Module 11 · Advanced · research and paper testing
Trading playbooks and professional process
Build an operating plan, control portfolio risk, test an edge and study five fully specified trading playbooks.
8 chapters · Concepts, worked examples and self-checks
Start first chapter →Helpful first: Trading and risk · Technical analysis · Futures · Options · Margin rules and funding
Chapters in this module
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01Build a trading operating systemDefine what you will do before a trade, after a win, after a loss and when the conditions for your method disappear.4 min read02Portfolio heat, drawdown and practical ruinMove beyond per-trade risk: examine correlated positions, cash obligations, losing streaks and the capital needed to remain operational.3 min read03Test an edge without fooling yourselfDesign a research protocol that measures net expectancy, adverse paths and selection bias instead of celebrating a win-rate screenshot.4 min read04Playbook: breakout and retestSpecify a completed-bar range breakout, a qualified retest, bounded entry rules and a test that includes failed breakouts.4 min read05Playbook: trend pullback with an invalidation pointDistinguish a trend resumption hypothesis from averaging into a falling market, and define a single-entry paper test.4 min read06Playbook: failed breakout and re-entry into a rangeStudy a false breakdown followed by a reclaim, with a defined long-side invalidation and no assumption that every extreme reverses.4 min read07Playbook: a defined-risk bull call spreadTranslate a moderately bullish scenario into a same-expiry debit spread, then analyse what the expiry diagram leaves out.4 min read08Playbook: a defined-risk bear put spreadBuild a bearish debit-spread hypothesis without confusing a capped expiry payoff with a guaranteed easy exit.4 min read
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