Personal Trading OS

Baseline → Session Plan → Final Readiness → Execution → Review · v0.3 Classic MAIN · Optimized Production

MAIN stable
Starting…
Testing and Edge Development

Research Lab

Pure setup and edge testing. No Baseline, Readiness score or permission gate.
Multiple assetsMultiple experimentsLive + Test analytics
Next research action

Define an experiment

Create the current test plan, then capture only valid samples.

Experiment
—
Asset
—
Samples
0
Target —
Net result
0.00R

Current experiment

Open workflow with no psychological gate or tab locking.
No experiment defined.
Research Session Plan
Define the hypothesis and sample rules. This section stays editable and does not require locking.

Experiment identity

Draft identity — saved automatically.

Hypothesis and conditions

Research Execution
Capture samples exactly as they occur. Multiple screenshots are supported.

Current samples

Research Review
Judge validity of the sample, not your emotions.
ES Globex · Session focus
—

Prepare Globex. Wait. Execute.

Use the completed RTH handoff to frame the Globex auction.
Globex regime: not defined Risk: not defined Window: — → —
Globex next best action

Complete Globex baseline

Record your state for the Globex session before building the plan.

GLOBEX READINESS
—
Not completed
GLOBEX REGIME
—
Current Globex auction
RTH HANDOFF
Missing
Import or enter context
GLOBEX TRADES
0
0.00R
TRADING WINDOW
— → —
Manual start and stop time
RTH CLOSING REGIME
—
No close-location context
VALUE MIGRATION
—
RTH handoff
CARRYOVER
—
Unfinished business / late inventory

Globex readiness trend

Last seven completed Globex readiness scores.

Recent Globex performance

Globex only · last seven dated sessions.
Net result
0.00R
Completed
0
Avg discipline
—
Good process
—

Globex workflow

A separate session built from the completed RTH auction.
In progress
1. Globex baseline
State check for the overnight session
Open
2. RTH handoff + Globex plan
Carryover context, areas, response branches and risk
Waiting
3. Globex readiness
Liquidity, monitoring time and execution permission
Waiting
4. Globex execution
Only trade planned areas and stop at the defined time
Waiting
5. Globex review
Review the overnight session separately from RTH
After close
ES RTH · Today’s trading focus
—

Prepare. Wait. Execute.

Record your baseline, build the auction plan, then complete the final readiness gate.
Regime: not defined Risk: not defined Attempts: —
Next best action

Complete baseline

Capture your mental and physical state before market analysis influences it.

Readiness
—
Not completed
Regime
—
Balance · Transition · Imbalance
Plan
Draft
Lock before execution
Trades
0
0.00R

Readiness trend

Last seven completed readiness scores.

Recent performance

Current journal · last seven dated sessions.
Net result
0.00R
Completed
0
Avg discipline
—
Good process
—

Today’s ritual

One session is one complete unit of work.
In progress
1. Baseline state
Mental, physical and external-pressure snapshot before analysis
Open
2. Trader Session Plan
Regime, context, areas, response branches and risk rules
Waiting
3. Final Readiness
Preparation verification, objective gate and trading permission
Waiting
4. Execution
Only act after the planned response and trigger are confirmed
Waiting
5. Post-market Review
Process before outcome
After close
Baseline state
Record how you arrive before market analysis influences your answers. This is not the final trading permission.

1Emotional state

How you arrive at the desk.
Emotional stability—
Confidence in your read—
Patience for A+ conditions—
FOMO risk—
Revenge / frustration risk—
Need to make money today—

2Physical state

Sleep quality—
Energy—
Physical tension / discomfort—

3External pressure

External distractions—
Financial pressure—
Time pressure / feeling rushed—
Family / life noise—

4Session anchor

One sentence that should guide the whole session.

Session details

1Master auction question

What environment is price currently auctioning in?

2Session context

3Areas and scenarios

Only add locations where you are prepared to act.
Common thread
I trade the market’s reaction to value — whether price is being accepted or rejected at a key level.

Failed Auction

Valid in: Ranging or balanced conditions.

Location: Edges of macro profile HVNs; previous day and overnight VAH/VAL.

