trading-plan-generator
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ChineseTrading Plan Generator
交易计划生成器
A comprehensive skill for creating disciplined, rule-based trading plans that help you manage risk, control emotions, and trade consistently.
这是一个用于创建纪律严明、基于规则的交易计划的综合技能,可帮助你管理风险、控制情绪并持续稳定地交易。
What This Skill Does
本技能的功能
Helps you create professional trading plans for:
- Day Trading - Intraday positions, quick scalps
- Swing Trading - Multi-day to multi-week positions
- Position Trading - Long-term trend following
- Options Trading - Directional and income strategies
- Investing - Long-term portfolio management
帮助你为以下交易类型创建专业交易计划:
- Day Trading - 日内头寸,快速刷单
- Swing Trading - 数日至数周的头寸
- Position Trading - 长期趋势跟踪
- Options Trading - 方向性策略与收益策略
- Investing - 长期投资组合管理
Why You Need a Trading Plan
为何你需要交易计划
Without a plan:
- Emotional, impulsive decisions
- Inconsistent position sizing
- No clear entry/exit rules
- Revenge trading after losses
- Account blowup risk
- Can't identify what works
With a plan:
- Disciplined, rule-based trading
- Consistent risk management
- Clear decision framework
- Emotional control
- Long-term profitability
- Measurable improvement
The Stats:
- 90% of traders fail (most have no plan)
- Professional traders ALL have written plans
- Plan + discipline = edge
没有计划的后果:
- 情绪化、冲动的决策
- 仓位大小不一致
- 没有明确的进出场规则
- 亏损后进行报复性交易
- 账户爆仓风险
- 无法识别有效的策略
拥有计划的好处:
- 纪律严明、基于规则的交易
- 一致的风险管理
- 清晰的决策框架
- 情绪控制
- 长期盈利能力
- 可衡量的进步
数据统计:
- 90%的交易者失败(大多数人没有计划)
- 专业交易者都有书面计划
- 计划 + 纪律 = 竞争优势
Core Components of a Trading Plan
交易计划的核心组件
1. Trading Goals & Mindset
1. 交易目标与心态
- Financial goals (realistic)
- Time commitment
- Risk tolerance
- Trading philosophy
- Success definition
- 财务目标(符合实际)
- 时间投入
- 风险承受能力
- 交易理念
- 成功的定义
2. Risk Management (MOST IMPORTANT)
2. 风险管理(最重要)
- Maximum risk per trade (1-2% recommended)
- Maximum daily loss limit
- Maximum drawdown tolerance
- Position sizing rules
- Stop-loss requirements
- Risk/reward minimums
- 单笔交易最大风险(建议1-2%)
- 单日最大亏损限制
- 最大回撤容忍度
- 仓位大小规则
- 止损要求
- 最低风险/回报比
3. Market Selection
3. 市场选择
- What markets you trade (stocks, forex, crypto, options)
- Liquidity requirements
- Price range preferences
- Sector focus (if any)
- What you DON'T trade
- 你交易的市场(股票、外汇、加密货币、期权)
- 流动性要求
- 价格区间偏好
- 板块聚焦(如有)
- 你不交易的市场
4. Trading Setup Criteria
4. 交易形态标准
- Entry signals (technical/fundamental)
- Confirmation requirements
- Timeframes used
- Pattern recognition
- Market condition filters
- 入场信号(技术面/基本面)
- 确认要求
- 使用的时间框架
- 形态识别
- 市场条件过滤器
5. Entry Rules
5. 入场规则
- Exact entry triggers
- Order types (market, limit, stop)
- Position sizing calculation
- Scaling in (if allowed)
- Time-of-day restrictions
- 明确的入场触发条件
- 订单类型(市价单、限价单、止损单)
- 仓位大小计算
- 分批建仓(如允许)
- 交易时间限制
6. Exit Rules
6. 出场规则
- Stop-loss placement (hard rules)
- Take-profit targets
- Trailing stop strategies
- Time-based exits
- Scaling out rules
- Break-even stops
- 止损位设置(硬性规则)
- 止盈目标
- 移动止损策略
- 时间驱动出场
- 分批平仓规则
- 保本止损
7. Trade Management
7. 交易管理
- When to adjust stops
- When to add to position
- When to reduce size
- When to exit early
- Never scenarios (what you never do)
- 何时调整止损
