Trading Checklist
The difference between a professional and an amateur is a process. Use these checklists to ensure every trade meets your criteria.
Custom Templates
Create different checklists for breakouts, pullbacks, or options selling. Tailor each to your specific strategy.
Build Discipline
Force yourself to verify trend, volume, and risk-reward before pulling the trigger. Eliminate emotional mistakes.
100% Private
Your checklists and templates are stored locally in your browser. No data ever leaves your device.
Why use a Trading Checklist?
In the heat of the market, emotions like FOMO (Fear Of Missing Out) and greed often take over. A pre-trade checklist acts as a "circuit breaker," forcing your rational mind to engage before committing capital. Even top hedge fund traders and professional athletes use checklists to ensure consistent execution of their systems.
How to use this tool
- Select a Template: Choose from our default templates for Breakouts, Retests, or Options.
- Run the Checklist: Before every trade, go through the list and check each item. The tool will alert you if any items are missing.
- Customize: Click the "+" icon to edit an existing template or "New Template" to build your own from scratch.
- Trade: Only when you see the "All systems go!" message should you consider executing the trade.
Essential Checklist Items
If you're building your own template, consider including these core elements:
- Trend Alignment: Is the trade in the direction of the higher timeframe trend?
- Value Area: Is price at a key support, resistance, or Fibonacci level?
- Confirmation: Do you have a price action signal (pin bar, engulfing) or indicator confirmation?
- Risk Management: Is your stop-loss placed logically? Is your position size correct?
- Psychology: Are you calm? Are you trading to "make back" a previous loss?
Frequently asked questions
Are my templates saved?
Yes, any changes you make or new templates you create are automatically saved to your browser's local storage. They will be there whenever you return to the site using the same browser.
Can I use this for Forex or Crypto?
Absolutely. The checklist is asset-agnostic. You can create specific templates for different asset classes based on their unique characteristics (e.g., funding rates for crypto, economic calendars for forex).
Is there a limit to how many templates I can create?
No, you can create as many templates as you need to cover all your trading setups and routines.
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