Free trading plan template
Setups, risk, a daily routine and the reviews – on one page you can print, edit or open in a spreadsheet.
Short answer
A trading plan answers four questions in writing before you trade: what you trade (your setups with entry, stop, target and exit rules), how much you risk (per trade and per day), when you trade (a readiness check and a plan for the day) and how you review (daily and weekly). This free template covers all four in ten sections, as a Markdown file to print or edit and as a CSV for Excel or Google Sheets. It follows the sections of Edgetrail’s routine, so the plan carries over into the app field by field.
Download
Download the trading plan template (Markdown) – plain text with headings and blanks, prints on a few pages. The CSV button above has the same fields as rows (Section, Field, My plan, Example), with an example per field that is an illustration, not a recommendation.
What is in the template
- Markets and sessions – Markets I trade, Timeframes, Hours I trade, What I leave alone.
- Setup (one block per setup) – Name, Short description, Coin / market, Timeframe and more.
- Risk – Account balance, Risk per trade (%), Money at risk per trade, Max trades per day and more.
- Prop firm rules (if any) – Firm and plan, Account size, Max daily loss (%) and how it is measured, Max drawdown (%) and type and more.
- Before the session: Can I trade today? – Sleep (h), Energy (1 = drained, 5 = fresh), Calm (1 = stressed, 5 = calm), Clear plan? (yes/no) and more.
- Morning market analysis – Morning thoughts, Bias per market and timeframe, Key levels, Order flow and more.
- After every trade – System, Rules followed?, Mistakes, Emotion / state and more.
- End of day review – Followed the plan (yes / partly / no), Day grade (A-F), What went well, What didn't work and more.
- Weekly review – Weekly goals (max. 10), ticked off, Week grade (A-F), Keep, Stop and more.
- Rules I never break – Rule 1, Rule 2, Rule 3.
How to fill it in
- Write each setup as rules someone else could follow: entry, stop, target and when you exit early. If a rule cannot be written, it cannot be tested.
- Set risk per trade and a daily maximum in money, not only in percent. The position size calculator turns them into a size.
- If you trade a challenge, copy the firm’s rules exactly, including the time zone of the daily reset – see prop firm rules.
- Keep the plan fixed for a set period, for example a month, and change it only in the weekly review.
From the template to Edgetrail
Each section has its place in the app: setups become Systems (entry, stop, target, early exit, risk rules and three extra rules, shown as a checklist when you log a trade), risk goes into the settings and the position size calculator, the readiness check and morning analysis into Daily Analysis, the reviews into the end of day review and Goals → Weekly review. The pre-trade checklist and the weekly review questions go deeper into two sections.
Updated:
Frequently asked questions
What should a trading plan include?
Your markets and hours, every setup with entry, stop, target and exit rules, risk per trade and per day, a check before you trade, what you log after each trade and how you review daily and weekly.
Is the trading plan template free?
Yes, free and without sign-up, as a Markdown file and as a CSV file for Excel, Numbers or Google Sheets.
Can I use the template without Edgetrail?
Yes. It is a plain document; the sections only happen to match the app, so moving into Edgetrail later needs no rewriting.
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