2015 Trading Journal - TradeSmart University Journal 2015. ... First, well done on your decision to begin journaling your trading. You are taking real, ... For example, maybe your

Trading Journal2015

Dear Trader, January 2015

First, well done on your decision to begin journaling your trading. You are taking real, actionable steps toward creating

consistency in your trades. In my experience as a trader and a mentor, journaling is often the difference that makes the

difference. The journal that is before you will become a tool to measure what you are doing well and to identify areas

that need attention and additional consistency. It is the yardstick against which you can measure your incremental

progress (or slippage).

Think about this for a moment: in any discipline there are masters and there are dabblers. One unique characteristic

masters of any discipline possess is their intentional focus on measurement and progress. Here it is on a bumper

sticker: Masters are measuring fanatics. Another hallmark of mastery is consistency. Whether it is throwing the ball

exactly the same way, painting a portrait with impeccable technique, or flying a stabilized landing approach, masters

are consistent. Measurement will be one of your primary tools for consistency. Your measurements will illuminate quickly

any inconsistencies with your execution, which is why most dabblers don’t want to measure! Measurement is a very real

form of personal accountability.

As you journal your trades, you will begin to discover pitfalls that need to be avoided. For example, maybe your Win-

Loss ratio drops when you attempt to trade counter market trend. Or perhaps you are consistently getting stopped out

of a trade only to watch the price hit your profit target a few days later. These discoveries will become the resource you

need to establish some personal guardrails around your trading plan. These guardrails prevent you from getting in the

way of…yourself! The truth is, most traders I encounter are excellent analysts. Their challenges are their personal blind-

spots. That is, problems with their trading plan they cannot see—problems they will not see until they become a

measuring fanatic.

Use your journal religiously. I encourage you to print the entire journal and place it in a 3-ring binder that you keep with

you wherever you are trading. Avoid the temptation to use a digital journal. There is a discernible difference between

handwriting your trades and typing them out. If you are not used to writing by hand, test my theory for a quarter and

see how your trading is impacted. I think you will be shocked at how much of a difference this little change can make.

Give yourself permission, right now, to begin fresh. There will come a time that you place a trade or two when you don’t

have your journal in front of you. The temptation will then be present to abandon the whole journaling process. Do Not.

Give yourself a mulligan and begin journaling again. Remember, journaling is a tool for you. The information collected

over the long-haul will be one of your most valuable resources as a trader.

Let’s make 2015 your best trading year yet! I will encourage you as I encourage myself: “May you be rewarded by that

which you diligently pursue and relentlessly execute.”

Blessings on your year ahead!

Joshua Hesse

Co-Founder TradeSmart University

Journal Usage Guide

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

5 Steps to Trade Confirmation: Use this checklist to ensure consistency with

your analysis. The 5 steps are designed to give you a perspective on the

current market framework. For additional information on the 5 Steps to Trade

Confirmation and how to use it effectively, reference the course Foundations of

Stocks and Options: Level 1.

Analysis Matrix: The two most important questions when analyzing market

framework are “Where should the market be trading?” and “Where should the

market not be trading?” Traders who consistently answer these questions well

will find much greater consistency in their analysis process.

Use this printed matrix for Trade #1. If you have additional trades, use the

Notes section or the back of your journaling sheet to draw additional matrices.

For additional information on the Analysis Matrix and how to use it effectively,

reference the course Fibs in 4.

Notes: Use the notes section to track miscellaneous information. Some

elements you might consider tracking are: • General Market Trend (DJIA, SPX, NASDAQ) • Personal Events (Health, Sleep, Work, Stress, etc.) • Personal Focus: What are you working to improve this week? • Holidays (Market holidays are marked for you.) • Important Events (FOMC Meeting, OPEC Meeting, Jobs Reports, etc.) • Something Learned • Extra space for extended analysis

Holiday Warning:

• Closed at 1:00 P.M. Eastern on 12/24

• Closed All Day on 12/25

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R +/-

ROI

p

Trade 1

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE

REA

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/ N

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S

A N

A L

Y S

I S

Journal Usage Guide

Analysis Legend:

Sym: Ticker Symbol

Date: Date of Analysis

Market: General Market Overview (Ex: DJIA Bullish)

Chart: Chart Patterns

Volume: Volume Indicator

SMA: Simple Moving Averages

EMA: Exponential Moving Averages

Stoc: Stochastic Indicator

RSI: RSI Indicator

MACD: MACD Indicator

BB: Bollinger Bands Indicator

Clouds: Ichimoku Clouds

Fibs: Fibonacci Analysis

Earn: Upcoming Earnings Date

Plan Legend:

E: Entry Price

T: Exit Target

S: Stop

Fill out the “Plan” as you intend to execute the trade.

