Personal Trading Plan
WHY do I trade?
Add more purposes if needed or delete extra bullets. Once finalized, delete this text.
● Type any purpose here or delete this line…
WHO am I as a trader?
My Strengths are:
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● Type any strength here or delete this line…
My Weaknesses are:
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● Type any weakness here or delete this line…
WHEN do I trade?
Input the right parameters and choose from the lists below. Once finalized, delete this text.
Time Allocation for Income:
● I will devote __ hours per Choose an interval from ________ to ________ to trade Choose an
asset class.
● I will devote __ days per Choose an interval to trade Choose an asset class.
Time Allocation for Wealth:
Personal Trading Plan
● I will devote __ hours per Choose an interval from ________ to ________ to trade Choose an
asset class.
● I will devote __ days per Choose an interval to trade Choose an asset class.
WHICH markets do I trade?
Add more markets if needed or delete extra bullets. Once finalized, delete this text.
● Type any market here or delete this line…
Input the right customized parameters below. Once finalized, delete this text.
Stocks/Options Futures Forex
Account Size $100,000 $20,000 $10,000
HOW do I protect my risk?
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Risk Management Rules
Type any other risk management rule here or delete this line…
● I only take opportunities with a Risk vs. Reward Ratio equal or bigger than ___ .
● I never risk more than ___% of the account I am using to trade for any particular trade
● When trading multiple positions at the same time I never have more than ___% of my
account at risk at the same time
Stocks/Options Futures Forex
Maximum Risk per trade $1,000 $200 $100
Maximum Daily loss $3,000 $600 $300
Maximum Weekly loss $5,000 $1,000 $500
Maximum Monthly loss $10,000 $2,000 $1,000
Maximum opened trades per day 2 5 3
Maximum opened trades per week 8 20 12
Maximum opened trades per month 20 50 30
Allowed to hold trades over the week- Yes No Yes
Trader’s name
Date 2
Personal Trading Plan
end
HOW do I trade?
Insert Your Strategy (Note: This is where you add in what you are learning from Trade and Travel and/or other programs)
Entries, Exits, and Trade Management
Entries
● What are your rules for entering a trade?
Exits
● What are your rules for exiting a trade?
Trade Management
● What are your rules for Trade Management?
HOW MUCH money do I make?
Input the right parameters and choose from the lists below. Once finalized, delete this text.
My Income Goals are:
● __% of my account per Choose an interval or $_______ per Choose an interval.
Trader’s name
Date 3
Personal Trading Plan
● Type any other goal here or delete this line…
My Wealth Goals are:
● __% of my account per Choose an interval or $_______ per Choose an interval.
● Type any other goal here or delete this line…
My Accounts are:
● Enter an Account Account with Enter Broker Name with $__________
● Type any other account here or delete this line…
Trader’s name
Date 4
