Free trading worksheets
Know what you'll do before the market tests you.
Decide what earns a trade, where your limits are, and when to stand aside. Then use your notes to review how well you followed the plan.
Download the free worksheets below, or complete the related exercises in TraderGrade so you can return to your saved plans, notes, and reviews.
Both PDFs are fillable. Choose the color edition for screen use or the low-ink edition for printing. No account needed to download.
Choose a worksheet for today's task
Prepare
Pre-market trading checklist
Check today's conditions against your written plan before you place an order.
Guided Prep saves today's checklist and Morning plan with the session.
Save my pre-market planPlan
Trading plan template
Name the setups, limits, and stand-aside rules you can check during a session.
Trading Plan saves your rules and keeps revisions for later comparison.
Build my trading planReview the day
No-trade day review
Record why you stood aside using what you knew when the decision was made.
The Report Card saves your No-Trade Day review with the session. Not trading is never a violation.
Review my no-trade dayRecord
Restart trading journal
Get back to recording useful notes, even if you haven't journaled in weeks.
Your dated restart note appears beside the Journal and in saved worksheets.
Restart my journalReview the day
Review a trading loss
Review the entry, risk, and exit decisions behind a losing trade.
The review stays with the completed session you select.
Review a losing sessionFollow through
Trading review follow-through
Give your next review something specific to check: one action, a cue, and a check-in date.
Weekly Review (Pro) saves the next focus and dated follow-through note.
Set my review follow-through