Read: Price breaks outside the range but fails to build and hold value there.

Trigger: Value builds back inside the range, then a micro range breaks.

Entry: Break of the micro-range swing inside the larger range.

Stop: Failed breakout extreme.

Exit: Opposite value edge, POC, VWAP or a major swing point.

Breakout

Valid in: Trending or imbalanced conditions.

Location: Edges of macro profile HVNs; previous day and overnight VAH/VAL.

Read: Price breaks outside the range, accepts value and continues.

Trigger: A micro range builds outside the range, then breaks in the direction of the move.

Entry: Pullback or retest of the range built outside the larger range.

Stop: High or low of the outside micro range.

Exit: VWAP, previous highs/lows or major swing points.

Refusals
• No trades in the middle of balance or at POC.
• No chasing sudden spikes or drops.
• No trading through major news unless explicitly planned.
• No moving the preset stop or taking profit early without a plan-based reason.

4Risk and kill switches

Final readiness gate
This section unlocks after the Session Plan is locked.
—
Hidden
Main vulnerability
Hidden
Baseline plus final gate
Trading permission
Pending
Guides size and attempts

1Market and preparation check

2Objective execution gate

Executor mode
No fresh analysis. Wait for price to reach a planned area, then observe acceptance or rejection.
Regime
—
Allowed setups
—
Attempts remaining
3
Risk mode
—

Execution checklist

Quick trade capture

Expanded fields from your spreadsheet. Calculated values remain editable.
Choose an area and response.

Trades this session

Missed trades

A valid opportunity that triggered but was not executed. Do not use this for scenarios that never triggered.
0 logged

Session summary

Live summary of the current session before final reconciliation.
In progress
Net result
0.00R
0.00 points
Trades
0
Win rate
—
Wins
0
Losses
0
Breakeven
0
Plan adherence
7/10
Execution quality
7/10
Behavioural flags
0
of 6 raised

1Process reconciliation

Judge the session against the written plan.
Followed the session plan7
Setup quality7
Risk discipline7
Execution quality7

2Behavioural flags

Trading opportunity outcome

A fully prepared no-trade day is still a valid completed session.

3Session classification

Final honest question
Was I able to follow my predefined plan, including all preset parameters?

Trade Journal Overview

Calculated from saved sessions and the current session.
Current full-process journal
Legacy trades are excluded from these analytics.
Total trades
0
Total returned R
0.00R
Win rate
0.00%
Total points
0.00
Average winner
0.00R
Wins
0
Losses
0
Breakeven
0
Average target R:R
0.00R
Average duration
00:00
Long trades
0
Short trades
0
Average TP distance
0.00 pts
Average SL distance
0.00 pts
Saved sessions
0
No-trade days
0
Missed trades
0
Clean no-trade rate
0.0%
Opportunity conversion
0.0%
Missed theoretical R
0.00R

Process & behaviour

Session-quality metrics based on completed reviews.
Plan adherence
0.0/10
Setup quality
0.0/10
Risk discipline
0.0/10
Execution quality
0.0/10
Good-process sessions
0%
Honest “Yes” rate
0%
Regime-read accuracy
0%
Discipline-loss proxy
0.00R

Behavioural flags

Process vs outcome

Setup performance

Response performance

Regime performance

Weekly & monthly reviews

Turn daily journal data into one clear improvement priority.
Sessions
0
Executed trades
0
Net R
0.00R
Win rate
0.0%
No-trade days
0
Missed trades
0
Opportunity conversion
0.0%
Good process
0.0%
Avg readiness
—
Plan adherence
—

Missed-trade patterns

Why valid opportunities were not executed.

Best and weakest areas

The clearest signal from this period.

Review conclusion

One practical focus for the next period.

Data safety

Local-first storage, rolling safety snapshots, complete exports and optional private cloud sync.
Ready
Local database
Checking…
Cloud
Checking…
Last safety snapshot
None yet
Stored sessions
0
Historical trades should only be restored after the real spreadsheet has been validated and converted into a Personal Trading OS backup. This prevents incomplete or incorrectly mapped rows from contaminating live analytics.

History archive

Sessions, legacy records and saved review records.

Trader philosophy

Core playbooks