Who this is for — Anyone who already knows the technique but loses quality when pressure, speed, or fatigue rise during the session.
A checklist converts the plan into closed questions (yes/no) before you click. It reduces impulsive errors, standardises trade selection, and makes process adherence measurable.
In plain terms — It is your operational traffic light: if a critical requirement is missing, you do not enter — even when the trade "looks good".
Bronze prerequisite — Before this lesson: trading-journal, discipline, plan-adherence, trade-lesson. See bronze-path.
How to build it well
A useful checklist is short, clear, and non-negotiable:
- context consistent with a setup from the playbook;
- trigger present and confirmed;
- risk per trade within defined limits;
- no-trade conditions verified;
- order and exit plan already prepared.
If it is too long you will not use it; if it is too vague it will not protect you.
Example — Critical item: "Macro news within 15 minutes?" If yes, the trade is discarded even when the setup is present — avoiding execution in abnormal spread.
Integration with review and discipline
- Apply the checklist to every trade, without exceptions.
- Record when an item is ignored.
- Analyse violations in weekly-review.
- Update only items with measurable impact.
Card
- What it is: list of mandatory checks before opening a position.
- When to use it: in pre-market routine and at every entry decision.
- Typical mistake: filling it in after the trade to "justify" an emotional choice.
Silver path — Module: Review. Part of silver-path.