Trading Plan
4 articles
What is a Planned Trade?
A Planned Trade is a pre-trade idea where you define your setup before entering the market.
It includes your entry, stop loss, take profit, risk, and notes.
It helps you plan clearly, avoid impulsive decisions, and follow your trading framework.
Can I edit or delete a plan after creating it?
Yes.
You can open any planned trade and edit its details or delete it if it’s no longer relevant.
Changes take effect immediately, and the plan disappears from your list once deleted.
What does the “Trigger Date” column mean?
The Trigger Date shows when the plan becomes valid or active.
It helps you organize future setups and quickly see which plans apply today, tomorrow,
or later in the week.
Does the plan affect analytics or reports?
No.
Planned Trades do not affect Dashboard, Trading Log, Reports, Daily Stats, or AI Insights.
They are meant purely for planning upcoming trades, not for performance analytics.
Only closed trades appear in analytics.
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