Trading Routines
The Routines page helps you build consistency by completing daily and weekly checklists. Use routines to establish habits that support disciplined trading.
Accessing Routines
Go to Routines in the sidebar. The page shows three columns:
- Today's Routines - Pre-Market and End-of-Day checklists
- Weekly Routines - Weekly review checklist and trade protocol status
- History - Previously completed routines
Today's Routines
Complete these routines once per day:
| Routine | When to Complete |
|---|---|
| Pre-Market | Before market opens - prepare for the trading day |
| End-of-Day | After market close - review and reflect |
Completing a Routine
- Click Start on the routine card
- An overlay opens with your protocol checklist
- Fill out all items (required items are marked with *)
- Click Save & Complete
Once completed, the routine shows a checkmark and the completion time.
After Completing
Completed routines have three action buttons:
- View - See your responses (read-only)
- Edit - Modify your responses
- Redo - Reset and complete again from scratch
Weekly Routines
Complete the weekly routine once per week to review your overall performance. The current week range is shown at the top of the column.
Weekly routines work the same as daily routines - click Start, fill out the checklist, and save.
Trade Protocols
The Trade Protocols section shows the status of your trade-linked protocols:
- Pre-Trade - Before entering a trade
- In-Trade - While holding a position
- Post-Trade - After closing a trade
Trade protocols are completed through the Journal when adding or reviewing trades, not from the Routines page. This section shows whether you have active protocols configured.
History
The History column shows your completed routines. Use the date picker in the top navigation to filter by date range.
Each history entry shows:
- Protocol name and type icon
- Completion time
- View, Edit, and Delete options
Managing Protocols
Click Manage Protocols at the top of the page to create or edit your protocol checklists. You need at least one protocol of each type to use that routine.
If no protocol exists for a routine type, you'll see a "Create Protocol" button instead of the Start button.
If you have multiple protocols of the same type (e.g., two Pre-Market protocols), the page shows all of them. You can complete each one separately.
Tips for Building Routine Habits
- Be consistent - Complete routines at the same time each day
- Keep it short - 5-10 items per routine is ideal
- Be honest - The value comes from truthful self-assessment
- Review history - Look for patterns in your responses over time