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How to Customize Daily Checklist Items

Overview​

Tailor your daily checklist to match your specific trading style and needs.

Steps​

1. Open Checklist Designer​

Go to Settings > Daily Checklist Designer

Screenshot: Checklist designer

2. Select Checklist to Edit​

Choose existing checklist or create new one

Screenshot: Select checklist

3. Edit Checklist Items​

Add New Item:

  1. Click "+ Add Item" in section
  2. Enter item text
  3. Set required/optional
  4. Add description

Edit Existing Item:

  1. Click item to edit
  2. Modify text
  3. Change settings
  4. Save

Delete Item:

  1. Click X or Delete on item
  2. Confirm removal

Screenshot: Edit items

4. Reorder Items​

Drag-and-drop to reorder:

  • Most important first
  • Logical sequence
  • Your workflow

Screenshot: Reorder items

5. Save Changes​

Click "Save Checklist"

Success!​

Checklist customized to your needs!

Item Types​

Required Items​

⚠️ Must complete:

  • Cannot skip
  • Critical to trading
  • Blocks proceed if missed
  • Red indicator

Examples:

  • Set stop loss
  • Calculate position size
  • Check account balance

Optional Items​

✅ Nice to have:

  • Can skip
  • Recommended
  • Good practice
  • Blue indicator

Examples:

  • Review yesterday's notes
  • Check sector news
  • Update watchlist

Screenshot: Item types

Smart Items​

Conditional Display​

Items appear based on:

  • Day of week: Monday = "Weekly prep"
  • Performance: After loss = "Review rules"
  • Streak: 3 wins = "Stay disciplined"
  • Time: Morning vs evening items

Screenshot: Conditional items

Item Categories​

Organize by Type​

Preparation Items:

  • Market analysis
  • Planning
  • Account checks

Execution Items:

  • Entry criteria
  • Risk management
  • Trade documentation

Review Items:

  • Performance review
  • Learning capture
  • Planning ahead

Screenshot: Item categories

Item Details​

Add Rich Information​

For each item:

  • Title: Short, clear
  • Description: Detailed explanation
  • Why Important: Reasoning
  • How to Complete: Instructions
  • Resources: Links to guides

Templates per Item​

Item can auto-open:

  • Note template
  • Journal section
  • Strategy checklist
  • Risk calculator

Screenshot: Item templates

Item Dependencies​

Sequential Items​

Example:

  • Step 1: Calculate risk (must complete first)
  • Step 2: Set position size (depends on step 1)
  • Step 3: Set stop loss (depends on step 2)

Time Estimates​

Add Duration​

Estimate time per item:

  • Quick (< 1 min)
  • Medium (1-5 mins)
  • Long (5+ mins)

Total time shown for full checklist.

Screenshot: Time estimates

Item Reminders​

Per-Item Alerts​

Set reminder for specific items:

  • "Check news" at 9:00 AM
  • "Journal trades" at 4:00 PM
  • "Weekly review" Sunday 6:00 PM

Sub-items​

Nested Checklists​

Break down complex items:

- [ ] Pre-trade analysis
  - [ ] Check support/resistance
  - [ ] Verify volume
  - [ ] Confirm trend
  - [ ] Calculate target

Screenshot: Sub-items

Item Actions​

Quick Actions from Item​

Some items can:

  • Open specific page
  • Run calculation
  • Generate report
  • Create note

Example: "Review yesterday" → Opens journal

Multi-Checklist Management​

Different Checklists for​

  • Market days vs weekends
  • Intraday vs swing trading
  • High volatility days
  • Low volume days
  • Review weeks

Screenshot: Multiple checklists

Item Statistics​

Track Item Completion​

See for each item:

  • Completion rate
  • Last completed
  • Streak count
  • Skipped frequency

Find: Most neglected items

Checklist Sharing​

Import/Export Items​

  • Export your checklist
  • Share with community
  • Import from others
  • Standard templates

Screenshot: Share checklist

Quick Tips​

  • Keep items actionable
  • 15-20 items maximum
  • Prioritize required items
  • Update based on needs
  • Seasonal adjustments
  • Review effectiveness monthly

Item Examples​

Good Items​

✅ "Check if market gapping up/down"
✅ "Set stop loss at support -1%"
✅ "Review max position size limit"
✅ "Journal each trade immediately"

Poor Items​

❌ "Trade well"
❌ "Make money"
❌ "Don't lose"
❌ "Be disciplined"

Next Steps​

Troubleshooting​

Items not saving? Check required fields
Can't reorder? Use drag handle
Too many items? Focus on essentials
Confusing? Start with template
Need help? Contact support@tradelyser.com