Strategist (Legacy)

Now that you’ve identified your key trading bottlenecks, it’s time to build a focused and realistic action plan. In this session, you’ll learn how to design a 90-day trading execution plan that turns your audit results into measurable progress.

Turn your audit into a focused 90-day plan with goal setting, session structure, and review cycles. Includes a 90-Day Planner Template.

We’ll cover:

• Goal setting – Define what success looks like
• Session planning – Structure your daily and weekly trading time
• System review cycles – Set checkpoints for improvement and feedback

You’ll receive a 90-Day Planner Template, along with sample plans to help you get started. One or two volunteers may choose to share their plan for group feedback — completely optional.

In this session, we take a deep dive into how professional traders build advanced technical models that go beyond basic indicators. The goal is to understand what separates a generic setup from a structured, rules-based model with a real edge. Learn how to build structured trading models with clear setups, filters, and exit logic.

You’ll learn the 5 key components that form the backbone of any effective system:

• Market condition filter – Identify the environment your model works in
• Setup trigger – Define precise entry signals
• Confirmation logic – Add filters to reduce noise and false signals
• Entry method – Detail the exact conditions for pulling the trigger
• Exit rules – Create logical stop loss and take profit criteria

We’ll walk through examples of both trend-following and mean-reversion systems to show how these concepts apply in real markets.
You’ll also receive a Trading System Blueprint Template to start drafting your own model.

With your blueprint in hand, we now focus on transforming theory into practice. In this session, you’ll begin designing your own advanced model and stress-test it for logical consistency and clarity.

We’ll cover:

• Translating setups into rule-based logic.
• Manual chart testing to identify edge.
• Key metrics to evaluate system potential (e.g., win rate, reward-to-risk).
• Spotting design flaws before risking real money.

You’ll receive a System Design Pitfall Checklist and see a live example of a technical model being built and stress-tested from scratch.

Sharing your draft system for feedback is optional — the focus is on creating a structure that matches your style, market, and mindset. This is where trading becomes systematic, not just reactive.

Most traders blow up not from bad trades — but from bad risk math. In this session, we break down the concept of risk of ruin and why it’s the #1 silent killer of trading accounts.

You’ll learn:

• The formula for calculating your personal risk of ruin
• Why win rate and payoff ratio are not enough
• How drawdown, capital at risk, and system edge interact
• The truth about why under-capitalised accounts struggle the most

You’ll receive a Risk of Ruin Calculator (Google Sheets) to plug in your stats and see your personal probability of long-term survival or collapse.

Once you understand your risk tolerance and system volatility, it’s time to scale — safely. This session focuses on crafting a risk plan that protects your capital while giving you room to grow.

We’ll cover:

• Creating dynamic position sizing models
• Fixed fractional vs volatility-adjusted risk
• Scaling in/out of trades based on equity growth
• Risk limits: max daily, weekly, and monthly loss rules

You’ll receive a Risk Scaling Template to define your personal rules based on your current account size, strategy, and goals.

This is about becoming a risk manager first — so your trading account survives long enough to thrive.

Even with the best strategy, your mind can sabotage your execution. In this session, we unpack the core emotional and cognitive patterns that lead to inconsistency, hesitation, and tilt.

You’ll explore:

• Fear of loss and the over-avoidance loop
• Revenge trading and frustration cycles
• Overconfidence after wins
• Paralysis from perfectionism or past trauma

You’ll receive a Mental Game Self-Assessment to help identify your dominant pattern and where it most affects your trading behavior.

With awareness comes action. This session helps you build a repeatable psychological routine to stay grounded, focused, and emotionally resilient.

We’ll cover:

• Pre-market routines and mental reset triggers
• Tools like breathwork, affirmations, and journaling
• Post-trade recovery and emotional debrief techniques
• Customizing a “mental fitness checklist” for daily use

You’ll receive a Mental Edge Routine Template and examples of real trader mindset workflows used by top performers.

