The Progress Tracker in TradeZella helps you stay disciplined and track your performance by applying a set of rules. This guide will walk you through the mandatory rules and how to create and use custom rules to tailor your trading routine.
How to Edit / Add Rules
To create or edit rules:
Go to the Progress Tracker page.
Click on the Edit Rules button at the top of the widget.
From there, you can edit/disable the default rules or create your own custom rules.
Mandatory Rules
The Progress Tracker includes six predefined rules to keep you on track. You can customize or disable them as needed:
1. Trading Days
Define which days you trade (e.g., Monday to Friday).
All other rules will only apply on these selected days.
2. Start My Day
Set a specific time to begin your trading day (e.g., 9:30 AM).
Use the Start My Day feature and take notes before this time to check off the rule.
3. Link Trades to My Playbook
Link each trade to a playbook to ensure alignment with your strategies.
This must be done before finishing the day.
4. Trade Has a Stop Loss
Ensure every trade has a stop loss.
You've to manually add stop losses to your trades to meet this rule.
5. Max Loss Per Trade
Set a maximum loss per trade (e.g., $100).
If the loss exceeds this limit, the rule will be unchecked.
6. Max Loss Per Day
Define the maximum amount you’re willing to lose in a day (e.g., $400).
Exceeding this amount will uncheck the rule.
Custom Rules
In addition to the mandatory rules, you can create custom rules to suit your trading and lifestyle routine. These rules are fully customizable, helping you build healthy habits beyond trading performance.
Example Custom Rules:
7,000 Steps Per Day: Track your daily step count.
Cold Shower in the Morning: Build discipline with a simple morning routine.
Manually check off custom rules once you’ve completed them.
How to Finalize Your Day
Before finishing your day, review all your trades, rules, and notes. Once you click Finish My Day:
All rules will be locked and cannot be modified.
If any rules are left incomplete, they will remain unchecked, and you won’t be able to modify them after finishing your day.
The Progress Tracker is designed to build consistency and discipline in your trading. By adhering to these rules, you can measure your progress, identify areas for improvement, and stay on track with your trading goals.
If you have any questions or need assistance, feel free to reach out to our support team—we’re here to help!