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Trading Plan

This 1-page document outlines Zach Hartley's trading plan, which includes swing and day trading stocks. The plan details his morning checklist, trading goals, risk management strategies, entry and exit criteria, and tools used for trading including a trading journal, stock market course, broker, trading community, and YouTube channel. The plan emphasizes preparing mentally and physically each day, setting targets for profit, trade count, and win rate while managing risk through position size, diversification, and stop losses.

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Timi
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0% found this document useful (0 votes)
364 views3 pages

Trading Plan

This 1-page document outlines Zach Hartley's trading plan, which includes swing and day trading stocks. The plan details his morning checklist, trading goals, risk management strategies, entry and exit criteria, and tools used for trading including a trading journal, stock market course, broker, trading community, and YouTube channel. The plan emphasizes preparing mentally and physically each day, setting targets for profit, trade count, and win rate while managing risk through position size, diversification, and stop losses.

Uploaded by

Timi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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1 page

Trading
Plan
Trading Plan
www.zachartley.com

Type of Trading: Swing/Day Trading

Morning Checklist Trading Goals Risk Management


Mentally Prepared Target profit Position Size
Physically prepared # of Trades Diversification
Past Performance Target Win rate Hard stop loss
Market Conditions Risk/Return Ratio when is earnings?

Entry Exit
Double Bottom Stop Loss Just
Clear Support below Support
Good Company Convert to trailing
Increasing Volume stop when
MACD/RSI Confirmation profitable
Do not move stop
loss
Breakout Max 15% loss on
Clear resistance any position
strong breakout
Above Moving Averages
MACD/RSI Confirmation

Review
1. Upload trades to Trading Journal
2. Did you meet your trading goals for today?
Hartley
3. What worked, what did not? Trading
4. How can you refine the strategy
5. What will you do differently tomorrow
Here are the tools
I use to trade:
Trading Journal
https://www.tradersync.com/?ref=zachartley

Free Stock market Course (2 weeks)


https://www.skillshare.com/r/user/zachartley

Questrade Daytrading Broker ($50 free


commissions)
https://www.questrade.com?refid=5f2310d1f1443

Join my trading Community:


https://zachartley.com/pages/member-access

Youtube
https://www.youtube.com/channel/UC35GWIs-
RfgVxSCEGa8sK1A

$50 in free legal fees at


www.goodlawyer.com when you use
ZAC-SG4Z7ULIB at checkout.

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