Remember, failure to plan is planning to fail!

Actual Legend:

E: Entry Price

T: Exit Target

S: Stop

Date: Actual execution date

Value: Actual value of stock at your Entry, Target, and/or Stop

The “Actual” section is where you fill out what

actually transpired with your trade.

Result Legend:

R +/-: Number of R’s gained or lost*

ROI: Profit in cash (positive or negative). ROI = Profit ÷ Investment

p: Self-inflicted Errors (In R’s or $). These are the costs associated with

deviations from your plan or your personal guardrails.

Reason / Notes: Details of your trade execution.

*For additional information on the R’s system of trading, please reference the

course Risky Business. While exceptionally beneficial to your risk management

plan, it is not essential to apply the R’s system to this trading journal.

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© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

Journal Usage Guide

Win / Loss Ratio: Percentage of winning trades. Example: 8 out of 10 would be 80%.

Value of Winning Trades: Average ROI you generated on profitable trades. Calculate your ROI

by dividing your profit into your investment (ROI = Profit ÷ Investment). Remember to move your

decimal two places to the right to determine your %. You can average percentages by adding

each trade’s ROI and dividing by the total number of trades.

Value of Losing Trades: Average ROI you generated on losing trades (Negative ROI).

Calculate your ROI by dividing your profit into your investment (ROI = Profit ÷ Investment).

Remember to move your decimal two places to the right to determine your %. You can average

percentages by adding each trade’s ROI and dividing by the total number of trades.

Example: If you lost $10 on a $100 trade, you would determine your losing ROI as follows:

-0.1 (or -10%) = $-10 ÷ $100.

Total Gains (With Errors): Track your actual gains (or negative gains). You can track this metric

with R’s earned or Dollars Generated (or both!).

Self Inflicted Errors: Total the value of your errors caused by a deviation from your trading plan

(like failing to exit at a stop, entering after the price gapped past your stated entry target, etc.).

You should also include the value of errors as a result of deviating from your personal trading

guardrails (or “laws”). This value may be displayed in R’s or Dollars (or both!). For additional

information on self-inflicted errors, reference the course Trading Plans.

Potential Gain (Minus Errors): Place the gains you would have achieved had you simply

followed your plan or operated within your personal trading guardrails. It is your Total Gains

minus Self-Inflicted Errors. Track this using R’s or Dollars.

4 Levers of Profitability: There are only 4 “levers” that a trader can pull to adjust his/her

profitability. You should be actively working to optimize each of these four areas of your

trading. Ask yourself the question: “How might I (insert a Lever of Profitability) ?”

For additional information on the 4 Levers of Profitability, reference Trader Conditioning

Bootcamp or Total Fibonacci Trading.

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© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Trade Optimization Guide

# of Trades: Enter your total number of trades for the month in the Value column. No entry in the “%, $ or R” column.

Avg. Trade Amt: Enter your average trade amount in the Value column. You can enter the total trade amounts in the

right column, but it is not required. However, it will make your total ROI easier to calculate.

Wins: Enter your total number of winning trades in the Value column. Calculate the percentage in the right column.

Losses: Enter your total number of losing trades in the Value column. Calculate the percentage in the right column.

Winning ROI: Calculate your ROI for your winning trades. Enter the percentage in the Value column. Use the right

column to enter your actual dollar value or R’s.

Losing ROI: Calculate your ROI for your Losing trades. This will be a NEGATIVE number. Enter the percentage in the

Value column (negative). Use the right column to enter your actual dollar value or R’s (negative).

Commissions: Enter your commissions spent for the month. Use the Value column to enter your commissions per

trade. Use the right column to enter your total commission expenses in either dollars or R’s.

Profit: This is your total profit for the month.

ROI: This is your total ROI for the month.

% Improve: This is where you identify changes you are committing to for the month ahead. Limit yourself to making

no greater than 5% improvements or changes in each category.

Targeted Results: The chart on the right-hand side of the worksheet is where you calculate your targeted results for

the month ahead. Remember, this is meant to be a guide. If the number of trades are not available, don’t force the

trade. Use it as a target on the wall, helping you move toward more disciplined and efficient trading.

