Getting Started

Creating Effective Session Flow Templates

Learn how to build customizable session templates that guide your trading routine for consistency.

Session flow templates are the backbone of consistent trading. This guide shows you how to create templates that match your trading style and improve your process.

What is a Session Flow Template?

A session flow template is a structured checklist that guides you through:

Pre-Session: Preparation before trading starts

In-Session: Focus points while trading

Post-Session: Review after trading ends

Templates ensure you don't skip critical steps even under pressure.

Creating Your First Template

Step 1: Navigate to Templates

1Go to Sessions → Templates

2Click Create New Template

3Give your template a descriptive name (e.g., "Momentum Trading - Market Open")

Step 2: Add Pre-Session Steps

These run before you start trading:

Market Context

Check overnight futures/gaps

Review economic calendar

Identify key levels on indices

Personal State

Rate energy level (1-10)

Rate focus level (1-10)

Note any distractions

Trade Planning

Define max daily risk

List 3-5 potential setups

Set profit target for the day

Step 3: Add In-Session Prompts

These appear during your trading session:

Trade Entry Checklist

Setup matches my criteria

Risk/reward is acceptable

Position size is correct

Hourly Check-In

Am I following my plan?

Energy/focus level still good?

Any signs of tilt?

Step 4: Add Post-Session Review

These guide your end-of-day analysis:

Trade Review

Screenshot each trade

Rate execution 1-5

Note what went well/poorly

Journaling Prompts

What was my best trade today and why?

What would I do differently?

One lesson to carry forward

Template Best Practices

Keep It Short

5-10 items per section is ideal. Too many items become overwhelming and get skipped.

Use Specific Prompts

Bad: "Check the market" Good: "Review SPY price action at yesterday's close"

Include Behavioral Checks

Add emotional state ratings. These correlate with your trading results over time.

Iterate and Improve

Review your templates monthly. Remove items you always skip, add items you wish you had.

Advanced: Conditional Steps

Pro users can add conditional logic:

Show extra steps on high-volatility days

Add position sizing reminders after losses

Trigger specific prompts based on trade type

Using Templates Across Strategies

Create different templates for:

Market open momentum trading

Midday range trading

News/earnings plays

Different market conditions (trending vs. choppy)

Navigate between templates easily when your trading style changes during the day.