TradingPlanTools

Trading Plan Builder

Write a trading plan section by section - markets, setups, risk rules, routine and review - and keep it in your browser.

Last reviewed

·

Free · No sign-up · Runs in your browser

A trading plan that exists only as an intention is not a plan. Its whole function is to be written down before the market is open, so that decisions made calmly are available at the moment they are hardest to make.

This builder walks through the sections a plan needs and keeps the result in your browser. It provides the structure and the prompts; the content has to be yours, because a plan copied from someone else describes their edge, their tolerance and their schedule rather than yours.

Loading the tool…

How to use the trading plan builder

  1. Work through each section and write in specifics rather than intentions.
  2. State risk limits as numbers - percentages and amounts, not adjectives.
  3. Save as you go; the plan is stored in this browser only.
  4. Export the finished plan and reread it before each session.

What people use this for

  • Writing a first trading plan from a structure rather than a blank page.
  • Turning informal rules into a document that can be checked against.
  • Reviewing and revising a plan after a quarter of results.
  • Producing a plan document for a funded account application.

Specifics are the entire point

"Manage risk carefully" is not a rule. "Risk one percent per trade, stop for the day at three percent, no more than four positions open" is a rule, because it can be checked and it can be broken.

Every section of a plan should produce statements that a third party could evaluate against your trade log. Anything vaguer than that will be interpreted generously in the moment, which is the same as not having written it.

What a plan is for

Not to guarantee profits - no document does that. It exists to make decisions in advance, when there is no position open and nothing at stake, so that the version of you that is losing money on a Tuesday afternoon has something to follow.

That is also why it has to be reread rather than merely written. A plan in a file nobody opens has the same effect as no plan.

Revise on evidence, not on outcomes

A plan should change when the trade log shows a pattern - a setup that consistently underperforms, a time of day that produces most of the losses, a rule that keeps being broken for the same reason.

It should not change because last week was bad. Revising after every drawdown produces a document with no continuity and a strategy that is never actually tested.

Methodology and assumptions

What this calculator does, and what it deliberately does not do.

  • Results are arithmetic on the numbers you enter. Nothing here predicts prices or connects to an exchange, broker or market data feed.
  • Nothing you type is transmitted or stored - the calculation runs entirely inside your browser.

This tool is for informational and educational purposes only and does not constitute financial or investment advice. Past performance does not guarantee future results.

Nothing on this website is a recommendation to buy, sell or hold any security, currency, derivative or digital asset. No price is predicted and no return is promised or implied.

Trading and investing carry the risk of substantial loss, including the loss of your entire capital. Leveraged products can produce losses that exceed your deposit. Tax treatment depends on your jurisdiction and your circumstances.

Frequently asked questions

Where is my plan stored?

In this browser, using local storage. It is never uploaded and no account holds a copy. Clearing browser data deletes it, so export a copy.

Can I use a template from somewhere else?

The structure, yes. The content, no - a plan describes your markets, your tolerance and your schedule, and none of those transfer.

How often should I revise it?

When the trade log shows a pattern rather than on a fixed schedule, and not in response to a single bad week.

Is this trading advice?

No. It is a document structure for informational and educational purposes. It recommends no market, strategy or risk level.

Related calculators

More trading plan tools on TradingPlanTools.

Browse all 4 tools →