Your trading plan is your business plan
Treat your trading like a business. One master document sets the rules, instruments, risk limits, and daily routine, and every account, playbook, and grade in your journal answers to it.
What is a trading plan?
A trading plan is the business plan for your trading. It defines the rules, instruments, risk limits, and daily routine you commit to before you place a single trade.
It is the foundation everything else builds on. Your accounts, playbooks, and strategies all link back to it, and Edge Discovery grades your setups within the scope of each plan.
The foundation
Everything builds on the plan
Run a plan for each trading business you operate, prop and retail side by side. Each one scopes its own accounts, playbooks, Edge Discovery thresholds, and AI coaching to a single master document.
📈 Retail Equities Trading Plan
Retail equity trading plan. Schwab/Thinkorswim, scaling to $4,000/month.
🚀 Prop Futures Trading Plan
Rules, risk limits, and methodology for Apex, TopStep, and My Funded Futures.
A plan per business
Run prop and retail as separate plans. Switch between them and every linked account, playbook grade, and threshold follows the active plan.
Trade style
Edge Discovery sample threshold
28Under 30 trades, the grade can flip on a couple of outliers. Recommended floor is 30.
Trade style and threshold
Set the plan to scalping, day trading, swing, or investing, then dial in how large a sample Edge Discovery needs before it grades a setup. The slider explains the tradeoff as you move it.
Connected accounts
Day Trading
Interactive Brokers · margin
Max Daily Loss: $200
Connected accounts
Link the broker and prop firm accounts this plan governs. Risk limits live on the plan, not scattered across accounts.
Table of Contents
From the H2 headings in your plan
- H2Overview
- H2Tools & Platforms
- H2Primary Objective
- H2Trading Hours
- H2Instruments
- H2Methodology
- H2Risk Management
- H2Position Sizing Philosophy
- H2Daily Routine
- H2Edge Identification Checklist
Jump by heading
The table of contents builds itself from the headings in your plan, so you can jump to any section in one click.
Linked Playbooks
📰 Breaking News
High-impact news events across equities and futures.
💰 Earnings Play
Beats, misses, guidance, and EPS revisions around releases.
📈 Gap and Go
Gap up on catalyst and volume. Long the continuation at the open.
📉 Gap and Fade
Weak-catalyst gap up. Short the fade for an all-day selloff.
Linked playbooks
Attach the playbooks this plan runs. Edge Discovery grades each setup within the scope of the plan you selected.
How can I help?
Coach on your global plan, check it against trades, or write updates into the editor.
Message your AI coach...
AI Coach
Ask questions, tighten wording, or request edits. The coach writes straight into your plan sections from the same panel.
Run your trading like a business.
The writing surface
Write it like the business plan it is
Rules, instruments, risk limits, and session routine, structured with tables, callouts, and headings. It is the same Notion-style editor you use for playbooks and write-ups across Everedge.
The same premium editor behind your playbooks and write-ups, tuned for your master plan.
Select to format, or hand it to AI
Tighten a rule, fix grammar, or expand a section without leaving your plan.
The gap and go works best when volume confirms the break above premarket highs.
Every plan connects
Link playbooks, strategies, and report cards. Change a rule here and audit it everywhere.
📋 Trading Plan
8 linked docs
Embed any document
Slash-insert a live link to a playbook, chart book, or session note right inside your plan.
Connect AI to your plan
Use MCP to draft and update your trading plan from Claude or Cursor, without leaving your workflow.
A plan you actually want to keep current.
Write your trading plan
Put your trading business on paper. One master plan that governs every account and links to your entire journal.