BUILD YOUR OWN PROCESS

Different methods. One desk.

Research-backed planning prompts for 14 methods and trading workflows. These are starting points for your own rules, not ready-made signals or claims of profitability. Holding styles and analysis methods can overlap.

14 workflows · source review: 17 October 2026 · live-data capabilities are explicitly identified as unavailable.

Price & indicators

Trend following

Document a trend definition and an exit rule that can be evaluated consistently.

Evidence to collect
Price history, chosen trend measures, costs and instrument specifications.
Review focus
Separate trend entries, pullbacks and exits in your journal.
Current workspace limits
No trend indicator is calculated from uploaded screenshots.
Planning questions
  • How do I define a trend without looking ahead?
  • What confirms entry and invalidates the setup?
  • How do I handle whipsaws, gaps and exits?
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Price & indicators

Breakout & opening range

Specify the reference range, confirmation rule and failed-breakout response.

Evidence to collect
Session-aware price bars, range boundaries, volume if used and execution costs.
Review focus
Tag range type, confirmation choice and failed breaks.
Current workspace limits
No opening range or live breakout alerts are calculated here.
Planning questions
  • Which range and session timezone do I use?
  • What confirms a break and what cancels it?
  • What is my response to a false break or poor fill?
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Price & indicators

Mean reversion & range trading

State what reference value or range prices are being compared with.

Evidence to collect
Consistent price history, your reference measure, costs and regime assumptions.
Review focus
Track range conditions separately from persistent trends.
Current workspace limits
No automated range or reversion signal is provided.
Planning questions
  • What defines the reference value and deviation?
  • What evidence contradicts the reversion assumption?
  • What are my time-based and price-based exit rules?
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Price & indicators

Momentum & indicator rules

Record indicator definitions and parameters before reviewing outcomes.

Evidence to collect
OHLC history, indicator parameters, warm-up periods and costs.
Review focus
Compare parameter versions without mixing their outcomes.
Current workspace limits
RSI, MACD and moving averages are not extracted from image pixels.
Planning questions
  • Which indicator, parameters and price source do I use?
  • When is a signal final rather than still forming?
  • How do I avoid selecting parameters only because they fit past trades?
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Price & indicators

Price action & swing structure

Make pivot, break, retest and zone definitions explicit.

Evidence to collect
Readable candlestick images for the optional fixed-rule structure module.
Review focus
Keep your own definitions separate from the module’s labels.
Current workspace limits
The module uses fixed confirmation rules and has known image-recognition limits.
Planning questions
  • How does my pivot definition differ from the module?
  • Do I require a wick or body-close confirmation?
  • Which observation invalidates this setup?
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Volume & execution

VWAP & volume context

Record the volume source, reset period and meaning of the selected anchor.

Evidence to collect
Price and volume observations with consistent timestamps and venue coverage.
Review focus
Tag anchors and session conditions; separate volume sources.
Current workspace limits
No VWAP, volume profile or volume data feed is calculated here.
Planning questions
  • Which venue and volume source am I using?
  • When does VWAP reset or where is it anchored?
  • What is the rule if price persists on one side of the reference?
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Volume & execution

Order flow & auction context

Distinguish resting liquidity, executed volume and changes in the order book.

Evidence to collect
Venue-specific depth, trades and timestamps from a suitable data provider.
Review focus
Record the observation and actual execution separately.
Current workspace limits
Screenshots cannot reconstruct historical order-book events; no DOM or footprint feed is connected.
Planning questions
  • Is the evidence resting liquidity or executed trading?
  • Which venue, depth and latency does my feed cover?
  • How will I record cancellations, slippage and failed fills?
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Volume & execution

Scalping workflow

Treat execution costs and practical fill quality as part of the process.

Evidence to collect
Current spreads, fees, executable liquidity and broker fills.
Review focus
Tag costs, time of day and rule adherence.
Current workspace limits
The workspace does not execute orders or monitor latency.
Planning questions
  • What spread and fee assumptions are acceptable for my setup?
  • What cancels the trade before entry?
  • How do I record actual fill quality and total costs?
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Research & events

Swing & position workflow

Write a review schedule and rules for overnight exposure.

Evidence to collect
Price history, relevant events, financing and contract details.
Review focus
Tag holding period, event exposure and thesis changes.
Current workspace limits
No current corporate or macro event feed is included.
Planning questions
  • What is the planned holding period and review schedule?
  • Which events could change the thesis while I hold?
  • How do overnight gaps and financing affect the plan?
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Research & events

Macro & event-driven research

Separate a published fact, your expectation and the market reaction.

Evidence to collect
Original releases, official calendars, release timestamps and revisions.
Review focus
Record the pre-event thesis before recording the outcome.
Current workspace limits
Official-source links are provided; there is no live news, consensus or surprise feed.
Planning questions
  • What is the primary source and release timezone?
  • What did I expect before the release?
  • What evidence would change the thesis after the event?
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Multi-leg & systematic

Pairs & relative value

Track both legs and the hypothesis about their relationship.

Evidence to collect
Aligned histories, hedge ratio, borrowing, financing and execution costs.
Review focus
Evaluate combined leg outcomes rather than one leg alone.
Current workspace limits
No cointegration, hedge-ratio estimator or two-leg execution engine is available.
Planning questions
  • Why should the relationship persist?
  • How are hedge ratio and sizing defined before the trade?
  • What happens if correlation breaks or one leg cannot fill?
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Multi-leg & systematic

Options & volatility

Track the contract, volatility assumptions and risk across all legs.

Evidence to collect
Option chain, strikes, expiries, multipliers, premiums, Greeks and assignment terms.
Review focus
Distinguish underlying movement, time decay and volatility changes.
Current workspace limits
No option-chain feed, Greeks or multi-leg payoff engine. The linear position-size tool is not an options risk model.
Planning questions
  • What are the strikes, expiries, quantities and contract terms?
  • How do price, volatility and time changes affect the position?
  • What are the exercise, assignment and liquidity risks?
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Multi-leg & systematic

Futures calendar spreads

Track contract months and spread conventions explicitly.

Evidence to collect
Both contract specifications, synchronized prices, roll schedules and margin terms.
Review focus
Record combined exposure, roll costs and leg execution.
Current workspace limits
No spread market-data or margin calculation is provided.
Planning questions
  • Which exact contracts and spread convention am I using?
  • What changes at expiry or during a roll?
  • What are the costs and risk of filling legs separately?
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Multi-leg & systematic

Systematic strategy research

Version the rules and distinguish a hypothesis from evidence obtained out of sample.

Evidence to collect
Historical data, executable rules, corporate actions, costs and fill assumptions.
Review focus
Keep backtest, paper and live observations separate.
Current workspace limits
The journal is not a backtesting engine; no automated strategy test or optimizer is present.
Planning questions
  • Which data and rule version produced the result?
  • How did I account for costs, missing data and execution?
  • What data was held out and what would disprove the hypothesis?
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Official event sources

Open the source for current dates and timezones. This is a source directory, not a live economic calendar.

Federal Reserve ↗US labor & inflation releases ↗US economic accounts ↗