TRADING PLAN TEMPLATE
Clear Head Trading — clearheadtrading.com/learn/execution/trading-plan/

Fill in every field with a real, specific answer. If a field is hard to
answer specifically, that's usually a sign the plan isn't ready yet, not
a reason to leave it vague.

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1. KNOW YOURSELF AND YOUR GOALS
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What this account is for, and over what timeframe:



What "success" looks like in 12 months, in concrete terms (not just "make
money"):



A real weakness to design around (not "be more disciplined" — something
specific, e.g. "I move stops when a trade dips"):



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2. TRADING STYLE AND SCHEDULE
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Style (day trading / swing trading / position trading):

Sessions traded (e.g. London 08:00-11:30, or NY overlap):

Days per week realistically available to trade:

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3. MARKETS AND INSTRUMENTS
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Instruments this plan covers (be specific, not "forex" or "indices"):

Why these specific instruments (liquidity, familiarity, session fit):

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4. TOOLS AND CONTINGENCY PLANNING
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Broker and platform:

Data feed / charting platform:

If the platform disconnects or the broker goes down with a position
open, what happens (backup app, second broker, dealing phone line):



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5. ENTRY CRITERIA
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The exact, objective conditions that make a setup valid:



What does NOT count, even if it looks close:



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6. EXIT RULES — STOP AND TARGET
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Where the stop goes and why (structure, not a fixed pip count):

Where the target comes from (fixed R multiple, next structural level,
partial exits):

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7. POSITION SIZING AND RISK PER TRADE
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Risk per trade, as a percentage of account equity:

How position size gets calculated from that percentage:

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8. DAILY AND WEEKLY LOSS LIMITS
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Daily loss limit (% of equity), and what happens when it's hit:

Weekly loss limit, if different from 5x the daily number:

Maximum trades per day:

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9. TRADE MANAGEMENT RULES
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When (if ever) the stop moves to breakeven:

Partial exit rules, if any:

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10. RECORD-KEEPING AND REVIEW
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What gets logged after every trade:

Review cadence (daily / weekly / monthly) and what each one checks:

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11. WHEN THIS PLAN DOES NOT APPLY
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Situations where no trade should be taken, regardless of setup quality
(major scheduled news, illiquid hours, platform issues, others):



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12. GOLDEN TRADING RULES
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A short list (5-6 max) of the rules that matter most personally — a
distillation of everything above, short enough to glance at in ten
seconds when a rule is tempting to break:

1.
2.
3.
4.
5.

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This template is a starting structure, not financial advice. Fill it in
with your own tested rules, not numbers that sound reasonable. See the
full article at clearheadtrading.com/learn/execution/trading-plan/ for
how to fill in the risk-related fields properly, with links to the
relevant lessons on position sizing, stop placement, and loss limits.
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