The Trading Plan Workbook is a structured template that helps you define, document, and commit to a comprehensive trading plan. Having a written plan is one of the strongest predictors of long-term trading success, and this tool makes it easy to create one.
The workbook is divided into sections that cover every aspect of your trading: market selection, session times, strategies and setups, entry rules, exit rules, risk management parameters, daily routines, and psychological guidelines. Each section includes prompts and examples to guide your thinking.
As you fill out each section, Katalyst saves your progress automatically. You can return to the workbook at any time to update your plan as your trading evolves. Many traders revisit their plan monthly or quarterly to refine their approach based on new data from their analytics.
One powerful feature is the ability to link your trading plan directly to your trade tags. When you define a setup in your plan — for example, a “Opening Range Breakout” with specific entry criteria — you can associate it with a tag. Then, when you review your analytics filtered by that tag, you can quickly check whether you are following your own rules.
The workbook also includes a pre-market and post-market checklist section. You can define the steps you take before each session (review levels, check news, set alerts) and after each session (journal trades, update plan). These checklists are accessible from your Dashboard for easy daily use.