Who this is for — Traders moving from an occasional approach to professional management of trading as an activity with constraints, costs, and metrics.
The trader business plan defines what you want to achieve, with which resources, in what timeframe, and at what acceptable risk level. It includes capital, fixed costs, operating limits, realistic objectives, and periodic verification criteria.
In plain terms — If you do not plan like a real business, trading remains a sequence of disconnected decisions.
Minimum pillars of the plan
A useful business plan is concrete, updatable, and readable in a few minutes. It extends the trading plan toward economic sustainability.
| Pillar | Content |
|---|---|
| Objectives | Annual/quarterly targets aligned with history and max drawdown |
| Capital | |
| Costs | |
| Review |
Typical mistake — Objectives based on wishes rather than historical data: one positive month confused with long-term sustainability.
Example — Annual target of 12% with 8% max drawdown, operating capital separated from reserve, and monthly metric review. Prevents confusing spot performance with continuity.
Summary card
- What it is: complete management plan for the trading activity.
- What changes: links performance, risk, costs, and sustainability.
- Quick check: numeric, auditable objectives and limits.
Gold path — Professionalisation module. Index: Gold path.