# Of Trades # –

Avg. Trade Amt $

Wins # %

Losses # %

Winning ROI ($ or R’s) % $ /R

Losing ROI ($ or R’s) % $ /R ( )

Commissions $ $ /R ( )

# Of Trades # –

Avg. Trade Amt $

Wins # %

Losses # %

Winning ROI ($ or R’s) % $ /R

Losing ROI ($ or R’s) % $ /R ( )

Commissions $ $ /R ( )

Optimizat ion

Trade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization Worksheet

Value %, $ or R % Improve Value

Profit ($): ROI (%): Profit ($): ROI (%):

Profit = Winning $ + Losing $ + CommissionsLosing $ and Commissions should be negative

ROI = Profit ÷ Total Trade Expenses

TIP: If you see a discrepancy between your broker’s accounting of your profit and the profit calculated on this worksheet, it is likely being

caused by an inconsistency of your trade values.

%, $ or R

Actual January Resul ts Targeted February Resul ts

Journal Usage Guide

For additional information on Trade Optimization, reference the course Trader Conditioning Bootcamp.

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© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Personal Guardrails (Trading Laws)List your personal guardrails below. These are laws that you establish for yourself to optimize your trading execution. For additional information on Guardrails and Trading Laws, reference the courses Trader Conditioning Bootcamp and Risky Business.

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© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

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ROI

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Trade _________ Trade _________ Trade _________ Trade _________ Trade _________ Trade _________ Trade _________

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Erngs

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

Extra Journal SheetsUse these sheets to supplement your weekly journal as necessary. Additional copies are included at the end of the Journal.

DATE VALUE DATE VALUE

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© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Let’s Begin!…

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

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© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of January 5 , 2015

“Nothing is impossible — the word itself says, 'I'm possible’!”-Audrey Hepburn-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

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© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of January 12 , 2015

“Put your heart, mind, and soul into even your smallest acts. This is the secret of success.”-Swami Sivananda-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

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© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of January 19 , 2015

“Success is nothing more than a few simple disciplines, practiced every day.”-Jim Rohn-

Holiday Warning: NYSE Closed 1/19/15

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

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© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of January 26 , 2015

“Believe you can and you're halfway there.”-Theodore Roosevelt-

# Of Trades # –

Avg. Trade Amt $

Wins # %

Losses # %

Winning ROI ($ or R’s) % $ /R

Losing ROI ($ or R’s) % $ /R ( )

Commissions $ $ /R ( )

# Of Trades # –

Avg. Trade Amt $

Wins # %

Losses # %

Winning ROI ($ or R’s) % $ /R

Losing ROI ($ or R’s) % $ /R ( )

Commissions $ $ /R ( )

Optimizat ion

Trade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization Worksheet

Value %, $ or R % Improve Value

Profit ($): ROI (%): Profit ($): ROI (%):

Profit = Winning $ + Losing $ + CommissionsLosing $ and Commissions should be negative

ROI = Profit ÷ Total Trade Expenses

TIP: If you see a discrepancy between your broker’s accounting of your profit and the profit calculated on this worksheet, it is likely being

caused by an inconsistency of your trade values.

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

This month I learned… ____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

Next month I will…

%, $ or R

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

When the education stops, so does the progress. Next month I plan to study…

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© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

January Summary

Actual January Resul ts Targeted February Resul ts

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

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© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of February 2 , 2015

“Don't wish it were easier, wish you were better.”-Jim Rohn-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

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© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of February 9 , 2015

“Don't judge each day by the harvest you reap but by the seeds that you plant.”-Robert Louis Stevenson-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of February 16 , 2015

“I hated every minute of training, but I said, 'Don't quit. Suffer now and live the rest of your life as a champion.’” -Muhammad Ali-

Holiday Warning: NYSE Closed 2/16/15

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of February 23 , 2015

“Out of difficulties grow miracles.”-Jean de la Bruyere-

# Of Trades # –

Avg. Trade Amt $

Wins # %

Losses # %

Winning ROI ($ or R’s) % $ /R

Losing ROI ($ or R’s) % $ /R ( )

Commissions $ $ /R ( )

# Of Trades # –

Avg. Trade Amt $

Wins # %

Losses # %

Winning ROI ($ or R’s) % $ /R

Losing ROI ($ or R’s) % $ /R ( )

Commissions $ $ /R ( )

Optimizat ion

Trade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization Worksheet

Value %, $ or R % Improve Value

Profit ($): ROI (%): Profit ($): ROI (%):

Profit = Winning $ + Losing $ + CommissionsLosing $ and Commissions should be negative

ROI = Profit ÷ Total Trade Expenses

TIP: If you see a discrepancy between your broker’s accounting of your profit and the profit calculated on this worksheet, it is likely being

caused by an inconsistency of your trade values.