This is about managing the person behind the system — so your edge shows up when it matters.

This session focuses on what happens after the entry — where most traders fall apart. You’ll learn how to actively manage trades without sabotaging your edge.

Topics include:

• When to scale in or out of positions
• Trailing stops: when to move vs when to hold
• Partial profits: improving cash flow vs reducing payoff ratio
• Live trade management examples using screenshots

You’ll receive a Trade Management Playbook outlining different models for various strategy types.

Here you’ll build a rules-based trade management flow tailored to your system and psychology. We’ll help you clarify:

• How aggressive or passive your personality is under pressure
• Which techniques fit your risk tolerance and market type
• When discretionary adjustments are allowed — and when they’re not

You’ll receive a Trade Management Rules Template, plus model frameworks from other strategies for inspiration.

The goal is to replace random mid-trade decisions with structured, confident execution.

Different market conditions demand different responses. In this session, you’ll learn how to categorize markets (e.g., trend, range, chop, volatility spike) and map out your tactical responses to each.

We’ll cover:

• How to quickly identify the current environment
• What to do in each: entries, exits, risk
• Examples of playbooks for trend and range systems
• When to sit out vs when to double down

You’ll receive a Market Playbook Template to start capturing your best approaches per condition.

This hands-on session is about building evidence-based playbooks using your own trades and screenshots.

We’ll walk through:

• Collecting examples of successful setups by condition
• What to include: chart image, entry logic, management, outcome
• Creating a digital or printed binder of setups to reference before sessions

You’ll receive a Screenshot Cataloging Guide and an example of a complete mini playbook.

This builds confidence by replacing market guesswork with scenario-based readiness.

Most traders either don’t journal or do it wrong. In this session, we explore how to build a journaling system that’s fast, insightful, and actually improves performance.

We’ll cover:

• What to track (hint: it’s not just win/loss)
• The 3 layers of journaling: data, emotion, and reflection
• Examples of effective trade log formats (manual and digital)
• How to reduce journaling to under 5 minutes per day

You’ll receive a Journaling Template Pack — options for Google Sheets, Notion, and handwritten styles.

Journaling only works if you close the loop. This session focuses on how to extract insights from your log and turn them into weekly or monthly improvements.

You’ll learn:

• Reviewing for patterns in wins and losses
• Tracking strategy drift and rule-breaking
• Creating review rituals (Friday reviews, monthly feedback loops)
• Using tags and notes to filter by setup, time, or emotion

You’ll receive a Journaling Review Cheat Sheet and a Tracker Dashboard Template to monitor consistency over time.

This creates a feedback system that turns experience into actual growth.

Description

Learn how charts move from one swing to the next. This session introduces candles, swing highs, swing lows, higher highs, higher lows, lower highs, and lower lows as the foundation of technical chart reading.

Objectives

1. Identify swing highs and swing lows
2. Understand higher highs and higher lows
3. Understand lower highs and lower lows
4. Separate clean swings from noisy movement
5. Build the foundation for reading market structure

Description

Learn how to judge whether price is moving up, down, sideways, or unclear without relying on moving averages or indicators.

Objectives

1. Identify uptrends, downtrends, and sideways markets
2. Recognise unclear chart conditions
3. Use swing behaviour to judge direction
4. Avoid forcing a trend where there is none
5. Build confidence in basic trend reading

Description

Learn how to identify useful support and resistance areas using swing points, candle bodies, and wicks.

Objectives

1. Understand support and resistance basics
2. Use swing points to find levels
3. Know when bodies and wicks matter
4. Create practical support and resistance zones
5. Avoid cluttering the chart with too many levels

Description

Learn how to decide whether a level is meaningful, clean, respected by price, and relevant to the current market context.

Objectives

1. Separate major levels from minor levels
2. Judge whether price has respected a level
3. Recognise clean zones versus messy zones
4. Understand when a level is no longer useful
5. Use levels as part of a complete chart view

Description

Learn why price does not move in a straight line and how pullbacks form inside larger moves.

