Trade Plan Template

Basic Info

Field	Value
Date
Symbol
Company
Sector / Industry
Market state
Setup type
Timeframe

Thesis

一句话说明为什么它值得进入观察名单：

CAN SLIM Evidence

Module	Status	Evidence
C - Current quarter
A - Annual earnings
N - New factor
S - Supply and demand
L - Leader or laggard
I - Institutional sponsorship
M - Market direction

Chart Setup

Item	Value
Base type
Pivot price
Buy zone
Current price
Distance to pivot
Volume condition
RS line condition
Invalid if

Risk Plan

Item	Value
Entry price
Stop price
Risk per share
Account equity
Risk per trade
Position size
Max loss

Sell Plan

If wrong

• Exit if price hits stop.
• Exit if breakout fails and closes back below key level.
• Exit if market condition changes before setup works.

If right

• Hold if price/volume action remains healthy.
• Consider adding only after first entry is profitable and a new valid buy point appears.
• Reduce or exit if price becomes extended, shows abnormal reversal, or violates key support.

Pre-Trade Checklist

• I am not buying because the stock looks cheap.
• I am not chasing far above the pivot.
• I know exactly where I am wrong.
• Position size still lets me take the stop calmly.
• Market state supports the trade.
• This trade matches my current learning plan.

Post-Trade Notes

• Entry quality:
• Exit quality:
• Did I follow the plan?
• What should change next time?