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Trading Plan Template for Deriv Traders: Fill-In Plan With Rules and Limits

Updated 2026-10-11 · H-BOT Africa team

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Quick answer: A trading plan is a short written document that decides what you trade, how you enter and exit, how much you risk and when you stop, before emotions get involved. Fill in the template below, keep it beside your screen, and review it weekly.

Trading Plan Template

SectionYour answer (example)
GoalLearn one setup; no real-money loss limit breached this month
MarketsVolatility 75, 1-minute chart
SetupMA 50 trend + RSI pullback
Entry ruleRSI turns up from 40–50 in an up-trend
Exit ruleTake-profit 1:1.5 or opposite signal
Stake1% of balance, fixed
Daily stop10% loss or 3 losses in a row
Daily target5% then stop
SessionMax 2 hours
ReviewSunday: journal and one improvement
H-BOT Africa analysis screen used to review trading results
Review your plan with real numbers: the H-BOT Analysis screen records every settled trade.

How to Use the Plan

  1. Read it before each session.
  2. Only take trades that match the setup.
  3. Stop when a limit is hit, no exceptions.
  4. Log each trade with a screenshot and a note.
  5. Change the plan only on review day, never mid-session.

Tools That Help

H-BOT Africa’s Trade Plan tab, journal and backtester and bot limits (bot settings) keep the plan in front of you. Pair it with trading psychology rules.

A Demo Practice Plan (One Week)

  1. Day 1: fill in the template.
  2. Day 2–6: read it before each demo session and follow it.
  3. Day 7: review the journal and change one rule at most.

Common Mistakes

Try It Free on a $10,000 Demo

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Disclosure: some links on this page are Deriv partner links. If you open an account or become a partner through them, H-BOT Africa may earn a commission at no extra cost to you.

Risk warning: Trading Deriv products such as digit options, multipliers and synthetic indices is high-risk. You can lose all the money you deposit, quickly. No bot, signal or strategy can guarantee profit, and past results do not predict future results. Practise on a demo account first, only trade money you can afford to lose, and check that Deriv is allowed where you live. This guide is education, not financial advice.
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Frequently Asked Questions

What should a trading plan include?

Markets, setup, entry and exit rules, stake, daily limits, session times and a review routine.

How long should a trading plan be?

One page is enough if it is specific.

How often should I change my plan?

Only on a scheduled review, based on journal data.

Do bot traders need a plan?

Yes: the plan sets the bot’s rules and limits.

What is a good daily stop-loss?

Many traders use around 10% of the day’s starting balance.

Can I keep my plan in H-BOT?

Yes, the Trade Plan tab keeps your rules visible while you trade.

Related Guides

🛡️ Money & risk · 2 min readTrading Psychology: How to Stop Revenge Trading, Overtrading and Fear🛡️ Money & risk · 2 min readRisk Management for Deriv Traders: Stake Size, Stop-Loss and Daily Limits That Protect Your Account🤖 Bots & H-BOT tools · 3 min readH-BOT Backtester and Trading Journal: How to Use Them and Read Win Rate, Expectancy and Drawdown🤖 Bots & H-BOT tools · 5 min readBest Deriv Bot Settings: Stake, Take-Profit, Stop-Loss and Martingale Explained