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Free Trading Plan Template

Plan the trade. Trade the plan.

A signal tells you what might be moving. A plan defines whether it is tradable. Turn market data into a decision you can explain, size, and review.

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Pre-trade decision record

Trade plan

Date

Symbol Setup or strategy

Setup thesis and supporting evidence

Entry Stop Target Position size

Invalidation: what proves the thesis wrong?

Exit and management rules Post-trade review

Pre-entry checklist

Thesis is specific and testable Entry condition is defined Stop matches invalidation Target justifies the risk Position size fits risk limit Known events are considered

01 SYNTHESIZE

Reduce the noise

Collect only the evidence that changes the decision.

02 DEFINE

Make risk explicit

Write entry, stop, target, size, and invalidation before capital is exposed.

03 REVIEW

Improve the process

Judge both the outcome and whether the plan was followed.

Trading plan questions

What should a trading plan include?

A useful trading plan defines the setup thesis, entry, stop, target, position size, invalidation, exit rules, and how the outcome will be reviewed.

Is a trading signal the same as a trading plan?

No. A signal identifies something that may be moving. A plan defines whether it is tradable, how much to risk, what would invalidate it, and how the result will be reviewed.

Can I print this trading plan template?

Yes. Fill in the fields, then use the Print or save as PDF button to keep a copy.

Educational planning tool only. Capital Companion does not provide personalized investment advice or guarantee outcomes.