Learn · Trading Process

Build your trading process

A process is the part of trading you can decide in advance: how you prepare, what you record, when you review, and which rules should leave evidence afterward.

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Daily trading routine: before, during, and after

Give preparation, live capture, end-of-day closure, and weekly review separate jobs instead of improvising all four at once.

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Daily workflow

Decide what happens before, during, and after the session.

The pre-market routine that's about youSession context, edge, readiness, and pre-commitment before the bell. Daily trading routine: before, during, and afterA complete daily loop from preparation through review. When to enter a tradeA clean setup still needs a trader who is fit to execute it.

Journaling habit

Keep the record small enough to survive busy days and bad days.

How to keep a trading journal consistentlyReduce capture friction and separate logging from analysis. What to include in a trading journalChoose fields that make later comparison possible. Why a trading journal shouldn't have streaksWhy gamifying the act of logging can make the record less honest. The fastest way to log a tradeReduce the friction that makes completed trades disappear from the record.

Planning & review

Write rules that leave evidence, then review process instead of only P&L.

A trading plan template you can actually auditTurn important rules into facts you can inspect later. How to review your tradesUse a repeatable cadence to read process before scoreboard.

Workflow & migration

Move an existing record into a structure you can keep using.

From spreadsheet to trading journalBring existing history forward without retyping every trade.