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