A trading plan is arguably the most valuable asset your business owns. Because of this we are constantly working to improve it.
It is a document we live. An essential lifeline to our operations as a trader.
In the hope that it helps others we have decided to share our latest version.
All feedback and peer comments will be gladly received and will go towards developing a better document that serves others. You can comment and leave feedback directly in the doc.
We hope it contributes towards helping you build a solid & structured framework for your trading business.
View and Download the Trading Business Plan
Whilst this document serves as the foundation here is a look at the other documents we maintain to complete a full trading business framework:
Trading Business Plan
- Includes clearly defined flow diagrams of all rules per strategy
- Including rules for both binary & discretionary steps
- Strategy Back-testing Results, including live strategies
- Strategies under development
- Includes existing strategies and also new observations
Journal & KPIs
- Includes monthly results, PnL per month of all accounts.
- Includes Trades taken per strategy, before & after
Daily Trading Plans
- Including Expectations & Outcomes (Before & After Screenshots)
- Used for Pattern Book & Journal
To learn more about building a trading framework visit: