Interactive toolRuns in your browser

Strategy Checklist Generator

Turn your strategy attributes into a structured, copy-paste plan covering edge, rules, sizing, risk and validation.

Quick answer: A written strategy plan forces you to state an edge before risking capital on it. This generator takes the core attributes of a system, the edge hypothesis, market, timeframe, entry, exit, sizing rule, risk limit and validation status, and assembles them into a structured checklist you can copy into your notes. It does not judge the strategy; it makes your reasoning explicit so gaps are visible.

Strategy nameMarket or instrumentTimeframe

Edge hypothesis (why this should work)

Entry rule

Exit rule

Position sizing rulePortfolio risk limit

Backtested out-of-sample Forward or paper tested

How to use it

Fill in each attribute of your strategy and tick the validation boxes that apply. The tool assembles a structured plan with a checklist you can copy into a document or issue tracker. Blank fields are flagged as gaps so you can see what is still undefined. It records your plan; it does not verify whether the edge is real.

Formula

Plan = strategy name and market header + edge, entry, exit, sizing, risk-limit lines + a validation checklist derived from the ticked boxes.

No calculation is performed. The generator structures your inputs and marks any empty field as an open gap.

Frequently asked questions

Why write a strategy plan at all?

Writing the edge, rules and risk limits down before trading converts a vague idea into something testable and reviewable. When a trade goes wrong you can check whether you followed the plan or improvised, which is the first step to improving either.

What is an edge hypothesis?

It is a plain statement of why the strategy should make money, such as trends persisting or gaps filling. If you cannot articulate why an edge exists, the strategy is likely curve-fitted to past data rather than grounded in a real market behaviour.

Why does the checklist flag validation status?

A rule set that has not been tested out-of-sample or forward-tested is a hypothesis, not a strategy. Surfacing that status stops you from treating an untested idea as if it were proven.

What is portfolio heat?

It is the total risk across all open positions at once, usually expressed as a percentage of capital. A per-trade limit alone does not cap this, so a separate portfolio risk limit prevents many correlated trades from combining into an oversized bet.

Is the plan stored anywhere?

No. It is generated in your browser from what you type and is not saved or transmitted. Copy it into your own document to keep it.

Runs entirely in your browser — no data leaves your device. Illustrative and educational only; real-world charges and market conditions apply in practice.