Pre-Trade Checklist

Ticker: Date:

1. Thesis see examples »

Tip: เขียนสั้น ๆ 1-2 บรรทัด — why now, which direction, what edge.
Example: "AAPL beats earnings + iPhone 16 momentum → expect +5% move within 2 weeks."

2. Catalyst

What: เหตุการณ์ที่จะทำให้ราคาขยับ — earnings, FDA approval, product launch, Fed meeting, guidance update, analyst day, court ruling. ต้องเป็นวันที่ระบุได้ ไม่ใช่ "soon".
When: วันที่ catalyst เกิด — ใส่วันให้ใกล้เคียงที่สุด. ถ้าไม่มีวันแน่ชัด = ไม่ใช่ catalyst trade.

What:

When:

Days from now:--

3. Position Sizing

Trading capital ($):

Max risk this trade ($):-- (2% rule)

Premium per contract ($):

Number of contracts:

Total cost ($):--

% of portfolio:--

Within 2% limit? Y N

4. Liquidity Check (option chain)

Bid:

Ask:

Spread (% of mid):--

Spread <= 5% of mid? Y N

Open Interest:

Open Interest > 500? Y N

Volume today:

Volume > 100? Y N

5. Greeks & IV

Delta:

IV (%):

IV Rank:

IV Rank < 50? (preferred for buying) Y N

Theta ($/day):

Earnings before/after expiry?:

6. Scenario Analysis (use OptionStrat)

Flat in 30 days ($):

Underlying +10% ($):

Underlying -10% ($):

IV crushes -30% ($):

7. Exit Plan

TP1 (+100%) contracts:

TP1 premium ($):

TP2 (+200%) contracts:

TP2 premium ($):

Runner trailing stop (%):

Hard SL premium ($):

Time stop (exit by date):

8. Confidence

5/10

9. Invalidation Criteria (see this -> close immediately)

10. Emotional Check

Not a revenge trade? Y N

Not FOMO? Y N

Prepared to lose 100% of premium? Y N

Was on watchlist beforehand (not impulse)? Y N

Answer all Y/N questions to see verdict

If any answer is "N" or unsure -> DO NOT TRADE

PRE-TRADE CHECKLIST!

1. Thesis see examples »

2. Catalyst

3. Position Sizing

4. Liquidity Check (option chain)

5. Greeks & IV

6. Scenario Analysis (use OptionStrat)

7. Exit Plan

8. Confidence

9. Invalidation Criteria (see this -> close immediately)

10. Emotional Check

Answer all Y/N questions to see verdict