How to Create a Checklist

A checklist helps you check the same rules before every trade, such as your entry conditions or minimum risk-to-reward. You create a checklist once as a template in your settings, then add it to any trade's journal entry and tick off each rule.

Create a checklist

1. Click Account Settings at the bottom of the left menu, then open the Templates tab.
2. Click New template at the bottom left.
3. Give the template a name, for example Strategy checklist.
4. In the editor, type / and select Check List.
5. Type your first rule, then press Enter to add the next one.

Your checklist is saved automatically as you type.

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Add your checklist to a trade

1. Place a trade. To open its journal entry straight away, tick Open journal after placing an order in the Place order window before you click Save.
2. In the journal entry, click /templates.
3. Select your checklist.
4. Click Apply to and choose This trade.
5. Tick each rule you followed.

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Learn more

• What Is the Backtesting Journal?

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