- 何时加仓
- 何时减仓
- 何时提前出场
- 绝对禁止的行为
8. Psychology & Discipline
8. 交易心理与纪律
- Pre-market routine
- Emotional state check
- Tilt recognition
- Break requirements
- End-of-day review
- Accountability measures
- 盘前例行程序
- 情绪状态检查
- 失控状态识别
- 休息要求
- 盘后复盘
- 问责措施
9. Performance Tracking
9. 业绩跟踪
- Trade journal requirements
- Metrics to track
- Review frequency
- Improvement process
- Strategy adjustment criteria
- 交易日志要求
- 需要跟踪的指标
- 复盘频率
- 改进流程
- 策略调整标准
Risk Management Frameworks
风险管理框架
The 1% Rule (Recommended for Most Traders)
1%规则(推荐给大多数交易者)
Never risk more than 1% of account on single trade
Example:
- Account size: $50,000
- Maximum risk per trade: $500 (1%)
- Stock entry: $100
- Stop-loss: $98
- Risk per share: $2
- Position size: $500 / $2 = 250 shares
- Total position: $25,000 (50% of account)
- Actual risk: $500 (1% of account)
Benefits:
- Can survive 20+ consecutive losses
- Removes emotion from sizing
- Consistent risk across trades
- Protects capital
单笔交易风险绝不超过账户资金的1%
示例:
- 账户规模:$50,000
- 单笔交易最大风险:$500(1%)
- 股票入场价:$100
- 止损价:$98
- 每股风险:$2
- 仓位大小:$500 / $2 = 250股
- 总头寸:$25,000(账户的50%)
- 实际风险:$500(账户的1%)
优势:
- 可承受20次以上连续亏损
- 消除仓位大小决策中的情绪化因素
- 各交易风险一致
- 保护资金
The 2R Minimum Rule
2R最低规则
Only take trades with 2:1 reward-to-risk or better
Example:
- Entry: $100
- Stop: $98 (risk = $2)
- Target: $104 (reward = $4)
- R:R = 2:1 ✅
Why it matters:
- Can be profitable with 40% win rate
- Forces selective trading
- Improves overall edge
只接受风险/回报比≥2:1的交易
示例:
- 入场价:$100
- 止损价:$98(风险=$2)
- 目标价:$104(回报=$4)
- 风险/回报比=2:1 ✅
重要性:
- 胜率40%即可盈利
- 迫使你选择性交易
- 提升整体竞争优势
Maximum Drawdown Limit
最大回撤限制
Hard stop trading if down X% from peak
Recommendations:
- Conservative: 10% drawdown → stop trading
- Moderate: 15% drawdown → stop trading
- Aggressive: 20% drawdown → stop trading
When hit:
- Stop trading immediately
- Review all trades
- Identify mistakes
- Paper trade until recovered mentally
- Resume with reduced size
从峰值下跌X%时立即停止交易
建议:
- 保守型:回撤10% → 停止交易
- 稳健型:回撤15% → 停止交易
- 激进型:回撤20% → 停止交易
触发后操作:
- 立即停止交易
- 复盘所有交易
- 识别错误
- 进行模拟交易直至心态恢复
- 恢复实盘交易时降低仓位
Trading Styles
交易风格
Day Trading
Day Trading
Definition: Open and close all positions same day
Characteristics:
- Multiple trades per day
- No overnight risk
- Pattern Day Trader rules ($25K minimum)
- High screen time requirement
- Quick decisions
Best for:
- Full-time traders
- High risk tolerance
- Quick decision makers
- Pattern recognition skills
Key rules:
- Never hold overnight
- Reduce size near close
- Stop trading after daily loss limit
- First 30 min often volatile
定义: 当日开立并平仓所有头寸
特点:
- 每日多笔交易
- 无隔夜风险
- 受Pattern Day Trader规则限制(最低$25,000账户资金)
- 需长时间盯屏
- 决策迅速
适合人群:
- 全职交易者
- 高风险承受能力者
- 决策迅速者
- 形态识别能力强的交易者
核心规则:
- 绝不持仓过夜
- 临近收盘时降低仓位
- 达到单日亏损限制后停止交易
- 开盘前30分钟通常波动剧烈
Swing Trading
Swing Trading
Definition: Hold positions 2-10 days
Characteristics:
- 2-5 trades per week
- Overnight risk acceptable
- Part-time friendly
- Technical + fundamental mix
Best for:
- Part-time traders
- Day job professionals
- Trend followers
- Patient traders
Key rules:
- Always use stop-losses
- Check positions before/after market
- Respect earnings dates
