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A process loop for discretionary traders

Check-in.Trade your plan.Close the loop.

Prepare before the open. Execute against written rules. Review to refine your process.

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The LOOP↓

Your trading day

A repeatable process
from check-in to review.

01

Before the session

Rate your state before you trade.

Build your readiness score from Body, Mind, and External. Then tick off your final checks before the open.

Clarity before execution
Monday, July 13

CHECK-IN

Rate your readiness.

Know your state before you risk your capital.

1 OF 4
BodyFuel and recovery for the session.
01 / 04

8.5hrs

0min

SLEEP RECOVERY9
ENERGY7

74%

✓ Hydrated✓ Movement Breathwork
02

During the session

Set the plan before you execute.

Mark your levels, pick your setups, lock in risk limits, and define your focus before the open.

Your risk, already decided
Monday, July 13

SESSION PLAN

Lock in the plan.

Bias, setups, and risk before the open.

CHART 3/3RAILS 2/2RULES 2/2
BiasLevelsFocus
SetupsOnly trade what made the plan.
3 OF 5
Peak and FailBreak and RetestLVN continuationVWAP in trend+ Custom

Peak and Fail (PAF) of ONL

ENTRY CRITERIA & INVALIDATION

Criteria: Price unable to find seller interest / acceptance below overnight low.

Invalidation: Strong close back above ONL.

TARGETVWAP
STOP PLACEMENTBeyond swing low
SETUPS 1 OF 2
03

After the session

Close the loop and refine the process.

Import and tag your trades. Score process adherence. Walk away with one lesson to take into tomorrow.

Review. Refine. Repeat.
Monday, July 13

CLOSE THE LOOP

Reality versus plan.

Review the outcome, own the process, carry one lesson forward.

NET P&L+$1,310+5.5R
SESSION IMPORT RTRADER✓ CSV uploaded
PROCESSACCOUNTABILITYCLOSE
PerformanceThe numbers from the session.
1 OF 5
SESSION STATS5 trades3 wins · 2 losses · 60% win rate
GROSS P&L+$1,335
COMMISSIONS−$25
BEST WINNER+$720
WORST LOSS−$240
AVG WINNER+$6002.5R
AVG LOSS−$233−0.97R
PROFIT FACTOR3.86Session edge
PERFORMANCE 1 OF 2

REVIEW. REFINE. REPEAT.

The loop compounds.
Each review sharpens the next session.

Beyond the loop

Process over
profits.

Performance means more when you connect the outcome to readiness, preparation, and execution, not just profits.

STATS / 01

Know what is actually driving your results.

Connect performance to setup quality, session type, risk, and playbook adherence.

NET P&L+$4,210132 trades
WIN RATE54.7%70W · 58L · 4BE
EXPECTANCY+$31.89per trade
PROFIT FACTOR1.74healthy edge
OUTCOMES70 / 58 wins losses
PERFORMANCE SCORE
82/100
Process holding

Consistency 78%

EQUITY CURVECUMULATIVE P&L
+$4,210
DAILY P&L
PERFORMANCE BY TIMEAVG P&L
9:30
10:00
10:30
11:00
11:30
LOOP INTELLIGENCE / 02

Find the leaks. Strengthen the process.

Use AI to connect the evidence across your trades, readiness, plans, and journals, powered through your own ChatGPT subscription.

  • Surface recurring execution leaks
  • Connect readiness to performance
  • Turn patterns into your next focus
PROCESS INTELLIGENCEAsk your trading data.
ChatGPT connected
YOUR PROCESS, IN CONTEXT

What do you want
to understand?

Ask about a session, compare patterns across weeks, or turn your journal into a specific next action.

Ask a question about your process...
Relevant account data is added automatically
WEEKLY REVIEW / 03

The trading week
scored in one place.

Compare this week to last, spot the patterns, and refine next week with two clear focuses.

JUL 06–10WEEKLY REVIEW.
COMPLETE
WEEK IN ONE LINE

Patient execution. Risk stayed controlled when momentum faded.

AVG READINESS76+3 vs last week
PLAYBOOK64%−8 pts vs last week
RISK PLAN4/5Same as last week
METRICTHIS WEEKPRIORCHANGE
Avg readiness7673+3
Playbook64%72%−8 pts
Risk plan4/54/5Same
PROP TRACKER / 04

Know what prop trading is really paying you.

Track every evaluation fee and payout to see your true net position across prop firms.

NET POSITION+$2,620
IN PROFIT
TOTAL PAYOUTS$3,0003 payouts
TOTAL SPEND$3804 evaluations
PAYOUTS VERSUS SPEND
Payouts $3,000 Spend $380