which strategy should I follow?" and started asking "why isn't the one I have feeling like mine?"

The answer was the system around the strategy. Not the rules themselves — the structure that was supposed to hold them together. The Excel sheet that was supposed to be my trading plan was actually just a document. Complete. Correct. Inert.

I needed something that made my plan feel alive. Something that met me where I was each morning — not a document I had to go looking for, but a tool that knew what session I was in, what markets I was watching, what rules applied right now. Something that turned my strategy into a flow I stepped through — not remembered.

I'm a product manager by trade. I'm intolerant of tools that don't just work. I'm a harsh critic of anything that doesn't save time, money, or both. And I love tech that gets out of the way and lets you do the thing.

So I built it.

TradingPlan is the app I needed. A native Apple app — iPhone, iPad, Mac — that helps traders of all levels build a complete trading plan and then actually use it every session. Your strategy rules become a live flow you step through before every trade. Your pre-market routine becomes a checklist you run every morning. Your risk framework sits one tap away, not buried in a spreadsheet tab.

It's not a journal. It's not a signal service. It doesn't connect to your broker or tell you what to trade. It just makes sure that when you sit down to trade, your plan is in front of you — and you follow it.

The gap between knowing your rules and following them costs traders more than any bad strategy ever could. TradingPlan closes that gap.

Stop trading from memory. Start trading from a plan.

Stuart Jones

Stuart Jones

Founder, TradingPlan

Brand Assets and Screenshots

All screenshots below are free to use in editorial coverage of TradingPlan. Higher-resolution masters available on request.

iPhone

iPhone Dashboard

Dashboard

PNG · iPhone

Download
Strategy Flow

Strategy Flow

PNG · iPhone

Download
Strategy Builder

Strategy Builder

PNG · iPhone

Download
Routine Flow

Routine Flow

PNG · iPhone

Download
Risk Framework

Risk Framework

PNG · iPhone

Download
Loading Screen

Loading Screen

PNG · iPhone

Download

iPad

iPad Dashboard

Dashboard

PNG · iPad

Download
iPad Login Screen

Login Screen

PNG · iPad

Download

Mac

Mac Trading Plan Builder

Trading Plan Builder

PNG · Mac

Download
Mac Trading Plan Document view

Document View

PNG · Mac

Download
Mac Trading Plan view

Trading Plan View

PNG · Mac

Download

Brand colors

#0a0c0f — Background
#111418 — Surface
#a6ceff — Primary blue
#7ab0f5 — Dark blue
#f1f5f9 — Text

Typography

  • Inter — primary UI typeface
  • Bebas Neue — display
  • DM Mono — monospace
  • Cormorant Garamond — editorial accent
  • Instrument Serif — editorial accent

Logo

How to Describe TradingPlan

Short reference list to help writers describe the app accurately.

Accurate descriptions

  • "A trading discipline app for retail traders"
  • "A trading plan app for iPhone, iPad and Mac"
  • "An execution-focused trading app"
  • "A native Apple app for trading rule adherence"

Avoid

  • "Trading signal service" — TradingPlan does not provide trading signals
  • "Trading education platform" — TradingPlan does not provide courses or educational content
  • "Trading bot" or "automated trading" — TradingPlan does not execute trades
  • "Financial advisor app" — TradingPlan is not a financial advisor
  • "Get rich quick app" or similar — TradingPlan does not promise profitable outcomes

Recent Coverage

TradingPlan launched recently and is actively engaging with trading media. Coverage will appear here as it's published.

Press Contact

Email
hello@tradingplan.io
Response time
Most press inquiries answered within 24 hours
Best for
Feature requests, mention permissions, screenshots/assets, founder interviews

For collaboration discussions, please include: your publication or channel, the angle or topic you're exploring, and any deadline.