Trading Plan Template (Copy/Paste)

Most traders don’t need a new indicator — they need a plan they can execute under pressure. Copy/paste this one-screen template and stop improvising.

Published: February 14, 2026 • Last updated: February 14, 2026 • Reading time: ~7 minutes
Trading plan template blocks for context, key levels, scenarios, and notes.
If your plan can’t be executed fast, it’s not a plan—it’s a story.
Goal: reduce your plan to decisions: if X happens, I do Y, with clear invalidation.
Reality check: no template guarantees profits — but it can remove the mistakes that kill consistency.

The one-screen trading plan

Copy/paste this into your notes and fill it in:

TIMEFRAME (execution):
CONTEXT (one sentence):

KEY LEVELS (2–4):
- Level 1: why it matters
- Level 2: why it matters

BULL SCENARIO:
- Trigger:
- Invalidation:
- Target zone:

BEAR SCENARIO:
- Trigger:
- Invalidation:
- Target zone:

RISK:
- Risk per trade:
- Position size:

NOTES (optional):
- Session/news/volatility:

How to keep it “clean”

  • Limit levels: 2–4 max.
  • Force two scenarios: no single-bias narratives.
  • Trigger + invalidation: every scenario must have both.
  • Risk first: size is decided before you enter.

Use AI to speed it up

AI is best at converting screenshots into structure. Tell it the format you want:

Turn this chart screenshot into a 1-screen trade plan.
Use the exact template blocks: Context, Key Levels, Bull, Bear, Risk, Notes.
Keep it short and give clear invalidation levels.

Related posts

Get ChartsGPT

Turn your screenshot into key levels, scenarios, trigger, and invalidation in seconds.

About ChartsGPT

ChartsGPT is an AI chart analysis app designed to turn screenshots into structured levels and scenarios. For support, contact anthonyvvza@gmail.com.

Disclaimer: ChartsGPT provides educational analysis tools only and is not financial advice.