Rule Templates

Pre-Market Prep Checklist Card

A static, one-page card you fill out by hand (or print) before the open. Not a scored quiz or an interactive tool — just a fixed set of prompts so pre-market prep happens the same way every session instead of whatever you remember to check that day.

Pre-Market Prep

Date:   Session:   Account:  

1. Market Context

Overnight/futures direction noted:  
Scheduled news/economic releases today:  
Key levels marked on my primary watchlist chart(s)
Overall market condition (trend / range / choppy):  

2. My Rules for Today

Max risk per trade today:  
Daily loss limit (stop-trading trigger):  
Max number of trades I'll take today:  
Setup(s) I'm looking for today:  

3. Personal Readiness

Slept enough to trade with a clear head
Not trading to "get back" money from a prior session
No major personal distraction competing for my attention right now
Reviewed yesterday's trades before today's open

4. Platform & Orders

Platform/data feed confirmed working
Any open orders or positions from yesterday reviewed
Watchlist loaded and alerts set

Notes / One Thing to Watch Today

How to use this card

Not financial advice: This template is an organizational aid only. It does not evaluate your specific trades, account, or risk tolerance, and completing it is not a guarantee of any trading outcome. See our Terms of Service for full disclosures.