APPENDIX A

My Personal Trading Operating Plan

Write this plan before your next session, while you have time to think.

Your draft is stored in this browser tab. Sign in to save it to your account.

Details

Entry title

Draft · Completion records your choice; it does not certify readiness or compliance. Editing a completed entry creates a revised draft and preserves its completed history.

This entry includes retrospective additions or corrections.

Account or practice environment

Date

Next review

1. The setup I trade

My setup, market, and trading hours

I can enter when I see

I cancel an unfilled entry when

A near miss looks like my setup, but it’s missing

2. My risk limits

Maximum risk per trade

Include your unit, for example USD, points, or %.

Session loss limit

Include your unit, for example USD, points, or %.

Maximum total risk across open positions

Include your unit, for example USD, points, or %.

If the smallest position exceeds my remaining limit, I skip the trade.

3. My response under pressure

My recurring trigger

When I notice it, I will

4. When I reduce risk, stop, or return

I measure drawdown from

At this drawdown

Include your unit, for example USD, points, or %.

I reduce my position size to

I stop taking new trades when

When I stop, I handle unfilled entry orders by

For positions already open, I follow this rule

Before I resume trading, I need to verify

A review date gives me time to reconsider. I can continue the pause, return to practice, or end the attempt.

MSJournalThe Consistent Day Trader

APPENDIX A • PERSONAL WORKSHEET

My Personal Trading Operating Plan

Write this plan before your next session, while you have time to think.

My Plan

Account or practice environment

—

Date

—

Next review

—

1. The setup I trade

My setup, market, and trading hours

—

I can enter when I see

—

I cancel an unfilled entry when

—

A near miss looks like my setup, but it’s missing

—

2. My risk limits

Maximum risk per trade

—

Session loss limit

—

Maximum total risk across open positions

—

If the smallest position exceeds my remaining limit, I skip the trade.

3. My response under pressure

My recurring trigger

—

When I notice it, I will

—

4. When I reduce risk, stop, or return

I measure drawdown from

—

At this drawdown

—

I reduce my position size to

—

I stop taking new trades when

—

When I stop, I handle unfilled entry orders by

—

For positions already open, I follow this rule

—

Before I resume trading, I need to verify

—

A review date gives me time to reconsider. I can continue the pause, return to practice, or end the attempt.