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Free Trading Plan Template

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.