OHANACAPITAL

Wealth management technology for markets, portfolios, risk, reporting, and financial operations.

Contact our team

Explore

  • Platform
  • Markets and trading
  • Portfolio and reporting
  • Account types

Company

  • About Ohana Capital
  • Our teams
  • Careers
  • Contact

Resources

  • Market news
  • Learn
  • Help center
  • Legal documents

© 2026 Ohana Capital AG. All rights reserved.

UID CHE-114.729.131 · Strehlgasse 27, 8001 Zürich

Swiss registryLegal centerPrivacyTermsRisk disclosure
Loading live markets
TradingView
OHANACAPITAL
HomeAccount types
  1. Learn
  2. Trading Glossary
  3. Trading Plan

Trading Plan

A trading plan is a written decision framework defining eligible setups, risk limits, execution rules, review methods, and conditions for not trading.

Defined termReviewed 16 July 2026

Related terms

OvertradingConfirmation BiasRisk ManagementRisk-Reward RatioDay TradingLoss Aversion

Educational risk notice

This material is general education, not personal investment advice or a promise of results. Markets can move beyond planned levels, and losses can exceed expectations when leverage, liquidity, gaps, or operational failures are involved.

Read the full risk disclosure
Trading glossaryReviewed 16 July 2026

Definition

A trading plan is a written decision framework defining eligible setups, risk limits, execution rules, review methods, and conditions for not trading.

In market context

A useful plan connects market criteria with position size, maximum loss, order choice, exit logic, event exposure, and account limits before emotion rises. Records then allow the trader to compare actual decisions with the intended process and separate execution errors from strategy outcomes. The plan should evolve through evidence and changed circumstances, not be rewritten impulsively to excuse an open loss.

Source

Use the primary source for fuller regulatory or market context.

FINRA — Managing Investment Risk

Educational risk notice

This material is general education, not personal investment advice or a promise of results. Markets can move beyond planned levels, and losses can exceed expectations when leverage, liquidity, gaps, or operational failures are involved.

Read the full risk disclosure

Related glossary terms

Selected from explicit term relationships and shared tags.

beginner3 min

Overtrading

Overtrading is trading more frequently, larger, or more reactively than a justified strategy and risk plan calls for over time.

psychology · strategyRead guide
beginner3 min

Confirmation Bias

Confirmation bias is the tendency to favor information that supports an existing belief while discounting evidence that challenges the original view.

psychology · strategyRead guide
beginner3 min

Risk Management

Risk management is the structured process of identifying, measuring, limiting, monitoring, and reviewing exposures that could impair a trade, portfolio, or account.

risk · strategyRead guide
beginner3 min

Risk-Reward Ratio

A risk-reward ratio compares a trade’s planned downside to its planned upside using defined entry, invalidation, and target prices before entry.

risk · strategyRead guide