Your Trading Business Plan
Stop winging it. Fill this out, download the PDF, and start treating your trading like a business.
Most traders never write down a plan. They jump from strategy to strategy, risk too much, and wonder why they're not consistent. This template forces you to think through every part of your trading, from your edge to your worst-case scenario. Fill in each section honestly. When you're done, download it and review it every week.
Your Mission Statement
Why are you trading? Not "to make money." Go deeper. What does success look like for you?
Your Trading Identity
Define what kind of trader you are. Clarity here prevents you from chasing every shiny setup.
Capital & Financial Plan
Know your numbers. Trading without a financial plan is gambling with extra steps.
Risk Management Rules
This is the section that keeps you in the game. Be strict here. Write it like a contract with yourself.
Daily Operations
Consistency comes from routine. Map out your trading day from start to finish.
Strategy Playbook
Keep it simple. Two to three setups max. If you can't describe your setup in a few sentences, it's not clear enough to trade.
Performance Benchmarks
P&L isn't the only metric. Define what "good trading" looks like beyond the dollar amount.
Growth Plan
Where do you go from here? Think about the milestones that move you to the next level.
Worst-Case Scenarios
Hope for the best, plan for the worst. Having a plan for bad times means you won't make emotional decisions when they happen.
Personal Development
The best traders never stop learning. Trading is personal growth disguised as a financial skill.
More from the Academy: Risk Management • Trading Terminology • Free Trading Journal • Day Trading Guide • About Joakim • All Free Resources
