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 Ciclos de mercado → Metodologías, 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
| Término | Entrada |
|---|---|
| Method / Framework / Checklist | |
| Decision process | |
| Trading plan / Routine | |
| Pre-market / Post-market review | |
| Journaling | |
| Playbook / Setup / Scenario | |
| Trigger / Invalidation | |
| Execution / Risk protocol | |
| Strategy vs System | |
| Discretionary vs Systematic | |
| Operating manual / Feedback loop | |
| Timeframe | |
| Slippage and real costs |
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 |
Enlaces by technical school
| Tradition | Where to deepen technique |
|---|---|
| Hurst | |
| Wyckoff | |
| Systematic | |
| Fundamental | |
| Psychology |
Recommended path
- Recorrido Bronce — 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
- Psychology — execution under stress