Edge Builder
Create custom trading workflows from 100+ preset steps. Build systematic checklists that ensure you never skip an important step.
Pro Tip
Start with a template! Load a pre-built template that matches your trading style, then customize it by adding or removing presets. This is the fastest way to create your first workflow.
What is Edge Builder?
Edge Builder is where you create your trading workflows - systematic checklists that guide you through every trade.
Preset Library (Left)
Browse 100+ preset steps organized by category. Click any preset to add it to your workflow.
- •Filter by category (emotional, technical, risk, etc.)
- •Mark favorites for quick access
- •Search and filter presets
Workflow Canvas (Right)
Your workflow takes shape here. Drag to reorder steps, remove ones you don’t need, and save when ready.
- •Name and describe your workflow
- •Drag-and-drop to reorder
- •Save to use in Trade Logger
Preset Categories
Presets are organized into 5 categories, each designed for a specific aspect of trading.
| Category | Count | Purpose | Example Presets |
|---|---|---|---|
| Emotional | 25 | Mental state and psychology checks | FOMO Entry Check, Emotional State, Confidence Level |
| Technical | 25 | Chart analysis and indicators | Trend Direction, Support/Resistance, Indicator Signals |
| Risk | 25 | Position sizing and risk control | Stop Loss Set, Position Size, Risk/Reward Ratio |
| Journal | 29 | Reflection and post-trade review | Lessons Learned, Trade Grade, Improvement Notes |
| Market | 20 | External market factors | Market Condition, News Events, Sector Strength |
See the complete list in the Presets Reference.
Building a Workflow
Follow these steps to create your own custom workflow.
1
Name Your Workflow
Give your workflow a descriptive name like 'Day Trading Scalps' or 'Swing Setup Checklist'. You can also add a description.
2
Choose a Starting Point
You have two options:
- Start from scratch - Browse presets and add them one by one
- Load a template - Pick a template that matches your style and customize it
3
Add Presets
Browse the Preset Library on the left. Filter by category or favorites. Click any preset to add it to your workflow.
4
Organize Your Steps
Drag the handle on any step to reorder. Steps will appear in this order when you log trades.
5
Remove Unwanted Steps
Click the X button on any step to remove it from your workflow.
6
Save Your Workflow
Click the Save button to store your workflow. It will now appear in Trade Logger.
Using Templates
Templates are pre-built workflows designed for specific trading strategies. They're a great starting point.
| Template | Best For | Key Focus Areas |
|---|---|---|
| Day Trading | Quick scalps, intraday momentum | Speed, momentum signals, quick exits |
| Swing Trading | Multi-day positions | Trend analysis, patience, wider stops |
| Breakout Trading | Breakout plays | Volume, key levels, entry timing |
| Reversal Trading | Counter-trend setups | Exhaustion signals, risk management |
| Options Trading | Options strategies | Greeks, time decay, premium |
| News Trading | Event-driven trades | Catalysts, volatility, timing |
| Full Analysis | Comprehensive review | All aspects covered thoroughly |
Customizing Templates
When you load a template, it becomes fully editable. Add more presets, remove ones you don’t use, reorder steps, and save it as your own workflow. The original template remains unchanged.
Favorite Presets
Mark presets as favorites for quick access when building workflows.
How to Use Favorites
- 1. Hover over any preset in the library
- 2. Click the star icon to add/remove from favorites
- 3. Click the ★ favorites filter to show only your favorites
- 4. Favorites persist across sessions
Creating Custom Presets
Need a step that doesn't exist? Create your own custom preset.
Unlimited Custom Presets
Create as many custom presets as you need—there are no limits! Build your personal library of specialized checks tailored to your trading style.
1
Click 'Create Step'
Find the 'Create Step' button in the top-right of Edge Builder.
2
Choose Input Type
Select how users will respond to this step:
| Type | Best For |
|---|---|
| Text | Open-ended notes and rationale |
| Number | Numeric values (price, percentage) |
| Slider | 1-10 scale ratings |
| Checkbox | Yes/No questions |
| Radio | Single choice from options |
| Multiselect | Multiple choices allowed |
3
Configure Options
Set the name, description, icon, category, and phase for your preset. Configure any type-specific options (like slider range or radio options).
4
Save and Use
Your custom preset appears in the library and can be added to any workflow.
Pro Tips
- Start with templates - they're designed by experienced traders
- Keep workflows focused - 8-15 steps is usually optimal
- Group related steps together (all technical analysis steps, then risk steps)
- Include at least one emotional check in Pre-Trade phase
- Always have Post-Trade reflection steps for learning
- Create multiple workflows for different strategies or timeframes
- Review and refine your workflows monthly based on what's helpful