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

This month I learned… ____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

Next month I will…

%, $ or R

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

When the education stops, so does the progress. Next month I plan to study…

ww

w.

Tr

ad

eS

ma

rt

U.

co

m

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

February Summary

Actual February Resul ts Targeted March Resul ts

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of March 2 , 2015

“With self-discipline most anything is possible.”-Theodore Roosevelt-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of March 9 , 2015

“It is in your moments of decision that your destiny is shaped.”-Tony Robbins-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of March 16 , 2015

“If you do what you've always done, you'll get what you've always gotten.”-Tony Robbins-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of March 23 , 2015

“Our greatest weakness lies in giving up. The most certain way to succeed is always to try just one more time.” -Thomas A. Edison-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of March 30 , 2015

“Always do your best. What you plant now, you will harvest later.”-Og Mandino-

Holiday Warning: NYSE Closed 4/3/15

# Of Trades # –

Avg. Trade Amt $

Wins # %

Losses # %

Winning ROI ($ or R’s) % $ /R

Losing ROI ($ or R’s) % $ /R ( )

Commissions $ $ /R ( )

# Of Trades # –

Avg. Trade Amt $

Wins # %

Losses # %

Winning ROI ($ or R’s) % $ /R

Losing ROI ($ or R’s) % $ /R ( )

Commissions $ $ /R ( )

Optimizat ion

Trade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization Worksheet

Value %, $ or R % Improve Value

Profit ($): ROI (%): Profit ($): ROI (%):

Profit = Winning $ + Losing $ + CommissionsLosing $ and Commissions should be negative

ROI = Profit ÷ Total Trade Expenses

TIP: If you see a discrepancy between your broker’s accounting of your profit and the profit calculated on this worksheet, it is likely being

caused by an inconsistency of your trade values.

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

This month I learned… ____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

Next month I will…

%, $ or R

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

When the education stops, so does the progress. Next month I plan to study…

ww

w.

Tr

ad

eS

ma

rt

U.

co

m

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

March Summary

Actual March Resul ts Targeted Apri l Resul ts

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of Apr i l 6 , 2015

“You have to learn the rules of the game. And then you have to play better than anyone else.”-Albert Einstein-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of Apr i l 13 , 2015

“You are never too old to set another goal or to dream a new dream.”-C. S. Lewis-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of Apr i l 20 , 2015

“Either I will find a way, or I will make one.”-Philip Sidney-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of Apr i l 27 , 2015

“Start where you are. Use what you have. Do what you can.”-Arthur Ashe-

# Of Trades # –

Avg. Trade Amt $

Wins # %

Losses # %

Winning ROI ($ or R’s) % $ /R

Losing ROI ($ or R’s) % $ /R ( )

Commissions $ $ /R ( )

# Of Trades # –

Avg. Trade Amt $

Wins # %

Losses # %

Winning ROI ($ or R’s) % $ /R

Losing ROI ($ or R’s) % $ /R ( )

Commissions $ $ /R ( )

Optimizat ion

Trade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization Worksheet

Value %, $ or R % Improve Value

Profit ($): ROI (%): Profit ($): ROI (%):

Profit = Winning $ + Losing $ + CommissionsLosing $ and Commissions should be negative

ROI = Profit ÷ Total Trade Expenses

TIP: If you see a discrepancy between your broker’s accounting of your profit and the profit calculated on this worksheet, it is likely being

caused by an inconsistency of your trade values.

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

This month I learned… ____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

Next month I will…

%, $ or R

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

When the education stops, so does the progress. Next month I plan to study…

ww

w.

Tr

ad

eS

ma

rt

U.

co

m

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Apri l Summary

Actual Apr i l Resul ts Targeted May Resul ts

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of May 4 , 2015

“Never give up, for that is just the place and time that the tide will turn.”-Harriet Beecher Stowe-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of May 11 , 2015“Do the difficult things while they are easy and do the great things while they are small.

