The Market Master Method – Bundle

1. Complete Trading Plan Template

A customizable 12-page Microsoft Word document designed to help traders develop a structured plan for market participation, strategy selection, risk management, trade execution, emotional discipline, and ongoing performance assessment.

Section 1: Overview & Goals

Provides a planning framework for defining a trader's objectives, risk tolerance, and measurable trading goals.

Includes fields for identifying whether the trader's primary focus is income generation, capital growth, skill development, or another personal objective.

Introduces conservative, moderate, and aggressive risk tolerance profiles.

Contains editable process goals and performance metrics covering trading plan adherence, preparation routines, win rate targets, percentage returns, and maximum acceptable drawdown.

Encourages traders to establish definitions of success based on execution quality and adherence to documented rules rather than focusing exclusively on trading profits.

Section 2: Market Focus & Trade Types

Provides a structured template for identifying preferred financial markets, trading instruments, execution styles, and market-related restrictions.

Includes selectable categories covering large-cap stocks, small-cap and momentum stocks, index futures and ETFs, forex pairs, cryptocurrencies, and options contracts.

Contains planning fields for intraday trading, scalping, swing trading, and longer-term position trading.

Allows users to define preferred chart intervals, holding periods, prohibited trading conditions, and restrictions around economic announcements or other market events.

Section 3: Strategy Playbook

Provides three customizable strategy planning templates labeled Strategy A, Strategy B, and Strategy C.

Each strategy template allows users to document required market conditions, including trending markets, range-bound environments, high volatility, and low volatility.

Includes editable setup checklists, stop-loss rules, profit targets, invalidation criteria, and example setup descriptions.

Designed to encourage traders to define specific conditions for entering positions rather than relying on unstructured decisions.

Section 4: Risk Management Rules

Provides a structured framework for documenting core trading risk parameters.

Includes fields for maximum risk per trade, daily risk limits, weekly risk limits, maximum open positions, same-sector exposure limits, and overall portfolio drawdown thresholds.

Contains a section for documenting correlation rules and situations where multiple positions may create overlapping exposure.

Includes a list of discipline commitments covering stop-loss usage, averaging down, revenge trading, excessive risk, emotional decision-making, and waiting for defined confirmations.

Section 5: Trade Execution Rules

Provides checklists and procedures for evaluating potential trades before entry, managing positions during execution, and documenting outcomes afterward.

The pre-trade checklist covers strategy alignment, market conditions, stop-loss and profit-target placement, reward-to-risk expectations, economic events, position sizing, and emotional readiness.

The order-entry workflow includes checking symbols, selecting order types, placing protective orders, and documenting trade information.

Contains customizable rules for managing positions after entry, including responses to favorable price movements, nearby resistance levels, and upcoming news events.

Includes planned exits, stop exits, time-based exits, and post-trade documentation requirements.

Section 6: Daily, Weekly & Monthly Routines

Provides repeatable trading activity checklists organized around different time horizons.

The daily routine covers pre-market research, checking economic calendars, identifying key price levels, reviewing existing positions, monitoring risk, recording trades, and preparing for the following session.

The weekly routine encourages examination of completed trades, win rates, R-multiples, recurring mistakes, and upcoming market events.

The monthly routine includes analyzing equity curve changes, comparing strategy performance, examining risk parameters, and reassessing the trading plan.

Section 7: Psychology & Discipline Plan

Provides a structured approach to identifying emotional triggers and documenting corrective actions.

Includes examples of fear of missing out, revenge trading, hesitation, overconfidence, and emotionally driven decision-making.

Contains customizable if-then rules designed to help traders establish responses to losing streaks, missed entries, fatigue, and unclear market conditions.

Includes an illustrative drawdown response protocol with different actions at selected account drawdown thresholds.

Designed to support awareness of behavioral risks and greater consistency in following predetermined rules.

Section 8: Tracking & Accountability

Provides templates for organizing trading performance metrics and monitoring discipline.

