Reference shelf

Resources

Curated references for process-driven traders: templates, tools we use, and reading that holds up to review.

Free checklists

Pre-trade checklist

Five checks for setup quality, risk budget, and invalidation before a position is opened.

Download PDF →

Position sizing calculator

Spreadsheet model for sizing positions by risk percentage and stop distance.

Download spreadsheet →

Recommended tools

Charting & analysis

  • TradingView — Charting and idea organization for technical work.

Brokers

  • Interactive Brokers — Low-cost access with advanced order tools.

Books

  • Technical Analysis of the Financial Markets by John Murphy
  • Market Wizards by Jack Schwager
  • Thinking, Fast and Slow by Daniel Kahneman

Not financial advice.

The content on this site is for informational and educational purposes only and does not constitute financial, investment, or trading advice. Past performance is not indicative of future results — trade at your own risk.