Plan

Plan tomorrow tonight.

Position sizing per pattern, hot keys ready, per-broker margin pre-calculated. Open the workstation tomorrow with everything already mapped.

Inside Plan

The hour before the open is where the day is won.

Hot keys, per-broker margin, position sizes, and pattern allocation — all set up the night before. No flipping between calculators mid-trade. No mental math when seconds matter.

Next-Day Position Planner

Tomorrow's positions, sized and saved before the bell. Each watchlist ticker gets a planned share count, entry zone, stop, and pattern tag. Open the workstation in the morning and start trading, not configuring.

Hot keys ready

DAS Trader hot-key mappings built in: works with whichever broker you connect through DAS. Your planned size, broker, and pattern are pre-loaded; the hot key just fires the order. No mid-trade configuration. No fat-finger risk on size.

The mid-trade is the worst time to do math.

Per-broker margin pre-calc

FINRA Rule 4210 margin requirements computed per broker for every planned position. Knows your house rules — sub-$5 shorts, long percentages, locate fees — and shows you what's safe before the open.

Pattern-level position sizing

Each pattern has its own sizing rules: fixed share count, percent of buying power, R-based sizing, or kelly-tuned. The planner respects them so you never accidentally oversize one system at the expense of another.

Watch it work

See the planning surface.

There is no separate Plan recording. Position sizing, the hot key templates and per-broker margin are all demonstrated inside the Trade Cockpit walkthrough.

Trade Cockpit

7:05

The part you use while the market is open: position sizing, stop distance in dollars, an exit ladder, and per-broker margin-call prices.

All 11 walkthroughs

Plan is one module inside Trade Cortex.