Trader Strategy & Discipline Onboarding Questionnaire

Section 1 — Your Trading Identity What type of trader are you? Scalper Intraday Swing Position Algorithmic Other Describe your overall trading goal in 1–2 sentences: Preferred timezone: If "Other", please specify:

Section 2 — Market Sessions You Trade Which market sessions do you trade? Sydney Tokyo London New York

Set your allowed trading window for each session (optional for sessions you don't use).

Sydney:

From: To:

Tokyo:

From: To:

London:

From: To:

New York:

From: To:

Are you allowed to trade outside your selected sessions? No, never (STRICT rule) Yes, but only in exceptional cases (SOFT rule) Yes, I am flexible Describe exceptions (if any): Personal reminder if you break your session rule:

Section 3 — Symbols & Instruments Which symbols do you trade regularly?

Select by asset type and choose multiple symbols.

Forex:

Indices:

Metals:

Crypto:

Are there symbols you must avoid? Yes No

Symbols to avoid (select any):

Do you ever add new symbols impulsively? Never Sometimes Often Reminder about symbol discipline:

Section 4 — Strategy & Setup Rules Describe your primary trading strategy: Allowed entry timeframes: M1 M5 M15 H1 H4 Daily Conditions that MUST be present before you take a trade: Trend direction confirmed Market structure (breakout / pullback) Indicator confirmation (EMA / MACD / RSI / others) Price action pattern (pin bar, engulfing, etc) Volume confirmation If other, please describe: Conditions that absolutely disqualify a trade: Consolidation Spread too high Low volume Against higher timeframe trend Just had a loss If other, please describe: Do you trade during major news events? Never Only after news Before and after I trade news specifically If you avoid news, define your blackout window: If custom, enter minutes before & after: Personal reminder for setup violations:

Section 5 — Risk Management Rules Maximum allowed risk per trade:

Maximum total risk per day:

Maximum number of trades per day: Maximum number of trades per session: Daily loss limit:

If you hit your daily loss limit, should you stop trading? Yes (strict rule) Yes, but one exceptional trade allowed No Maximum drawdown tolerance (optional):

Personal reminder for risk violations:

Section 6 — Psychological & Emotional Rules Which emotional states disqualify you from trading? (Select all that apply) Stressed Angry Sleep-deprived Extremely excited Bored Anxious If other, please describe: Emotional check prompt you want before each session: What are your top psychological weaknesses? (Select all that apply) Overtrading Revenge trading FOMO Cutting winners early Moving stop loss wider Increasing lot size after losses Impulse entries If other, please describe: Message to show when you appear to be emotional trading:

Section 7 — Behavior & Discipline Rules How do you define revenge trading (in your own words)? Under what conditions must you STOP trading immediately? (Select all that apply) After X consecutive losses After violating a major rule Emotional instability Breaking structure rules If other, please describe: Should the assistant require a confirmation phrase if you try to break a rule? Yes No If yes, what is your confirmation phrase? Should rule violations be logged for journaling? Yes No

Section 8 — Exception Handling What exceptions do you allow in your strategy? How strict should the assistant be? Very strict Moderate Gentle reminders only Should exceptions be reviewed weekly? Yes No

Section 9 — Daily Review Preferences What metrics should the assistant include in your end-of-day summary? (Select all that apply) Rule violations Trades taken vs allowed Emotional log P/L summary Missed trade opportunities Screenshot reminders Quality score (A/B/C) How detailed should your daily summary be? Short summary Medium detail Deep analysis + psychology review

Section 10 — Personal Commitment Write your personal trading oath (2–3 sentences): Write a message to your future self for when you break rules: