Complete Your Daily Trading Checklist in TradeLyser
The daily trading checklist in TradeLyser turns your rules into repeatable actions—review yesterday’s trades, confirm risk, document entries, and close the session with journaling. Completing items honestly builds consistency that shows up in track checklist completion streaks, trading calendar markers, and discipline score over time.
This guide covers how to open the checklist, work through pre-market, intraday, and post-market blocks, mark the day complete, and connect setup with customize checklist and setup daily checklist.
Why a daily checklist beats memory alone
| Without checklist | With TradeLyser checklist |
|---|---|
| Skip journal on winning days | Post-market block nudges journal entry |
| Revenge trade after loss | Pre-market mindset item + plan review |
| Forget stop-loss verification | Intraday “stop set” checkpoint |
| No measurable discipline | Completion % and streaks in track completion |
Checklists encode process; P&L encodes outcome. Serious traders optimize both.
Before your first completion
- Create or enable a checklist: setup daily checklist.
- Tailor items: customize checklist (remove irrelevant rules, add prop-firm requirements).
- Confirm trades sync: sync broker trades so post-market items referencing trade count are meaningful.
Access the daily checklist
Option A: Start My Day
- Open sidebar → Start My Day (or equivalent—see navigate sidebar).
- Today’s checklist loads with date header.
- Progress bar shows completion percentage.
Best for traders who begin each session in TradeLyser before the open.
Option B: Dashboard widget
- Go to Dashboard → customize dashboard.
- Add Daily Checklist widget.
- Click widget to expand full checklist.
Best for traders who live on the dashboard during the session.
Option C: Calendar day view
- Open trading calendar.
- Click today.
- Open checklist section from day detail.
Best when reviewing past days or planning tomorrow from calendar context.
Pre-market block (before 9:15 AM IST)
Typical items—yours may differ after customize checklist:
- Review yesterday’s trades in trades log
- Read market news / event calendar
- Set max loss and trade count for the day
- Mark key support/resistance levels
- List A+ setups from strategy board
How to complete: Tap checkbox or toggle each line. Add a note on any item if your build supports per-item comments (optional).
Honesty rule: Checking “reviewed yesterday” without opening trades defeats the purpose—open filtered Yesterday in Trades first.
Intraday block (during session)
Common intraday checkpoints:
- Entry only on confirmed setup
- Stop loss placed before sizing up
- Position size within daily risk cap
- Trade reason noted (add notes on entry)
- Following written plan (notebook link)
Check items as you go, not all at 3:29 PM. Mobile traders: use mobile trades for quick note capture, then return to checklist on web.
Enable browser notifications only if you want reminders—otherwise rely on habit.
Post-market block (after 3:30 PM IST)
Typical close-out items:
- All trades synced and visible (missing trades if not)
- Trades tagged and rated
- P&L verified vs broker
- Journal entry written
- Lessons and tomorrow’s plan captured
- Link trades to journal: add trades to journal
Post-market is where checklist ties to analytics quality—untagged trades skew reports and AI analytics.
Mark the day complete
When all required items are checked:
- Review completion percentage (should reach 100% if mandatory items done).
- Some builds show Mark day complete explicitly; others auto-complete at 100%.
- Streak counter increments on full completion days—see track checklist completion.
- Trading calendar shows checklist icon for the day.
Partial completion
Skipping “nice to have” items may still yield high % if they are optional. Mandatory items (configured in setup) should block 100% until done—product behavior may vary; test once after customize checklist.
No-trade days
You can still complete pre-market and post-market process items on no-trade days:
- Document why you stood aside
- Complete journal anyway (create journal entry)
- Preserve streaks for process consistency
Gray days on calendar without trades but with 100% checklist still demonstrate discipline.
Completion tracking overview
After finishing, metrics update:
| Metric | Meaning |
|---|---|
| Today’s % | Items checked / total today |
| Weekly / monthly rate | Rolling discipline |
| Current streak | Consecutive 100% days |
| Skipped items report | What you avoid (track completion) |
Use metrics in weekly review with compare journal entries if available.
