Strategy Plan Builder

Turn one discretionary setup into a complete, machine-readable strategy contract. Every field below becomes part of a deterministic artifact your future bot — and your discipline score — will run against. Exports are paper-trading specifications, never live-execution approvals.

Identity Strategy name

Instrument / market Timeframe

Market context

Setup & entry Setup conditions one per line Entry trigger Confirmation requirements one per line

Invalidation & risk Invalidation condition what proves the trade idea wrong Stop methodology

Max risk per trade (% of account, ≤ 5) Max daily loss (% of account, ≤ 10)

Max trades per day Paper-trading sample size (≥ 20)

Exits Profit-taking rules one per line Trailing-stop rules write "none" if unused

Guardrails No-trade conditions one per line Session restrictions one per line Required indicators one per line, optional

Verdict criteria Success criteria Failure criteria Operator notes never include keys, tokens, or account numbers — they are redacted

Plans save to this browser and to your export files. Submit exported plans for operator review from the discipline lab.

Fill the form and validate to preview the deterministic strategy artifact.

Paper-only artifact. Every export carries execution_mode: paper_only and live_execution_approved: false. Educational tooling — not financial advice.