A journey of a thousand miles must begin with a single step.”-Lao Tzu-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of May 18 , 2015

“Without hard work, nothing grows but weeds.”-Gordon B. Hinckley-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of May 25 , 2015

“Accept the challenges so that you can feel the exhilaration of victory.”-George S. Patton-

Holiday Warning: NYSE Closed 5/25/15

# Of Trades # –

Avg. Trade Amt $

Wins # %

Losses # %

Winning ROI ($ or R’s) % $ /R

Losing ROI ($ or R’s) % $ /R ( )

Commissions $ $ /R ( )

# Of Trades # –

Avg. Trade Amt $

Wins # %

Losses # %

Winning ROI ($ or R’s) % $ /R

Losing ROI ($ or R’s) % $ /R ( )

Commissions $ $ /R ( )

Optimizat ion

Trade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization Worksheet

Value %, $ or R % Improve Value

Profit ($): ROI (%): Profit ($): ROI (%):

Profit = Winning $ + Losing $ + CommissionsLosing $ and Commissions should be negative

ROI = Profit ÷ Total Trade Expenses

TIP: If you see a discrepancy between your broker’s accounting of your profit and the profit calculated on this worksheet, it is likely being

caused by an inconsistency of your trade values.

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

This month I learned… ____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

Next month I will…

%, $ or R

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

When the education stops, so does the progress. Next month I plan to study…

ww

w.

Tr

ad

eS

ma

rt

U.

co

m

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

May Summary

Actual May Resul ts Targeted June Resul ts

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of June 1 , 2015

“Change your life today. Don't gamble on the future — act now, without delay.” -Simone de Beauvoir-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of June 8 , 2015

“Don't give up. Don't lose hope. Don't sell out.”-Christopher Reeve-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of June 15 , 2015

“Do not wait to strike till the iron is hot; but make it hot by striking.”-William Butler Yeats-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of June 22 , 2015“Do not wait; the time will never be 'just right.' Start where you stand, and work with whatever

tools you may have at your command, and better tools will be found as you go along.”-George Herbert-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of June 29 , 2015

“Set your goals high, and don't stop till you get there.”-Bo Jackson-

Holiday Warning: NYSE Closed 7/3/15

# Of Trades # –

Avg. Trade Amt $

Wins # %

Losses # %

Winning ROI ($ or R’s) % $ /R

Losing ROI ($ or R’s) % $ /R ( )

Commissions $ $ /R ( )

# Of Trades # –

Avg. Trade Amt $

Wins # %

Losses # %

Winning ROI ($ or R’s) % $ /R

Losing ROI ($ or R’s) % $ /R ( )

Commissions $ $ /R ( )

Optimizat ion

Trade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization Worksheet

Value %, $ or R % Improve Value

Profit ($): ROI (%): Profit ($): ROI (%):

Profit = Winning $ + Losing $ + CommissionsLosing $ and Commissions should be negative

ROI = Profit ÷ Total Trade Expenses

TIP: If you see a discrepancy between your broker’s accounting of your profit and the profit calculated on this worksheet, it is likely being

caused by an inconsistency of your trade values.

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

This month I learned… ____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

Next month I will…

%, $ or R

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

When the education stops, so does the progress. Next month I plan to study…

ww

w.

Tr

ad

eS

ma

rt

U.

co

m

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

June Summary

Actual June Resul ts Targeted July Resul ts

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of Ju ly 6 , 2015

“Knowing is not enough; we must apply. Willing is not enough; we must do.”-Johann Wolfgang von Goethe-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of Ju ly 13 , 2015

“You just can't beat the person who never gives up.”-Babe Ruth-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of Ju ly 20 , 2015

“Press forward. Do not stop, do not linger in your journey, but strive for the mark set before you.”-George Whitefield-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of Ju ly 27 , 2015

“Do your work with your whole heart, and you will succeed — there's so little competition.”-Elbert Hubbard-

# Of Trades # –

Avg. Trade Amt $

Wins # %

Losses # %

Winning ROI ($ or R’s) % $ /R

Losing ROI ($ or R’s) % $ /R ( )

Commissions $ $ /R ( )

# Of Trades # –

Avg. Trade Amt $

Wins # %

Losses # %

Winning ROI ($ or R’s) % $ /R

Losing ROI ($ or R’s) % $ /R ( )

Commissions $ $ /R ( )

Optimizat ion

Trade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization Worksheet

Value %, $ or R % Improve Value

Profit ($): ROI (%): Profit ($): ROI (%):

Profit = Winning $ + Losing $ + CommissionsLosing $ and Commissions should be negative

ROI = Profit ÷ Total Trade Expenses

TIP: If you see a discrepancy between your broker’s accounting of your profit and the profit calculated on this worksheet, it is likely being

caused by an inconsistency of your trade values.

