Options trade planner

Options Trade Planner for Disciplined Entries and Exits

An options trade planner is a structured template for deciding a trade before you place it — the contract, entry and exit levels, capital, risk and the reason for the trade.

What goes into an options trade plan

  • Ticker, strategy and contract (strike, expiration)
  • Entry and exit targets on the underlying
  • Planned capital and maximum risk
  • Thesis and what would invalidate it

Planning in SwingLEAP

  • Trade Plans with every field above
  • One-step conversion from plan to actual trade
  • Planned vs actual vs variance review

SwingLEAP is a planning and record-keeping tool. It does not recommend trades, predict prices, or execute orders.

Related Academy guides

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