Trade Checklist
Check whether your planned trade meets your own trading rules before you enter.
About the Trade Checklist
How to use the trade checklist
- Write rules about your setup, entry, stop loss, target, risk and news, in your own words.
- Mark the rules you will not trade without as Required.
- Tick a rule only when it is true for this trade. Reset Checks clears the ticks and keeps your rules, so press it before the next trade.
- Save Checklist keeps the rule wording and the Required marks in this browser. Ticks are never saved.
A completed checklist only means every rule you listed was ticked. It is not a recommendation to take the trade.
Using the checklist consistently
Write your rules when you are calm, not in the middle of a trade. Mark as Required the rules you will not trade without, for example a defined stop loss or planned risk within your limits.
Go through the list at the same point before every trade, once your levels and size are set. Tick a rule only when it is true for this trade right now. If a Required rule is open, the status says so, and that is the signal to wait or skip the trade.
Press Reset Checks before the next trade so the ticks from the last one do not carry over. Change the rules between trades, for example after reviewing a series of trades, and not while a trade is being considered. Save Checklist keeps your rule wording in this browser only.
What the summary shows
- The count shows ticked rules out of rules that have wording, for example 4 of 6 rules checked. A rule with no wording is not counted.
- All checklist items completed appears when every counted rule is ticked.
- Required rules incomplete appears when at least one Required rule is not ticked.
- Checklist incomplete appears when only rules that are not Required are still open.
You can keep up to 20 rules, each up to 120 characters. Delete Saved Checklist removes the copy saved in this browser and restores the six starter rules. It asks you to confirm first if that would replace rules you changed.