Pre-Market Plans That Stick: Trading Plan Feature Guide

1. Why written plans still fail in the session

Many traders already have “plan awareness.” Before the open, they know which direction they care about, which names look interesting, and what conditions should trigger an action.

Then the session starts — and things change:

• A name rips higher, the plan is forgotten, and the chase happens without a stop;
• After the close you remember the P&L, not the morning thesis;
• Reviews collapse into “discipline was bad today” without naming the broken rule;
• Worst of all, execution and prediction are mixed — was it “shouldn’t have bought” or “thesis wrong but execution fine”? If you can’t separate them, you can’t improve either skill.

The root issue is usually not effort. It’s that the plan is vague and mixed.

2. How TradingPlan splits the problem

The core design splits pre-market prep into two independent dimensions:

Why split?

Because execution skill and judgment skill are different. Mixing them in one note turns every review into a blur. Once split, Statistics can show:

• Plan compliance — did you act by your own rules?
• Prediction accuracy — are your market calls any good?

Those are the metrics that compound.

3. Action plans: more than “I might buy XX”

1. Structured entry, less fog

Action plans support structured fields: entry, size, stop, target, rationale, and more. Prefer free writing? Switch to classic mode.

Example (from built-in demo data):

Symbol: Leader A
Action: Buy
Entry: 18.60
Size: 20%
Stop: 17.80
Target: 20.50
Rationale: After the open, watch whether the leader breaks out on volume; if conditions hold, buy in two clips.

At review time you can check field by field — price band, stop, size — instead of guessing what “the plan” meant.

2. Preconditions: if-then rules inside the plan

This is a key difference from a plain journal.

You can add preconditions, for example:

• “Auction strength stays above my threshold”
• “No clear negative feedback from the sector core names”

At review, the app doesn’t only ask “did you do it?” — it scores compliance with preconditions:

Compliant = act when conditions are met; skip when they are not.

So a plan that never fills can still count as compliant if you stayed out because conditions failed. That’s closer to real trading discipline than a blunt executed / not-executed flag.

3. Rich media

Attach text, voice, or images to a plan — screenshots, voice memos, handwritten notes — so you can revisit context mid-session.

4. Tags and drafts

Organize with tags (e.g. “buy”, “leader”, “robots”). Leave mid-edit and drafts auto-save.

4. Predictions: track judgment on its own

1. Fully separate from action plans

Predictions capture market calls, not orders. For example:

“The robots theme may flip from divergence to consensus before noon; focus on one-to-two setups.”

No buy/sell attached. After the close you mark right / wrong, and that feeds a prediction accuracy curve over time.

2. Templates, less repetition

Save common frameworks as prediction templates — index, sector, sentiment, and so on. Apply in one tap, add many at once, or import yesterday’s predictions to keep a thread going.

If you write a lot before the open, this saves real time.

3. Linked to node analysis

If you filled pre-market views in Node analysis, convert them to predictions in one tap as 【Dimension】content and drop them into the day’s plan list. Research framework and execution log stay connected.

5. Calendar: see your rhythm at a glance

The home screen is a calendar.

• Days with plans are marked;
• Green means that day’s review is done;
• Tap a day for its plan timeline.

That visual rhythm makes it obvious:

• Which days had plans but no review?
• Which days were blank?
• How long is your review streak?

Discipline starts as a cadence.

6. Intraday and after close: a full loop

Intraday

• See all plans and predictions on the timeline;
• Swipe to mark quickly: action plans executed / not executed, predictions right / wrong;
• Log intraday thoughts — off-plan improvisations tracked separately.

After close

• Tap Start review for the daily review screen;
• Check execution, prediction accuracy, and intraday thoughts;
• Write a summary (templates supported, e.g. “A-share leader review”);
• After save, that day’s plans lock — no silent rewrites after you know the outcome.

7. Longer-term stats you can trust

As daily reviews accumulate, Statistics fills in:

Views for 7 / 30 / 90 days. Numbers don’t flatter — watching compliance climb from 60% to 85% is real progress.

8. Who it’s for

• Short-term or swing traders with a fixed pre-market research routine;
• People who want “plan first, trade second,” not gut fills;
• Anyone who wants to track execution and judgment separately;
• Privacy-minded users who prefer local storage without a mandatory login.

9. How to start

1. Download TradingPlan
2. Open the calendar and pick today
3. Add plan → write one action plan
4. Add prediction → write one market call
5. After the close, Start review

The first plan doesn’t need to be perfect. Writing it down is the start of improvement.

FAQ

Q: Must I write both action plans and predictions?
A: No. Either alone works. Writing and reviewing them separately pays off most over time.

Q: Are preconditions complicated?
A: Optional. Skip them for simple plans; add them when you want strict if-then rules.

Q: Can I edit plans after review?
A: No — by design. It blocks “rewrite the plan after you know the result.”

Q: Where is data stored?
A: On device by default. Optional iCloud / WebDAV backup; no account required for core use.

This article covers the Trading Plan feature in TradingPlan. See also the Node Analysis and Review Cards guides in this series.