Educational content only. Not financial advice. Markets involve risk. Trade responsibly.
This tool is meant to reduce mistakes by creating a repeatable routine. Copy it into your notes app, Notion, or your own Stockey workflow.
What you get
A ready-to-use template you can copy/paste.
A short routine on how to use it daily/weekly.
A few best practices to keep it simple and consistent.
How to use (fast)
Fill it before the session (or before placing any trade).
If any key box is missing (setup/stop/risk), don’t take the trade.
Review weekly and remove one repeated mistake at a time.
Template (copy/paste)
Date:
Market regime (trend/range/transition):
Key zones (3–7):
Watchlist (10–30):
Allowed setups today:
Risk per trade (1R):
Max daily loss:
Max trades:
Trade Plan #1:
- Instrument:
- Setup:
- Entry trigger:
- Invalidation (stop):
- Position size:
- Target/Management:
Post-market notes:
- Outcome (R):
- Mistake tags:
- One improvement for tomorrow:
Pro tips (to stay consistent)
Keep it short. Long templates don’t get used.
Track outcomes in R, not just profit.
If you break a rule, write it down immediately. That’s the fastest feedback loop.
Related (internal links)
Trading Journal Guide: /guides/trading-journal-template-what-to-track-examples
Risk Limits Template: /tools/risk-limits-template-max-daily-loss-max-open-risk