Create a rule from a template

What this does

Templates are ready-made rules. Pick one, adjust the number if you want to, save it. It is the fastest way to get the Rules Tracker grading something useful on your first day.

Before you start

The Rules Tracker needs Edge or Pro.

There are 27 templates, sorted into five categories: Risk, Timing, Sizing, Process and Psychology. The same 27 ship on the web, iPhone, iPad, Android and Android tablet, with identical thresholds. A template called the same thing on two devices is the same rule.

You can add the same template more than once with different numbers, for example two position size caps for two different accounts. Be aware of one consequence: a rule that tightens a template will tighten every rule you made from that template.

Every template

Rule	Category	What it does	Where you can add it
Max 2 trades before 9:45	Timing	No more than 2 entries before 9:45 AM — avoid the open-bell chop.	All platforms
Max $7,500 position size	Sizing	No single position larger than $7,500 notional.	All platforms
11:30 AM hard stop	Timing	No new trades after 11:30 AM.	All platforms
Max 10 trades per day	Process	Cap total trades at 10 per day to curb overtrading.	All platforms
-$5,000 daily red line	Risk	Stop for the day if your net P&L reaches -$5,000 across accounts (wins offset losses).	All platforms
Daily journaling	Process	Write a journal entry every trading day.	All platforms
5-min cooldown after a -$2k loss	Psychology	Wait at least 5 minutes before re-entering after a loss worse than -$2,000.	All platforms
Low-sleep tightening	Psychology	If you slept under 6.5h, tighten your "Max 10 trades" rule to 5 and your "-$5,000 daily red line" to -$2,000 (only affects those rules if you have them).	All platforms
No journal, no trade	Process	Only trade on days you have completed your journal.	All platforms
-$2,000 daily loss cap	Risk	Stop for the day if your net P&L reaches -$2,000 in your worst single account.	All platforms
Max single-trade loss -$1,000	Risk	No single trade may lose more than $1,000.	All platforms
-$10k account red line	Risk	Hard stop if your net P&L reaches -$10,000 across all accounts.	All platforms
-$7,500 intraday red line	Risk	Stop the moment your running net P&L dips to -$7,500 across accounts — even if you later recover to green. Catches the deep-drawdown day a net-only rule would miss.	All platforms
-$2,500 per-account red line	Risk	Stop if ANY single account nets -$2,500 for the day (a green account cannot mask a blown one).	All platforms
No trades in the first 5 minutes	Timing	Skip 9:30–9:35; let the open settle (max 0 before 9:35).	All platforms
No trades after 3:00 PM	Timing	Avoid the late-afternoon chop; stop at 15:00.	All platforms
Stop before lunch (12:00)	Timing	No new trades after noon.	All platforms
Max $5,000 position size	Sizing	Cap notional per position at $5,000.	All platforms
Max $15,000 position size	Sizing	Cap notional per position at $15,000.	All platforms
Max 5 trades per day	Process	Keep it tight — 5 trades max.	All platforms
Max 3 trades per day	Process	High-conviction only — 3 trades max.	All platforms
Pre-market plan written	Process	Have a written plan before the open.	All platforms
Reviewed watchlist	Process	Reviewed the watchlist before trading.	All platforms
3-min cooldown after a -$1k loss	Psychology	Pause 3 minutes after any loss worse than -$1,000.	All platforms
10-min cooldown after a -$3k loss	Psychology	Step away 10 minutes after a loss worse than -$3,000.	All platforms
Low-sleep size cut	Psychology	If you slept under 6h, cut max position size to $3,000.	All platforms
No revenge re-entry	Psychology	After a -$1,500 loss, wait 15 minutes.	All platforms

Steps

Which ones to start with

If you are not sure, two templates cover the most common failures and grade cleanly from day one:

• A daily red line, so a bad day has a floor.
• A cooldown after a loss, so the next trade is not a reaction to the last one.

Add a time gate once you know which part of the session actually pays you.

What you should see

The rule appears in your rules list with a plain-English description of what it does. Grading starts from today unless you set a past start date when you created it.

If it doesn’t work

• The template list is empty. You are looking at the Sentinel rule templates, which are a different feature with a similar name. Rule templates for grading live inside Manage Rules on the Rules Tracker.
• You added a sleep-based template and it never grades. Those need sleep data for the day. See Sleep-based rules.
• You want a limit the templates do not offer. Build it yourself. See Build a custom rule.

Related

• Build a custom rule
• The six rule types explained