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Trader Strategy & Discipline Onboarding Questionnaire

Section 1 — Your Trading Identity What type of trader are you? ** Scalper Intraday Swing Position Algorithmic Other Describe your overall trading goal in 1–2 sentences: ** Preferred timezone: If "Other", please specify: **

Section 2 — Market Sessions You Trade Which market sessions do you trade? Sydney Tokyo London New York

Set your allowed trading window for each session (optional for sessions you don't use).

Sydney:

From: To:

Tokyo:

From: To:

London:

From: To:

New York:

From: To:

Are you allowed to trade outside your selected sessions? No, never (STRICT rule) Yes, but only in exceptional cases (SOFT rule) Yes, I am flexible Describe exceptions (if any): ** Personal reminder if you break your session rule: **

Section 3 — Symbols & Instruments Which symbols do you trade regularly?

Select by asset type and choose multiple symbols.

Forex:

Indices:

US30 US100 SPX500 GER40 UK100

Metals:

XAUUSD XAGUSD XPTUSD XPDUSD

Crypto:

BTCUSD ETHUSD LTCUSD XRPUSD

Symbols to avoid (select any):

Reminder about symbol discipline: **

Section 4 — Strategy & Setup Rules Describe your primary trading strategy: ** Allowed entry timeframes: M1 M5 M15 H1 H4 Daily Conditions that MUST be present before you take a trade: ** Trend direction confirmed Market structure (breakout / pullback) Indicator confirmation (EMA / MACD / RSI / others) Price action pattern (pin bar, engulfing, etc) Volume confirmation If other, please describe: ** Conditions that absolutely disqualify a trade: ** Consolidation Spread too high Low volume Against higher timeframe trend Just had a loss If other, please describe: ** Do you trade during major news events? ** Never Only after news Before and after I trade news specifically If you avoid news, define your blackout window: ** If custom, enter minutes before & after: ** Personal reminder for setup violations: **

Section 5 — Risk Management Rules Maximum allowed risk per trade:

Maximum total risk per day:

Maximum number of trades per day: Maximum number of trades per session: Daily loss limit:

If you hit your daily loss limit, should you stop trading? Yes (strict rule) Yes, but one exceptional trade allowed No Maximum drawdown tolerance (optional): **

Personal reminder for risk violations: **

Section 6 — Psychological & Emotional Rules Which emotional states disqualify you from trading? (Select all that apply) ** Stressed Angry Sleep-deprived Extremely excited Bored Anxious If other, please describe: ** Emotional check prompt you want before each session: ** What are your top psychological weaknesses? (Select all that apply) ** Overtrading Revenge trading FOMO Cutting winners early Moving stop loss wider Increasing lot size after losses Impulse entries If other, please describe: Message to show when you appear to be emotional trading: **

Section 7 — Behavior & Discipline Rules How do you define revenge trading (in your own words)? ** Under what conditions must you STOP trading immediately? (Select all that apply) ** After X consecutive losses After violating a major rule Emotional instability Breaking structure rules If other, please describe: ** Should the assistant require a confirmation phrase if you try to break a rule? ** Yes No If yes, what is your confirmation phrase? ** Should rule violations be logged for journaling? ** Yes No

Section 8 — Exception Handling What exceptions do you allow in your strategy? ** Should exceptions be reviewed weekly? ** Yes No

Section 9 — Daily Review Preferences What metrics should the assistant include in your end-of-day summary? (Select all that apply)** Rule violations Trades taken vs allowed Emotional log P/L summary Missed trade opportunities Screenshot reminders Quality score (A/B/C) How detailed should your daily summary be? ** Short summary Medium detail Deep analysis + psychology review

Section 10 — Personal Commitment Write your personal trading oath (2–3 sentences): ** Write a message to your future self for when you break rules: **

Questions marked with ** will be covered in the next version.

Trader Strategy & Discipline Onboarding Questionnaire

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