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How to Complete Daily Checklist

Overview​

Use daily checklist to ensure consistent trading preparation and execution.

Steps​

1. Access Daily Checklist​

Option A: Start My Day page

  • Click "Start My Day" in menu
  • Checklist loads automatically

Option B: Dashboard widget

  • Add "Daily Checklist" widget
  • Click to open

Screenshot: Access checklist

2. Complete Pre-Market Items​

Before 9:15 AM:

  • Review yesterday's trades
  • Check market news
  • Set today's targets
  • Identify key levels
  • Plan setups to watch

Screenshot: Pre-market section

3. During Trading​

Check off as you trade:

  • Entry on confirmed setup
  • Stop loss set
  • Position size correct
  • Trade reason documented
  • Following plan

Screenshot: Trading checklist

4. Post-Market Review​

After 3:30 PM:

  • All trades journaled
  • Tags and ratings added
  • P&L verified
  • Lessons documented
  • Tomorrow planned

Screenshot: Post-market section

5. Mark Complete​

  • All items checked
  • Completion percentage shown
  • Streak updated
  • Day marked complete

Screenshot: Checklist complete

Success!​

Daily checklist completed - great discipline!

Completion Tracking​

✅ Today's completion %
✅ Current streak
✅ Monthly completion rate
✅ Improvement trend

Quick Tips​

  • Complete honestly
  • Don't skip items
  • Build habit
  • Track streaks
  • Review weekly

Next Steps​

Troubleshooting​

Can't check item? May be disabled
Checklist not showing? Create one first
Lost progress? Auto-saves
Need help? Contact support@tradelyser.com