Free · 8-page PDF

The Trader’s
Checklist

What to know about the market and the assets you trade. The groundwork every good trade sits on: how your market behaves, the regime and who’s leading, the charts, the tape, and the plan.

Build it once, keep it current, and refer back to it when conditions change.

Send me the checklist
The Trader’s Checklist cover
What’s inside
  • The three questions that come before a trade.
  • The big picture: regime, leadership, positioning, and catalysts.
  • Charts and tape, from the weekly profile to the intraday.
  • A written plan: setup, trigger, invalidation, sizing, and guardrails.