Trading checklist templates

Pick a template to start a checklist with only the checks that matter for that style of trading.

Trend Pullback (Intraday)

Full checklist for buying dips in an uptrend or selling rallies in a downtrend.

Strategy: Pullback Style: Intraday
  • ✓ Higher timeframe has a clear trend
  • ✓ Trade follows the higher timeframe direction (deal-breaker)
  • ✓ Intermediate timeframe shows continuation or a finished pullback
  • ✓ Entry timeframe confirms the trade direction (deal-breaker)
  • ✓ Price is at a key level
  • ✓ A clear entry signal is present
  • ✓ Stop loss is placed at a logical level (deal-breaker)
  • ✓ Reward to risk is at least 1:2
  • ✓ Risk per trade is 2% of the account or less (deal-breaker)
  • ✓ Trading in an active session for this instrument
  • ✓ No high-impact news in the next 30 minutes (deal-breaker)
  • ✓ Spread and fees are normal
  • ✓ Setup matches my trading plan
  • ✓ I am calm and not chasing or revenge trading (deal-breaker)
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Breakout Trade

Checklist for trading breakouts from ranges and key levels.

Strategy: Breakout
  • ✓ Higher timeframe has a clear trend
  • ✓ Trade follows the higher timeframe direction (deal-breaker)
  • ✓ Entry timeframe confirms the trade direction (deal-breaker)
  • ✓ Price is at a key level
  • ✓ A clear entry signal is present
  • ✓ Stop loss is placed at a logical level (deal-breaker)
  • ✓ Reward to risk is at least 1:2
  • ✓ Risk per trade is 2% of the account or less (deal-breaker)
  • ✓ Trading in an active session for this instrument
  • ✓ No high-impact news in the next 30 minutes (deal-breaker)
  • ✓ Spread and fees are normal
  • ✓ Setup matches my trading plan
  • ✓ I am calm and not chasing or revenge trading (deal-breaker)
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Quick Scalp

Short checklist for fast scalping decisions.

Style: Scalping
  • ✓ Trade follows the higher timeframe direction (deal-breaker)
  • ✓ Entry timeframe confirms the trade direction (deal-breaker)
  • ✓ A clear entry signal is present
  • ✓ Stop loss is placed at a logical level (deal-breaker)
  • ✓ Reward to risk is at least 1:2
  • ✓ Risk per trade is 2% of the account or less (deal-breaker)
  • ✓ No high-impact news in the next 30 minutes (deal-breaker)
  • ✓ Spread and fees are normal
  • ✓ I am calm and not chasing or revenge trading (deal-breaker)
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Swing Trend

Checklist for multi-day trades with the higher timeframe trend.

Strategy: Trend Following Style: Swing
  • ✓ Higher timeframe has a clear trend
  • ✓ Trade follows the higher timeframe direction (deal-breaker)
  • ✓ Intermediate timeframe shows continuation or a finished pullback
  • ✓ Entry timeframe confirms the trade direction (deal-breaker)
  • ✓ Price is at a key level
  • ✓ A clear entry signal is present
  • ✓ Stop loss is placed at a logical level (deal-breaker)
  • ✓ Reward to risk is at least 1:2
  • ✓ Risk per trade is 2% of the account or less (deal-breaker)
  • ✓ No high-impact news in the next 30 minutes (deal-breaker)
  • ✓ Setup matches my trading plan
  • ✓ I am calm and not chasing or revenge trading (deal-breaker)
Use this template
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