Turn a trading plan into rules you can review
A plan written in a notebook is useful before the market opens, but it is easy to reinterpret after a difficult trade. A rulebook makes the important parts specific. You might limit yourself to three trades in a day, stop after two consecutive losses, or trade only during a defined UTC session. Each rule belongs to one trading account, which keeps an evaluation plan separate from the rules for your personal capital.
Start small. Two rules that you review every day are more useful than a long checklist you ignore. Edgelog includes quick starters for common discipline problems, while custom rules let you record a process in your own words. Rules can be edited, paused or removed as your plan changes.
How automatic rule checks work
Edgelog checks only what the available trade data can prove. The tracker can review maximum trades and realized loss per account-day, maximum position volume, observed balance drawdown, additional trades after your saved consecutive-loss stopping point, and entries outside a configured timezone session. A result appears as On track, Near limit, Rule broken, Needs data, or Paused.
The evidence matters more than the badge. Each measurable rule shows the actual value and the allowance you saved. Account-level warning thresholds give you an earlier signal before a limit is crossed. When a supported breach can be tied to the triggering trade, that evidence also appears in the trade drawer. The dashboard summary highlights rules that need review without hiding the underlying numbers.
Why some rules say Needs data
Risk per trade cannot be reconstructed honestly from profit and loss alone. It needs the original stop, planned entry, position size and reliable instrument contract details. In the same way, a closed-trade import may not preserve the original stop-loss that existed when the order opened. When that evidence is missing, Edgelog says Needs data instead of inventing a pass or breach.
That boundary protects the usefulness of the review. A green status should mean the available evidence supports it, not that the software guessed. Custom rules also remain manual until they can be represented by objective trade data.
Use it with a prop firm account
For an evaluation or funded account, select the account type, choose the prop firm as account context and enter the account size. The firm selection does not import rules and is not an official integration. Read the current agreement and dashboard supplied by your firm, then enter the personal limits you want Edgelog to review.
This separation is deliberate because daily loss, trailing drawdown, consistency and news rules vary between firms and can change. The prop firm remains the authority for pass, fail and payout decisions. Edgelog is the private review layer that helps you see whether your own behaviour stayed inside the process you planned.
A useful review after a breach
A breach badge is only the beginning of the review. The private timeline preserves rule evidence by account and day. Look at the affected sequence, read your trade notes and identify the decision that changed. Classify the event as intentional, accidental or an exception, then save a note or corrective action for the next session. The goal is not to produce a perfect score; it is to make repeated decisions visible before they become an expensive habit.
Use the rule tracker alongside the P&L calendar, trading psychology journal and trailing drawdown guide. Together they connect the result, the behaviour and the account constraint without claiming to control your broker account.
Private tracking, not trade enforcement
The Rulebook works with the trading data already stored in your Edgelog account. It does not place, close or modify orders, and it does not hard-block a trade. Imported or synced data can arrive late or omit fields, so retrospective evidence is safer than pretending the journal can prevent every breach in real time.
Create your free Edgelog account, connect or import a trading account, then open Rulebook from the workspace sidebar. Your rules stay scoped to the selected account and can be reviewed whenever new trades arrive.