The TradePlan analysis works with group or individual traders to standardize core strengths with market state conditions and derive the method of trading that will be most enjoyable and sustainable. This is the first step in developing a structured approach to trading as it forms the foundation on which everything else can be built on. The goal of the process is to remove the emotional ups and downs of reactionary trading with a custom MyTradePlan that defines a unique guide to an individual’s path to success and forms the basis for creating a consistent trade strategy.

TradePlan Standardization Analysis

The MyTradePlan standardization process begins by identifying a trader’s core strengths, motivations, expectations and risk tolerances. This intelligence provides insight into the best suited trading style and method that will be used to create a TradePlan profile that will serve as the basis in forming a sustainable trade program. The TradePlan is standardized by conforming it to JSServices Analytics which unifies the approach across all markets and asset classes creating a foundation for a structured approach to trading.

Core Strength Assessment

The Core Strength Assessment provides traders with insight into personality traits and risk acumen. This awareness offers a foundation to create a TradePlan that is tailor-made to suit ones personality, ability and resources resulting in a more sustainable approach.

• Personality Profile

  • Designed for traders and brokers who want a better understanding of their strengths and weaknesses as the basis of creating a sustainable trade plan. The Personality Profile assists traders in understanding how their personality traits impact their trading performance and how core strengths, motivations, profit expectations and risk tolerances can be standardized into a TradePlan to make it more sustainable. The “cost” in terms of time, resources and emotional frustration in searching for a successful plan can be substantial. The Personality Profile Assessment removes the guess work to what direction to take and identifies the unique path to your trading success.

• TradePlan Profile

  • Designed for Traders who want to create a standardized trade plan that is built around core strengths and personality traits. Traders complete a TradePlan Development worksheet which puts structure around risk tolerances, reward expectations and profit-giveback thresholds that can be standardized in to a unique TradePlan Profile. The result offers a clear direction to the method, style and type of trading that will be most enjoyable and sustainable. Traders develop the foundation framework for a sustainable trade plan with clear direction in their path to success.

Analytics Alignment

Designed for traders that want to standardize their trading style into a structured approach that is unified across all markets state conditions. JSAnalytics are used as a benchmark to create a uniform foundation as the basis for a sustainable trade plan.  Traders are guided in one-on-one consultation to create a TradePlan that is aligned to specific state conditions, precise structure bias and the exact strategy themes that compliment their trading style and natural acumen. It is not required to take the Personality Profile or TradePlan Development Worksheet assessment however this intelligence does provide the most comprehensive knowledge base on which to build the most effective TradePlan.

• State Alignment

  • To standardize a TradePlan it must be aligned with the Market State so it can be applied in conditions whose characteristics compliment it. This is done using JSServices MarketColor Analytics.

• Structure Alignment

  • Every Market State condition is further defined by its structure and the sentiment bias. JSServices PriceMap Action Qualifiers provide a standardized approach to align a TradePlan with the Structure of the market.

• Strategy Theme Alignment

  • Specific Strategy Themes that are inherent to the market state and structure bias are presented in JSServices PlayBook which provides a standardized approach to consistently apply a TradePlan across all markets.