My Trading Session Sheet

Use one copy per session, including days when you take no trades.

Session Sheet

Date

—

Market

—

Account

—

Before the session

The setup I’m waiting for

—

Risk per trade

—

My loss limit today

—

I’ll stop taking new trades when

—

I’ve checked my account limits, open positions, working orders, and today’s restrictions.

Given my time and attention, I’ll

Trade my planObserve onlySit out

Before I click

My setup is valid at this price.

Risk I can still take after accounting for open positions and pending orders

—

Estimated loss at my stop, including costs and slippage: per unit × units = total.

Unit or currency for this estimate

—

Estimated risk per unit

—

Units

—

Estimated total

—

The size fits my remaining risk budget. If no size fits, I skip the trade.

I’ll hold while

—

I’ll adjust or exit if

—

The actual loss can exceed my estimate. If I feel the urge to chase or win money back, I use the reset card in Appendix C.

Before I step away

I’ve checked which positions and orders are still open and what needs monitoring.

One decision I made, including staying out

—

I chose it because

—

Did I follow my plan?

YesNoUnclear

Next time, when

—

I will

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