Includes fields for win rate, average reward-to-risk, rule adherence, maximum drawdown, and profit factor.

Contains a rule violation log for recording mistakes, consequences, and proposed corrections.

Also includes a weekly improvement template designed to help traders identify one behavior or process to strengthen during each assessment period.

Section 9: Commitment & Sign-Off

Provides a formal personal commitment statement emphasizing risk awareness, disciplined execution, and accountability.

Includes acknowledgment checkboxes confirming that the trader has read the plan and intends to follow its documented rules.

Contains spaces for the trader's signature, date, and next scheduled plan assessment.

2. Position Sizing Calculator

A five-worksheet Excel workbook designed to estimate trade position sizes from predefined account risk allowances and stop-loss distances.

Tab 1: START HERE

Introduces the position sizing calculator and explains its primary inputs and outputs.

Provides a quick-start workflow covering account value, percentage-based or fixed-dollar risk, entry price, stop-loss price, trade direction, and calculated position size.

Explains important terminology including risk per trade, stop distance, R-multiples, position size, and position value.

Includes the core calculation relationships used throughout the workbook, such as determining dollar risk from account value and dividing planned risk by stop-loss distance.

Contains educational explanations and warnings about trading risks.

Tab 2: CORE CALCULATOR

Provides the main position sizing calculation interface.

Includes editable fields for:

• Account size.
• Risk per trade expressed as a percentage.
• Optional fixed-dollar risk amount.
• Planned entry price.
• Stop-loss price.
• Trade direction: Long or Short.
• Asset type.

The calculation section includes estimated maximum dollar risk, stop-loss distance, stop distance percentage, position size in shares or units, total position value, and percentage of account capital represented by the position.

Provides notes about rounding position sizes, handling different asset classes, and recognizing potential concentration concerns.

The workbook includes example inputs to demonstrate the intended calculation process.

Tab 3: MULTI-TRADE PLANNER

Provides a planning table for organizing up to ten potential trades simultaneously.

Includes fields for trading symbol, direction, entry price, stop-loss level, risk percentage, position size, position value, and estimated dollar risk.

Contains summary calculations intended to combine planned position values and risk amounts.

Includes a comparison against the daily risk limit configured in the Risk Limit Settings worksheet.

Provides a risk status field intended to flag whether the combined planned risk remains within the selected limit.

Tab 4: RISK LIMIT SETTINGS

Provides adjustable settings for configuring the calculator's risk parameters.

Includes fields for maximum risk per trade, maximum daily dollar risk, maximum open position risk, and maximum number of simultaneous positions.

Contains calculated summary fields for account value, planned risk exposure, and risk as a percentage of total account capital.

Provides status indicators intended to identify conditions that remain within configured limits or exceed selected thresholds.

Tab 5: TARGETS (OPTIONAL)

Provides an optional profit-target planning worksheet based on the information entered in the Core Calculator.

References entry price, stop-loss price, trade direction, position size, and stop-loss distance.

Includes target calculations for 1R, 2R, and 3R reward levels.

Displays estimated target prices, price movements from entry, and potential profit amounts before fees.

Also includes an optional custom target input and explanatory notes about long and short position calculations.

The calculated target values are illustrative and do not predict future market prices.

3. Risk Management Dashboard

A seven-worksheet Excel resource designed to support portfolio risk documentation, open position monitoring, sector exposure analysis, correlation tracking, and daily trading discipline.

Tab 1: START HERE

Introduces the Risk Management Dashboard and provides a recommended daily workflow.

Explains how to update current market prices, examine open positions, check portfolio exposure, identify concentration alerts, and complete the daily risk checklist.

Defines key concepts such as total exposure, open risk, sector concentration, correlation, and maximum acceptable risk.

Includes a list of required user inputs and describes how the workbook's worksheets relate to one another.

The workbook requires user-entered position information and is not a live market data service.