- Weekend gap risk consideration
定义: 持有头寸2-10天
特点:
- 每周2-5笔交易
- 可接受隔夜风险
- 适合兼职交易者
- 技术面与基本面结合
适合人群:
- 兼职交易者
- 有日常工作的专业人士
- 趋势追随者
- 有耐心的交易者
核心规则:
- 始终使用止损
- 开盘前后检查头寸
- 重视财报日期
- 考虑周末跳空风险
Position Trading
Position Trading
Definition: Hold positions weeks to months
Characteristics:
- Long-term trend following
- Fundamental focus
- Low trade frequency
- Larger position sizes
Best for:
- Investors with edge
- Low time availability
- Fundamental analysts
- Macro trend followers
Key rules:
- Wide stops (volatility-based)
- Focus on major trends
- Ignore daily noise
- Strong thesis required
定义: 持有头寸数周至数月
特点:
- 长期趋势跟踪
- 聚焦基本面
- 交易频率低
- 仓位规模更大
适合人群:
- 有竞争优势的投资者
- 时间有限的交易者
- 基本面分析师
- 宏观趋势追随者
核心规则:
- 宽止损(基于波动性)
- 聚焦主要趋势
- 忽略日常波动
- 需要明确的投资逻辑
Entry Strategies
入场策略
Technical Entry Methods
技术面入场方法
1. Breakout Entry
- Price breaks above resistance
- Increased volume confirmation
- Wait for pullback or buy breakout
- Stop below breakout level
2. Pullback Entry
- Wait for trend pullback
- Enter at support/moving average
- Continuation confirmation
- Stop below support
3. Reversal Entry
- Identify overextended move
- Look for reversal signals
- Multiple confirmations required
- Wider stops needed
4. Pattern Completion
- Specific pattern (flag, triangle, etc.)
- Pattern completion signal
- Volume confirmation
- Target based on pattern
1. 突破入场
- 价格突破阻力位
- 成交量放大确认
- 等待回调或直接买入突破
- 止损位设在突破水平下方
2. 回调入场
- 等待趋势回调
- 在支撑位/均线处入场
- 确认趋势延续
- 止损位设在支撑位下方
3. 反转入场
- 识别过度延伸的走势
- 寻找反转信号
- 需要多重确认
- 需设置更宽的止损
4. 形态完成入场
- 特定形态(旗形、三角形等)
- 形态完成信号
- 成交量确认
- 基于形态设置目标价
Fundamental Entry Triggers
基本面入场触发因素
For Stocks:
- Earnings surprise
- Guidance raise
- Product launch
- Sector rotation
- Insider buying
- Short squeeze setup
For Macro:
- Fed policy change
- Economic data surprise
- Geopolitical event
- Seasonality
股票:
- 财报超预期
- 业绩指引上调
- 产品发布
- 板块轮动
- 内部人士买入
- 逼空行情
宏观市场:
- 美联储政策变化
- 经济数据超预期
- 地缘政治事件
- 季节性因素
Exit Strategies
出场策略
Stop-Loss Methods
止损方法
1. Percentage Stop
- Fixed % below entry
- Simple and clear
- Example: 2% below entry
2. Support/Resistance Stop
- Below key technical level
- Makes technical sense
- Varies by setup
3. ATR-Based Stop
- 1.5-2x Average True Range
- Adapts to volatility
- Prevents whipsaw
4. Time Stop
- Exit if no progress in X days
- Frees up capital
- Prevents dead money
1. 百分比止损
- 固定比例低于入场价
- 简单明确
- 示例:入场价下方2%
2. 支撑/阻力位止损
- 设在关键技术水平下方
- 符合技术逻辑
- 根据交易形态调整
3. 基于ATR的止损
- 1.5-2倍平均真实波幅(ATR)
- 适应波动性变化
- 避免假突破
4. 时间止损
- X天内无进展则出场
- 释放资金
- 避免资金闲置
Take-Profit Methods
止盈方法
1. Fixed R Multiple
- 2R, 3R, 4R targets
- Predetermined exit
- Consistent methodology
2. Technical Target
- Previous resistance
- Fibonacci extension
- Measured move
- Pattern target
3. Trailing Stop
- Move stop as profit grows
- Lock in gains
- Ride trends longer
4. Partial Profits
- Take 50% at 2R
- Trail remaining 50%
- Reduces regret
- Balances risk/reward
1. 固定R倍数
- 2R、3R、4R目标
- 预先设定出场位
- 方法一致
2. 技术面目标
- 前期阻力位
- 斐波那契扩展位
- 测算目标位
- 形态目标位
3. 移动止损
- 随着盈利增加调整止损位
- 锁定收益
- 更长时间持有趋势
4. 部分止盈
- 在2R时止盈50%
- 剩余50%使用移动止损
- 减少遗憾
- 平衡风险与回报
Position Sizing Formulas
仓位计算公式
Fixed Dollar Risk
固定金额风险
Position Size = Account Risk $ / (Entry - Stop)
