Free Trading Plan and Discipline Tools

Decisions made calmly, available when they are hardest to make

A plan written before the market opens, a growth projection built on a measured edge rather than an aspiration, stop placement compared two ways, and a standing review of the rules that protect the account.

The entire purpose of writing a plan down is timing. Every rule in it could be worked out in the moment, and in the moment is exactly when it will not be - which is why the document exists and why it has to be reread rather than merely written.

These four tools cover that ground: the plan itself, the arithmetic that makes a target realistic, the stop question that decides position size, and the account-level rules that per-trade discipline cannot see.

Why use TradingPlanTools

A plan in specifics

"Manage risk carefully" is not a rule. A rule has numbers in it, can be checked against a trade log, and can be broken.

Targets built on a measured edge

Growth is risk multiplied by expectancy multiplied by frequency. A target that ignores any of the three is a wish.

The stop decides the size

When a risk-based stop is tighter than normal price movement, the position is too large. The fix is a smaller position, not a tighter stop.

Rules checked against each other

A two percent daily limit with one and a half percent per trade is not a framework. Individual limits can each look fine while the set is incoherent.

How it works

  1. Write the plan first, in numbers, and export a copy.
  2. Test any growth target against your actual expectancy before committing to it.
  3. Place stops where the idea is wrong, then size the position to fit.
  4. Run the risk review weekly and whenever the account or strategy changes.

Frequently asked questions

Where is my trading plan stored?

In your browser, using local storage. It is never uploaded and no account holds a copy. Clearing browser data deletes it, so export the finished plan.

Can I use someone else’s trading plan?

The structure transfers; the content does not. A plan describes your markets, your risk tolerance, your schedule and your measured edge, and none of those belong to anyone else.

How often should I revise the plan?

When the trade log shows a pattern, not after a bad week. Revising in response to every drawdown produces a strategy that is never actually tested.

Which stop should I use?

Generally the wider of the risk-based and volatility-based levels, with the position reduced so it still fits the risk budget. A stop inside normal movement gets hit by noise.

Is any of this financial advice?

No. These are planning and process tools for informational and educational purposes only. They recommend no market, strategy or risk level.