Reference
Presets Library
Complete reference of all 100+ preset steps available in Flow, organized by category.
Using Presets
Presets are the building blocks of workflows. Browse this reference to understand what each preset does, then add them to your workflows in the Edge Builder.
Emotional / Psychology
25 presets focused on mental state, emotions, and trading psychology.
| Preset | Type | Description |
|---|---|---|
| FOMO Entry Check | Radio | Was this a planned trade or impulsive FOMO entry? |
| Emotional State | Slider | Rate your emotional clarity from 1-10 |
| Confidence Level | Slider | How confident are you in this setup? 1-10 |
| Fear Assessment | Slider | Rate your fear level before entering |
| Greed Check | Radio | Are you being greedy with your target? |
| Revenge Trading | Checkbox | Is this trade to recover from a loss? |
| Impatience Check | Radio | Are you rushing into this trade? |
| Mental Clarity | Slider | How clear is your thinking right now? |
| Stress Level | Slider | Current stress level 1-10 |
| Sleep Quality | Slider | How well did you sleep last night? |
| Physical State | Slider | How do you feel physically? |
| Distraction Level | Slider | How focused are you right now? |
| Overconfidence Check | Radio | Are you being overconfident? |
| Hesitation Analysis | Radio | Did you hesitate on entry? |
| Decision Fatigue | Slider | How many decisions have you made today? |
| Tilt Assessment | Slider | Are you trading on tilt? 1-10 |
| Patience Rating | Slider | How patient were you waiting for setup? |
| Discipline Score | Slider | Rate your discipline this session |
| Ego Check | Radio | Is ego driving this trade? |
| Acceptance Level | Slider | Can you accept losing this trade? |
| Present Moment | Checkbox | Are you fully present and focused? |
| External Pressures | Text | Any external pressures affecting you? |
| Self-Talk Quality | Radio | Is your inner dialogue positive? |
| Intuition Signal | Radio | What is your gut telling you? |
| Post-Loss Mindset | Slider | If after a loss, how recovered are you? |
Technical Analysis
25 presets for chart analysis, indicators, and technical signals.
| Preset | Type | Description |
|---|---|---|
| Trend Direction | Radio | Is the overall trend bullish, bearish, or neutral? |
| Support/Resistance | Checkbox | Have you identified key S/R levels? |
| Key Levels Mapped | Checkbox | Are all important price levels marked? |
| Chart Pattern | Text | What pattern are you trading? (e.g., flag, triangle) |
| Timeframe Alignment | Radio | Do multiple timeframes agree? |
| Volume Analysis | Radio | Is volume confirming the move? |
| RSI Reading | Number | Current RSI value |
| MACD Signal | Radio | MACD bullish, bearish, or neutral? |
| Moving Average Position | Radio | Price above or below key MAs? |
| Momentum Assessment | Slider | Rate momentum strength 1-10 |
| Breakout Quality | Slider | If breakout trade, rate quality 1-10 |
| Pullback Depth | Text | Pullback percentage or level |
| Candlestick Pattern | Text | Any significant candle patterns? |
| Higher High/Lower Low | Radio | Recent market structure |
| Divergence Present | Checkbox | Any indicator divergences? |
| Overbought/Oversold | Radio | Market condition assessment |
| Price Action Quality | Slider | Rate recent price action clarity |
| Consolidation Phase | Checkbox | Is price in consolidation? |
| Volatility Level | Slider | Current volatility 1-10 |
| Entry Timing | Radio | Is this the optimal entry point? |
| Confirmation Signals | Number | How many confirmations do you have? |
| Indicator Agreement | Slider | How many indicators agree? 1-10 |
| Trend Strength | Slider | Rate trend strength 1-10 |
| Reversal Signs | Checkbox | Any early reversal signals? |
| Technical Score | Slider | Overall technical setup rating 1-10 |
Risk Management
25 presets for position sizing, stop losses, and risk control.
