Creating Protocol Checklists

Build custom checklists for each stage of your trading process using the Protocol Builder. This guide walks you through the 3-step wizard.

Accessing the Protocol Builder

1. Go to Protocols from the sidebar
2. Find the protocol type you want to create (Pre-Market, Pre-Trade, etc.)
3. Click Create on that card

To edit an existing protocol, click its name from the Protocols page.

Step 1: Basics

Set up the foundation of your protocol.

Protocol Name

Give your protocol a descriptive name. This appears in your Protocols list and during trade entry.

• Example: "Morning Routine Checklist"
• Example: "Post-Trade Review Process"

Description

Add an optional description explaining what this protocol covers or when to use it.

Active Status

When editing an existing protocol, you can toggle it active or inactive:

• Active - Protocol appears during trade entry
• Inactive - Protocol is hidden but not deleted

Default Protocol

If you have multiple protocols of the same type, check "Set as default" to auto-load this one.

Click Continue to proceed to the checklist builder.

Step 2: Build Your Checklist

This is where you create your actual checklist structure.

Sections

Sections help organize related items together. For example:

• Market Analysis
• Risk Management
• Psychology Check

To add a section:

1. Click + Add Section
2. Enter a section name

To remove a section, click the X button on the section header. This removes the section and all its items.

Adding Items

Within each section, add checklist items:

1. Click + Add Item at the bottom of a section
2. Choose the item type (see below)
3. Enter the item label (the question or task)
4. Check "Required" if the item must be answered
5. Click Add Item

Item Types

Choose the input type that best fits each question:

Type	Best For	Example
Checkbox	Simple yes/no tasks	"Checked economic calendar"
Yes / No / N/A	Questions with three options	"Followed my trading plan?"
Rating (1-5)	Self-assessment scores	"Rate my execution"
Text	Free-form notes	"What did I learn?"
Dropdown	Predefined choices	"Market condition" (Trending/Ranging/Choppy)
Number	Numeric values	"Number of trades today"

Required Items

Mark items as "Required" when they must be answered before the protocol can be completed. Required items show with an asterisk (*).

Use required items for:

• Critical safety checks (e.g., "Stop loss defined")
• Key reflection questions (e.g., "Followed my plan?")
• Mandatory documentation (e.g., "Rate execution")

Editing Items

To modify an existing item:

1. Click the pencil icon on the item
2. Make your changes
3. Click Save

To remove an item, click the X icon on the item row.

Dropdown Options

When adding a Dropdown item:

1. Select "Dropdown" as the item type
2. Enter each option on a separate line in the Options field
3. Example options: Trending, Ranging, Choppy

Step 3: Review & Save

Before saving, review your protocol:

• Protocol name and type - Verify the basics
• Sections - Check the organization
• Items - Review each question and its type
• Required items - Confirm which items are mandatory

Saving

Click Create Protocol (or Save Changes if editing).

Your protocol is now active and will appear during trade entry.

Deleting a Protocol

To permanently delete a protocol:

1. Open the protocol in the builder
2. Go to Step 3 (Review)
3. Click Delete
4. Confirm the deletion

Default Templates

When you create a new protocol, you'll see a suggested template with common items for that protocol type. You can:

• Use the template as-is
• Modify items to fit your process
• Remove all items and start fresh

Example: Post-Trade Protocol

Here's a sample Post-Trade protocol structure:

Section: Quick Review

• Followed my trading plan? (Yes/No/N/A) - Required
• Rate my execution (Rating 1-5) - Required
• Screenshot saved (Checkbox)
• Emotions under control? (Yes/No/N/A)

Section: Learning

• What worked well? (Text)
• What could improve? (Text)

Tips for Effective Checklists

• Keep it focused - 5-10 items per protocol is usually enough
• Make items specific - "Checked economic calendar" is better than "Did research"
• Use required sparingly - Only require truly essential items
• Match item types - Use ratings for assessments, checkboxes for tasks
• Group logically - Related items belong in the same section
• Review regularly - Update your protocols as your process evolves