ONE IDEA, TRACKED
Hold an idea still long enough to judge it.
What a Trade Plan is, how the fleet, the book and the activity stream differ, and why a plan has no allocation controls of its own.
THE UNIT
A plan is an idea with a lineage
A Trade Plan is one thesis, carried from the revision that expresses it through the evidence that supports it to whatever the market did next. It is not a second copy of a strategy: it is the record of a decision, and its identity comes from the documents behind it rather than from a row someone typed.
That lineage is what makes a plan judgeable later. When you reread it in three months, the question is not what the equity curve did - it is whether the reasoning you committed to still holds, and whether you followed it.
THREE READINGS
The same book, asked three different questions
| Surface | What it answers | When to open it |
|---|---|---|
| Fleet | What ideas do I hold, and what state is each in? | During the day, as a roster. |
| Book | Are these separate ideas, or one bet wearing five names? | Before adding a position. |
| Activity | How did the book get to where it is? | When you open the terminal and need the story, not the state. |
DELIBERATELY READ-ONLY
Plans hold no allocation controls
Nothing on this family sizes a position or moves capital. Allocation belongs to Automations, where a Portfolio boundary and a review stand between an intention and an order - and putting a second, quieter path to the same outcome here would defeat that.
The Book reading is the one that most often changes a decision. Where a diversification figure cannot be computed honestly, it says so rather than printing a dash: a reader who cannot tell no diversification from not enough history has been told nothing.
QUESTIONS
Common questions
Can I edit a plan after it is opened?
You extend it. A plan accumulates evidence and events over its life; the reasoning you committed to at the start stays readable, which is the whole point of keeping one.
Why does a plan link to a run instead of holding numbers?
So the numbers cannot drift from what produced them. A cited durable run can be reread with its assumptions attached; a copied figure cannot.
Does a plan have to become an automation?
No. Many ideas are worth tracking and not worth running, and a plan that stays unexecuted is still a record of a decision you can learn from.