Platform Workflow & Docs

Understand the core mechanics of TradingPlanz, configure rules, align timezones, and operate structured daily trading routines.

01

Getting Started

TradingPlanz is designed as a local-first **Trading Business OS** to help traders enforce absolute discipline, manage systemic risk, and log their daily setups. To begin, navigate to the Settings panel to configure your parameters.

💡 Backup & Portability

All data is preserved inside your browser's local storage. You can backup your settings, checklists, and calculator configurations by exporting a JSON file, or restore them anytime. Importing backup settings will **never overwrite or reset** your active daily checklist progress data.

02

Settings & Configuration

Customize the platform settings to align with your broker timezone, trading frequency, and daily constraints:

Timezone & Clock Format

Global Time Synchronization

Set your trading timezone (e.g. America/New_York). All dashboard timers, countdowns, and news release lists adapt to match this selected format.

Active Weekday Config

Custom Trading Schedules

Select the active days of the week you plan to trade. Unchecking days (e.g., skipping Sundays or Fridays) propagates to the main dashboard, bypassing checklist constraints on skipped days.

Risk Rules & Setup Limits

Stop Trading & Loss Caps

Define your maximum allowed trades per day and custom setup rules. Once your loss limits or max trade rules hit, the system locks your dashboard, helping you prevent over-trading.

Checklists & Task Builders

Routines & Setups

Build custom checklist templates for your setups and daily tasks, categorizing them for Morning, Pre-Market, Trades, Post-Market, or Evening.

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Important: Sizing PresetsCalculator presets (such as starting balance, risk percentage, default stop-loss, and commissions) are configured and saved directly on the dedicated Position Calculator page. Once created, they automatically sync and populate the presets dropdown selections inside both your custom checklists and execution panels.
03

Daily Routines (Workflow)

Enforce trading discipline by checking off your structured timeline sequentially. You cannot skip steps: each section must be marked complete before the next unlocks.

1. Morning Routine

Prepare mentally and physically. Contains workout habits, hydration checks, and routine wake-up tasks.

2. Pre-Market Prep

Analyze high timeframes, map key support/resistance zones, check the news calendar, and mark economic release levels.

3. Execution & Trades

Verify setup parameters, perform position size calculations, log executed positions, and track daily trade rules.

4. Post-Market Review

Review executed setups, grade your execution quality, document slip-ups, and take final session screenshots.

5. Evening Routine

Revisit your journal, mark weekly configurations, update backups, and sign off the trading business day.

📅
Economic Calendar BoardTo inspect upcoming macroeconomic announcements, check for high-impact USD/EUR news, or monitor market session overlaps, go to our dedicated Economic Calendar page. This page features advanced filtering (by impact level or currency), economic event keyword searching, and a Live World Map Clock to trace active trading sessions.
04

Trading vs. Non-Trading Days (Holidays)

Your workflow dynamically adjusts based on whether the active day is flagged as a trading session:

Session Active

📅 Trading Day (5 Sections)

Requires completing all 5 checklist phases sequentially. Pre-Market, Trades, and Post-Market sections open/close dynamically around your trading hours.

Holidays & Skipped Days

🏖️ Non-Trading Day (2 Sections)

Only the **Morning Routine** and **Evening Routine** checklists are active. Technical market analysis, trade entry logs, and review sections are bypassed.

✏️ Editability Constraints

You can **only edit trading-day checklists** (Pre-Market, Trades, Post-Market) on the **current date**. To prevent hindsight bias, historical trade checklists are locked as read-only. However, you can review and check off your **Morning and Evening routines** on any historical date at any time.

05

Locks & Time Windows

To prevent impulsive actions and over-exposure, the core execution pipeline implements strict automated time-lock constraints linked to your settings:

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Pre-Market Prep Access Window

Unlocks exactly **30 minutes before** your configured active session start time (e.g., if trading starts at 9:48 AM, Pre-Market opens at 9:18 AM New York time).

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Trades & Execution Window

Unlocks at your configured active session start time and remains open until your active session end time.

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Post-Market Review Lockout

Closes and locks all checklists (including Pre-Market, Trades, and Post-Market) exactly **30 minutes after** the active session end time. Make sure to complete your logging during this window!

06

Trades & Sizing Calculator

The execution checklist implements a precise guardrail to prevent sizing errors. In the **Trades** section, right before checking off the final mandatory execution gate, an integrated **Lot Size Calculator** automatically triggers:

Integrated Execution Flow

1. **Preset Alignment**: The calculator automatically defaults to the custom Position Preset linked to your current checklist (e.g. 50k_futures_MNQ_1%).

2. **Sizing Parameter Calculations**: It pulls your current account balance, risk percentage, and commission models.

3. **Point / Tick Adjustment**: You can adjust your stop-loss input in points or ticks. The calculator instantly evaluates:

Total Risk Amount = Balance * Risk %
Position Size = (Total Risk - Commissions) / (Stop Loss Points * Tick Value per Point)

4. **Execution Log**: Once calculated, the exact contract size (or lot size) is displayed, helping you verify that your orders match your predefined risk limits.