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

This month I learned… ____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

Next month I will…

%, $ or R

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

When the education stops, so does the progress. Next month I plan to study…

ww

w.

Tr

ad

eS

ma

rt

U.

co

m

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

July Summary

Actual July Resul ts Targeted August Resul ts

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of August 3 , 2015

“I attribute my success to this: I never gave or took any excuse.”-Florence Nightingale-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of August 10 , 2015

“One way to keep momentum going is to have constantly greater goals.”-Michael Korda-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of August 17 , 2015

“It's always too early to quit.”-Norman Vincent Peale-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of August 24 , 2015

“A will finds a way.”-Orison Swett Marden-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of August 31 , 2015

“We aim above the mark to hit the mark.”-Ralph Waldo Emerson-

# Of Trades # –

Avg. Trade Amt $

Wins # %

Losses # %

Winning ROI ($ or R’s) % $ /R

Losing ROI ($ or R’s) % $ /R ( )

Commissions $ $ /R ( )

# Of Trades # –

Avg. Trade Amt $

Wins # %

Losses # %

Winning ROI ($ or R’s) % $ /R

Losing ROI ($ or R’s) % $ /R ( )

Commissions $ $ /R ( )

Optimizat ion

Trade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization Worksheet

Value %, $ or R % Improve Value

Profit ($): ROI (%): Profit ($): ROI (%):

Profit = Winning $ + Losing $ + CommissionsLosing $ and Commissions should be negative

ROI = Profit ÷ Total Trade Expenses

TIP: If you see a discrepancy between your broker’s accounting of your profit and the profit calculated on this worksheet, it is likely being

caused by an inconsistency of your trade values.

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

This month I learned… ____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

Next month I will…

%, $ or R

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

When the education stops, so does the progress. Next month I plan to study…

ww

w.

Tr

ad

eS

ma

rt

U.

co

m

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

August Summary

Actual August Resul ts Targeted September Resul ts

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of September 7 , 2015

“A somebody was once a nobody who wanted to and did.”-John Burroughs-

Holiday Warning: NYSE Closed 9/7/15

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of September 14 , 2015

“Good, better, best. Never let it rest. 'Til your good is better and your better is best.”-St. Jerome-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of September 21 , 2015

“Optimism is the faith that leads to achievement. Nothing can be done without hope and confidence.” -Helen Keller-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of September 28 , 2015“Character cannot be developed in ease and quiet. Only through experience of trial and suffering

can the soul be strengthened, ambition inspired, and success achieved.”-Helen Keller-

# Of Trades # –

Avg. Trade Amt $

Wins # %

Losses # %

Winning ROI ($ or R’s) % $ /R

Losing ROI ($ or R’s) % $ /R ( )

Commissions $ $ /R ( )

# Of Trades # –

Avg. Trade Amt $

Wins # %

Losses # %

Winning ROI ($ or R’s) % $ /R

Losing ROI ($ or R’s) % $ /R ( )

Commissions $ $ /R ( )

Optimizat ion

Trade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization Worksheet

Value %, $ or R % Improve Value

Profit ($): ROI (%): Profit ($): ROI (%):

Profit = Winning $ + Losing $ + CommissionsLosing $ and Commissions should be negative

ROI = Profit ÷ Total Trade Expenses

TIP: If you see a discrepancy between your broker’s accounting of your profit and the profit calculated on this worksheet, it is likely being

caused by an inconsistency of your trade values.

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

This month I learned… ____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

Next month I will…

%, $ or R

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

When the education stops, so does the progress. Next month I plan to study…

ww

w.

