Trading Rules

Getting started

Learn what Trading Rules do, the difference between preset and custom rules, and a simple way to begin.

Use Rule ideas

Check completed Day trades for a well-supported pattern and decide whether to add, save or dismiss the suggested preset.

Add and manage preset rules

Choose a preset, enter its setting, and understand adjusting, pausing, resuming and retiring it.

Preset rules reference

See what every available preset checks, when its limit is reached and what counts as a later broken event.

Create and manage custom rules

Write a rule in your own words, choose where to review it, and record Followed, Broken or Not selected.

Review rules in Daily Trade Tracker

Read compact rule rows, open details, use the daily timeline and find grouped Rule markers on the chart.

Understand rule results

Learn what Followed, Broken, N/A and Not selected mean and how triggers differ from broken events.

Use Rule Results and history

Compare factual totals by rule, search individual checks and keep different settings separate.

Data availability and limitations

Understand which trades can be checked, why N/A appears and when chart, fee or timing evidence is unavailable.