Completed activity
Journal
Automatically synchronize completed trading activity where supported, or use manual import and journaling workflows.
Supported Trading Platforms & Broker Integrations
TradeZeroLightspeed
Webull
Alpaca
Tradier
TradeStationMetaTrader 4
MetaTrader 5
NinjaTraderTradovate
TastyTradePublic
60-second risk workflow
Elite Execution Starts Before You Enter the Trade.
RulesFirst connects planning, read-only live monitoring, completed activity review, and habit evidence in one process that follows the trader before, during, and after every trade.
Start Day
Step 1 of 6
Confirm Daily Max Loss First.
Account equity, daily max loss, and risk budget are locked before the session starts.
RulesFirst
Equity$31,346
Max loss$313
Protection state
Daily risk is defined before the first trade is planned.
The RulesFirst platform
One system. Your entire trading process.
RulesFirst connects the work that happens before the trade, while it is live, and after it is complete - without taking control of the trader's strategy, broker account, or decisions.
Learn the RulesFirst MethodStep 01
Before the trade
Plan
Define entry, stop, target, position size, risk, setup, and the personal rules that guide the trade.
Step 02
During the trade
Beacon
Monitor supported position, risk, rule, and execution context against the process you defined.
Step 03
After the trade
Review and improve
Performance review
Analytics
Use extensive post-trade breakdowns across performance, risk, timing, direction, assets, setups, and trade-level evidence.
Behavioral review
Trading Habits
Study recurring rule violations, execution patterns, and custom habits that shape process consistency.
Completed trade review
Decision Replay
Replay completed trades with synchronized executions, market context, and available RulesFirst decision evidence.
Behavioral Pattern Detection
Which trading rules do you break most often while you're trading?
With supported live monitoring, RulesFirst records applicable rule breaks and groups repeated decisions into patterns you can review and improve.
RulesFirst
Behavioral review
Live rule events
09:48
Stop loss reached
Position remains open
10:12
Position increased
Risk moved beyond plan
10:27
New entry detected
Not linked to a plan
Each event is useful. Repetition is what turns it into a pattern.
Events become evidence
Repeated patterns
What keeps happening?
Ignored stops12
Hard-stop discipline8
Adding to losers4
Unplanned trades3
Size drift2
Ignored stops appeared most often. Open the trades behind the pattern to review when the rule changed and what followed.
Explore behavior analyticsDuring the trade
Meet Beacon. See when the trade starts to drift.
Beacon compares supported live position activity with the plan, risk limits, and rules you set before the trade. When something changes, it brings that context forward while the position is still open.
Your planLive activityBeaconPause and review
Beacon Monitoring
Live
Beacon Monitoring
Watching your process.
Beacon continuously evaluates the plan, position, risk boundaries, and rules you asked it to monitor.
Trade Plan
Defined
Live Position
100 shares
Risk Boundary
1R
Rules
Nominal
Plan Context
Connected
Position Context
Current
Beacon
Active
Process context is being monitored
Read-only monitoring. No signals. No order execution.
Explore BeaconJournal, analytics, and habits
Every trade becomes feedback for the next one.
RulesFirst combines live risk management with extensive post-trade analytics, connecting what you planned, what you did, how the trade performed, and what to improve next.
01 / CaptureTrading journal
After the trade, the process continues.
Automatically synchronize completed trading activity where supported, or use manual imports and journaling workflows.
Captured Data
Executions, plan-versus-actual review, notes, images, and relevant rule or behavior events.
Explore trading journal
02 / AnalyzeExtensive post-trade analytics
Find where performance holds—and where it changes.
Analyze performance, risk, consistency, and execution from multiple angles instead of relying on memory after the session.
Metrics Analyzed
Win rate, profit factor, expectancy, drawdown, MFE, MAE, holding time, entry windows, direction, assets, setups, and R multiples.
Explore extensive analytics
03 / Improve
Trading habits
Study behavior, not only P&L.
Connect rule adherence and recurring execution patterns to the trades where they happened, so the next plan can be more deliberate.
Behavioral Scope
Rule breaks, adding to losers, overtrading, size drift, custom habits, and time-based behavior review.
Review trading habits
Session Log - Discipline Protocol
The Daily Process Behind Consistent Execution.
RulesFirst connects what happens in the live session to the repeated behavior patterns that shape your process across many trading days.
8:00 AM - Pre-Open
Pre-Market Guardrails
Records your maximum daily loss limit and intended risk-per-trade before the opening bell.
Lower over-leveraging risk - planned risk stays visible before size gets out of hand.
9:30 AM - Live Session
Intraday Execution
Live monitoring reviews position size and flags sudden "size drift" when data and settings support it.
Cleaner execution habits - you keep the setup visible when emotion rises.
On a Loss Streak
Post-Loss Circuit Breaking
Can trigger a cooling-off overlay after a user-defined run of losing trades.
Revenge-trading friction - the platform creates a pause before the next decision.
3:45 PM - Into the Close
Profit Giveback Awareness
Tracks intraday peak P&L and can alert when giveback reaches your configured threshold.
Giveback awareness - alerts surface when a green session starts turning emotional.
Ghost vs. You
Track the version of you that followed the plan.
Ghost vs. You compares actual execution against the applicable plan-following path, so post-trade review is not only about P&L. It is one more way to understand how execution changed the trade.
Did moving the stop add value or add damage?
Did adding size improve the trade or multiply the loss?
Did the planned exit beat the emotional exit?
Ghost vs. You
QQQ Trend Pullback
Review
Field
Planned Ghost
You
Entry
$438.40
$438.40
Stop
$435.10
Ignored
Size
80 sh
210 sh
Exit
$445.00 target
$433.70 panic exit
Rule Drift
3 breaks
Review Question
Was it worth it?
Ghost vs. You keeps the applicable plan beside what actually happened, making process drift visible in the review.
Live behavioral-risk system
Every guardrail connectedto one trading process
Seven workflow layers connect around one system. RulesFirst brings planning, live intervention, mobile alerts, journaling, and plan-vs-actual evidence into one live risk-management system.
Live Intervention
Beacon
Focused intervention panels appear when a trade moves through dangerous risk stages.
What changes
Risk context, behavior context, and clear next steps show up while there may still be time to review the decision.
Questions before you trade with guardrails
Frequently Asked Questions
What RulesFirst does, what it does not do, and how to use it responsibly.