PROFILING
01 / 10
Primary Market
This defines your volatility environment and trading hours.
Crypto Assets24/7 Market. High Volatility.
Foreign ExchangeSession Volatility (London/NY).
Indices (US30/NAS)High Speed. News Sensitive.
Experience Level
Be honest. This sets the complexity of the plan.
Rookie (0 - 6 Months)Learning terminology. No consistency.
Developing (6mo - 2y)Breakeven or small losses. Understanding charts.
Veteran (2y+)Profitable. Seeking optimization and scale.
Capital Deployment
Determines risk of ruin logic and sizing.
Micro ($100 - $1k)Account flipping / Growth focus.
Standard ($1k - $10k)Personal savings. Balanced approach.
Prop Capital ($20k+)Strict drawdown rules applied.
Chart Availability
Your routine must fit your lifestyle, not the other way around.
1 - 2 Hours / DayRequires Higher Timeframes (H4/Daily).
3 - 4 Hours / DayCan trade one full session overlap.
6+ Hours / DayFull immersion. Active Scalping.
Strategy Logic
How do you intuitively see the market?
Trend Follower"The trend is your friend." Buying pullbacks.
Contrarian / ReversalCatching tops and bottoms via Liquidity.
Momentum / BreakoutEntering on speed and volatility expansion.
Technical Weakness
Where do you usually fail in the trade lifecycle?
Bad EntriesBuying too high / Selling too low. FOMO.
Wrong DirectionGetting biased and fighting the trend.
Poor ManagementClosing too early or holding losers too long.
Pain Threshold
How much equity drop causes you actual emotional pain?
Low (5% Drop)I panic easily. I need stability.
Medium (15% Drop)Standard fluctuation is acceptable.
High (30%+ Drop)I don't care. I want maximum growth.
Response to Loss
When you hit a losing streak, what is your default reaction?
Anger / Revenge"I need to win it back NOW."
Freeze / Fear"I'm scared to take the next trade."
Hopelessness"I will never figure this out."
Primary Objective
What is the goal for the next 30 days?
ConsistencyJust stop losing money. Stabilize.
Aggressive GrowthFlip the account. High risk.
Pass ChallengeGet funded by a firm.
The Root Cause
Confirm your biggest psychological barrier.
FOMO / Impatience
Lack of Discipline
Lack of Confidence