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Home/Glossary/Trading plan

Risk management · Rookie

Trading plan

By Omer Rapaport · Content updated 11 September 2026

What does Trading plan mean?

A trading plan records the conditions for entering, sizing, managing and exiting trades. It also sets the circumstances in which the trader will stay out.

Example

A plan names permitted sessions, signals, maximum risk and a stopping condition for the day.

Illustrative example; not a provider’s quoted offer.

Why it matters for prop traders

Make the plan compatible with the account rules before evaluating the strategy’s performance.

Sources and further reading

The following primary sources support the terminology. Provider rules describe their own products and may change.

  • CME Group - Trading strategies in a trade plan

Related terms

  • Hedging
  • Position sizing
  • R-multiple
← All 181 terms

Frequently asked questions

What should I check before judging a trading plan's performance?

Make the plan compatible with the account rules before evaluating the strategy’s performance.

Sources: CME Group - Trading strategies in a trade plan

What is a practical example of Trading plan?

Illustrative example: A plan names permitted sessions, signals, maximum risk and a stopping condition for the day.

Sources: CME Group - Trading strategies in a trade plan

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