Trade Planner.
One trade, every step defined.

Build conditions and actions into one plan

Start with a Quick plan or a template such as a bracket, breakout retest, DCA ladder or scale-out runner. For a more specific workflow, connect steps on the canvas, inspect each step and save the draft. JSON import and export let you retain a portable plan definition.

• Wait for a price level or cross, a percentage move, a pullback or bounce, an indicator, a time, funding, a spread or a signal.
• Use First of to express a race between outcomes such as a target, a stop and a timeout.
• Branch with If / else, pause the sequence, and define the final success, failure or neutral state.
• Combine entry, reduction, protection, cancellation and notification actions, subject to the selected account and execution permissions.

Inspect the scenario in Probability Lab

Probability Lab evaluates the plan on simulated price paths and/or historical windows. Its modelling uses the selected market’s historical behaviour, including volatility clustering and observed wick sizes. The result is a scenario assessment under those assumptions, not a forecast you can rely on as a guarantee.

Read entry and timing odds, win/loss/flat outcomes, a profit-and-loss histogram, price and P&L fans, tail outcomes and the way each simulated plan ends. Level Lab compares target-and-stop combinations. The Theater lets you inspect representative paths step by step. Odds from here can reassess a running plan from its current state.

For broader robustness checks, use the backtesting guide and Quant Labs. Simulation results remain sensitive to the history, costs and execution assumptions.

From an idea to a monitored plan

1. Define the event

   Select the market and write down the condition, order size and intended exit. Choose the relevant account and mode.

2. Build the sequence

   Create a Quick plan or template, then connect conditions, branches and actions in the flowchart.

3. Assess the outcomes

   Use Probability Lab, review costs and limits, and inspect what happens at the stop, target or timeout.

4. Launch and monitor

   Start with Paper. Follow the live flowchart, trigger distances, trades and timeline, and pause or stop the plan when needed.

In My plans, compare results with the scenario estimates recorded at launch and export plan activity. A difference is useful when reviewing timing, costs and execution assumptions.

Keep the plan inside a defined budget

A plan has its own budget, maximum-loss control and expiry behaviour. Pause, resume, cancel and close-and-stop controls let you manage the sequence rather than leaving a set of unrelated alerts. Transitions are persisted, and execution uses the normal order journal and trading protections.

Trade Planner runs connected-exchange plans in the account’s isolated Paper simulator. Trader and Premium differ in active-plan capacity; Premium does not switch these plans to Live. Live Strategy Arena strategies and live portfolio automation use their own execution paths and permissions.

A stop or kill switch cannot guarantee an exit price during a gap, illiquid market or exchange interruption. The paper trading guide explains the difference between simulated and actual fills.

Trade Planner or Strategy Arena?

Plans and access

The Trader plan includes Trade Planner with 8 active plans. Premium increases the limit to 16. Monthly USD list prices are $249 and $495 respectively, excluding VAT; the pricing page also shows billing options and EUR conversions.

The public live demo is a read-only preview of four other Apex OS apps. It does not provide a personal Trade Planner account. Request access to see the full planning workflow.

Frequently asked questions

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