Trade Prep Pack: Checklist, Sizing & Journal
$9
A printable pack of the planning templates from The Practical Trading Playbook: the Pre-Trade Checklist, the Position-Size Worksheet, the Trade Journal and the seven-point checklist. Print them on A4 or US Letter, or type straight into the fillable PDF.
They help you slow down, write the plan before you act and record what happened afterwards. They don't tell you what to trade or when.
General info only, not financial advice. It doesn't consider your objectives, finances or needs, so think about whether it suits you before acting.
I'm the creator of this pack and earn from its sales. Written with Grok for Makerman Services.
What's inside (8 pages, A4 and US Letter, printable and fillable)
- How to use this pack: the order to use the pages in, plus the general advice warning.
- Template A: Pre-Trade Checklist: 23 tick-box lines across Me, The market, The idea, The risk, and The exit and the record.
- Template B: Position-Size Worksheet: a blank 12-line worksheet, plus a page with the book's own worked example (labelled "Example only. Made-up numbers.").
- Template C: Trade Journal: a blank one-trade page with the "before" and "after" columns, plus the book's Chapter 11.6 example, a loss where a gap made it slightly larger than planned (labelled "Example only. Made-up numbers.").
- The seven-point checklist (Chapter 5.2): mark each point yes, no or unclear, with the book's Manual rule.
Who it's for
- People learning to trade shares, forex or indices who want a written routine before and after each trade.
- Readers of The Practical Trading Playbook who want clean printable copies of its templates.
- Anyone practising on paper or in a demo (simulated) account.
Who it's not for
- Anyone looking for trade calls, signals, a strategy that "works" or a promise of profit. This pack has none of those.
- Anyone who wants personal advice about their situation. Speak with a licensed financial adviser.
FAQ
Is this financial advice?
No. Education only. Not financial advice. It's general information and doesn't consider your objectives, finances or needs.
Will these templates make me money?
No. They can't promise any result. They help you plan risk and keep records; trading can lose money.
Are the numbers in the examples real?
No. Example only. Made-up numbers. Every example comes from the book and uses round, hypothetical figures to show the arithmetic.
Do I need the Playbook to use the pack?
No, the pages work on their own. A few lines point to chapters in the book (for example the no-trade conditions in Chapter 5.4 and Template F), and those are only in the book.
What format is it?
PDF, in A4 and US Letter. The fillable versions let you type into the boxes and tick the checkboxes in a PDF reader that supports forms.
Can I share it?
You may print the pages for your own personal use. Please don't resell or share the files.
Refunds?
Digital product. Your rights under Australian Consumer Law aren't affected.
The Practical Trading Playbook (US$47): https://stan.store/malmaker/p/practical-trading-playbook