Trading rules and discipline

Trading rules are your discipline checklist — "No revenge trades", "Stop after two losses". They apply to every trade, whatever the strategy. You mark them yourself on each trade. Daily rules are different: a few limits Ink checks for you from your trades.

#Write your rules

Go to Settings → Trading rules. Type a rule and click Add rule. Click a rule's name to rename it, use the arrows to reorder, and archive one you no longer use — it's hidden from Log trade and its history is kept. Archived rules can be brought back with Restore. Rules can't be deleted, only archived.

#Mark them on a trade

Under Rules followed:

• Log trade — every rule starts as followed. Tap the ones you broke.
• Trade editor — rules start Not recorded. Tap once for Followed, again for Broken. Untouched rules stay unrecorded.

The trade's review shows the rules with a Broke tag on any you broke.

#Discipline (Pro)

Stats → Discipline compares your win rate on trades where you Followed all rules with trades where you Broke ≥1 rule (lib/pnl/rule-adherence.ts):

• Each trade is checked against your active rules it has a result for. All followed → "followed all". Any broken → "broke ≥1". None recorded → not evaluated, and left out.
• The difference is shown in percentage points (pp) — only when both sides have at least 10 trades. Otherwise: "Not enough data to compare".
• The table below does the same for each rule on its own.

Example (made-up trades). 24 trades followed all rules and 15 of them won (62.5%). 12 trades broke at least one and 4 won (33.3%). Both sides have 10+ trades, so Discipline shows +29.2 pp for following your rules.

#Daily rules

Set them in Settings → Daily rules (the Dashboard's Today card shows today's). They're yours, across every account, and Ink checks them from your trades — you don't tick anything:

• Max N trades a session — the trade after the limit breaks it. A trade logged to several accounts counts once.
• Stop after N losses — a trade entered once that many losers have closed that session breaks it.
• No entries ± N min of news — an entry that close to a high-impact USD release (one with a published time) breaks it.
• Size ≤ N mini — per trade, in minis: a micro counts as 0.1 (40 MNQ = 4).

A session is the one the trade was entered in, by its account's clock (6:00 PM to 5:00 PM New York on futures, 5:00 PM to 5:00 PM on CFD & Forex). Each trade is checked against the rules you had on when you entered it, so loosening a rule later never clears a break you already made. On the Dashboard's Today card a broken rule links the trade that broke it; if its time is wrong, fix it there. The Rules kept streak counts sessions in a row with at least one checked trade and nothing broken. Days without trades don't count and don't break it.