Before the trade
Use these templates before simulated entries so the plan is recorded before outcome bias appears.
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.
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.
- Benchmark review worksheet
- Paper trading results validation checklist
- Paper trading live capital decision checklist
- AI paper trading agent evaluation checklist
- AI trading agent output format template
- AI trading agent human review checklist
- Trading agent persona template
- Mean reversion agent template
- Breakout agent template
Template selection guide
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.