Example:
- Account: $50,000
- Risk per trade: $500 (1%)
- Entry: $100
- Stop: $97
- Risk per share: $3
- Shares: $500 / $3 = 166 sharesPosition Size = Account Risk $ / (Entry - Stop)
Example:
- Account: $50,000
- Risk per trade: $500 (1%)
- Entry: $100
- Stop: $97
- Risk per share: $3
- Shares: $500 / $3 = 166 sharesFixed Percentage Risk
固定比例风险
Position Size = (Account × Risk %) / (Entry - Stop)
Example:
- Account: $50,000
- Risk: 1%
- Entry: $50
- Stop: $48
- Risk per share: $2
- Shares: ($50,000 × 0.01) / $2 = 250 sharesPosition Size = (Account × Risk %) / (Entry - Stop)
Example:
- Account: $50,000
- Risk: 1%
- Entry: $50
- Stop: $48
- Risk per share: $2
- Shares: ($50,000 × 0.01) / $2 = 250 sharesKelly Criterion (Advanced)
凯利准则(进阶)
Position Size % = (Win Rate × Avg Win - Loss Rate × Avg Loss) / Avg Win
Example:
- Win rate: 55%
- Avg win: $500
- Loss rate: 45%
- Avg loss: $300
- Kelly: (0.55 × $500 - 0.45 × $300) / $500 = 28%
- Use 1/4 Kelly = 7% position size (conservative)Warning: Kelly can be aggressive, use fractional Kelly
Position Size % = (Win Rate × Avg Win - Loss Rate × Avg Loss) / Avg Win
Example:
- Win rate: 55%
- Avg win: $500
- Loss rate: 45%
- Avg loss: $300
- Kelly: (0.55 × $500 - 0.45 × $300) / $500 = 28%
- Use 1/4 Kelly = 7% position size (conservative)警告: 凯利准则较为激进,建议使用分数凯利
Trading Psychology
交易心理
Pre-Market Routine
盘前例行程序
- Review previous day's trades
- Check overnight news
- Identify key levels
- Plan potential setups
- Check emotional state
- Confirm risk limits
- 复盘前一日交易
- 查看隔夜新闻
- 识别关键水平
- 规划潜在交易形态
- 检查情绪状态
- 确认风险限制
Emotional State Check
情绪状态检查
Don't trade if:
- Angry or frustrated
- Desperate for money
- Revenge mindset
- Distracted or tired
- Overconfident
- Fearful
Green light to trade:
- Calm and focused
- Following plan
- Accepting of losses
- Patient for setups
- Clear-headed
出现以下情况请勿交易:
- 愤怒或沮丧
- 迫切需要资金
- 报复心态
- 分心或疲惫
- 过度自信
- 恐惧
适合交易的状态:
- 冷静且专注
- 遵循计划
- 接受亏损
- 耐心等待交易形态
- 头脑清晰
Tilt Recognition
失控状态识别
Warning signs:
- Increasing position size
- Abandoning stops
- Taking marginal setups
- Revenge trading
- Checking P&L constantly
- Breaking rules
When tilting:
- Stop trading immediately
- Close all positions
- Take a break (hour/day/week)
- Review what triggered it
- Return when calm
警告信号:
- 增加仓位规模
- 放弃止损
- 接受边缘形态的交易
- 报复性交易
- 频繁查看盈亏
- 违反规则
出现失控状态时:
- 立即停止交易
- 平仓所有头寸
- 休息(数小时/数天/数周)
- 复盘触发原因
- 冷静后再恢复交易
Daily Loss Limit
单日亏损限制
Critical rule: Stop trading at daily loss limit
Example:
- Daily limit: -2% of account
- Account: $50,000
- Stop at: -$1,000 loss
Why it matters:
- Prevents blowup days
- Forces you to stop tilting
- Tomorrow is another day
- Protects capital
关键规则: 达到单日亏损限制后停止交易
示例:
- 单日限制:账户资金的-2%
- 账户规模:$50,000
- 亏损达到-$1,000时停止交易
重要性:
- 避免单日爆仓
- 迫使你停止失控交易
- 明天还有交易机会
- 保护资金
Market Conditions & Filters
市场条件与过滤器
When to Trade
适合交易的情况
- Market trending clearly
- Volatility in normal range
- Volume above average
- Your setups present
- Clear technical levels
- Emotional state good
- 市场趋势明确
- 波动性在正常范围
- 成交量高于平均水平
- 出现你的目标交易形态
- 技术水平清晰
- 情绪状态良好
When NOT to Trade
不适合交易的情况
- Choppy, rangebound market
- Major news pending (FOMC, etc.)
