Bot readiness checklist
Questions to answer honestly before automating any rule.
Coming soon
Download library
Worksheets, checklists, journals, and templates. Files marked coming soon have not been prepared for download yet — the lesson they belong to is already written.
Free
Paper trading journal
Rule-testing log for simulated sessions, with a surprises column.
Coming soon
Risk calculator
Risk budget and stop distance in, share count out.
Coming soon
Market weather checklist
Classify the session as constructive, caution, or risk-off.
Coming soon
Pre-trade risk worksheet
Work out expectancy and the acceptable loss before you look at the upside.
Coming soon
Basic
Daily trading journal
Entry reason, exit reason, and mistake tag in a format you will actually keep.
Basic members
Settled cash checklist
Confirm funds are genuinely available before you act.
Basic members
GFV safety guide
Plain-language walkthrough of Good Faith Violations and how to avoid them.
Basic members
Trade mistake review sheet
Tag, count, and convert mistakes into checkable rules.
Basic members
Weekly performance review template
Weekly trend review by symbol, setup, and mistake tag.
Basic members
Market-weather classification sheet
Record the session read and the evidence behind it before the open.
Basic members
Multi-timeframe chart review template
The five structural questions, answered on the daily chart first.
Basic members
Bottom-turn confirmation checklist
Evidence a decline is weakening, and the reasons to keep waiting.
Basic members
Cash-account and position-sizing worksheet
Whole shares, settled cash, dollar caps, and exposure limits in one place.
Basic members
Paper-probation scorecard
Track a candidate through paper testing before it is ever live-approved.
Basic members
Daily and monthly review worksheet
Paired trades, expectancy, profit factor, and one rule change at a time.
Basic members
Pro
Watchlist personality worksheet
Score how a symbol behaves instead of how much you like it.
Pro members
Symbol review sheet
Per-symbol record of outcomes, behavior, and probation status.
Pro members
Case study worksheet
Structure for writing up your own trades as teaching material.
Pro members
Pine Script alert checklist
Alert design review: condition clarity, close handling, and noise control.
Pro members
Bot decision map
How hold, skip, cooldown, and rejection reasons fit together.
Pro members
Log-reading guide
Interpret what a system reports without guessing at the cause.
Pro members
Paper deployment checklist
Environment separation and secret hygiene before any paper run.
Pro members
Pro Plus
Bot operations checklist
Daily operating routine for guards, protection checks, and logs.
Pro Plus members
Operations runbook
Start, stop, restart, verify, and recovery procedures in order.
Pro Plus members
Troubleshooting guide
Missing-order detection, repair workflows, and audit trails.
Pro Plus members
Basic members
Sign in with your member account to open the full lesson text, worked examples, and exercises.
Education only. This lesson is not financial advice, a trade signal, or a promise of results. Test in paper first, size every idea by what you can afford to lose, and remember that you control your own broker account and your own decisions.