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How to Create Discipline Rules

Overview​

Define and track your trading discipline rules to maintain consistency and avoid emotional trading.

Steps​

1. Navigate to Discipline Diary​

  1. Click "Discipline Diary" in sidebar
  2. Or go to main menu > "Discipline Diary"

Screenshot: Discipline Diary menu

2. Access Rules Section​

  1. Click "Manage Rules" or "My Rules" tab
  2. Rules management page opens

Screenshot: Rules section

3. Create New Rule​

  1. Click "+ Add Rule" button
  2. Rule creation form appears

Screenshot: Add rule button

4. Define Rule Details​

Rule Name: Clear, specific name

  • Example: "Never risk more than 2% per trade"
  • Example: "Wait for 3 confirmations before entry"

Rule Category:

  • Risk Management
  • Entry Rules
  • Exit Rules
  • Position Sizing
  • Emotional Control
  • Daily Limits

Rule Description: Detailed explanation

  • What the rule is
  • Why it's important
  • When it applies

Screenshot: Rule form

5. Set Rule Importance​

Priority Level:

  • 🔴 Critical: Must never break
  • 🟡 Important: Should follow
  • 🟢 Guideline: Aim to follow

6. Add Consequences​

If Rule Broken:

  • Stop trading for the day
  • Reduce position size next trade
  • Review and journal
  • Take break before next trade

Screenshot: Consequences

7. Save Rule​

  1. Click "Save Rule"
  2. Rule added to your discipline diary
  3. Ready to track

Screenshot: Saved rule

Success!​

Your discipline rule is created and ready to track.

Common Discipline Rules​

Risk Management Rules​

🛡️ Never risk more than 2% per trade
🛡️ Maximum 3 trades per day
🛡️ Stop trading after 2 consecutive losses
🛡️ Maximum daily loss limit: ₹5,000
🛡️ Always use stop loss

Entry Rules​

✅ Wait for setup confirmation
✅ Only trade in trending markets
✅ No FOMO trades
✅ Check all checklist items
✅ Trade only planned setups

Exit Rules​

🚪 Take profit at target
🚪 Honor stop loss always
🚪 No averaging down
🚪 Exit if thesis invalidated
🚪 Time-based exit if applicable

Emotional Control​

😌 No revenge trading
😌 No overtrading after wins
😌 Take break after big loss
😌 Journal emotional trades
😌 No trading when stressed

Screenshot: Rule categories

Rule Templates​

Pre-built Rules​

Choose from:

  • Beginner Set: Basic discipline
  • Day Trader Set: Intraday focus
  • Swing Trader Set: Multi-day rules
  • Risk Management: Safety rules
  • Custom: Build your own

Screenshot: Rule templates

Rule Monitoring​

Track Adherence​

  • Mark rule as followed/broken per trade
  • Automatic tracking where possible
  • Daily compliance score
  • Weekly discipline report

Discipline Score​

How It's Calculated​

  • Based on rule adherence
  • Critical rules weighted more
  • Consistency over time
  • Recent performance emphasis

Score Range: 0-10

  • 9-10: Excellent discipline
  • 7-8: Good discipline
  • 5-6: Needs improvement
  • Below 5: Critical issues

Screenshot: Discipline score

Quick Tips​

  • Start with 5-7 core rules
  • Be specific and measurable
  • Review rules weekly
  • Update based on experience
  • Focus on process, not outcome
  • Consequence must be followed

Rule Best Practices​

Good Rules Are​

✅ Specific and clear
✅ Measurable/trackable
✅ Achievable consistently
✅ Relevant to your trading
✅ Time-bound when needed

Poor Rules Are​

❌ Too vague
❌ Impossible to track
❌ Unrealistic
❌ Based on outcomes
❌ Too many at once

Rule Checklist Integration​

Pre-Trade Checklist​

Link rules to checklist:

  • Check rules before trade
  • Cannot proceed if violated
  • Force discipline
  • Build habit

Screenshot: Rule checklist

Accountability​

Share with Mentor​

If using mentee access:

  • Share rules with mentor
  • Get accountability partner
  • Regular review sessions
  • Improvement tracking

Progressive Disclosure​

Add Rules Gradually​

  1. Week 1: Master 3 core rules
  2. Week 2: Add 2 more
  3. Month 1: Full rule set
  4. Ongoing: Refine and optimize

Automation​

Auto-Tracking (Pro)​

System can auto-detect:

  • Position size violations
  • Stop loss not used
  • Daily limit breaches
  • Consecutive loss rules

Screenshot: Auto-tracking

Next Steps​

Troubleshooting​

Can't save rule? Fill all required fields
Too many rules? Start with top 5
Hard to track? Make rules more specific
Forgetting rules? Add to pre-trade checklist
Need help? Contact support@tradelyser.com