Building a trading plan

What is it?

It is designed to help all types of traders develop a template to create their trading plan.

Who will it help?

It is most relevant to new traders however anyone trading the markets should have a trading plan. Take our word for it, if you think you can beat the market with no plan you wont. The old adage of “If you fail to plan, you are planning to fail.” Is so true in the financial markets. When the instruments you are trading are moving rapidly, you need to make quick decisions. Being stuck like a rabbit in the head lights can be extremely costly.

What's in it?

It outlines trading activities you need to consider, goals to aim for, risk management to set. Then most importantly what you want to be rewarded for it.

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If you enter your contact details, we may contact you occasionally to discuss if we can add value to your trading. You can unsubscribe at any time.

Spread bets and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 76% of retail investor accounts lose money when trading spread bets and CFDs with this provider. You should consider whether you understand how spread bets and CFDs work, and whether you can afford to take the high risk of losing your money. Professional clients can lose more than they deposit.


All trading involves risk.

The value of shares, ETFs and ETCs bought through a share dealing account, a stocks and shares ISA or a SIPP can fall as well as rise, which could mean getting back less than you originally put in. Past performance is no guarantee of future results.

The information on this site is not directed at residents of the United States, Belgium or any particular country outside the UK and is not intended for distribution to, or use by, any person in any country or jurisdiction where such distribution or use would be contrary to local law or regulation.

Guardian Stockbrokers Limited is authorised and regulated by the Financial Conduct Authority (No. 492519).

Registered office: 14 City Road, London EC1Y 2AA. Registered in England and Wales. Company No. 06756375.