Tr

ad

eS

ma

rt

U.

co

m

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

September Summary

Actual September Resul ts Targeted October Resul ts

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of October 5 , 2015

“The only thing worse than being blind is having sight but no vision.”-Helen Keller-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of October 12 , 2015

“Do not go where the path may lead, go instead where there is no path and leave a trail.”-Ralph Waldo Emerson-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of October 19 , 2015

“If you run into a wall, don't turn around and give up. Figure out how to climb it, go through it, or work around it.” -Michael Jordan-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of October 26 , 2015

“Discipline is the bridge between goals and accomplishment.”-Jim Rohn-

# Of Trades # –

Avg. Trade Amt $

Wins # %

Losses # %

Winning ROI ($ or R’s) % $ /R

Losing ROI ($ or R’s) % $ /R ( )

Commissions $ $ /R ( )

# Of Trades # –

Avg. Trade Amt $

Wins # %

Losses # %

Winning ROI ($ or R’s) % $ /R

Losing ROI ($ or R’s) % $ /R ( )

Commissions $ $ /R ( )

Optimizat ion

Trade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization Worksheet

Value %, $ or R % Improve Value

Profit ($): ROI (%): Profit ($): ROI (%):

Profit = Winning $ + Losing $ + CommissionsLosing $ and Commissions should be negative

ROI = Profit ÷ Total Trade Expenses

TIP: If you see a discrepancy between your broker’s accounting of your profit and the profit calculated on this worksheet, it is likely being

caused by an inconsistency of your trade values.

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

This month I learned… ____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

Next month I will…

%, $ or R

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

When the education stops, so does the progress. Next month I plan to study…

ww

w.

Tr

ad

eS

ma

rt

U.

co

m

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

October Summary

Actual October Resul ts Targeted November Resul ts

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of November 2 , 2015

“You cannot change your destination overnight, but you can change your direction overnight.”-Jim Rohn-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of November 9 , 2015

“Your big opportunity may be right where you are now.”-Napoleon Hill-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of November 16 , 2015“There are only 3 [primary] colors, 10 digits, and 7 notes [in a scale];

its what we do with them that's important.”-Jim Rohn-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of November 23 , 2015

“Don't limit yourself. You can go as far as your mind lets you. What you believe,remember, you can achieve.” -Mary Kay Ash-

Holiday Warning:

• Closed All Day on 11/26

• Closed at 1:00 P.M. Eastern on 11/27

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of November 30 , 2015

“Success is not to be pursued; it is to be attracted by the person you become.”-Jim Rohn-

# Of Trades # –

Avg. Trade Amt $

Wins # %

Losses # %

Winning ROI ($ or R’s) % $ /R

Losing ROI ($ or R’s) % $ /R ( )

Commissions $ $ /R ( )

# Of Trades # –

Avg. Trade Amt $

Wins # %

Losses # %

Winning ROI ($ or R’s) % $ /R

Losing ROI ($ or R’s) % $ /R ( )

Commissions $ $ /R ( )

Optimizat ion

Trade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization Worksheet

Value %, $ or R % Improve Value

Profit ($): ROI (%): Profit ($): ROI (%):

Profit = Winning $ + Losing $ + CommissionsLosing $ and Commissions should be negative

ROI = Profit ÷ Total Trade Expenses

TIP: If you see a discrepancy between your broker’s accounting of your profit and the profit calculated on this worksheet, it is likely being

caused by an inconsistency of your trade values.

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

This month I learned… ____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

Next month I will…

%, $ or R

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

When the education stops, so does the progress. Next month I plan to study…

ww

w.

Tr

ad

eS

ma

rt

U.

co

m

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

November Summary

Actual November Resul ts Targeted December Resul ts

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of December 7 , 2015

“There are risks and costs to action. But they are far less than the longrange risks of comfortable inaction.” -John F. Kennedy-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of December 14 , 2015

“There are no secrets to success. It is the result of preparation, hard work,and learning from failure.” -Colin Powell-

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of December 21 , 2015

“Failure doesn't mean you are a failure it just means you haven't succeeded yet.”-Robert H. Schuller-

Holiday Warning:

• Closed at 1:00 P.M. Eastern on 12/24

• Closed All Day on 12/25

xPFrom a bull perspective,price should

be above:

____________

From a bull perspective,

price should not be below:

____________

From a bear perspective,price shouldbe below:

____________

From a bear perspective,

price should not be above:

____________

PL

AN

AC

TU

AL

RE

SU

LT

o Establish Pivot Points

o Determine the Trend

o Chart Patterns

o Candlestick Patterns

o Confirming Indicators

5 Steps to Trade Confirmation:

Analysis Matrix

E

T

S

Qty

R +/-

ROI

p

Trade 1 Trade 2 Trade 3 Trade 4 Trade 5

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Earn.

