Checklist and case

Rules with Include in Checklist turned on appear in the Checklist Grid, grouped into tabs by the categories from your strategy (by default Preparation, Execution, During, and Post).

Mark each item as you evaluate it. Marks save as you work, so you can move between tabs and screens without losing them.

This is the live translation of a rule into the only question that matters at the time: did I actually check this? A rule that is scored from your data afterwards tells you whether the condition held. A checklist mark tells you whether you looked.

If the grid is empty, no rules have checklist inclusion turned on. If a rule you expected is missing, check its Settings tab in the rule editor.

A note on order: the order of checklist items is worth arranging deliberately, because under pressure you will work top to bottom and stop early.

Case Builder turns your checklist marks into a scored argument for the selected symbol.

It lists each evaluated rule with three columns: Rule, Status, and Weight. Status is Positive, Negative, Neutral, or Unknown. Underneath, the summary reports Score, Positive, Negative, and Strength.

The weights come from your rules, so the case reflects your own priorities rather than a generic model. A negative on a heavily weighted risk rule drags the case down much harder than a negative on a minor preference.

What this is for: replacing the sentence it looks good with a number you can disagree with. If the case is weak and you take the trade anyway, that is a decision you made knowingly, and it is recorded.

If the panel is empty it will tell you why: no symbol selected, or no checks evaluated yet for that symbol.