Free · Trading Performance Diagnostic

Find what needs attention before deciding what to change.

The Trading Performance Diagnostic is a free first step for examining what may be limiting your trading performance. It helps identify an area to investigate and a relevant next step.

Look across the whole picture.

A recurring problem can begin in your market reading, strategy, rules, execution or review. The diagnostic considers seven domains rather than assuming the answer is another strategy or a psychology intervention.

  1. 01Market Reading
  2. 02Strategy & Edge
  3. 03Trading Plan
  4. 04Risk Management
  5. 05Execution
  6. 06Behavior
  7. 07Review & Improvement

Use it when you have something to examine.

01

You have started trading

You want to understand what needs attention as you develop your trading.

02

Something is not working

You see a recurring difficulty but are unsure which part of your capability, framework or process needs attention.

03

You want a relevant next step

You want to know where to focus your learning and practice.

Complete beginners should normally start with Development. There is no need to complete a diagnostic before learning the foundations.

The result guides the next question.

Start with a focused direction.

The result helps identify a likely constraint area and evidence gaps. Your next step may be education, targeted practice, collecting better evidence or a deeper investigation.

Go deeper only where appropriate.

The Root-Cause Trading Assessment™ offers a deeper, personalized review of your trading approach and performance. This separate paid assessment may be recommended after the Diagnostic or a professional discussion to clarify what needs attention and the most useful next steps.