Professional Trading Framework & Process Training
Build the framework and process around the way you trade.
How To Run A Trading Business teaches you how to turn a trading approach into a structured Trading Framework and repeatable Trading Process for planning, execution, record keeping, review and improvement.
Framework = the structure. Process = how you use that structure before, during and after trading.
Knowing what to trade is not the same as knowing how to operate as a trader.
A trader can have market knowledge or a setup and still lack a defined trading framework and process for preparation, execution, risk, record keeping, review and improvement. Without that structure, individual wins and losses can drive decisions instead of evidence.
How To Run A Trading Business is designed to help you define the trading framework and process around your trading so you can evaluate both the approach and how you execute it.
The Trading Framework
Build the structure you use to operate.
The Trading Framework consists of three connected components:
Trading Plan
Define the rules and decisions you intend to follow before and during trading.
The Trading Plan can contain your strategy, market conditions, setup rules, entries and exits, money management, risk management, position sizing, trade management and other operating rules.
Trading Log
Record what actually happened.
Capture your trades, execution, risk, position size, results, mistakes and other evidence that can later be measured and reviewed.
Performance statistics are calculated largely from Trading Log evidence and used during Follow-Up & Review.
Trading Journal
Record why it happened.
Capture your reasoning, thoughts, feelings, behavioral context and lessons so you can understand the decisions behind the data.
Trading psychology and behavior are explored especially through the Journal, with conclusions potentially feeding back into Trading Plan rules and routines.
The Trading Plan, Trading Log and Trading Journal together form the Trading Framework.
Strategy, money management, risk management, position sizing, trade management, performance statistics and psychology are defined, captured, measured and examined through these components. These areas may span more than one component.
The Trading Process
Use the Framework before, during and after trading.
Preparation
Prepare yourself and analyze the market. Identify possible trades and confirm that your Trading Plan conditions are present before acting.
Trading / Execution
Trade according to your Trading Plan, capture what happens in your Trading Log and use your Trading Journal to record relevant decision context.
Follow-Up & Review
Compare actual execution with your Trading Plan. Use your Log, Journal, trade evidence and performance statistics to identify patterns, corrections and improvements.
The Trading Framework is used throughout the Trading Process.
What you’ll learn
5 Recorded Training Sessions
Immediate Access · Watch On Demand
Strategy, planning, risk, record keeping, review and the trader’s role in putting the Trading Framework and Trading Process into practice.
- Session 1
Goals, Tools Of The Trade & Trading Strategies
Define your goals, choose an appropriate trading style and timeframe, structure your strategy and test it with evidence.
- Session 2
The Trading Framework
Build the Trading Plan, Trading Log and Trading Journal that provide the structure for how you operate.
- Session 3
The Trading Process, Follow Up And Review & Performance Statistics
Use the Trading Framework through Preparation, Trading / Execution and Follow-Up & Review, then use performance evidence to evaluate and improve.
- Session 4
Money Management, Risk Management & Trade Management
Define your risk and trade-management rules within your Trading Framework, size positions consistently and apply those rules through your Trading Process.
- Session 5
Trading Psychology
Use your Trading Journal and review process to understand the habits, emotions and behavioral factors that can affect how consistently you follow your Trading Framework.
Build evidence around both the strategy and the trader.
These are educational capability outcomes, not financial-performance promises.
- 01
Define a strategy more clearly and test whether the evidence supports continuing or changing it.
- 02
Build and use a trading plan that documents the process before execution.
- 03
Maintain a trading log that captures repeatable trade evidence and errors.
- 04
Use a journal to understand the reasoning and context behind trading decisions.
- 05
Review trades based on process adherence rather than treating every profitable trade as good and every losing trade as bad.
- 06
Use repeated statistics and expectancy concepts to evaluate the approach over a sample rather than one outcome.
- 07
Define risk and position-sizing rules before taking the trade.
- 08
Identify specific process or execution weaknesses and decide what to work on next.
Who this is for
This training may be a fit if…
- You already understand how you want to read or analyze the market but need a stronger trading framework and process.
- You have strategies or setups but they are not fully defined, tested or documented.
- You do not have a complete trading plan, log, journal and review process.
- Your risk or position-sizing decisions are inconsistent or made too late.
- You struggle to distinguish a good process from the short-term outcome of an individual trade.
- You want a structured framework for becoming more self-directed and evidence-led in your development.
What to expect
This is professional trading framework and process education, not a shortcut.
- It is not a signal service or copy trading.
- It does not provide guaranteed trade calls.
- It is not a promise of profitability, consistency or income.
- It does not build your personalized plan for you one-to-one; private implementation is a separate service.
- It is not legal, tax or corporate advice about forming a trading company.
- It requires self-directed implementation, record keeping, practice and review.
Market reading tells you what the market is doing. This program builds the framework and process around what you decide to do.
How To Run A Trading Business can naturally follow How To Read The Market Professionally, but prior purchase is not required where the trader already has adequate market-reading foundations.
A trader may complete this program and implement it independently, use the Live Trading Room as an application environment, or seek private implementation/support only when needed. There is no compulsory next purchase.
Explore the Training / Development Path
The methodology and teaching
Developed and taught by Simon Klein.
Simon Klein is the founder of TradeSmart and a professional trader with more than 20 years of trading experience. He began his professional trading career in 2005 after passing the FINRA Series 7 and trading with Generic Trading of Philadelphia.
He previously worked as an analyst/programmer at Credit Suisse in London and New York and holds a First Class BSc in Computer Science from UCL.
The objective is to develop your own understanding and judgment.
See how traders describe the learning experience.
Professional Trading Framework & Process Training
How To Run A Trading Business
5 recorded training sessions
Immediate access
Watch on demand
$4,997one-time
Get How To Run A Trading Business — $4,997Not Ready for the Complete Program?
Start with How To Create Your Own Trading Strategy, available separately as Session 1 of How To Run A Trading Business.
Purchase Session 1 on its own, or choose the complete program for all five sessions.
Frequently asked questions.
Build the framework and process behind your trading.
Put structure around strategy, planning, risk, execution, record keeping, review and improvement.
Get How To Run A Trading Business — $4,997