Understand it
Combine purpose, trading environment, setup rules, position sizing, no-trade conditions, evidence, journaling routine, drawdown response and next review date. Check every claim against its source or experiment. State the circumstances in which you will stop trading and return to simulation. Save or print a dated version. If you materially change the strategy, create a new research version instead of rewriting the old one.
Your first complete plan may conclude 'do not trade live yet.' That is useful because it identifies missing evidence and a concrete next action.
Watch for this misconception
Treating a completed worksheet as approval to trade real money.
Finish a dated plan using the free builder, then perform the readiness checklist.
Trading plan builder ↗What does a completed written plan demonstrate?
Check the sources
Hypothetical educational examples. Verify current product specifications and rules before making decisions.