pretrade checklist

Market Analysis

Trade Setup

Position Sizing

Technical Analysis

Fundamental Analysis

Trading Plan Review

Execution Preparation

Post-Trade Considerations

  • Document trade details: entry/exit points, reasons.
  • Record emotional state during the trade.
  • Note any deviations from the plan.
  • Set a timeline for regular reviews.
  • Reflect on lessons learned for future trades.
  • Choose a recurring time slot weekly/monthly.
  • Gather all trading data and metrics.
  • Analyze winning and losing trades separately.
  • Identify patterns and trends in performance.
  • Prepare to adjust strategies based on findings.
  • Review the outcomes of recent trades.
  • Identify what worked and what didn't.
  • Incorporate successful tactics into future plans.
  • Eliminate ineffective strategies or techniques.
  • Document changes clearly for future reference.