The Most Powerful Trade Plan & Strategy Manager I Have Every Created


I Love this easy to use, powerful excel workbook to develop & manage Trade Plans & Strategies and you will too. I use the workbook to develop, track, & manage my success all year. If you don't track it, it's hard to manage it. If you don't manage it, it's hard to be successful. If you don't know where you are and how you got there, how do you know where you are going?

Take control of your game. Explore this powerful game enhancing tool.


Highlight Video

The New Easy-To-Use Trade Plan & Strategy Manager


The Strategy Manager is complete with custom calculators so you can quickly see position sizing, based on risk.

The Strategy Manager comes with detailed easy-to-follow instruction videos.

The Strategy Manager does not require an internet connection once downloaded.

Why buy this Strategy Manager? Because it makes it easy to manage my trading game. If my trading starts to become less effective, I can see if it is my strategy or my trade plan that needs attention. Can you do that with your current method of journaling?

This Strategy Manager is a digital download. It requires Microsoft Excel to run. It has only been tested Microsoft Office 365 Excel for PC.

Each page of this Excel Document comes with a training video to show you how I use it.

Because this is a digital download, refunds are not available. Please let me know if you have any issues downloading or using the Strategy Manager.

MADE IN THE USA


Trade Plan Overview Page

This is your quick snapshot of what your trade plan looks like. This page displays the basic information from your trade plan and strategies. You can also see your planned payout allocations and monthly payouts here.

3 Unique Calculators that can help you manage risk


To be consistent, it helps to have the tools to quickly see what your Risk / Reward might be if you make the choices you are about to make.
Position Calculator for buying a group of tickers.
You can quickly calculate:
  1. What position size you can afford.
  2. Max position size to stay close to your risk plan.
  3. Percent of your account at risk.


Single Tickers

Position Calculator


This is for buying single tickers.
You can quickly calculate:
  1. Position size you can afford.
  2. Max position size to stay close to your risk plan.
  3. Percent of your account at risk.
Futures Calculator
This will help with projections and /or risk management
You can quickly calculate:
  1. Position size you can afford.
  2. Max position size to stay close to your risk plan.
  3. Position Size to achieve a profit target.
  4. There are 3 ways to calculate your futures trades to accommodate a variety of calculation needs.
Back Test Blocks

I use these to Back Test Strategies and to track a strategies success.

Calculate profitability with single accounts and from copy trading.
Prop Firm Comparison Tool

I use this to compare a prop firm's strengths and weaknesses to the needs of my trade plan. This helps me decide the best prop firm for me.

Risk/Reward Snapshot

I use this to see the profitability of a potential strategy. Sometimes it's risking 1 to make 1. Sometimes its risking 1 to make 2. And sometimes it's risking 2 to make 1. This tool helps me visualize the best method for a specific strategy.

Scaling Ladder by $$$

I can use this to determine when I need to scale up or scale down based on the $ of profit or draw down in the account. I can use this to project out and get a possible idea of when I will reach my profit targets. This tool helps me fight FOMO.

Scaling Ladder based on %

I can use this to determine when I need to scale up or scale down based on the % of profit or draw down in the account. I can use this to project out and get a possible idea of when I will reach my profit targets. This tool helps me fight FOMO.



Trade Plan Work Sheet

I use this tool to develop my Trade Plan.



Payout Tracker / Account Tracker

I use this calendar to track my payouts and account progress.

Strategy Snapshot

I use this tool to capture my strategies. This tool has the basic strategy information, including images of the strategy that enlarge for easy viewing when clicked.

If you have any questions or need custom additions, please let me know.

If you opt out of e-mail, or don't opt in, I will not be able to send you updates. Please check back often. Updates will be listed in the update section.

This is to be used like a note pad. You Must Validate the information and only make decisions based on what you have validated. Never make decisions based on the information returned by the workbook without validating the information.

Example Curriculum

  Download the Strategy Manager.
Available in days
days after you enroll
  Overview.
Available in days
days after you enroll
  How I use Excel.
Available in days
days after you enroll
  My Strategy Manager Workbook instructions.
Available in days
days after you enroll

My Strategy Manager for just $49.95!