By CapitalKeeper | Weekly Education | Indian Equities | Market Moves That Matter
Week 5 – Day 3: Developing a Trading Plan from the Advanced Trading Psychology & Risk Mastery series:
📘 Day 3: Developing a Trading Plan
Objective: Learn how to build a structured, rule-based trading plan to stay consistent and disciplined in the markets.
🔑 Why a Trading Plan Is Essential
A trading plan is your roadmap to success in the market. It helps remove emotions, reduce uncertainty, and keep you focused. Without a trading plan, you’re simply gambling.
🧩 Core Components of a Trading Plan
- Trading Style
Are you a:- Intraday trader (short timeframes, quick decisions)?
- Swing trader (holding trades for days/weeks)?
- Positional trader (long-term outlook)?
- Market & Instrument Selection
Decide what you’ll trade:- Stocks, Options, Futures, Commodities, Crypto
- Large caps, mid caps, or small caps
- Specific sectors: IT, Bank Nifty, Pharma, etc.
- Entry Strategy
- What triggers a trade?
Example: Bullish Engulfing + RSI above 50 + MACD crossover - Timeframe used: 5-min, 15-min, or daily?
- What triggers a trade?
4. Exit Strategy
- Target Profit: e.g. 3:1 reward-to-risk ratio
- Stop Loss: Based on ATR, recent support/resistance, or fixed %
5. Position Sizing
- How much capital to deploy per trade?
- Rule: Risk only 1-2% of capital per trade
6. Risk Management Rules
- Max daily loss: e.g., 3% of capital
- No revenge trading or over-leveraging
- Stick to SLs no matter what
- Trading Schedule
Define:- Market hours you’ll trade (e.g. 9:15–11:30 AM only)
- Weekly review/market prep time
- No trading during high volatility events like Budget day, Fed announcements
- Psychological Readiness
- Journaling your emotions
- Taking breaks after big wins/losses
- Affirmations and mindset check before trading
🧠 Sample Trading Plan Snapshot
| Element | Example |
|---|---|
| Trading Style | Intraday on Nifty 50 Stocks |
| Entry Setup | RSI 50+ + MACD Bullish + Trendline Break |
| Risk per Trade | 1% of total capital |
| Exit Plan | 3:1 RRR, trail stop once 2:1 hit |
| Time to Trade | 9:15 AM – 11:30 AM |
| Capital Allocation | ₹10,000 per trade |
✅ Benefits of a Trading Plan
- Consistency: Avoid emotional flip-flops
- Discipline: Stick to your system
- Scalability: Easy to optimize or delegate later
- Accountability: Journal and evaluate performance
🔎 How CapitalKeeper.in Helps
At CapitalKeeper.in, we help new and experienced traders build personalized trading plans based on:
- Their capital
- Trading goals
- Time availability
We also offer: - Weekly sample plans
- Entry/exit templates
- Risk calculators
- Journaling sheets
Start your structured trading journey today with CapitalKeeper!
📌 For daily trade setups, technical learning, and smart investing tips, stay tuned to CapitalKeeper.in
📌 For more real-time updates, trade setups, and investment insights — follow us on [Telegram] and [WhatsApp Channel] subscribe to our newsletter!
📌 Disclaimer
The content provided on CapitalKeeper.in is for informational and educational purposes only and does not constitute investment, trading, or financial advice. While we strive to present accurate and up-to-date market data and analysis, we make no warranties or representations regarding the completeness, reliability, or accuracy of the information.
Stock market investments are subject to market risks, and readers/investors are advised to conduct their own due diligence or consult a SEBI-registered financial advisor before making any investment decisions. CapitalKeeper and its authors are not liable for any loss or damage, direct or indirect, arising from the use of this information.
All views and opinions expressed are personal and do not reflect the official policy or position of any agency or organization. Past performance is not indicative of future results.By using this website, you agree to the terms of this disclaimer.
Leave a Reply