Tab 2: SETTINGS

Provides a central configuration worksheet for entering account and risk management parameters.

Includes editable settings for:

• Total trading account size.
• Maximum risk percentage per trade.
• Maximum combined open risk percentage.
• Maximum number of open positions.
• Maximum positions within the same sector.
• Correlation warning threshold.

Contains formulas designed to convert selected percentage limits into dollar-based risk limits.

These settings are used by other worksheets when evaluating portfolio exposure and alert conditions.

Tab 3: OPEN POSITIONS (INPUT TABLE)

Provides a structured table for recording active trading positions.

Includes fields for stock or asset symbol, sector, instrument type, trade direction, entry price, stop-loss price, current market price, and position size.

Contains calculated fields for position value, planned open risk, and percentage-based risk measurements.

Includes an example stock position demonstrating how the table is intended to be populated.

Designed to serve as the central input source for the exposure and concentration worksheets.

Users must update current prices and position details manually.

Tab 4: EXPOSURE SUMMARY

Provides an overview of calculated trading exposure based on the information entered into the open positions table.

Includes key metrics for:

• Total open risk in dollars.
• Total open risk as a percentage of account value.
• Total position value.
• Number of open positions.
• Highest-risk individual position.
• Largest position risk as a percentage of account capital.

Contains sector-specific comparison tables for technology, healthcare, finance, energy, consumer, industrials, materials, real estate, utilities, and other sectors.

Provides fields for comparing exposure against configured limits and identifying potential concentration concerns.

Tab 5: CORRELATION MANAGEMENT

Provides a dedicated worksheet for organizing positions that may have similar market exposure.

Includes a table for recording trading symbols, sectors, correlation group identifiers, and supporting notes.

Contains example group assignments illustrating how related assets can be categorized.

Includes a group summary designed to count holdings within each correlation category and compare them against a configured warning threshold.

Also provides a diversification checklist encouraging traders to consider overlapping market exposure and the possibility of multiple positions responding similarly to market events.

The groupings are manually assigned rather than calculated from historical price correlations.

Tab 6: CONCENTRATION ALERTS

Provides a consolidated risk warning worksheet.

Contains conditional alert fields for total open risk, excessive numbers of open positions, sector concentration, correlation concerns, and oversized individual positions.

Each alert includes a status indicator, information about the relevant risk threshold, and an illustrative corrective action.

Also contains an active violation summary and a pre-trade checklist designed to help users assess whether another position would conflict with established risk limits.

Tab 7: DAILY RISK CHECKLIST

Provides a printable trading discipline checklist for use before opening new positions.

The checklist is organized into several categories:

• Risk Limits Check: Total open risk, position count, per-trade risk, and sector exposure.
• Trade Setup Check: Stop-loss placement, position size calculation, and correlation considerations.
• Emotional/Discipline Check: Revenge trading, fear of missing out, overtrading, and adherence to the trading plan.
• Planned Trades Fit Limits: Assessment of whether proposed positions remain within configured exposure limits.

Includes space for daily observations and a final readiness checklist.

4. Technical Analysis Cheat Sheet

A 16-page PDF quick-reference guide featuring illustrated technical analysis concepts, chart interpretation examples, trading setup considerations, indicator explanations, and practical educational checklists.

Section 1: How to Use This Cheat Sheet

Introduces a structured approach to examining technical market conditions.

Presents a confirmation hierarchy that considers trend direction, support and resistance levels, trading volume, and indicator alignment.

Highlights common trading mistakes such as chasing price, ignoring higher-timeframe trends, relying excessively on indicators, and taking positions without a predefined plan.

Section 2: Essential Terms (Mini-Glossary)

Provides concise explanations of important technical analysis terminology.

Includes terms such as breakout, confluence, divergence, momentum, moving averages, oscillators, overbought and oversold conditions, price action, support, resistance, timeframe, trend, volatility, and volume.

Designed as a quick reference for interpreting the terminology used throughout the guide.

