Building a Systematic Trading Plan
How to combine everything you've learned into a documented, repeatable process.
What separates consistent traders from the 91%
The SEBI data from Lesson 7 is stark — 91% of F&O traders lose. The common thread among those who do survive is not a secret indicator or insider tip. It's a written, documented trading plan they follow consistently.
- What is my entry rule? (Which signal tells me to buy or sell?)
- Where is my stop-loss? (How much am I willing to lose on this trade?)
- What is my exit rule? (What tells me the trade is done — win or lose?)
- How much capital am I risking? (Position sizing — Lesson 9)
Three common systematic strategy types
Most successful retail systematic strategies fall into one of three categories:
| Strategy type | Edge | Cadence | Instruments |
|---|---|---|---|
| Factor-based equity | Quality + Momentum selection from a large universe | Monthly rebalance | Stocks |
| Options income | Volatility risk premium — collect theta as a seller | Weekly cycle | Index options |
| Trend-follow | Ride sustained directional moves using EMA + momentum | Daily check | Commodities, ETFs |
The three systematic edges — how they complement each other
Building your own plan — a checklist
- Universe — which stocks or instruments will you trade?
- Entry rule — written in IF-THEN form ("If X happens, I enter")
- Stop-loss rule — a fixed % or ATR-based level, set before entry
- Exit rule — when does the trade close? (target, trailing stop, time stop)
- Position sizing — max 1–2% of capital at risk per trade (Lesson 9)
- Cadence — when do you check signals? (monthly? weekly? daily?)
- Backtest window — has this rule been tested across at least one full market cycle?
What this course covered
You now have the full foundation: markets and price discovery (Lesson 1), fundamental and technical analysis (Lesson 2), chart reading (Lesson 3), order types (Lesson 4), support/resistance and trends (Lesson 5), options mechanics (Lesson 6), why most traders lose (Lesson 7), the power of systematic rules (Lesson 8), position sizing (Lesson 9), tax implications (Lesson 10), and now how to assemble it all into a written trading plan.
The advanced classes go deeper into specific strategy mechanics — factor models, options Greeks, backtesting methodology, and how to evaluate a strategy's track record before committing real capital.
- A written trading plan answers: what to trade, when to enter, where to stop, how much to risk.
- Three proven systematic edges: factor-based equity, options income, and trend-follow.
- Each strategy type suits a different capital size, time horizon and risk tolerance.
- Backtest your rules across multiple market regimes before trading real capital.
- Consistency with a documented system beats chasing the 'best' indicator.
You've finished the Basics! 🎉
You now understand how markets work, how charts are read, and how systematic strategies like SignalIQ generate signals. Here's what's available next:
Single Classes
Options Charts · Picking Stocks (Fundamentals + Technicals) · Futures — video plus PDF, with historical setups.
₹499 eachFull Courses
Intraday Options Masterclass (with the ORB strategy) · Options Selling for Income · Technical Analysis.
₹2,999 – ₹4,999Advanced Masterclasses
Quant Factor Investing · Backtesting for Retail · Volatility Trading.
₹7,999 – ₹14,999Live Cohorts
8-week bootcamp with a SEBI-registered Research Analyst. First cohort Q2 2027.
₹24,999 · limited seats