Rule Templates
The market doesn't reward being right. It rewards managing being wrong, cheaply.Jason Parker, Founder of Trading Habits
Static, fill-in-yourself cards you print or save as a PDF - not interactive tools. If you'd rather have something auto-generated from your own numbers, see our interactive generator tools instead.
A one-page card covering market context, your rules for the day, personal readiness, and platform checks - print it or fill it out digitally before every session.
A one-page card for your hard risk limits - max risk per trade, daily loss limit, and stop-trading triggers - filled out once and kept next to your monitor.
A one-page summary of your overall strategy - edge, entry/exit rules, risk management, and review cadence - separate from a single session's plan.
A qualitative monthly review of process adherence, what worked, what didn't, and next month's goals - not a P&L or win-rate scorecard.
A pre-market card for up to 5 watchlist candidates with a thesis, trigger, and invalidation level - plus an end-of-day plan-vs-actual check.
A static lookup table for the breakeven win rate at common risk/reward ratios, and the R-multiple needed at common win rates - no inputs, no calculator.
One-page definitions of expectancy, profit factor, R-multiple, payoff ratio, breakeven win rate, and max drawdown, each with its formula and what it tells you.
A fixed lookup table of dollar risk per trade across common account sizes and risk percentages, plus a suggested daily loss limit table - no inputs, no calculator.
A one-page checklist of common mistakes grouped by when they happen - before you enter, while you're in the trade, after it closes, and recurring weekly patterns.
More templates are added regularly. Each one is a static reference document, not a scored or interactive tool.
Built by Jason Parker, founder of Trading Habits.