1
Create the thesis
Write the market idea, expected behavior, target, timeframe, and the question you are trying to answer.
2
Add evidence
Attach notes, screenshots, charts, links, filings, commentary, and outside viewpoints as bullish, bearish, or neutral evidence.
3
Attach trades
Log entries, exits, size, screenshots, and execution notes directly against the thesis behind the position.
4
Define invalidation
Set what would prove the thesis wrong, weaken the setup, or require a position change before emotion enters.
5
Review the outcome
Decide what changed, what you learned, and whether the thesis, execution, size, or timing caused the result.