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I have created a combined Playbook and Trade Planner that may be of use for some fellow members. I use it myself as a kind of cheat sheet to refer to prior to entering a trade. The idea was to store setups / strategies with picture examples in a single file that can reveal that example with the click of a button. An example of a cheat sheet is shown in the picture. In addition to the pictures of setups I have also defined some indicators / rules for each setup which refresh with the setup selection. I define the indicators on the "Strategy_definition" sheet and add pictures in the (hidden) columns on the "Plan" sheet. When a strategy is selected in cell D8 and the button is clicked, it refreshes the table of indicators and unhides a cheat sheet example picture for that setup / strategy. It is a bit slow to refresh. In addition I have added a trade planner table. I enter my intended STOP and entry price and the intended trade direction (Long / Short) and it refreshes the R:R table which provides me with the price levels that would need to be met to deliver a 2R trade and beyond. I like to compare these price levels to support / resistance levels I have marked on the stock and other technical levels and moving averages to assess the potential roadblocks at various prices. In addition I may throw in a rough trade management plan on a simplified level with Partials planned out. I include some other useful info like RVOL, the direction of the overall market etc whilst planning the trade. As a pretty new trader still in SIM I have found this has helped me to be more disciplined / patient. It also helps journal later as it gives an idea of what I was expecting before entering a trade. I just copy a new "Plan" sheet for every new trade and have one file for the trading day with several sheets. The setups I have included are my interpretation of setups mainly from the moderators success webinars. On that basis, take it as a disclaimer to check that you agree with my interpretation and test in SIM if you plan on using this. The file is an excel document and can be accessed via the Google drive link below. It needs to have macros enabled in order for the button to unhide the cheat sheet pictures to work. I have left some blank fields to allow a longer list of setups to be included. Any feedback, tips or suggestions for improvement are most welcome. https://drive.google.com/file/d/1wm5YohE7wgNn69IEGJrUBwBn1x52zPoW/view?usp=sharing

No problem buford7, I hope it helps. I would never claim that this playbook trade planner file is the complete package for trade planning (I am also trading in Sim and still learning every day). I used the file in combination with a wider process as listed below: Watch the BBT pre-market show Build a morning watchlist based on the preferred stocks Check the news for the stocks on the watchlist using Finviz / Benzinga and other sources Identify the major levels of support and resistance starting with the higher timeframes and working down (weekly / daily / 60 minute charts) for the stocks on the list Identify any levels of support / resistance forming in the pre-market and mark those on the charts for the watchlist stocks Check the charts for SPY and QQQ to get a feel for the overall market Build some very basic what-if statements for the stocks on the watchlist e.g. If the stock is in a clear uptrend, wait for a pullback that offers 2R or higher and enter with an ABCD setup on the 2 minute chart, using the 1 minute chart to execute the entry Select the setup from the playbook trade planner to get a visual aid for the setup as the setup is forming Enter the STOP price and the intended entry price for the trade in the Trade planner Check that 2R is possible on the R:R table (there are no major levels that could act as a roadblock before hitting the price for 2R) Run through the checklist of indicators, if the majority of indicators are confirmed then I take the trade This is quite a mechanical approach, but the more I have gone through the steps the more intuitive it becomes and the less I need to refer to the list of indicators as I know what I am looking for. I do find that having a visual aid / example and having a checklist of key indicators / confirmations to refer to has helped me. I have a bit more patience and composure now rather than just jumping into a trade based on hope. Keeping a journal is also extremely valuable. Other useful info available through BBT (which you may already have seen): This forum post was very useful (I used Matthew's pdf files to cross reference the indicators I have included for the setups in my excel file): In addition I would really recommend the success webinars from the BBT mods if you have access to that content. They contain a huge amount of useful advice: https://bearbulltraders.com/lessons/from-the-beginning-setting-up-a-training-plan/ https://bearbulltraders.com/lessons/creating-a-trading-business-plan-mike/ https://bearbulltraders.com/lessons/week-15-peter-day-by-day-trading-plan/ https://bearbulltraders.com/lessons/week-17-peter-journaling/ https://bearbulltraders.com/lessons/developing-your-edge-playbook-through-journaling/ Aiman is scheduled to present another success webinar on 7th October "The Tradebook" which also sounds very relevant so watch out for that. JC

Hi everyone, I am new to BBT community, however I have listened to Carlos and Norm on YouTube on an off for a while now. I am currently a Project Manager managing the development and support of software applications used on the Healthcare side of the DoD. I have been in this role for 20 years now. Before that I worked for Hewlett Packard on the medical side (Which most didn't know existed). I worked for HP in the support and sales side for a little over 18 years. As you can see I am a little older, at the age of 58. I am originally from Canada, love hockey, both playing and coaching and I now live in NC with my wife. I started learning about trading a couple years ago through Warrior Trading. I took Rosses courses, went through my time on the simulator and thought I had it figured out. I have gone back and forth with live trading and the simulator several times attempting to figure out my strategy. I came to realize that what I thought was a strategy wasn't and I have not done well. I joined BBT 2 weeks ago and just listening to all the moderators and going through the courses, I have learned so much about what to look for and why and where and how to set my stop. I have made a big effort in spending more time looking at charts and looking at patterns. I have come to realize that low float stocks are not for me and trading in the open isn't for me either. Wish I learned that before. So enough of that, but I can say that I am excited with what I have learned and looking forward to making some small wins and becoming a much better trader with the help or the team. Thank you