Trading guides
Honest and practical. No fluff, just what actually helps you trade with more discipline.
Setting up
Get your account connected and syncing.
Connecting Interactive Brokers to CoTrader
The Flex Query setup, step by step: from IBKR Client Portal to your first synced trade.
Read the guide →Setting up your Trading Profile
Six numbers, what each one does, and the flags they turn on.
Read the guide →Using CoTrader
What to do once your trades are flowing in.
Your first week on CoTrader
What to expect from setup through your first Weekly Review.
Read the guide →How to write a trade plan that actually holds up
Entry, stop, target, and why most plans fall apart before the trade even starts.
Read the guide →Reading your Weekly Review
The four headline numbers, the breakdowns beside them, and the reflection panel that autosaves as you type.
Read the guide →What are Callouts?
Eleven deterministic rules that scan your trade history for the patterns worth acting on.
Read the guide →Trading discipline and philosophy
The mistakes that cost the most, and how to spot them in your own data.
Why most traders overtrade
It rarely feels like a mistake in the moment. Here's how to catch it in your own data.
Read the guide →
Icarus and the second kind of overtrading
Position size is the other way to overtrade, and it burns hotter.
Read the guide →
Revenge trading: what it actually costs you
It's gambling wearing a trading costume, and it never works out over the long run.
Read the guide →Mentorship
One-on-one coaching, if you want a person in the loop.