Workflow library

Market Playbooks

Repeatable workflows for watchlists, pre-market planning, post-market review, risk limits, and AI signal validation.

All Playbooks

Beginner

Pre-Market Checklist

Pre-Market Checklist is a practical workflow for preparing watchlists before the opening bell, built as a checklist readers can use before, during, and after market hours.

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Beginner

Post-Market Review

Post-Market Review is a practical workflow for reviewing decisions after market close, built as a checklist readers can use before, during, and after market hours.

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Intermediate

Earnings Day Rules

Earnings Day Rules is a practical workflow for handling result-day volatility, built as a checklist readers can use before, during, and after market hours.

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Beginner

Stop-Loss Workflow

Stop-Loss Workflow is a practical workflow for deciding invalidation before entry, built as a checklist readers can use before, during, and after market hours.

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Beginner

Weekly Watchlist

Weekly Watchlist is a practical workflow for building a focused list for the next week, built as a checklist readers can use before, during, and after market hours.

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Intermediate

Breakout Alert Review

Breakout Alert Review is a practical workflow for deciding whether an alert deserves action, built as a checklist readers can use before, during, and after market hours.

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Beginner

Risk Per Trade

Risk Per Trade is a practical workflow for keeping losses inside a planned budget, built as a checklist readers can use before, during, and after market hours.

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Intermediate

Sector Scan

Sector Scan is a practical workflow for finding where leadership is moving, built as a checklist readers can use before, during, and after market hours.

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Intermediate

News Filter

News Filter is a practical workflow for separating useful catalysts from noise, built as a checklist readers can use before, during, and after market hours.

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Intermediate

Position Review

Position Review is a practical workflow for checking active trades without overreacting, built as a checklist readers can use before, during, and after market hours.

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Beginner

Trade Journal Review

Trade Journal Review is a practical workflow for turning mistakes into rules, built as a checklist readers can use before, during, and after market hours.

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Intermediate

Monthly Performance Review

Monthly Performance Review is a practical workflow for studying process quality over outcomes, built as a checklist readers can use before, during, and after market hours.

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Beginner

Beginner Study Plan

Beginner Study Plan is a practical workflow for learning markets without jumping into random trades, built as a checklist readers can use before, during, and after market hours.

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Advanced

AI Signal Validation

AI Signal Validation is a practical workflow for checking model output against human risk rules, built as a checklist readers can use before, during, and after market hours.

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Advanced

Broker Automation Safety

Broker Automation Safety is a practical workflow for keeping automated trading inside strict controls, built as a checklist readers can use before, during, and after market hours.

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