Checklister

Define your trading principles and track how well you follow them.

What Checklister is

Checklister lets you turn the rules you want to follow before trading into a checklist, check each day whether you kept them, and shows your consistency (discipline) as a number. The goal is to reduce emotion-driven trading and to see, at a glance, the days you kept your rules and the days you broke them.

One checklist, two uses

There is one kind of checklist, and two switches decide where it's used. You can turn on both.

Use switch	What happens when on
Use as a strategy	It appears in the Strategy typedropdown on the trading journal entry screen. When you select that strategy for a trade, the items are copied to that trade as a checkbox snapshot, recording whether you kept the rules at entry. If the strategy has automatic rules (max loss / target profit), they're judged automatically from that trade's P&L as kept or violated.
Include in daily check-in	On days that match the recurrence you set, the items join that day's daily check-in list. This suits habit items you review on your own every day, regardless of trading.

Setting the recurrence

For a daily check-in checklist, you set the recurrence for when it appears.

That day only — Shows on a specific single day.
Daily — Shows every day.
Weekly — Shows only on the selected weekdays (multiple allowed).
Monthly — Shows on the chosen date each month. Months without that date are skipped.

Daily check-in

You review that day's items in the right-hand panel of the Checklister screen. Clicking a date on the heatmap switches to that date.

Manual items are marked as kept by hand with a checkbox.
Automatic rule items are marked Kept / Violated / On hold (-)automatically based on that day's trades, without you checking them. Items that can't be judged (on hold) are excluded from the progress calculation.

Automatic rules — max loss & target profit

A checklist can hold two automatic rules. For each rule you set the limit (or target) as an amount or a percentage.

Max loss— If P&L is greater than -limit (you lost less), it's kept; if you lost more, it's violated.
Target profit— If profit reaches the target or more, it's kept; if it falls short, it's violated.

Automatic rules are judged in two places. When a judgment can't be made (e.g. an entry trade with no P&L yet, or an unknown balance), it's put on hold (-) and excluded from the adherence calculation.

Daily check-in— Judged on the sum of P&L for trades closed that day (Korea time). For a percentage rule, the reference balance is the sum of every wallet's most recent ending balance, each converted to the base currency, so wallets you didn't trade that day are also included in the denominator.
Trading journal— When you select a strategy (the checklist holding the rule) for a trade, it's judged right away on that single trade's P&L, showing kept / violated / on hold on the entry screen. For a percentage rule, the reference balance is the ending balance of that trade's wallet just before it.

Discipline metrics and the heatmap

Various parts of the screen show your discipline from several angles.

Metric	Meaning
Streak	Counts back from today over days with 100% adherence to show how many days in a row.
This month's adherence rate	The average of each day's adherence rate this month.
Discipline heatmap	Colors each calendar date's adherence rate from red (low) to yellow to green (high).
Discipline by weekday	Shows the average adherence rate by weekday over the last 3 months as a radar chart.
Trade adherence	Gathers the strategy check records saved on trades and tallies how well you kept them by strategy and by item.

The adherence rate combines that day's manual item checks and automatic rule results as "items kept ÷ items judged". On days with trades, automatic rules are reflected in the adherence rate even without saving a check-in separately.

Plan limits

The Free plan lets you enable up to 2 strategy checklists and 2 daily checklists. The paid plan is unlimited. When you reach the limit, only enabling new ones is blocked; you can keep editing checklists you've already made. For the differences by plan, see Plans & billing.

Renaming a checklist also updates trades that used that name as their strategy, and deleting it changes those trades' strategy to uncategorized.