| Preset | Type | Description |
|---|---|---|
| Stop Loss Set | Checkbox | Have you defined your stop loss? |
| Stop Loss Price | Number | Exact stop loss price level |
| Position Size | Number | Number of shares/contracts |
| Risk Amount | Number | Dollar amount at risk |
| Risk Percentage | Number | Percentage of account at risk |
| Risk/Reward Ratio | Number | R:R ratio (e.g., 2.5 for 1:2.5) |
| Target Price | Number | Profit target price level |
| Max Loss Accepted | Checkbox | Can you accept the max loss? |
| Account Risk Check | Checkbox | Is risk within daily limits? |
| Correlation Check | Checkbox | Checked correlation with other positions? |
| Position Heat | Slider | Current portfolio heat level 1-10 |
| Scaling Plan | Text | Plan for adding/reducing size |
| Exit Strategy | Text | How will you exit this trade? |
| Trailing Stop Plan | Text | Will you use a trailing stop? |
| Break-Even Plan | Text | When will you move stop to break-even? |
| Partial Profit Plan | Text | Plan for taking partial profits |
| Max Drawdown Check | Checkbox | Within max drawdown limits? |
| Daily Loss Limit | Checkbox | Still within daily loss limit? |
| Weekly Exposure | Slider | Current weekly exposure level |
| Sector Concentration | Checkbox | Checked sector concentration? |
| Overnight Risk | Radio | Will you hold overnight? |
| News Risk | Checkbox | Aware of upcoming news events? |
| Liquidity Check | Checkbox | Is the asset liquid enough? |
| Slippage Estimate | Number | Expected slippage on exit |
| Risk Score | Slider | Overall risk management rating 1-10 |
Journal / Reflection
29 presets for post-trade analysis, lessons learned, and self-improvement.
| Preset | Type | Description |
|---|---|---|
| Trade Rationale | Text | Why did you take this trade? |
| Lessons Learned | Text | What did you learn from this trade? |
| Improvement Notes | Text | How can you improve next time? |
| Overall Grade | Radio | Grade your trade A through F |
| Execution Quality | Slider | Rate your execution 1-10 |
| Plan Followed | Checkbox | Did you follow your trading plan? |
| Rules Obeyed | Checkbox | Did you follow all your rules? |
| Entry Quality | Slider | Rate your entry timing 1-10 |
| Exit Quality | Slider | Rate your exit timing 1-10 |
| Management Quality | Slider | Rate your trade management 1-10 |
| Emotional Control | Slider | Rate your emotional control 1-10 |
| What Went Well | Text | What did you do well? |
| What Went Wrong | Text | What could have been better? |
| Key Takeaway | Text | One main takeaway from this trade |
| Pattern Recognition | Text | Any patterns to remember? |
| Mistake Identification | Text | Did you make any mistakes? |
| Mistake Category | Radio | Type of mistake (if any) |
| Rule Violation | Checkbox | Did you violate any rules? |
| Setup Validity | Slider | Was this a valid setup? 1-10 |
| Patience Score | Slider | Rate your patience 1-10 |
| Would Repeat | Radio | Would you take this trade again? |
| Profit Achieved | Checkbox | Did you hit your target? |
| Stop Hit | Checkbox | Was your stop loss hit? |
| Time Held | Text | How long did you hold? |
| Market Conditions | Text | What were market conditions? |
| Screenshots Saved | Checkbox | Did you save chart screenshots? |
| Journal Entry | Text | Full journal entry for this trade |
| Action Items | Text | Specific action items for improvement |
| Confidence Post-Trade | Slider | Confidence level after trade 1-10 |
Market Context
20 presets for understanding the broader market environment.
| Preset | Type | Description |
|---|---|---|
| Market Condition | Radio | Overall market sentiment today |
| SPY Trend | Radio | S&P 500 direction |
| VIX Level | Number | Current VIX reading |
| Sector Strength | Radio | Is your sector strong or weak? |
| News Events | Checkbox | Any market-moving news today? |
| Economic Calendar | Checkbox | Checked economic calendar? |
| Earnings Season | Checkbox | Is it earnings season? |
| Pre-Market Action | Text | Notable pre-market activity |
| After-Hours Notes | Text | Notable after-hours activity |
| Correlation Check | Text | How does this correlate with market? |
| Risk-On/Risk-Off | Radio | Current market risk sentiment |
| Dollar Strength | Radio | USD trend impact |
| Bond Market | Radio | Bond market signal |
| Commodity Trends | Text | Relevant commodity movements |
| Global Markets | Text | International market impact |
| Fed/Central Bank | Checkbox | Any Fed announcements? |
| Seasonality | Text | Seasonal patterns to consider |
| Options Flow | Text | Notable options activity |
| Dark Pool Activity | Text | Any dark pool signals? |
| Market Breadth | Radio | Advance/decline reading |
Creating Custom Presets
Can't find what you need? Create your own custom presets.
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.
How to Create a Custom Preset
- 1. Go to Edge Builder
- 2. Click Create Step button in the top-right
- 3. Choose an input type (text, number, slider, checkbox, radio, multiselect)
- 4. Set the name, description, icon, category, and phase
- 5. Configure any type-specific options
- 6. Save - your preset appears in the library!
Preset Selection Tips
Be Selective
Don’t add every preset! Choose 8-15 that are most relevant to your trading style and strategy.
Balance Categories
Include at least one preset from each category to ensure well-rounded analysis.
Use Favorites
Star your most-used presets for quick access when building new workflows.
Review Regularly
Periodically review your workflows and swap presets that aren’t providing value.