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Notes

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

My Cur ren t R Un i t I s ___________w

ww

.T

ra

de

Sm

ar

tU

.c

om

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

Week Of December 28 , 2015

“Try, try, try, and keep on trying is the rule that must be followed to become an expert in anything.”-W. Clement Stone-

# Of Trades # –

Avg. Trade Amt $

Wins # %

Losses # %

Winning ROI ($ or R’s) % $ /R

Losing ROI ($ or R’s) % $ /R ( )

Commissions $ $ /R ( )

# Of Trades # –

Avg. Trade Amt $

Wins # %

Losses # %

Winning ROI ($ or R’s) % $ /R

Losing ROI ($ or R’s) % $ /R ( )

Commissions $ $ /R ( )

Optimizat ion

Trade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization WorksheetTrade Optimization Worksheet

Value %, $ or R % Improve Value

Profit ($): ROI (%): Profit ($): ROI (%):

Profit = Winning $ + Losing $ + CommissionsLosing $ and Commissions should be negative

ROI = Profit ÷ Total Trade Expenses

TIP: If you see a discrepancy between your broker’s accounting of your profit and the profit calculated on this worksheet, it is likely being

caused by an inconsistency of your trade values.

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

This month I learned… ____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

____________________________________________________

Next month I will…

%, $ or R

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

_______________________________________________________________________________________________________________

When the education stops, so does the progress. Next month I plan to study…

ww

w.

Tr

ad

eS

ma

rt

U.

co

m

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

December Summary

Actual December Resul ts Targeted January Resul ts

PL

AN

AC

TU

AL

RE

SU

LT

E

T

S

Qty

R +/-

ROI

p

Trade _________ Trade _________ Trade _________ Trade _________ Trade _________ Trade _________ Trade _________

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Erngs

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

DATE VALUE DATE VALUE

Week Of ____________________________________

ww

w.

Tr

ad

eS

ma

rt

U.

co

m

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

PL

AN

AC

TU

AL

RE

SU

LT

E

T

S

Qty

R +/-

ROI

p

Trade _________ Trade _________ Trade _________ Trade _________ Trade _________ Trade _________ Trade _________

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Erngs

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

DATE VALUE DATE VALUE

Week Of ____________________________________

ww

w.

Tr

ad

eS

ma

rt

U.

co

m

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

PL

AN

AC

TU

AL

RE

SU

LT

E

T

S

Qty

R +/-

ROI

p

Trade _________ Trade _________ Trade _________ Trade _________ Trade _________ Trade _________ Trade _________

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Erngs

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

DATE VALUE DATE VALUE

Week Of ____________________________________

ww

w.

Tr

ad

eS

ma

rt

U.

co

m

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

PL

AN

AC

TU

AL

RE

SU

LT

E

T

S

Qty

R +/-

ROI

p

Trade _________ Trade _________ Trade _________ Trade _________ Trade _________ Trade _________ Trade _________

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Erngs

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

DATE VALUE DATE VALUE

Week Of ____________________________________

ww

w.

Tr

ad

eS

ma

rt

U.

co

m

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.

PL

AN

AC

TU

AL

RE

SU

LT

E

T

S

Qty

R +/-

ROI

p

Trade _________ Trade _________ Trade _________ Trade _________ Trade _________ Trade _________ Trade _________

Sym

Date

Market

Chart

Candle

Volume

SMA

EMA

Stoc

RSI

MACD

BB

Clouds

Fibs

Erngs

E

T

S

Qty

DATE VALUE DATE VALUE DATE VALUE DATE VALUE DATE VALUE

REA

SON

/ N

OTE

S

Self-Inflicted Errors

––––––––

Total Gains (With Errors)

––––––––

Potential Gain (Minus Errors)

––––––––

A N

A L

Y S

I S

Win / Loss Ratio

––––––––

Value of Winning Trades

––––––––

Value of Losing Trades

––––––––

4 LEVERS OF PROFITABILITY• Increase win-loss ratio. • Increase profit on winning trades. • Manage losses on losing trades. • Decrease expenses.

DATE VALUE DATE VALUE

Week Of ____________________________________

ww

w.

Tr

ad

eS

ma

rt

U.

co

m

© 2015 TradeSmart University, LLC, All Rights Reserved. For additional information visit www.TradeSmartU.com.