Daily Plans combine pre-market preparation y post-market review for a single trading day. They are designed to protect your riesgo antes el sesión y make your review specific después el sesión.
Daily Plans List
Open Journal > Daily Plans to see your plan historial. The list muestra:
- Date.
- Pre-market completion.
- Post-market completion.
- Day grade.
- Focus goal.
- Last updated time.
Use New Day Plan to create or open el actual day’s plan. Existing rows open el full Daily Plan for that date.
Pre-Market Mode
Pre-market is el preparation step. It includes readiness, riesgo, watchlist, y el written daily market plan.
Use it to record:
- Mental readiness.
- Physical readiness.
- Market readiness.
- Daily stop loss.
- Readiness-adjusted stop loss.
- Watchlist symbols.
- Planned playbooks y setup grades.
- Key support y resistance levels.
- Trade plan notes per symbol.
- Daily market plan.
The readiness score uses mental, physical, y market inputs. Si any readiness dimension is scored at 1, Trandence treats el day as a red zone y trading is not recommended. Higher readiness permite a larger portion of el base daily stop loss.
Watchlist And Market Data
The watchlist is where you prepare symbol-specific plans antes trading. Each row can include a symbol, playbook, grade, support levels, resistance levels, y a trade plan.
For supported symbols, Fetch Data can load market context such as pre-market volume, pre-market high/low, gap, RVOL, y related metrics. Numeric level chips are validated so support y resistance levels stay usable in later review.
Dashboard Focus Handoff
Dashboard modules can send a focus item into el Daily Plan. When el handoff matches el plan date, Trandence muestra a focus banner y can prefill el focus field. Los handoffs están date-scoped so stale focus items from another date are ignorados.
Post-Market Mode
Post-market unlocks después el pre-market plan is complete. It is el day-level review step.
Use it to record:
- Day grade.
- Execution quality.
- Risk control.
- Plan adherence.
- Post-market reflection.
- Carry-forward context for el next sesión.
The quick checks are not just notes. They feed later Calendar periodo insights, Dashboard diagnostics, y Risk Analyzer context.
Strict Journaling And AI Gate
When strict journaling is enabled, Trandence requiere el core checklist antes el journal is considered complete. Si required fields are missing, AI analysis y exportación actions can be disabled with a tooltip explaining what is missing.
Typical completion requirements include:
- Pre-market completados.
- Post-market quick checks completados.
- Reflection filled with meaningful content.
- Required riesgo information present when el seleccionado riesgo display mode needs it.
Esto prevents AI analysis from grading an incomplete journal as if it were finished.
Drafts, Dirty State, And Guarde Status
Daily Plans track unsaved changes. Si you edit a field y try to leave antes saving, Trandence protects against silent datos loss. Draft recovery also ayuda preserve pre-market text después a hard refresh or tab crash.
The save indicator muestra when el plan is saving, saved, or failed.
AI Coach And Data Deep Dive
Post-market can expose AI tools when el journal is complete:
- AI Analysis reviews el day using disponibles journal y trade context.
- Data Deep Dive proporciona a deeper paid/credit-based analysis when credits are disponibles.
Si a botón is disabled, check el tooltip. It usually points to el incomplete checklist item.
Calendar Version Of Day Report
The same Day Report component is also used from Calendar. In Calendar mode, it focuses on reviewing el seleccionado date y can expose download/share actions when el journal is complete.
¿Necesita ayuda?
Si Post-Market is locked, complete y save el Pre-Market section first. Si AI tools are disabled, follow el missing-item tooltip or contact [email protected].