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How to Setup Daily Checklist

Overview​

Create a personalized daily trading checklist to ensure consistent preparation and execution.

Steps​

1. Navigate to Checklist Designer​

Go to Settings > Daily Checklist Designer

Screenshot: Checklist designer menu

2. Create New Checklist​

Click "+ Create Checklist" or "New Checklist"

Screenshot: Create checklist

3. Add Checklist Sections​

Pre-Market Section:

  • Review yesterday's trades
  • Check market news
  • Identify key levels
  • Plan today's trades
  • Set risk limits

During Trading:

  • Follow trading plan
  • Use stop loss
  • Position size correct
  • Journal trade reasons
  • Emotional check

Post-Market:

  • Review all trades
  • Update journal
  • Calculate statistics
  • Plan tomorrow
  • Lessons learned

Screenshot: Checklist sections

4. Add Checklist Items​

For each section, add items:

  1. Click "+ Add Item"
  2. Enter item text
  3. Set as required or optional
  4. Add description if needed
  5. Reorder by drag-drop

Screenshot: Add items

5. Set Reminders​

Optional:

  • Pre-market: 9:00 AM
  • Mid-day: 12:00 PM
  • Post-market: 4:00 PM

Screenshot: Reminder settings

6. Save Checklist​

Click "Save Checklist"

Success!​

Your daily checklist is ready to use!

Sample Pre-Market Checklist​

Morning Preparation​

  • Reviewed yesterday's P&L
  • Checked market news and events
  • Identified support/resistance levels
  • Planned 2-3 high-probability setups
  • Set maximum risk for the day
  • Account synced and ready
  • Emotional state: Calm and focused
  • Trading rules reviewed

Screenshot: Pre-market sample

Sample Trading Checklist​

During Market Hours​

  • Entry only on confirmed setup
  • Stop loss set before entry
  • Position size calculated
  • Trade reason documented
  • Following trading plan
  • Not overtrading
  • Taking breaks between trades
  • Emotional control maintained

Sample Post-Market Checklist​

Evening Review​

  • All trades journaled
  • Tags and ratings added
  • P&L calculated and verified
  • Rules adherence checked
  • Key learnings noted
  • Tomorrow's plan created
  • Discipline score updated
  • Grateful for the day

Screenshot: Post-market sample

Checklist Templates​

Pre-built Templates​

Choose from:

  • Day Trader Checklist
  • Swing Trader Checklist
  • Beginner Checklist
  • Advanced Checklist
  • Risk Management Focus
  • Emotional Control Focus

Customize after selecting.

Screenshot: Template library

Using Your Checklist​

Daily Access​

Option A: Start My Day page

  • Dashboard link to checklist
  • Complete in sequence
  • Track completion

Option B: Checklist widget

  • Add to dashboard
  • Quick access
  • Visual progress

Screenshot: Using checklist

Completion Tracking​

What Gets Tracked​

  • Items completed today
  • Completion percentage
  • Streak of 100% days
  • Missing items
  • Time taken

Checklist Analytics​

View Statistics​

  • Compliance rate
  • Most skipped items
  • Completion trends
  • Impact on performance

Insight: Does checklist completion = better trading?

Screenshot: Checklist analytics

Checklist Versions​

Multiple Checklists​

Create different checklists for:

  • Market days
  • Weekend planning
  • Monthly review
  • Strategy development

Conditional Items​

Smart Checklist​

Items appear based on:

  • Day of week
  • Market conditions
  • Recent performance
  • Specific triggers

Example: "Take break" appears after 2 losses

Screenshot: Conditional items

Sharing Checklists​

With Mentees​

Share your checklist:

  • Export as template
  • Mentees can import
  • Standardize process
  • Team consistency

Mobile Checklist​

On-the-Go​

  • Access on mobile
  • Quick check-offs
  • Voice confirmation
  • Sync across devices

Screenshot: Mobile checklist

Quick Tips​

  • Start with 5-10 items per section
  • Make items specific and actionable
  • Required items for critical tasks
  • Review and update monthly
  • Complete honestly
  • Track completion rate

Checklist Best Practices​

Effective Items​

✅ Specific: "Set stop loss" not "Manage risk"
✅ Actionable: Can check yes/no
✅ Essential: Critical to success
✅ Measurable: Know when complete

Poor Items​

❌ Vague: "Trade well"
❌ Outcome-based: "Make profit"
❌ Too many: Overwhelming
❌ Irrelevant: Doesn't help

Gamification​

Completion Rewards​

  • 7-day 100% streak badge
  • 30-day consistency award
  • Perfect week celebration
  • Discipline score bonus

Screenshot: Rewards

Integration​

Checklist items can:

  • Open journal entry
  • Launch strategy board
  • View discipline rules
  • Check account status

Physical Copy​

  1. Export checklist
  2. Print to paper
  3. Keep at desk
  4. Check off manually
  5. Enter in app later

Next Steps​

Troubleshooting​

Too many items? Start with essentials only
Forgetting to complete? Set reminders
Not seeing impact? Review items relevance
Checklist lost? Check saved checklists
Need help? Contact support@tradelyser.com