Who is it for?
Traders who want a defined process before entry Users seeking to reduce rushed or emotional decisions
Trade Planning
My Trading Plan
Build a versioned trading plan with entry, exit, risk, daily limits, prohibited behaviors, change log and export.
FreeNo installationEducational & analytical
Free with a TupTrader account
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The guide and calculation method stay public on this page. Sign-in is only required to open the interactive workspace.
Tool guide
What should a trading plan include?
A trading plan is a precommitted document that defines markets, methodology, risk management, entry/exit rules and behavioral limits before live decision pressure appears.
Logic / formula
There is no single formula; strategy, risk and execution rules are organized into a versioned document.
Read the output
Read the output as a trading-policy document and completion state, not a signal.
TT-FT-013 · versioned engine trading-plan@2.0.0 · educational/analytical use; not investment advice.
Full guide, examples, and sources
When should you not rely on it?
Using it as a signal or guaranteed permission to trade Completing steps superficially without following the process
Logic, formula and methodology
A trading plan is a precommitted document that defines markets, methodology, risk management, entry/exit rules and behavioral limits before live decision pressure appears. There is no single formula; strategy, risk and execution rules are organized into a versioned document.
Versioned trading-plan construction with completeness scoring, required-section blockers, risk-limit consistency, deterministic Plan ID, Markdown export, local version history, and explicit change-control rules.
Worked example
Example
Maximum three trades, 2% daily stop, and no entry near major news
The example creates three measurable rules: maximum three trades, 2% daily stop and no entry near high-impact news; changes should be versioned.
The example creates three measurable rules: maximum three trades, 2% daily stop and no entry near high-impact news; changes should be versioned.
How to read the result
The output reflects process quality, not a certain trade result. A warning means something should be corrected before proceeding.
Completion is more than form-fill percentage. Check required blockers first, then risk-limit consistency and Draft/Frozen/Active state. Freezing identifies the version intended for evaluation over a defined period without silent rule changes.
What the TupTrader version adds
The value of this version is not cosmetic; the result, assumptions and workflow are connected to the practical capabilities below.
- Plan versioning
- Draft/Frozen/Active states
- Change log
- Version diff
- Allowed markets/sessions
- Risk policy reference
- Daily limits
- News rules
Turn the result into a workflow
Related tool →Resolve the warning. Check risk and setup with related tools. Record the decision and outcome in the journal.
Common mistakes and limitations
- Using the tool after entry
- Changing answers to obtain a preferred result
- Ignoring plan limits
- A good plan does not prove a strategy has an edge; it makes decisions and change control explicit. Rules still require backtest, forward-test and live-execution evidence.
Frequently asked questions
When should I freeze a plan?
When required sections are complete, limits are consistent and rules are explicit enough to execute without live reinterpretation.
Should I create a new version after one loss?
A single outcome is usually weak evidence for a rule change; changes should have a reason, evidence and change log.
How is a plan different from a setup?
The plan governs the overall account and process; a setup defines one repeatable opportunity inside that framework.
Sources and research method
This guide combines the tool’s versioned specification, the earlier TupTrader educational page and the authoritative sources below. External sources are used for definitions and scientific boundaries, not for signals.
- CME Group — Risk Management and Your Trade PlanDefining per-trade risk, simultaneous positions, maximum loss and exposure in a trade plan.
This tool is for education, scenario analysis and process control. It is not investment advice, a buy/sell signal or a guarantee of future performance.