TradingPlan: Strategy Builder

Serious traders don't wing it. Strategy rules, market watchlists, daily routines, and full session history — all synced across your devices.

TradingPlan helps you build, document, and follow a complete trading plan — so you can trade with clarity, consistency, and confidence.

Most traders know they need a plan. Few actually build one. TradingPlan gives you the structure to define every element of your approach — from market analysis and directional bias to entries, stop losses, targets, and active trade management — then walk through it before every session.

STRATEGY BUILDER Create detailed trading strategies with structured rules for every phase of a trade. Define your analysis process, entry triggers, stop loss placement, profit targets, and how you'll manage positions once you're in. Use templates to get started or build from scratch.

TRADING ROUTINES Build pre-market, during-market, and post-market routines to keep you focused and consistent. Walk through your routine step by step with guided flows that keep you accountable.

MARKET WATCHLIST (new) Review your markets before every session in a structured table view. Add the instruments you're watching, link them to your strategies, and work through each one systematically — so you go into the open with a clear read on what you're watching and why.

FLOW HISTORY (new) Every strategy flow and routine you complete is automatically saved. Review your history to track how consistently you're following your process and build a record of your discipline over time.

RISK MANAGEMENT Define your risk parameters in one place — position sizing, maximum risk per trade, daily loss limits, and more. Review your risk plan before every session.

TRADER MINDSET & PHILOSOPHY Capture your trading beliefs, core principles, and your personal "why." Build a mindset framework that keeps you grounded when markets test your discipline.

TRADE PLAN DOCUMENT Generate a complete, structured trading plan document that brings together your strategies, risk rules, routines, and philosophy — your personal trading playbook.

BUSINESS NOTES Track observations, lessons, and ideas as you develop as a trader. Keep your trading business organized and accessible.

BUILT FOR EVERY MARKET Forex, stocks, crypto, futures, options — TradingPlan works for any market and any style, from day trading to swing trading to position trading.

SYNCED ACROSS ALL YOUR DEVICES Your plan stays in sync across iPhone, iPad, and Mac via iCloud. Update your strategy on your Mac, review it on your phone before the open.

• Structured strategy builder with rule-based sections • Guided pre/during/post market routine flows • Market watchlist with strategy-linked columns • Session history — strategy flows and routines logged automatically • Risk management planning tools • Mindset and philosophy framework • Complete trade plan document generator • Strategy templates to get you started • Strategy flow testing — walk through your rules • Customizable dashboard • iCloud sync across iPhone, iPad, and Mac • Dark, minimal, professional design

Your edge isn't a signal or an indicator — it's your process. TradingPlan helps you define it, refine it, and follow it.

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