Interactive course · Beginner
The Pre-Trade Checklist: Eight questions to ask before every trade
A short, free course on the pause before the click. See why checklists help skilled people in surgery and aviation (and why a ticked one does little), learn eight yes or no questions that cover the setup, the risk, the timing and you, then run your own pre-trade check on every alert. Five short lessons, all free.
- 30 minutes in total
- 47 activities
- First lesson free, no account needed; the rest with a free account
- The free first course of Discipline
What you'll be able to do
Learn it in minutes, then use it
Each lesson is a few short ideas, each one tried straight away in a small activity: a calculation, a chart to mark up, a trade to take or skip.
- Explain why a short checklist helps, and why a ticked one isn’t a used one
- Check context, zone and trigger as yes or no questions, in order
- Confirm the stop, the size, the target and your total open risk before entry
- Check the news, your daily limits and your own state of mind
- Run your pre-trade check on any alert, and skip with confidence
Unit 1
The pause before the click
- Why checklists workWhat checklists do for surgeons and pilots, the honest limits, and why trading needs a pause.
- The eight questions: the setupContext, zone and trigger: the framework turned into yes or no questions, in order.
- The eight questions: risk and sizeStop where the idea is wrong, size from it, room to a target, and your total open risk.
- The eight questions: timing and youNews and time of day, your daily limits, and your state of mind.
- Using it on every alertYour own pre-trade check, then a run of alerts: take, skip, and what the results do and don’t mean.
General education, not financial advice. Examples use made-up numbers.