Analytics

Setting Up and Using Rule Adherence Tracking

Configure your personal trading rules and track adherence to quantify the cost of discipline lapses.

Rule adherence tracking measures how consistently you follow your own trading rules and calculates the financial impact of every deviation.

Setting Up Your Rules

Step 1: Define Your Rules

Navigate to Settings then Trading Rules. Click Add Rule to create each rule.

Rules are grouped into four categories:

Entry Rules

Example: "Only enter when setup matches defined criteria"

Example: "Wait for confirming candle before entry"

Example: "No entries in the first 15 minutes"

Risk Rules

Example: "Maximum 1% of account per trade"

Example: "Never move stop loss further from entry"

Example: "No more than 3 open positions"

Exit Rules

Example: "Always use a stop loss"

Example: "Take profit at predefined levels"

Example: "No averaging down"

Behavioural Rules

Example: "Stop trading after 3 consecutive losses"

Example: "No trades when wellness rating below 5"

Step 2: Set Priority

Assign each rule a priority (High, Medium, Low). High-priority rule violations carry more weight in the adherence score.

Step 3: Activate

Toggle each rule to Active. Only active rules are tracked.

Logging Adherence

After each trade, the rule checklist appears in your post-trade review:

1Green tick: Rule followed

2Red cross: Rule broken

3Amber dash: Not applicable to this trade

Completing the checklist takes approximately 15 seconds per trade.

The Adherence Dashboard

Navigate to Analytics then Rule Adherence to see:

Overall Adherence Score

A percentage representing how often you follow your active rules. Displayed as a large number with a trend arrow.

Rule-by-Rule Breakdown

A table showing each rule with its individual adherence rate. Sort by adherence to quickly identify your most frequently broken rules.

Cost of Broken Rules

The headline figure: "You would have saved [amount] by following your rules perfectly." This is calculated by comparing average outcomes of rule-following trades against rule-breaking trades.

Per-Rule Cost

Each rule shows its own cost figure. Sort by cost to see which rule violations are most expensive. Typically, stop loss violations and position sizing violations top the list.

Adherence Over Time

The trend chart shows your weekly adherence percentage. Look for:

Upward trends: Discipline is improving

Dips during winning streaks: Complacency

Dips after large losses: Emotional trading

Linking to Performance

The Performance Overlay tab plots your adherence score alongside your equity curve. The correlation is typically visible and motivating—high adherence periods produce smooth equity growth.

Improving Adherence

1Pre-session review: Read your rules before each trading session

2Real-time alerts: Enable alerts that fire when you are at risk of breaking a rule

3Weekly focus: Each week, pick one rule to focus on improving

4Accountability: Share your adherence score with a trading partner or mentor

For the full analysis of discipline costs, read our blog post on [Rule Adherence: The Real Cost of Breaking Your Own Rules](/blog/rule-adherence-cost-of-breaking-rules).