Your Daily Operating System
The Operator’s Toolkit™
Four tools that guide every decision before, during and after a trade. The first three settle what must be true before capital is at risk. The fourth tells you whether you operated the plan.
Plan it. Size it. Take it. Score it.
Get started · 3 steps, about 3 minutes
Learn the Loop by doing it once
Your risk profileSet once: account size, risk per trade, daily max loss
Saved on this device. Plan it, Size it, Take it and Score it all read from here, so you enter these once.
Live pricesOptional · connect your own free Alpaca paper account
↺ Then back to Plan it, every trading day.
Run the 7-day practice challenge
A download nobody opens is worth nothing. Start it today and day one is today.
- File your first plan and the challenge starts. That day is day one, and the tracker marks all seven.
- Before the bell, write one plan for one ticker in the Daily Plan. Two minutes.
- Size the trade in the Risk Calculator. Know your max loss before you click buy.
- Check the setup against the three green lights. Two of three isn't eligible, however good the size looks.
- Score it, trade or no trade. If nothing qualified and you sat out, that's a green.
Seven days of that and you'll have an Operator Score you earned yourself. That number tells you something true about your discipline.