- Low volume (holidays)
- Extreme volatility
- No clear setups
- Emotional/tilting
- 市场震荡、区间整理
- 重大新闻即将发布(如美联储会议等)
- 成交量低迷(节假日)
- 极端波动性
- 无明确交易形态
- 情绪失控
Market Regime Recognition
市场格局识别
Bull Market:
- Buy dips
- Longer holds
- Reduce short exposure
- Follow momentum
Bear Market:
- Sell rips
- Shorter holds
- Reduce long exposure
- Focus on defense
Sideways/Choppy:
- Reduce size
- Take quick profits
- Avoid breakout trades
- Trade ranges
牛市:
- 逢低买入
- 持有时间更长
- 减少空头头寸
- 跟随动量
熊市:
- 逢高卖出
- 持有时间更短
- 减少多头头寸
- 聚焦防御
震荡/区间整理市场:
- 降低仓位
- 快速止盈
- 避免突破交易
- 区间内交易
Performance Tracking
业绩跟踪
Metrics to Track
需要跟踪的指标
Win Rate:
- % of trades profitable
- Target: >50% for day trading, >40% for swing
Average Win vs Average Loss:
- Avg $ won on winners
- Avg $ lost on losers
- Should be 1.5:1 or better
Profit Factor:
- Gross profit / Gross loss
-
1.5 is good, >2.0 is excellent
Expectancy:
- (Win Rate × Avg Win) - (Loss Rate × Avg Loss)
- Must be positive to be profitable
Maximum Drawdown:
- Largest peak-to-trough decline
- Track and improve over time
Sharpe Ratio:
- Return / Volatility
-
1.0 is good
胜率:
- 盈利交易的百分比
- 目标:Day Trading>50%,Swing Trading>40%
平均盈利 vs 平均亏损:
- 盈利交易的平均盈利额
- 亏损交易的平均亏损额
- 目标比≥1.5:1
利润因子:
- 总盈利 / 总亏损
-
1.5为良好,>2.0为优秀
预期收益:
- (胜率 × 平均盈利) - (亏损率 × 平均亏损)
- 必须为正才能盈利
最大回撤:
- 最大的峰谷跌幅
- 跟踪并逐步改善
夏普比率:
- 收益 / 波动性
-
1.0为良好
Trade Journal Requirements
交易日志要求
For each trade log:
- Date and time
- Ticker/instrument
- Entry price and size
- Stop-loss and target
- Exit price and reason
- P&L ($ and %)
- Setup/pattern
- Market condition
- Emotional state
- Mistakes made
- Lessons learned
- Screenshot
每笔交易需记录:
- 日期与时间
- 代码/交易品种
- 入场价与仓位
- 止损价与目标价
- 出场价与原因
- 盈亏(金额与百分比)
- 交易形态/模式
- 市场条件
- 情绪状态
- 犯的错误
- 学到的教训
- 截图
Review Schedule
复盘计划
Daily:
- Review all trades
- Calculate P&L
- Note mistakes
- Plan next day
Weekly:
- Calculate weekly metrics
- Identify patterns
- Best/worst trades
- Rule compliance %
Monthly:
- Full performance review
- Strategy adjustments
- Goal progress
- Mindset check
每日:
- 复盘所有交易
- 计算盈亏
- 记录错误
- 规划次日交易
每周:
- 计算周度指标
- 识别模式
- 最佳/最差交易
- 规则遵守率
每月:
- 全面业绩复盘
- 调整策略
- 目标进度
- 心态检查
Common Mistakes to Avoid
需避免的常见错误
❌ Fatal Errors
❌ 致命错误
1. No Stop-Loss
- One bad trade can wipe account
- ALWAYS use stops
- No exceptions
2. Overleveraging
- Position size too large
- Can't handle normal volatility
- Forced exits at worst time
3. Revenge Trading
- Trading to "get back" losses
- Emotional decisions
- Breaks all rules
4. Moving Stops
- Moving stop to avoid loss
- Invalidates risk management
- Path to blowup
5. Averaging Down Losers
- Adding to losing position
- Doubles down on mistake
- Increases risk dramatically
6. No Plan
