Trader,Daily,Routine,Checklist finance, share, loan Trader’s Daily Routine Checklist


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Most traders go day to day trading on the fly, take a position when it "feels right", especially in the heat of the moment when prices are just moving without them. Not preparing for what lies ahead for the day, week or month can be a costly endeavor. Many don't come with a plan, much less a checklist to prepare for the day. Many professionals are preparing two to three hours even before the market opens. It only shows how serious they value their work and money.No trading is complete without a routine to make good trading habits in preparation for the trades. No good trading results come from lack of preparation. Once a routine is carried out consistently, trading success will come consistently. A basic checklist below will get a new trader started. Modifications can be made accordingly to fit the trader's preferences (use of fundamental or technical analysis), trading style (day, swing, position) and markets (single or multiple markets).Before market opens1. Check the day's economic calendar for any scheduled reports and announcements for the day-- This part covers the fundamental analysis. He will be checking the expected numbers against reports that will be publish during the day, recalculating the numbers to find value. (This is typically for the trader whose major strategy is based on fundamentals).2. Draw up analysis for changes in the fundamental news & reports (interest rate changes, jobless numbers, specific company earnings etc.) to reflect to current market conditions.3. Check the chart for overnight price action-this is mainly for a trader who trades using technical analysis. Normally he will check to see if the prices have violated any support/resistance area or any numbers that he considers important enough to confirm or reject the current direction or market conditions. In forex, the most popular indicators and tools used are:a. Fibonacci numbersb. Floor pivots (daily, weekly, monthly)c. Support/Resistance areas (daily, week, month)d. High/Low/Open/Closee. MACD, RSI, Momentum, Volume, or other indicators.4. Write a trading plan – This step provides the trader to write out his plan for the day, how many trades, how much to risk or make, where he'll be taking the position and where he'll exit, and how large the position size he's going to take.During market hours1. During market hours, the trader has a few options at hand:a. Set alarms to notify crucial levels to trade to change positions that need to be made. (This is for swing and daytraders)b. Watch news channels (optional) such as CNBC or Bloomberg to make sure there are no sudden economic or political news around the world that may impact market movements such resignation of a president, or terrorist attack on oil field, etc. (This is for daytraders).c. Monitor the charts and indicators continuously, trendlines, pivots, and redrawing Fibonacci levels. (This is for daytraders).d. Take positions as dictated in the trading plan. If the setup had appeared during the trading session that was written in the trading plan, execute it accordingly.After market hoursTrader's Daily Routine Checklist Who Have Signal-Service or Newsletter Subscriptions1. Check/read newsletters from paid/unpaid subscriptions from signal service, news, analysis, etc. and compare them to trading plan. Analyze them accordingly to be sure these fit into the trading plan.2. Strategy portfolio management and maintenance-recalculating and verify if the balances are correct and if any instrument has gone outside the percentage of the portfolio. If for example an instrument that was made 30% in gains, these gains must be settled: either by reducing the holdings or hedge with another instrument to ensure the gains made or reduce exposure of the originally instrument.3. Write/Revise the trading plan for the next day, which pairs to buy/sell, how many or how much, and tactically at what price to buy/sell and exit.It's not mainly about checking everything and read all the information out there before the market opens. It's about be satisfied with the retaining content that works for the trading system. But most important, creating a routine that becomes the foundation in building success in investing or trading.

Trader,Daily,Routine,Checklist

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