Section 3: Trend + Market Structure

Provides illustrated examples of uptrends, downtrends, sideways markets, and support/resistance behavior.

Explains how higher highs and higher lows are associated with uptrend structures, while lower lows and lower highs characterize downtrend structures.

Includes visual examples of range conditions, support-to-resistance changes, breakouts, false breakouts, and market structure shifts.

Provides a checklist for examining breakout confirmation using candle closes, volume participation, larger trend direction, and price retests.

Section 4: Core Indicators

Introduces several commonly used technical indicators and their interpretation.

4.1 RSI (Relative Strength Index)

Explains RSI as a momentum oscillator and illustrates overbought and oversold conditions, bullish and bearish divergence, and trend-related behavior.

Provides guidance on interpreting RSI alongside price structure rather than using a single reading as an automatic trading signal.

4.2 MACD (Moving Average Convergence Divergence)

Explains the MACD line, signal line, and histogram.

Provides illustrative examples of bullish and bearish crossovers, zero-line behavior, and changing momentum conditions.

4.3 Bollinger Bands

Explains Bollinger Bands as a volatility-related indicator.

Includes illustrated examples of band bounces, narrowing bands, volatility squeezes, trend continuation behavior, and potential reversal structures.

4.4 ATR (Average True Range)

Introduces ATR as a volatility measurement tool.

Explains example stop-loss placement approaches using price structure and ATR-based buffers.

Discusses how changing volatility assumptions may affect position sizing and stop placement decisions.

Section 5: Volume & Confirmation Tools

Introduces commonly used tools for examining volume-related market behavior.

VWAP (Volume Weighted Average Price)

Explains VWAP as a price-and-volume benchmark and provides examples of price behavior around the indicator.

OBV (On-Balance Volume)

Explains how cumulative volume information may be compared with price movement to identify confirmation or divergence.

Volume Profile Basics

Introduces high-volume and low-volume nodes and describes their use in examining areas of trading activity.

The examples are educational rather than predictive.

Section 6: Divergence Library

Provides visual examples of divergence between price movements and technical indicators.

Includes:

• Regular Bullish Divergence.
• Regular Bearish Divergence.
• Hidden Bullish Divergence.
• Hidden Bearish Divergence.
• Double Divergence examples.
• Failed Divergence examples.

Contains a confirmation checklist covering timeframe selection, support and resistance locations, momentum indicator conditions, candlestick behavior, and volume participation.

Section 7: Setup Checklists

Provides practical pre-trade and post-trade checklists.

Entry Checklist

Covers higher-timeframe trend confirmation, support and resistance, volume participation, indicator alignment, reward-to-risk expectations, stop-loss placement, position sizing, and economic news considerations.

Stop Placement Checklist

Includes considerations related to technical structure, volatility, position risk, and protective orders.

Take Profit & Trailing Checklist

Provides a framework for documenting profit targets, potential partial exits, trailing stop rules, and break-even decisions.

Post-Trade Review Checklist

Encourages traders to document whether entry criteria were satisfied, risk controls were followed, exits aligned with the plan, and emotional decisions affected trade management.

Section 8: Complete Technical Analysis Glossary

Provides an extended reference section covering technical analysis concepts and trading terminology.

Includes accumulation, ADX, bid/ask spreads, bullish and bearish conditions, breakouts, candlesticks, chart patterns, Fibonacci retracements, liquidity, market orders, moving averages, oscillators, pivot points, pullbacks, support, resistance, volatility, volume, VWAP, and other chart analysis concepts.

5. Trade Journal Spreadsheet

An eight-worksheet Excel workbook designed to help traders document completed trades, organize historical performance information, examine strategy results, identify recurring mistakes, and record psychological observations.

Tab 1: _LISTS

Provides supporting reference data used by the trading journal's categorized input fields.

Includes predefined lists for market types, trade directions, strategy names, setup quality scores, entry reasons, and exit reasons.

