Trading Strategy Checklist
Use this checklist to review and validate your trading strategy before executing a trade.
What is the name or identifier of your trading strategy?
*
Which market or asset are you planning to trade?
*
Please Select
Stocks
Forex
Commodities
Indices
Cryptocurrency
Other
Have you completed your market analysis for this trade?
*
Yes
No
Checklist: Please confirm the following trade setup criteria are met.
*
Trend direction identified
Support/resistance levels marked
Entry signal confirmed
Stop loss level set
Take profit level set
Position size calculated
News/events checked
What is your planned risk/reward ratio for this trade?
*
1:1
1:2
1:3 or greater
Other
How confident are you in this trade setup?
*
Not confident
1
2
3
4
Very confident
5
1 is Not confident, 5 is Very confident
Please rate the clarity of your entry and exit rules for this trade.
*
1
2
3
4
5
Have you reviewed your trading journal for similar past trades?
*
Yes
No
What is your emotional state before entering this trade?
*
Please Select
Calm and focused
Nervous or anxious
Overconfident
Indecisive
Other
Post-Trade Review: Please assess the following after trade completion.
Rows
Executed as planned
Followed risk management
Emotional discipline maintained
Documented in trading journal
Yes
1
2
3
4
No
5
6
7
8
Partially
9
10
11
12
Additional notes or comments about this trade:
Submit Checklist
Should be Empty: