Daily Plans combine pre-market preparation e post-market review for a single trading day. They are designed to protect your risco antes o sessão e make your review specific depois o sessão.
Daily Plans List
Open Journal > Daily Plans to see your plan histórico. The list mostra:
- Date.
- Pre-market completion.
- Post-market completion.
- Day grade.
- Focus goal.
- Last updated time.
Use New Day Plan to create or open o atual day’s plan. Existing rows open o full Daily Plan for that date.
Pre-Market Mode
Pre-market is o preparation step. It includes readiness, risco, watchlist, e o 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 e setup grades.
- Key support e resistance levels.
- Trade plan notes per symbol.
- Daily market plan.
The readiness score uses mental, physical, e market inputs. Se any readiness dimension is scored at 1, Trandence treats o day as a red zone e trading is not recommended. Higher readiness permite a larger portion of o 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, e a trade plan.
For supported symbols, Fetch Data can load market context such as pre-market volume, pre-market high/low, gap, RVOL, e related metrics. Numeric level chips are validated so support e resistance levels stay usable in later review.
Dashboard Focus Handoff
Dashboard modules can send a focus item into o Daily Plan. When o handoff matches o plan date, Trandence mostra a focus banner e can prefill o focus field. Handoffs são date-scoped so stale focus items from another date are ignorados.
Post-Market Mode
Post-market unlocks depois o pre-market plan is complete. It is o day-level review step.
Use it to record:
- Day grade.
- Execution quality.
- Risk control.
- Plan adherence.
- Post-market reflection.
- Carry-forward context for o next sessão.
The quick checks are not just notes. They feed later Calendar período insights, Dashboard diagnostics, e Risk Analyzer context.
Strict Journaling And AI Gate
When strict journaling is enabled, Trandence requer o core checklist antes o journal is considered complete. Se required fields are missing, AI analysis e exportação actions can be disabled with a tooltip explaining what is missing.
Typical completion requirements include:
- Pre-market concluídos.
- Post-market quick checks concluídos.
- Reflection filled with meaningful content.
- Required risco information present when o selecionado risco display mode needs it.
Isto prevents AI analysis from grading an incomplete journal as if it were finished.
Drafts, Dirty State, And Salve Status
Daily Plans track unsaved changes. Se you edit a field e try to leave antes saving, Trandence protects against silent dados loss. Draft recovery also ajuda preserve pre-market text depois a hard refresh or tab crash.
The save indicator mostra when o plan is saving, saved, or failed.
AI Coach And Data Deep Dive
Post-market can expose AI tools when o journal is complete:
- AI Analysis reviews o day using disponíveis journal e trade context.
- Data Deep Dive fornece a deeper paid/credit-based analysis when credits are disponíveis.
Se a botão is disabled, check o tooltip. It usually points to o 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 o selecionado date e can expose download/share actions when o journal is complete.
Precisa de ajuda?
Se Post-Market is locked, complete e save o Pre-Market section first. Se AI tools are disabled, follow o missing-item tooltip or contact [email protected].