Definition

Trade Plan

Meaning ⎊ Written document defining a trader's strategy, rules, risk parameters, and operational framework for every trade.
Greeks.liveMarch 9, 2026

Trade Plan

A trade plan is the written foundation of a trader's activity. It defines the strategy, the execution methods, and the risk parameters for every asset traded.

By writing down these rules, the trader creates a reference that prevents impulsive, emotional decision-making. The plan should be clear, concise, and actionable, serving as a constant reminder of the trader's objectives.

Regular reviews of the plan ensure that it remains relevant to the current market regime and aligned with the trader's evolving skills. It is the essential guide to disciplined, professional market participation.

Option Strategy
Algorithmic Strategy
Multiplier
Profit Taking
Scaling
Trade Timing
Exit Strategy
Directional Risk