Trader's Daily Routine Checklist

"body">to write out his plan for the day, how many trades,
Most traders go day to day trading on the fly, takehow much to risk or make, where he'll be taking the
a position when it "feels right", especially in the heatposition and where he'll exit, and how large the
of the moment when prices are just moving withoutposition size he's going to take.
them. Not preparing for what lies ahead for the day,During market hours
week or month can be a costly endeavor. Many don't1. During market hours, the trader has a few options
come with a plan, much less a checklist to prepareat hand:a. Set alarms to notify crucial levels to trade
for the day. Many professionals are preparing two toto change positions that need to be made. (This is
three hours even before the market opens. It onlyfor swing and daytraders)b. Watch news channels
shows how serious they value their work and money.(optional) such as CNBC or Bloomberg to make sure
No trading is complete without a routine to makethere are no sudden economic or political news
good trading habits in preparation for the trades. Noaround the world that may impact market
good trading results come from lack of preparation.movements such resignation of a president, or
Once a routine is carried out consistently, tradingterrorist attack on oil field, etc. (This is for
success will come consistently. A basic checklistdaytraders).c. Monitor the charts and indicators
below will get a new trader started. Modifications cancontinuously, trendlines, pivots, and redrawing
be made accordingly to fit the trader's preferencesFibonacci levels. (This is for daytraders).d. Take
(use of fundamental or technical analysis), tradingpositions as dictated in the trading plan. If the setup
style (day, swing, position) and markets (single orhad appeared during the trading session that was
multiple markets).written in the trading plan, execute it accordingly.
Before market opensAfter market hours
1. Check the day's economic calendar for anyTrader's Daily Routine Checklist Who Have
scheduled reports and announcements for the day--Signal-Service or Newsletter Subscriptions
This part covers the fundamental analysis. He will be1. Check/read newsletters from paid/unpaid
checking the expected numbers against reports thatsubscriptions from signal service, news, analysis, etc.
will be publish during the day, recalculating theand compare them to trading plan. Analyze them
numbers to find value. (This is typically for the traderaccordingly to be sure these fit into the trading plan.
whose major strategy is based on fundamentals).2. Strategy portfolio management and
2. Draw up analysis for changes in the fundamentalmaintenance-recalculating and verify if the balances
news & reports (interest rate changes, joblessare correct and if any instrument has gone outside
numbers, specific company earnings etc.) to reflectthe percentage of the portfolio. If for example an
to current market conditions.instrument that was made 30% in gains, these gains
3. Check the chart for overnight price action-this ismust be settled: either by reducing the holdings or
mainly for a trader who trades using technicalhedge with another instrument to ensure the gains
analysis. Normally he will check to see if the pricesmade or reduce exposure of the originally instrument.
have violated any support/resistance area or any3. Write/Revise the trading plan for the next day,
numbers that he considers important enough towhich pairs to buy/sell, how many or how much, and
confirm or reject the current direction or markettactically at what price to buy/sell and exit.
conditions. In forex, the most popular indicators andIt's not mainly about checking everything and read all
tools used are:a. Fibonacci numbersb. Floor pivotsthe information out there before the market opens.
(daily, weekly, monthly)c. Support/Resistance areasIt's about be satisfied with the retaining content that
(daily, week, month)d. High/Low/Open/Closee. MACD,works for the trading system. But most important,
RSI, Momentum, Volume, or other indicators.creating a routine that becomes the foundation in
4. Write a trading plan - This step provides the traderbuilding success in investing or trading.