EQSIS learner exercise

Positional Trade Plan

A trading plan you write down is a plan you can stick to. As part of your EQSIS training, document how you intend to trade — your capital, the risk you accept, your method, and how you’ll review yourself. When you submit, we’ll email the plan to you and share it with your mentor for review and monitoring.

Q2. What percentage of your capital are you comfortable risking on each positional trade (Maximum Drawdown)?
Q3. How much time are you willing to dedicate to positional trading every day or week?
Q4. On average, how many positional trades do you plan to execute per month?
Q5. Which types of analysis do you like to use for positional trading? (select all that apply)
Q6. When do you prefer to do End of Day (EOD) analysis for finding positional trading opportunities?
Q7. How will you keep a record of your positional trades?
Q8. What is the expected monthly Return on Investment (ROI) you anticipate from positional trading?
Q9. What specific financial objectives do you aim to achieve through positional trading?
Q10. Which of the following principles do you plan to incorporate and adhere to in your positional trading? (select all that apply)
Q11. How long will you stick to this plan?
Q12. When are you planning to review this positional trading plan?
Your details
We’ll email your documented plan here.