Strategy & Concepts

Trading Plan

A trading plan is a comprehensive set of rules that govern every aspect of a trader's approach — what to trade, when to enter, when to exit, how much to risk, and how to respond to different market conditions. A trading plan converts a trading strategy into an operational rulebook.

Why it matters for traders

A trading plan removes discretion from the trading process, reducing the impact of emotions. Traders who follow a written plan consistently outperform those who trade based on intuition, because the plan forces them to only take high-quality setups.

How Tradapt tracks this

Tradapt's Playbook feature is where you document your trading plans. Each playbook entry defines your setup criteria, entry triggers, stop placement, and target levels — and tracks your adherence and performance against each plan.

Track this free in Tradapt

Frequently asked questions

What should a trading plan include?

A complete trading plan includes: which markets and instruments to trade, your specific entry criteria, stop loss rules, take profit rules, maximum risk per trade, maximum daily loss, and rules for when to stop trading.

Related terms

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