Trade Entry Template#
Use this template to document each trade.
Trade Details#
| Field | Value |
|---|---|
| Date | YYYY-MM-DD |
| Time | HH:MM ET |
| Symbol | SPX |
| Strategy | (from playbook) |
| Direction | Long/Short |
| Instrument | Call/Put/Spread |
Position#
| Field | Value |
|---|---|
| Strike(s) | |
| Expiration | |
| Contracts | |
| Entry Price | |
| Exit Price | |
| P&L | |
| R Multiple |
Analysis#
Pre-Trade#
Market Context:
- VIX level:
- SPX daily trend:
- Key levels:
Setup:
- What pattern/signal triggered the trade?
- What was the thesis?
Risk/Reward:
- Stop loss level:
- Target level:
- Planned R:R:
Post-Trade#
What Happened: (Describe how the trade played out)
Execution Grade: (A-F)
- Entry timing:
- Exit timing:
- Position sizing:
- Emotional control:
Lessons:
- What went well?
- What could improve?
- Would I take this trade again?
Screenshots#
(Add charts/screenshots if helpful)
Tags#
#strategy-name #win/loss #YYYY-MM