The available market categories include stocks, options, futures, forex, crypto, and other instruments.

Provides example strategy classifications such as breakout, pullback, mean reversion, trend continuation, and news-related trading.

This worksheet functions primarily as a supporting configuration resource rather than a separate reporting dashboard.

Tab 2: START HERE

Introduces the Trade Journal Spreadsheet and provides a workflow for recording trade information.

Explains the distinction between required trade details and optional qualitative notes.

Required information includes trade date, trading symbol, market type, direction, strategy, entry price, stop-loss price, exit price, and position size.

Optional documentation covers target prices, setup quality ratings, entry and exit reasons, mistakes, emotional observations, and lessons learned.

Includes explanations of R-multiples, trading expectancy, and excursion-related terminology.

Tab 3: TRADE LOG (MASTER)

Provides the main trade recordkeeping worksheet.

Contains a detailed table for documenting individual trades from entry through exit.

Includes fields for:

• Trade date and symbol.
• Market type and direction.
• Trading strategy.
• Setup quality score.
• Entry price, stop-loss price, and target price.
• Exit price and position size.
• Planned dollar risk.
• R-multiple information.
• Dollar profit or loss.
• Win, loss, or breakeven classification.
• Entry and exit reasons.
• Trading mistakes.
• Emotional state before and after a trade.
• Lessons learned.

Contains sample trades illustrating different markets, strategies, and outcomes.

Includes formula fields intended to support trade outcome and risk calculations.

Tab 4: STRATEGY PERFORMANCE

Provides a strategy-based performance reporting worksheet.

Organizes trading results into predefined strategy categories such as breakout, pullback, mean reversion, trend continuation, news/events, and other trading approaches.

Contains calculation fields for trade count, win rate, average R-multiple, expectancy, total R, best R, and worst R.

Also includes optional filters for market type and selected date ranges.

Designed to help traders compare historical outcomes across different strategy classifications.

Tab 5: MISTAKES + RULE VIOLATIONS

Provides a trading discipline worksheet designed to identify and organize journal entries associated with documented mistakes.

References mistake information recorded in the master trade log.

Contains fields for trade date, symbol, market, strategy, mistake classification, and resulting R-multiple.

Includes formula-based helper fields intended to identify journal entries where a mistake has been recorded.

Designed to help users examine patterns involving rule violations and recurring execution problems.

Tab 6: PSYCHOLOGY TRACKER

Provides a trading psychology reporting worksheet.

Includes a table for examining recorded emotional states before trades and comparing their occurrence across winning, losing, and breakeven results.

The predefined emotional categories include calm, confident, neutral, anxious, fearful, FOMO, frustrated, angry, overconfident, tired, and other.

Also contains a manually maintained trigger map for documenting emotional triggers, associated trading behavior, and possible corrective responses.

Designed to encourage recognition of behavioral patterns that may affect trading decisions.

Tab 7: EQUITY CURVE + STATS

Provides a cumulative performance tracking worksheet based on the order of recorded trades.

Includes fields for trade number, date, trading symbol, dollar result, cumulative profit and loss, individual R-multiple, and cumulative R.

Contains summary fields for total trades, win rate, average winning trade, average losing trade, profit factor, approximate maximum drawdown, and average R.

Designed to help users visualize historical performance and examine how cumulative results change over time.

The underlying calculations should be validated before they are relied upon for financial decisions.

Tab 8: REVIEW CHECKLISTS

Provides repeatable weekly and monthly trading assessment checklists.

The weekly checklist encourages users to verify journal completeness, identify recurring mistakes, examine strong trades, study strategy statistics, and document one practical behavioral improvement.

The monthly checklist focuses on expectancy, emotional patterns, strategy performance, equity curve changes, drawdown considerations, and process-oriented goals.

Includes action planning fields for recording trading behaviors to improve, rules to reinforce, and strategies to prioritize.

Designed to support ongoing learning and more deliberate trading habits.

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