Build a trading plan
you can actually use.

• Are you a day trader, swing trader, or long-term investor?
• Do you prefer technical analysis, fundamental analysis, or a hybrid approach?
• Are you trading equities, options, futures, forex, or crypto?
• How frequently do you plan to trade? Daily, weekly, or less often?

Fill in the blanks:

• My trading style is: ________________
• The assets I trade are: ________________
• I plan to trade: ________________ times per week

• How much time can you realistically dedicate to trading?
• Will you be trading full-time, part-time, or passively?
• How long do you plan to hold trades? Minutes, days, weeks, or years?
• Are you willing to spend time outside of market hours researching?

Fill in the blanks:

• I can dedicate ________________ hours per week to trading
• My typical trade duration is ________________
• My research and preparation time will be ________________ per week

• What is the maximum percentage of your capital you are willing to risk per trade?
• What is your total portfolio risk tolerance?
• Do you use stop losses? If so, what is your typical stop-loss percentage?
• How do you scale into or out of positions?

Fill in the blanks:

• My risk per trade is: ________________% of my portfolio
• My max portfolio drawdown limit is: ________________%
• My stop loss strategy is: ________________

• What is your target annual return percentage?
• What is your compounding growth goal over 5, 10, and 20 years?
• What benchmark fits your goals, and how will you compare returns, risk, costs, and time?
• What are your short-term vs. long-term expectations for gains?

Fill in the blanks:

• My target annual return is: ________________%
• My compounding goal for 10 years is: ________________
• My benchmark comparison (ETF, index, etc.) is: ________________

• What setups or patterns are you trading? (e.g., breakouts, mean reversion, momentum)
• How do you find and filter trade opportunities?
• What indicators or tools do you rely on?
• Do you follow specific trading rules to enter or exit trades?

Process Checklist:

1. Identify trade setups based on ________________
2. Confirm with ________________ indicators
3. Define entry point at ________________
4. Set stop loss at ________________
5. Define target profit level at ________________
6. Review and execute trade

• What will you do when trades go against you?
• How will you manage emotions like fear, greed, and impatience?
• What is your plan for reviewing mistakes and improving discipline?
• Do you have a pre-trading or post-trading routine?

Fill in the blanks:

• When I take a loss, my response is: ________________
• My strategy to control emotions is: ________________
• My post-trade review process includes: ________________

• Have you backtested your strategy using historical data?
• How often will you review your trading performance?
• What key metrics will you track? (Win rate, risk/reward ratio, drawdowns, etc.)
• How will you adjust and refine your plan over time?

Process Checklist:

1. Backtest strategy using ________________ years of data
2. Track ________________ key performance metrics
3. Review performance every ________________
4. Make adjustments based on ________________

• What happens if your strategy stops working?
• Do you have an emergency plan for major market crashes?
• What will you do if trading income is unavailable?
• What conditions would make you reduce activity or stop trading?

Fill in the blanks:

• If my strategy fails, I will: ________________
• My hedge against market downturns is: ________________
• My emergency exit strategy includes: ________________