Trading Plan Template


353 ratings



Tim Wilcox (timsk)

27 Apr, 2005

in Getting Started and 2 more

In order to succeed as a professional trader, it is often said that the aspirant must treat trading "like a business". As with many of the clichéd phrases that litter the metaphorical trading floor, the importance of this statement is often overlooked, or the meaning misunderstood.

The following article by Tim Wilcox aims to address these problems by examining some of the ways in which a trader might go about achieving this vital goal.

It is divided into two sections: a general overview of what constitutes a trading plan and why it is prudent to have one, followed by a detailed analysis of the various aspects that should be considered during its creation, for example, the importance of self-awareness, discipline and risk management. Though the article is aimed principally at novices, traders of all standards are likely to find something useful within its pages.

Since the "Trading Plan Template" is considerably longer than our other articles, we have provided it as a pdf document, both for convenience and to preserve the original layout. Please click the link below to download it.

File Type: pdf Trading Plan Template

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Can we use this for our Forex clients?

Hi eliteeservices,
I/we appreciate your courtesy in asking the question - thank you!

The Trading Plan Template is free for anyone to download. If you're going to promote it in some way to your clients, then we would request that you include a link to T2W. Anything positive you may wish to add about the site - is entirely at your discretion. ;)

Sep 16, 2016

(6279 posts)

Great template.

Can we use this for our Forex clients?

Sep 15, 2016

Member (3 posts)

Trading Plan

Just starting out and doing a lot of reading. Can you recommend/direct me to examples of trading plans for stock traders day trading specifically. Thank you.

Feb 02, 2016

Member (1 post)