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Workflow Templates

7 pre-built workflow templates designed for different trading strategies. Load, customize, and save as your own.

How to Use Templates

Templates are starting points, not rigid rules. Load any template in the Edge Builder, add or remove presets to match your style, then save as your own workflow.

Available Templates

Choose a template that matches your trading strategy.

Day Trading

Designed for quick scalps and intraday momentum trades. Focus on speed, clear signals, and tight risk management.

12
steps
Best For:
ScalpersMomentum tradersHigh-frequency trading
5
Pre-Trade
3
Execution
4
Post-Trade
Key Steps Include:
FOMO Entry Check - Avoid impulsive entries
Emotional State - Quick mental clarity check
Trend Direction - Confirm intraday trend
Risk/Reward Ratio - Ensure favorable R:R
Stop Loss Set - Define tight stops
Entry Price - Document entry
Execution Quality - Rate your execution
Lessons Learned - Quick post-trade note

Swing Trading

Built for multi-day holds with emphasis on trend analysis, patience, and wider stops. Perfect for capturing larger moves.

14
steps
Best For:
Position tradersPart-time tradersTrend followers
6
Pre-Trade
4
Execution
4
Post-Trade
Key Steps Include:
Trend Direction - Multi-timeframe analysis
Support/Resistance - Key level identification
Timeframe Alignment - Confirm across timeframes
Position Size - Calculate for larger moves
Risk Percentage - Account risk check
Overnight Risk - Plan for holding overnight
Trade Rationale - Document your thesis
Exit Strategy - Define your exit plan

Breakout Trading

Specialized for trading breakouts from consolidation, ranges, or key levels. Focus on volume confirmation and momentum.

11
steps
Best For:
Breakout tradersRange tradersVolatility players
5
Pre-Trade
3
Execution
3
Post-Trade
Key Steps Include:
Consolidation Phase - Identify the pattern
Volume Analysis - Pre-breakout volume check
Key Levels Mapped - Define breakout level
Momentum Assessment - Gauge momentum potential
Breakout Quality - Rate the breakout
Slippage Estimate - Plan for entry
Entry Timing - Document breakout entry
What Went Well - Review execution

Reversal Trading

Counter-trend strategies focusing on exhaustion signals, divergences, and mean reversion. Higher risk, requires patience.

13
steps
Best For:
Contrarian tradersMean reversionValue traders
5
Pre-Trade
4
Execution
4
Post-Trade
Key Steps Include:
Reversal Signs - Identify exhaustion
Divergence Present - Check for divergences
Overbought/Oversold - Extreme readings
Patience Rating - Wait for confirmation
Risk Amount - Smaller size for reversals
Stop Loss Price - Define invalidation
Exit Strategy - Plan profit-taking
Would Repeat - Assess trade validity

Options Trading

Comprehensive template for options strategies with focus on Greeks, time decay, volatility, and premium strategies.

15
steps
Best For:
Options tradersPremium sellersSpread traders
6
Pre-Trade
5
Execution
4
Post-Trade
Key Steps Include:
VIX Level - Volatility environment
Options Flow - Check unusual activity
Risk/Reward Ratio - Options R:R analysis
Max Loss Accepted - Define max loss
Time Held - Expected holding period
Position Size - Contract sizing
Scaling Plan - Rolling/adjustment plan
Execution Quality - Fill quality rating
Profit Achieved - Target hit check

News Trading

Event-driven trading template for earnings, economic data, and news catalysts. Focus on timing and volatility management.

10
steps
Best For:
News tradersEarnings playersEvent-driven strategies
4
Pre-Trade
3
Execution
3
Post-Trade
Key Steps Include:
News Events - Identify the catalyst
Economic Calendar - Check for data releases
Volatility Level - Expect elevated volatility
Risk Amount - Reduced size for news
Entry Timing - Plan your entry window
Exit Strategy - Quick profit targets
Market Conditions - Overall sentiment
Key Takeaway - Learn from the event

Full Analysis

The most comprehensive template covering all aspects of trading. Best for important trades where you want full documentation.

20
steps
Best For:
New tradersLearning/practiceImportant positions
8
Pre-Trade
5
Execution
7
Post-Trade
Key Steps Include:
Emotional State - Full mental check
Technical Score - Complete technical analysis
Risk Score - Full risk assessment
Market Condition - Broad market check
Trade Rationale - Detailed thesis
Entry/Exit Plan - Complete plan
Position Management - Full management plan
Journal Entry - Detailed reflection

Using Templates Effectively

Get the most out of workflow templates.

Loading a Template

  1. 1. Go to Edge Builder
  2. 2. Find the Templates section in the left sidebar
  3. 3. Click on any template to load it into the workflow canvas
  4. 4. The template’s steps will appear in your workflow

Customizing Templates

  • Add more presets from the Preset Library
  • Remove steps that don't apply to your strategy
  • Drag steps to reorder them
  • Rename the workflow to reflect your customization
  • Save as your own workflow

Template Selection Guide

New to Trading?

Start with Full Analysis. It covers everything and helps build good habits.

Active Day Trader?

Use Day Trading. Quick and focused for fast-paced trading.

Swing Positions?

Choose Swing Trading. Built for multi-day analysis.

Specific Strategy?

Pick the template closest to your strategy, then customize it heavily.

Pro Tips

  • You can have multiple workflows - one per strategy or timeframe
  • Templates don't change when you customize them - they're always available to reload
  • Combine elements from multiple templates into your own master workflow
  • Review and refine your workflows monthly based on what's actually useful
  • Mark frequently-used presets as favorites for faster workflow building
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