Category 13 · Pre‑trade checklist
Pre‑trade rules
Checker
Break “I want to make this trade” into verifiable pre‑conditions. A score only represents checklist completeness, not trade quality, win rate or future profits.
Check first, then execute.A complete process does not equal an effective strategy.
Rule checklist
Check items that are already written down
Check the rules you have written down before trading; not checking does not mean the strategy is necessarily wrong.
Scope:Completion = checked_items ÷ 8. This score only checks whether the plan left necessary records; it is not converted into buy/sell signals or investment advice.
Process readiness
Completeness of pre‑trade processes
0 / 8
Check not yet completed
Completed items0
Pending items8
Completion ratio0%
checklist statusTo be checked
Per‑item status
| Item | Status | Reminder |
|---|---|---|
| Not yet checked | ||
Model limitations:Checklist completeness is not a strategy score, nor a prediction of returns, win rate or risk. Even if all eight items are checked, data errors, model failure, gaps, execution failures, slippage or unforeseen events can still occur; comply with platform, exchange and regulatory requirements before live trading.
Category 13 tools
Next steps after the checklist
Position Check
Convert risk budget and costs into maximum integer position sizes.
Open position checker →Cost expectation
Check whether fees and slippage turn expected value negative.
Open expectancy tool →Post‑trade review
Decompose realized trade R outcomes into statistics and drawdown paths.
Open trade journal analyzer →