- Winging it
- Inconsistent decisions
- Can't improve
1. 无止损
- 一笔糟糕的交易可能亏光账户
- 始终使用止损
- 无例外
2. 过度杠杆
- 仓位规模过大
- 无法承受正常波动
- 在最差时机被迫平仓
3. 报复性交易
- 为“挽回”亏损而交易
- 情绪化决策
- 违反所有规则
4. 移动止损
- 移动止损以避免亏损
- 使风险管理失效
- 走向爆仓
5. 向下摊平亏损
- 为亏损头寸加仓
- 错上加错
- 大幅增加风险
6. 无计划
- 即兴交易
- 决策不一致
- 无法进步
✅ Best Practices
✅ 最佳实践
1. Risk < Reward
- Always 2:1 R:R minimum
- Selective trading
- Math works in your favor
2. Consistent Sizing
- Same risk each trade
- Removes emotion
- Sustainable growth
3. Follow Your Plan
- Even when uncomfortable
- Trust the process
- Track compliance
4. Take Breaks
- After losses
- When tilting
- Regularly
5. Keep Learning
- Review trades
- Study markets
- Adapt and improve
1. 风险<回报
- 始终要求最低2:1的风险/回报比
- 选择性交易
- 数学逻辑对你有利
2. 仓位一致
- 每笔交易风险相同
- 消除情绪化因素
- 可持续增长
3. 遵循计划
- 即使感到不适
- 相信流程
- 跟踪规则遵守情况
4. 适当休息
- 亏损后
- 失控时
- 定期休息
5. 持续学习
- 复盘交易
- 研究市场
- 适应并改进
Using This Skill
使用本技能
Generate a Trading Plan
生成交易计划
bash
./scripts/generate_plan.shInteractive workflow guides you through:
- Trading style and goals
- Risk management rules
- Market and setup selection
- Entry and exit criteria
- Psychology and discipline
- Performance tracking
bash
./scripts/generate_plan.sh交互式流程将引导你完成:
- 交易风格与目标
- 风险管理规则
- 市场与交易形态选择
- 进出场标准
- 交易心理与纪律
- 业绩跟踪
Validate Your Plan
验证你的计划
bash
./scripts/validate_plan.sh path/to/plan.mdChecks for:
- Risk management defined
- Position sizing rules
- Entry/exit criteria
- Stop-loss requirements
- Performance tracking
- Completeness
bash
./scripts/validate_plan.sh path/to/plan.md检查内容包括:
- 已定义风险管理
- 仓位大小规则
- 进出场标准
- 止损要求
- 业绩跟踪
- 完整性
Calculate Position Size
计算仓位大小
bash
./scripts/position_calculator.shQuick calculator for:
- Shares based on risk
- Risk amount
- R:R ratio
- Compliance check
bash
./scripts/position_calculator.sh快速计算器可计算:
- 基于风险的股数
- 风险金额
- 风险/回报比
- 合规性检查
Access References
查阅参考资料
references/risk_management.md - Complete risk frameworks
references/trading_psychology.md - Mental game and discipline
references/technical_setups.md - Chart patterns and entries
references/performance_metrics.md - Tracking and improvementreferences/risk_management.md - 完整的风险管理框架
references/trading_psychology.md - 交易心理与纪律
references/technical_setups.md - K线形态与入场策略
references/performance_metrics.md - 业绩跟踪与改进Trading Plan Checklist
交易计划检查表
- Clear trading goals defined
- Risk per trade specified (1-2% recommended)
- Daily loss limit set and hard stop
- Position sizing formula defined
- Markets traded clearly identified
- Entry criteria specific and measurable
- Stop-loss rules mandatory for every trade
- Take-profit strategy defined
- Trade management rules for scaling
- Emotional checks before trading
- Trade journal template ready
