Trading leveraged FX and CFDs is high risk and can result in rapid losses. Read the risk notice

PRIVATE TRADING-PLAN BUILDER

Turn an idea into written rules.

Define one setup, both directions, risk ceilings, working routines and the conditions that stop you trading. The working copy remains in this browser unless you export it yourself.

YOUR WORKING PLAN

Write the decision before the pressure.

This browser keeps one working copy. Export a JSON backup before changing device, clearing browser data or making a major revision.

Loading device copy…

Trading plan fields

Plan nameGive this version a name you will recognise in a backup.

Trader constraints and scope

Define what account this applies to, when you can act, and the practical limits that override a chart setup.

Account typeFor example: demo, personal live, or a named evaluation programme and version.Markets allowedList only instruments covered by this plan.Sessions and hoursState exact eligible days and clock times.TimezoneUse an explicit timezone and daylight-saving convention.

Personal, account and operational constraintsInclude availability, device/data requirements, programme restrictions and conditions that make trading inappropriate.

One named setup

Write one testable method. A second setup should become a separately versioned plan rather than exceptions in this one.

Setup nameUse a specific name that distinguishes this rule set.Required market contextDefine structure, regime, timeframe and what must already be true.

Indicators and exact settingsRecord periods, applied price, calculation method, chart timeframe and each tool's single job. Write “none” if price-only.

Exact long triggerState the completed-candle or order condition without “looks strong” language.Exact short triggerWrite the mirrored short logic explicitly; do not rely on “vice versa”.

Entry order and cancellationState market/limit/stop, timing, price tolerance and when an unfilled idea expires.Invalidation and stopDefine the price that disproves the idea, buffer, size calculation and whether gaps cancel it.Management and exitFreeze target, time exit, trailing rule and any partials before entry.

No-trade filtersList calendar, spread, volatility, correlation, data-quality, rule and personal-state exclusions.

Risk caps

These are user-defined ceilings, not suggestions. Make them compatible with the account's actual rules and specify stricter limits elsewhere if needed.

Per-trade cap

Maximum initial loss at the planned stop.Combined portfolio cap

Maximum total remaining stop risk across open positions.Daily cap

Maximum daily loss before new trading pauses.Weekly cap

Maximum weekly loss before the review rule applies.

Working routines

Turn the rules into repeatable actions before, during and after the trade.

Pre-market routineData, calendar, levels, scenarios, existing exposure and readiness checks.Execution routineEligibility, size, order verification and what must be recorded before submission.Post-trade routineScreenshots, fills, costs, R result, adherence and factual observations.

Pause and review criteria

Decide what stops execution and when evidence is reviewed. Avoid changing rules from the emotion of one result.

Pause criteriaInclude loss caps, process errors, data/platform issues, wellbeing and unclear-rule conditions.Review schedule and change processState sample size/date, evidence reviewed, versioning and the condition for resuming.

Untitled trading plan

Private educational plan · format version 1

Trader constraints and scope

Account type
Markets
Sessions
Timezone

Constraints

Setup:

Context

Indicators and settings

Long trigger

Short trigger

Entry order

Invalidation and stop

Management and exit

No-trade filters

Risk caps

Per trade % · combined portfolio % · daily % · weekly %

Routines

Pre-market

Execution

Post-trade

Pause and review

Pause criteria

Review criteria

NEXT: TEST THE WRITTEN RULES

Take the plan from paper to practice.

Load the same setup in replay, record every eligible decision and keep each exported plan version beside the evidence gathered with it.

Build a test protocol →Practise in replay →