locale: en title: "Methodologies" slug: metodologia summary: "How to build a method — frameworks, checklists and decision process, independent of a single school." status: published pillar: hub translation_of: it/hub/metodologia updated: 2026-06-23
Methodologies
The level above a single discipline.
This Encyclopedia section explains how to build a trading or investing method — independent of discipline (cyclic, volumetric, price action, fundamental, systematic, AI).
It's not a single discipline. It's the container for process, framework, checklist and validation.
Distinct from Market Cycles → Methodologies, which hosts Hurst/Wyckoff operational techniques chapter by chapter. Here we talk about how you work, not a single indicator.
What you'll find
| Area | Examples |
|---|---|
| Method and framework | Setup, scenario, trigger, invalidation |
| Operating plan | Trading plan, routine, hours |
| Pre/post market analysis | Pre-market, post-market review |
| Execution | Entry, exit, risk protocol |
| Validation | Paper trading, forward test, metrics |
| Feedback loop | Journal, weekly review |
Terms to link
| Term | Entry |
|---|---|
| Method / Framework / Checklist | checklist · playbook |
| Decision process | decision-process |
| Trading plan / Routine | trading-plan · pre-market-routine · post-market-routine |
| Pre-market / Post-market review | pre-market-routine · post-market-routine · weekly-review |
| Journaling | trading-journal · psicologia |
| Playbook / Setup / Scenario | playbook · setup · scenario |
| Trigger / Invalidation | trigger · invalidation |
| Execution / Risk protocol | stop-loss · risk-per-trade |
| Strategy vs System | trade-idea · discipline-systematic-trading |
| Discretionary vs Systematic | discipline-systematic-trading |
| Operating manual / Feedback loop | weekly-review · feedback-loop |
| Timeframe | timeframe |
| Slippage and real costs | slippage |
Representative authors and traders
| Figure | Contribution |
|---|---|
| Van K. Tharp | Systems, sizing, trader profile |
| Brett Steenbarger | Process and performance |
| Mark Douglas | Execution under uncertainty |
| Linda Raschke | Operational setups |
| Tom Basso | Portfolio of systems |
| Ed Seykota | Systematic trend |
| Marcos López de Prado | Quant validation |
| Robert Pardo | Strategy evaluation |
Links by technical school
| Tradition | Where to deepen technique |
|---|---|
| Hurst | tradizione-hurst · metodologie (Market Cycles) |
| Wyckoff | tradizione-wyckoff |
| Systematic | discipline-systematic-trading |
| Fundamental | discipline-fundamental-analysis |
| Psychology | psicologia |
Recommended path
- bronze-path — instruments, orders and risk foundation
- silver-path — setup, plan, metrics
- trading-plan — operating template
- checklist — pre-trade checklist
- expectancy · win-rate · profit-factor — minimum metrics
- psicologia — execution under stress