Trade Plans & Checklists
Customizable checklists and data fields to track qualitative metrics, rule adherence, and psychology.
More Details
What are Trade Plans?
Trade Plans transform qualitative journaling into quantitative analysis. Define custom data schemas checklists, inputs, categories that attach to trades or trading days.
Learn more: Trading Plan Checklist | Trade Plans View | Trading Plan Analysis | Custom Stats & Trade Plans
Input Types
| Type | Example |
|---|---|
| Checkbox | "Followed Risk Rules?" |
| Text | "Mental State" |
| Numeric | "Conviction Level (1-10)" |
| Categorical | "Strategy: Breakout/Reversal" |
| Multi-Select | Multiple tags from list |
Plan Analysis
Because inputs are structured, TradesViz generates statistics:
- Adherence Correlation: PnL when "Followed Rules" checked vs unchecked
- Psychological Analysis: Win Rate when Conviction > 8
- Frequency Tracking: How often you checked each box
Trade Plans vs Day Plans
| Trade Plans | Day Plans |
|---|---|
| Attached to individual trades | Attached to calendar day |
| Setup specifics, execution quality | Pre-market routine, daily goals |
| Analyze by R-value, MFE | Analyze by Daily PnL, Volume |
TradesViz Features
- Unlimited custom fields
- Checkbox, text, numeric, dropdown types
- Plan analysis correlation
- Integration with Pivot Grid
Where to find it in TradesViz
Account Settings > Trade Plans to create custom input schemas. Attach plans to trades via Trade Explore > Edit Trade. Day Plans attach to calendar dates. View correlations in Pivot Grid by grouping trades by plan inputs.
Example
Checklist: [x] Trend Aligned, [ ] Stop Set. Numeric: Conviction = 9. Category: Reversal.