Enforcing Trading Discipline
The Pre-Trade Checklist is a tool designed to ensure you follow your trading plan with discipline. By creating a list of criteria that must be met before entering a trade, you can build consistency and avoid impulsive decisions.
Managing and Editing Your Lists
You can create multiple checklists for different strategies using the "New List" button. To edit a list, select it from the dropdown and click the "Edit List" button. In edit mode, you can rename the checklist, add new items, remove items, and reorder them using the drag handle ().
The Pre-Trade Ritual
Before taking a trade, open your default checklist and verify each condition. As you check each box, the progress bar will fill. Once all conditions are met, you'll receive a "Trade GO!" confirmation, giving you the green light to execute according to your plan.
💡 Start with the "Pre-Trade Entry Discipline [Sample]" checklist. You can't edit the sample directly, but you can easily "Make a Copy" and then customize it to perfectly match your own trading strategy.