! Basic Trading Plan Template

My Trading Plan

Financial Goal 

I want to make            $                       per year

                                    $                       per month

                                    $                       per week

My Account Size:       $                     

I am willing to risk      $                     

Selecting a market

I will trade the following market(s):                                                                                      

Selecting a timeframe

I will trade the following timeframe(s):                                                                                 

Selecting a trading style

I will use the following approach:

trend-following  trend-fading other:                                              

The underlying assumption / idea is:




Entry Signals

Long Entry:                                                                                                                            


Short Entry:                                                                                                                           


Exit Signals

Profit Target:                                                                                                                          


Stop Loss:                                                                                                                              


Other Rules





Expected Realized (after 40 Trades)
# of Trades per day
Winning Percentage
Average Winning Trade
Average Losing Trade
Total Profit
Average Profit per Trade