Trading Plan Template – Editable Word + PDF with Example
Write a complete trading plan in 14 guided sections, with a worked example
Price: ₹299 (one-time purchase)
Format: ZIP (PDF + DOCX)
Delivery: Instant download after payment is confirmed.
Category: Trading Journals
Description
Every professional trading desk works from written rules. This template walks you through the 14 sections of a complete trading plan, asks the right questions in each, and shows a filled-in example so you can see what good answers look like. A guided trading plan template in Word and PDF. 14 sections cover goals, markets, routine, risk, position sizing, setups, entries, exits, psychology and review, plus a fictional worked example to follow. WHO IT'S FOR Traders who know they need a written plan but do not know where to start, or whose current plan is a few notes and good intentions. WHAT'S INSIDE • Trading Plan Template — PDF, A4, 16 pages (501 KB) • Trading Plan Template — PDF, US Letter, 16 pages (509 KB) • Editable Trading Plan Template — DOCX, 15 pages (41 KB) • Bonus: fictional worked example plan — PDF, A4, 7 pages (403 KB) • README with contents, license and support — TXT HOW IT HELPS • 14 guided sections: purpose, goals, markets, routine, risk, sizing, setups, entries, exits, prohibitions, psychology, review, changes and commitment • Prompts, tables and checklists in every section • Risk page with daily, weekly and monthly limits and drawdown rules • Position-sizing formula with a worked example • Editable Word (DOCX) version to type into, plus print-ready PDFs (A4 and US Letter) • Bonus: a fictional, fully worked example trading plan HOW TO USE 1. Download and unzip the file. 2. Open Trading-Plan-Template.docx in Word or Google Docs to type, or print the PDF that matches your paper. 3. Read the worked example in 03-Bonus to see completed sections. 4. Fill in all 14 sections, starting with Risk Management. 5. Sign the Commitment page and review the plan every quarter. COMPATIBILITY DOCX: Microsoft Word, Google Docs, LibreOffice. PDF: any reader; print at 100%. GOOD TO KNOW A template for writing your own rules; the worked example is fictional and not a recommendation. Not financial advice. LICENSE Personal use. You may edit the files for your own records but not resell, share or redistribute them.
What's included
- Trading Plan Template — PDF, A4, 16 pages (501 KB)
- Trading Plan Template — PDF, US Letter, 16 pages (509 KB)
- Editable Trading Plan Template — DOCX, 15 pages (41 KB)
- Bonus: fictional worked example plan — PDF, A4, 7 pages (403 KB)
- README with contents, license and support — TXT
- Single ZIP download (806 KB)
Frequently asked questions
Does it include a ready-made strategy?
No. It helps you write your own plan. The example shows the format with fictional numbers, not a recommendation.
Can I edit it?
Yes. The DOCX opens in Microsoft Word, Google Docs and LibreOffice. Add, remove or rename sections freely.
Which markets is it for?
Any market and style: stocks, options, futures, forex or crypto; day, swing or position trading.
How long does it take to complete?
Most traders need one or two focused sessions of about an hour.
Can I print it?
Yes. Print-ready PDFs in A4 and US Letter are included.
Is it financial advice?
No. It is a template for your own rules.
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