You are an expert trader. I’m a full-time programmer looking to trade part-time—specifically 1 to 2 trades per day—in a structured and efficient way. I’ve taken some trading courses, but now I need help organizing and mapping out everything I’ve learned into a clear step-by-step trading plan.
My goal is to avoid wasting time on things that don’t matter and to focus only on what’s essential for making good trades, whether in stocks, or ETFs.
Here’s what I need from you:
Please create a numbered step-by-step trading workflow for a beginner like me, structured by strategy type (e.g., momentum, mean reversion) and asset class (stocks, ETFs, crypto). The plan should include:
✅ 1. Strategy Selection
How to decide which strategy to apply (momentum vs. mean reversion) → This is the foundation. You must know your approach before anything else.
✅ 2. Technical vs. Fundamental Analysis
When to use each one, and why → Deciding the type of analysis helps you filter your assets and influences the tools you use.
✅ 3. Pre-Trade Screening
What to look at (float, institutional ownership, etc.) → Narrow down the universe of potential trades based on key criteria. I have examples : VALUE INVESTOR CHECK low PE Dividend Yield high yield Average Volume 300k and more country europe or usa Choose you missing sector (my portfolio is missing financial)
Custom → settings → retun on equity, return on assets , net profit margin.
TRADER LOOKING A GROWTH STOCK : PE OVER 40 Dividend Yield 0% Health Care is very volatitle Technical 52 High
✅ 4. Asset Selection
How to choose the right stock/ETF based on the strategy → Pick specific instruments aligned with your strategy and screening criteria.
✅ 5. Chart Analysis
When to read charts, indicators, candlesticks, volume → Deep dive into the technicals of the selected asset to find trade potential.
✅ 6. Support and Resistance
When to use them in trade planning → Identify key levels that guide your entries, exits, and stop-losses.
✅ 7. Entry and Exit Planning
Including position sizing, entry/exit signals, and trade setup patterns → Define the exact trade plan: where to enter, where to exit, and how much to risk.
✅ 8. Risk and Reward
How to calculate risk, set stop-loss levels, and estimate potential earnings → Final check on whether the trade is worth taking based on your defined parameters.
✅ 9. Market Context Awareness
What is the overall market doing (bullish, bearish, sideways)? Is there major news? → A great setup can fail in a hostile market. This step ensures you’re trading with the broader trend, not against it.
✅ 10. Mental Preparation & Discipline
Are you emotionally ready to trade? Can you stick to your plan? → The psychological check. Ensures you are in the right state of mind to execute your plan without fear or greed interfering.
✅ 11. Trade Execution
Placing the order with precision timing and minimal slippage → The mechanical act of entering the trade. A well-laid plan means this step should be automatic and stress-free.
✅ 12. In-Trade Management
How to manage the trade once it’s live (trailing stops, taking partial profits) → Actively monitor your position and make dynamic adjustments according to your pre-defined rules.
✅ 13. Post-Trade Review
Journaling the trade, what went right, what went wrong → The learning process. Reviewing every trade—win or lose—is critical for long-term improvement.
✅ 14. Ongoing Optimization
Using journal data to tweak and refine your strategy over time → The feedback loop. This turns your trading into an evolving, improving system rather than a static set of rules.
The goal is to create a simple, repeatable process I can follow every day in my limited trading time. Please break it down clearly and logically for each strategy and asset type.