TCJ — Trade Case Journal · Swing Trader OS

00

Case Identity

Tag the case for Sync & Atlas roll-up

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Day #

Phase

Ticker

Direction

Playbook Setup ID

Risk Mode at Open

Inherit from today's DRC Temperature Check.

Case ID (auto)

Fills from Phase + Day

01

Pre-Trade Case

The plan, frozen at entry

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Frozen at Section 2 open

Editing this section after Post-Trade opens flags misstep #12 — "Edited Thesis after entry."

4H Setup Confirmed

1H Trigger Confirmed

7-Condition Checklist Pass Count

From your Atlas Playbook Setup definition.

Setup Grade (auto)

7/7 → A · 5–6 → B · ≤4 → C

Narrative Driver

Regime

Thesis

Must reference (a) structure, (b) trigger, (c) driver. No "looks bullish."

Entry

Stop Loss

TP1

TP2 (optional)

R:R (auto)

From Entry/SL/TP1

Invalidation Condition

Must be a price level + timeframe. Not "if it weakens."

Re-plan Point

Emotional State at Entry

1 = tilted · 5 = calm

02

Post-Trade Case

Result vs plan — opened within 60 min of exit

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Exit Price

Exit Type

Time in Trade (hours)

R Realized (auto)

From Exit vs Entry/SL

Outcome (auto)

Win / Loss / BE / Scratch

Plan Match (auto)

Full / Partial / Broken

Computed from breaches + Thesis Drift + exit type.

Was Thesis Correct?

Independent of P&L. A clean SL hit can still be Y.

Exit Reason

Emotional State at Exit

Δ Emotional Drift (auto)

Exit − Entry

Flag if ≤ −2 (review next-week hold rules).

03

Execution Quality

Behavior under hold · breach log

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Hold Quality

5 = followed plan exactly · 1 = broke a rule

Thesis Drift Level

Level 3 = rule breach automatically.

Rule Breach Checklist

01Moved SL against the trade

02Added to a losing position

03Took an unplanned trade

04Exceeded 3 trades this week

05Used leverage above 5x

06Acted on external signal (Telegram, Twitter, friend)

07Skipped any prior DRC section today

08Traded sub-1H timeframe

09Re-entered after stop-out without new Pre-Trade Plan

10Entered before 1H trigger printed

11Logged case > 60 min after exit

12Edited Thesis after entry to fit price action

Breach Count

0

Execution Score (auto)

0–5

04

Outcome + Playbook Implication

One case → one Atlas signal

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Lesson (process only)

Banned: "I made / lost X", "felt good / bad", "I will be more disciplined."

Playbook Implication

Failure Mode (if Loss)

Atlas Update Needed?

Atlas Update Note (if Y)

Tag (optional)

N

No-Trade Case

Logged decision — discipline counter

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A No-Trade is a logged case

"No setup found" + "Could Have Been: A" is the strongest discipline signal in the system.

Reason

Note

Could Have Been

If you had entered, what grade would it have been?

Log one case. One clean record.