Objectives

1. Understand what a pullback is
2. Recognise pullbacks within trends
3. Separate pullbacks from reversals
4. Understand why pullbacks can create opportunities
5. Avoid chasing price after extended moves

Description

Apply swing reading to actual market structure. This session shows how price behaviour can continue, weaken, or begin to change as swings connect into a larger technical picture.

Objectives

1. Read structure as a sequence, not a single candle
2. Recognise continuation, weakening, and early change
3. Understand when structure becomes unclear
4. Compare clean structure with messy structure
5. Use structure to improve chart context

Description

Go deeper into trend quality. This session explains the difference between a healthy trend, a weak trend, a mature trend, and a trend that may be starting to break down.

Objectives

1. Recognise strong trend behaviour
2. Identify weak or mature trends
3. Judge whether a pullback is normal or damaging
4. Avoid late entries into tired trends
5. Improve trade selection using trend quality

Description

Learn the difference between pullbacks that support the trend and pullbacks that damage the technical picture.

Objectives

1. Recognise controlled pullbacks
2. Identify messy or overlapping pullbacks
3. Judge whether a pullback is healthy or damaging
4. Compare pullbacks into clean areas versus poor areas
5. Use pullback quality to filter setups

Description

Learn what a breakout is, why breakouts happen, and why not every breakout is worth attention.

Objectives

1. Understand breakout basics
2. Recognise breakouts from ranges and levels
3. Understand false breakout risk
4. Avoid reacting to every candle through a level
5. Build patience around breakout confirmation

Description

Learn how to judge breakout quality, including breakouts with room to move versus breakouts that occur directly into nearby support, resistance, or poor chart conditions.

Objectives

1. Identify breakouts with clean space ahead
2. Avoid breakouts into nearby resistance or support
3. Recognise crowded chart conditions
4. Use structure and levels to judge breakout quality
5. Filter low-quality breakout attempts

Description

Learn how reversals usually form as a process rather than a single candle.

Objectives

1. Understand reversal basics
2. Recognise early signs of weakening
3. Avoid assuming every pullback is a reversal
4. Understand the role of key levels
5. Build a structured view of reversal development

Description

Learn how to compare reversal attempts at meaningful stretched areas with reversal attempts inside noisy price action.

Objectives

1. Recognise reversal attempts at stretched areas
2. Understand why location matters
3. Avoid reversal trades inside noise
4. Use structure and support/resistance together
5. Separate possible reversal zones from random candle patterns

Description

Learn the practical meaning behind candles without memorising unnecessary pattern names.

Objectives

1. Understand candle bodies and wicks
2. Read buying and selling pressure
3. Recognise rejection and indecision
4. Avoid overloading charts with pattern names
5. Use candles as context, not isolated signals

Description

Learn why candle patterns matter more when they appear at the right location and inside the right chart context.

Objectives

1. Compare patterns in useful versus poor locations
2. Combine candles with support and resistance
3. Use candles with trend and structure
4. Avoid trading patterns in isolation
5. Improve timing through candle behaviour

Description

Learn how Fibonacci retracements can help identify possible areas of interest during pullbacks and technical shifts.

Objectives

1. Understand basic Fibonacci retracement levels
2. Apply Fibonacci to clean swings
3. Use Fibonacci as an area tool, not a prediction tool
4. Avoid forcing Fibonacci on poor swings
5. Combine Fibonacci with structure and levels

Description

Learn how the 78.6% and 61.8% levels can form part of a structured approach to early trend change and confirmation.

Objectives

1. Use 78.6% as an early technical area of interest
2. Use 61.8% as a stronger confirmation area
3. Combine Fibonacci with trend and structure
4. Avoid treating Fibonacci as a standalone signal
5. Build a repeatable Fibonacci workflow