Notifications and reminders
Optional reminders via notification preferences:
- Morning nudge for pre-market block
- Post-market digest for incomplete checklist
Keep reminders off if you prefer manual ritual—see notification preferences by category.
Mentors and mentees
Mentors on Pro cannot complete a mentee’s checklist unless using mentee credentials. Mentees should share completion streaks verbally or via screenshots if coaching includes process accountability. Revoke access when done: revoke mentee access.
Best practices
- Same time daily — pre-market 8:45 AM, post-market 4:00 PM IST anchors habit.
- Fewer, stronger items — ten vague lines fail; five enforceable lines win.
- Align with strategy — each intraday item should map to a strategy board rule.
- Weekly retrospective — which skipped items correlate with drawdowns?
- Do not cheat checkboxes — data is for you; dishonest completion poisons track completion insights.
Sample checklist templates by style
After setup daily checklist, borrow structure—not verbatim rules—from these profiles:
Scalper (high frequency)
Short pre-market (3 items), dense intraday (5+ checkpoints per entry), minimal post-market except sync and journal summary.
Swing trader (low frequency)
Heavier pre-market macro review, empty intraday block on no-trade days, post-market focuses on hold decisions and next-day levels.
Options intraday
Add items for margin check, greeks awareness, and defined max loss per underlying; link strategy tags in create strategy.
Customize so every line is actionable in under two minutes.
Measuring improvement with completion data
Pair daily completion with track checklist completion monthly:
| Metric | Target idea |
|---|---|
| Monthly completion rate | 90%+ for mandatory items |
| Streak | Beat personal best by +2 days |
| Most skipped item | Rewrite or delete if never realistic |
If one item is skipped 80% of days, it is not a rule—it is noise. Edit in customize checklist.
Integration with Start My Day and widgets
Power users pin Start My Day as the browser homepage during the work week. Others rely solely on the dashboard widget—both are valid. Avoid duplicating conflicting reminders from browser notifications and checklist nudges unless you want redundant prompts.
Troubleshooting
| Problem | Solution |
|---|---|
| Cannot check item | Item disabled in customize; or view-only role |
| Checklist not showing | Run setup daily checklist |
| Progress lost | Usually auto-saves—refresh; avoid private mode |
| Streak reset unexpectedly | Partial day or timezone boundary—confirm IST date |
| Widget empty | Re-add widget; save dashboard layout |
Contact support@tradelyser.com with date and screenshot if completion stuck below 100% despite all boxes checked.
Related guides
- Track Checklist Completion
- Trading Calendar
- Setup Daily Checklist
- Customize Checklist
- Create Journal Entry
- Track Discipline Score
- Contact Support
Frequently asked questions
Where do I complete the daily checklist?
Use Start My Day, the Daily Checklist dashboard widget, or today’s view on the trading calendar.
Does checklist completion affect P&L?
No. It measures process adherence, not market results.
What happens at 100% completion?
Your streak and calendar markers update; see track checklist completion.
Can I edit items mid-day?
Yes if customize checklist allows; changes may apply tomorrow depending on version.
Are checklist items shared with mentors?
Only if mentee view permissions include relevant sections; mentors do not check boxes for you.
Do I need trades to complete the checklist?
No—many post-market items still apply; note “no trade” in journal.
How is checklist different from discipline diary?
Checklist is daily task list; discipline diary tracks rule violations and scores over time.
Will incomplete checklist send alerts?
Only if you enable reminders in notification preferences.
Can I reset today’s checklist?
Some builds allow unchecking items; streak logic may adjust—test on a non-critical day.
Who helps with broken checklist widgets?
support@tradelyser.com with browser, plan tier, and screenshot.
If I uncheck an item by mistake, does streak reset?
Same-day edits usually recalculate completion; streak rules depend on whether the day ended at 100%—check track checklist completion.
Can checklist items link to external URLs?
Depends on customization—use customize checklist and keep links to trusted research sources only.
Need help? Email support@tradelyser.com or Contact Support.