- Performance metrics to track
- Review schedule committed to
- 明确交易目标
- 确定单笔交易风险(建议1-2%)
- 设置单日亏损限制并严格执行
- 定义仓位计算公式
- 明确交易市场
- 制定具体可衡量的入场标准
- 每笔交易强制设置止损规则
- 定义止盈策略
- 制定交易管理规则(分批建仓/平仓)
- 交易前进行情绪检查
- 准备好交易日志模板
- 确定需跟踪的业绩指标
- 承诺复盘计划
Quick Start
快速开始
Beginner Trader Template
新手交易者模板
- Risk: 0.5% per trade
- Style: Swing trading
- Daily loss: -1.5%
- Minimum R:R: 3:1
- Simple technical setups
- Conservative sizing
- 风险:每笔交易0.5%
- 风格:Swing Trading
- 单日亏损:-1.5%
- 最低风险/回报比:3:1
- 简单技术形态
- 保守仓位
Experienced Trader Template
资深交易者模板
- Risk: 1-2% per trade
- Style: Your preference
- Daily loss: -3%
- Minimum R:R: 2:1
- Advanced setups
- Discretionary management
- 风险:每笔交易1-2%
- 风格:个人偏好
- 单日亏损:-3%
- 最低风险/回报比:2:1
- 进阶交易形态
- 自主管理
Important Disclaimers
重要免责声明
This skill provides frameworks, not financial advice.
- Trading involves substantial risk
- Past performance ≠ future results
- Only trade with risk capital
- Educate yourself thoroughly
- Consider working with professionals
- Comply with all regulations
- You are responsible for your decisions
Risk Warning:
- You can lose all your capital
- Leverage amplifies losses
- Emotional control is critical
- No guaranteed profits
- Most traders lose money
本技能提供框架,而非金融建议。
- 交易涉及重大风险
- 过往业绩≠未来结果
- 仅用可承受风险的资金交易
- 充分自我教育
- 考虑咨询专业人士
- 遵守所有法规
- 你需对自己的决策负责
风险警告:
- 你可能亏光所有资金
- 杠杆会放大亏损
- 情绪控制至关重要
- 无盈利保证
- 大多数交易者亏损
Best Practices
最佳实践
1. Start Small
1. 从小规模开始
- Paper trade first
- Then micro positions
- Prove profitability
- Then scale up
- 先进行模拟交易
- 然后进行微型头寸交易
- 证明盈利能力
- 再逐步扩大规模
2. Focus on Process
2. 聚焦流程
- Not on money
- Follow rules
- Track metrics
- Improve systematically
- 而非金钱
- 遵循规则
- 跟踪指标
- 系统地改进
3. Protect Capital
3. 保护资金
- Risk management first
- Survive to trade tomorrow
- Slow and steady wins
- 风险管理优先
- 活下去才有明天的交易机会
- 缓慢稳定增长
4. Stay Disciplined
4. 保持纪律
- Plan your trades
- Trade your plan
- No exceptions
- Review constantly
- 计划你的交易
- 执行你的计划
- 无例外
- 持续复盘
5. Keep Learning
5. 持续学习
- Markets evolve
- Adapt strategies
- Learn from mistakes
- Study the best
- 市场在演变
- 调整策略
- 从错误中学习
- 向优秀者学习
Summary
总结
A trading plan is your blueprint for success. It:
- Protects your capital with risk management
- Guides decisions with clear rules
- Controls emotions through discipline
- Tracks performance for improvement
- Builds consistency over time
Remember: The goal isn't to get rich quick. It's to trade consistently, manage risk properly, and compound gains over time.
"Plan your trade, trade your plan, and manage your risk. Everything else is noise."
交易计划是你成功的蓝图。它:
- 通过风险管理保护你的资金
- 用清晰的规则指导决策
- 通过纪律控制情绪
- 跟踪业绩以实现改进
- 逐步建立一致性
记住: 目标不是快速致富,而是持续稳定地交易、合理管理风险并随着时间推移复利增长。
“计划你的交易,执行你的计划,管理你的风险。其余都是噪音。”