Trading Plan Builder
A step-by-step wizard to help you define your trading strategy, pairs, risk rules, and daily routines — then generate a printable trading plan document.
Define Your Strategy
Why You Need a Trading Plan
A trading plan is a written set of rules that defines how you trade. It removes emotion from decision-making and gives you a framework to evaluate your performance objectively.
What a Good Trading Plan Includes
- Strategy definition: Your edge, entry and exit logic, and preferred timeframe.
- Market selection: Which pairs you trade and during which sessions.
- Risk management rules: Maximum risk per trade, daily loss limit, position sizing method.
- Entry checklist: A list of conditions that must be met before entering a trade.
- Routine: Pre-market preparation, post-trade review, and weekly analysis habits.
How to Use This Tool
Walk through each step of the wizard, filling in your rules and preferences. When you reach the Review step, you can print the plan or save it as a PDF. Keep a copy near your trading desk and review it before every session.
Revisit and update your plan monthly as your strategy evolves. The best traders treat their plan as a living document — not a one-time exercise.