Template directory

Trading templates for paper-mode review

Use these templates to make paper-trading evidence consistent: checklist before entry, journal during the sample, review questions after exit, and benchmark worksheets before changing a rule.

Start with a checklist Open journal use case

Before the trade

Use these templates before simulated entries so the plan is recorded before outcome bias appears.

After the trade

Use these templates to separate process quality from outcome and keep rule changes narrow.

Agent and benchmark work

Use these templates when reviewing paper agents, comparing samples, or creating a persona with explicit boundaries.

AI paper-agent template path

Use these templates together when an AI paper agent needs structured output, sample scoring, and human review before the next simulated test. The templates are intentionally paper-first and should be attached to the workflow pages that generated the sample.

Template	Use it after	Review output
AI trading agent output format template	Prompt template and agent rules	Consistent fields for entries, skips, exits, paper risk, and review questions.
AI paper trading agent evaluation checklist	Simulated review process	A yes/no scorecard for version evidence, rule fit, risk behavior, skip discipline, and sample quality.
AI trading agent human review checklist	Decision review workflow	A human signoff record for the next paper-mode action.

Template selection guide

Need	Template	Use with
Confirm a simulated setup is ready	Pre-trade checklist	Pre-trade review and risk-reward calculator
Record thesis and invalidation	Trade thesis journal template	AI trading journal
Review an exit	Post-trade review template	Post-trade review
Interpret benchmark evidence	Benchmark review worksheet	Benchmark guide
Validate simulated results before changing rules	Paper trading results validation checklist	Results evaluation guide
Slow down a live-capital discussion	Paper trading live capital decision checklist	Readiness review
Review confidence after simulated results	Paper trading confidence review questions	FOMO journal and revenge journal
Score an AI paper-agent sample	AI paper trading agent evaluation checklist	Agent evaluation guide
Standardize agent journal output	AI trading agent output format template	Simulated agent review process
Human-review a paper agent	AI trading agent human review checklist	Decision review workflow
Create a repeatable agent	Trading agent persona template	Persona library and agent rules

Example template stack

Before entry: The trader fills the pre-trade checklist and trade thesis template before a simulated agent entry can be counted.

After exit: The post-trade review template captures whether the agent followed invalidation, sizing, and exit rules.

After enough samples: The benchmark worksheet compares rule fit, sample size, drawdown, and paper PnL before any process change.

Why templates help SEO and product quality

Templates are linkable assets, but they also protect product quality. A user who arrives from search can immediately turn a concept into a repeatable paper process instead of reading a generic article and leaving.

Each template links back into a workflow, tool, or trust page so the site teaches one operating system: paper evidence first, review second, rule change third.

Paper-first boundary

Templates structure simulated practice. They are not financial advice, trading recommendations, or evidence that a live strategy will perform.

FAQ

Which template should I use before a paper trade?

Use the pre-trade checklist and trade thesis journal template before a simulated entry.

Which template should I use after a paper trade?

Use the post-trade review template, journal review questions, and benchmark worksheet.

Are templates trading advice?

No. They are structures for paper-trading review and education.