Before the trade
Plan
Define entry, stop, target, position size, risk, setup, and the personal rules that guide 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 5
Account equity, daily max loss, and risk budget are locked before the session starts.
Protection state
Daily risk is defined before the first trade is planned.
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.
Before the trade
Define entry, stop, target, position size, risk, setup, and the personal rules that guide the trade.
During the trade
Monitor supported position, risk, rule, and execution context against the process you defined.
Completed activity
Automatically synchronize completed trading activity where supported, or use manual import and journaling workflows.
Performance review
Review performance metrics and trade-level evidence to understand what happened beyond a single P&L result.
Behavioral review
Study recurring rule violations, execution patterns, and custom habits that shape process consistency.
In development
Replay is being developed to connect market movement, planned levels, execution, and relevant behavioral events.
RulesFirst starts before the trade. Confirm your daily max loss, define the setup, entry, stop, target, size, and 1R, then let Beacon monitor whether live behavior stays inside the plan.
Confirm account equity and daily max loss before any guarded trade can begin.
Define symbol, setup, direction, entry, stop, target, size, and 1R before entry.
Once the trade starts, RiskRobot watches for size drift, stop drift, and rule breaks.
After the session, live actions and broker history become habit intelligence.
No daily risk baseline, no guarded trade. The plan starts with account truth.
While you focus on the market, Beacon monitors supported positions, risk, rules, and execution context against the process you defined. It does not provide signals, make decisions, or place trades.
LONG
Beacon helps you stay aware during the trade. RulesFirst helps you understand the process after it - connecting what you planned, what you did, and what to improve next.
Trading journal
RulesFirst can automatically synchronize completed trading activity where supported, or bring it in through manual import and journaling workflows.
Performance analytics
Use imported trade activity to review performance metrics and breakdowns, rather than relying on memory after the session.
Trading habits
Connect rule adherence and recurring execution patterns to the trades where they happened, so the next plan can be more deliberate.
RulesFirst connects what happens in the live session to the repeated behavior patterns that shape your process across many trading days.
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.
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.
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.
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 Tracking compares actual execution against the original trade plan, so post-trade review is not only about P&L. It is one more way to understand how execution changed the trade.
Trade Replay is in development to help traders reconstruct a trade around market movement, planned levels, execution, and relevant behavioral or rule events.
Replay historical price action around a trade instead of reviewing an isolated result.
Connect entries, exits, planned levels, and relevant trading events in one review flow.
Understand how execution changed through the trade lifecycle, not only where the chart ended.
RulesFirst is designed to work with supported brokerage accounts through read-only access. Integrations are rolling out in stages, and manual mode is available from day one.
View integrationsBuild a complete planning, review, and journaling workflow without connecting a broker account.
Connect supported brokerage accounts when you want completed activity and account context to flow into RulesFirst.
Broker connections are intended for read-only data access. RulesFirst does not place, modify, cancel, or route orders.
Seven workflow layers connect around one system. RulesFirst brings planning, live intervention, mobile alerts, journaling, and plan-vs-actual evidence into one behavioral risk OS.
Focused intervention panels appear when a trade moves through dangerous risk stages.
Risk context, behavior context, and clear next steps show up while there may still be time to review the decision.
RulesFirst can be used manually from day one. Broker sync is optional and can improve analytics, account context, and live monitoring where supported. RulesFirst never places, modifies, routes, or cancels orders.
RulesFirst can be used from day one with manual planning, daily max-loss limits, rule-based guardrails, and live trade tracking.
RulesFirst supports trading decisions with planning, analytics, alerts, and review - not brokerage execution.
Browser, app, API, and integration traffic uses encrypted HTTPS/TLS connections.
Customer data is stored with encryption at rest using managed infrastructure controls.
Broker authorization is user-controlled and requires explicit consent.
Broker integrations are for analytics, risk guardrails, and behavior review - not trade placement.
RulesFirst is subscription-based. Customer trading data is not sold as the business model.
Yearly pricing is selected by default for the best value. Switch to monthly when you want maximum flexibility.
Plan-first risk workflows, single-account broker sync, imported trade analytics, and live web Beacon monitoring.
Everything in Starter plus mobile app interventions, unlimited account connections, comprehensive streaks, Ghost Tracking, and deeper behavior analytics.
5-day free trial. No broker connection is required to start. Cancel anytime. RulesFirst is behavioral risk workflow software, not a broker, financial advisor, or guarantee against losses.
Practical guides around trade planning, risk management, discipline, journaling, execution quality, and behavioral review.
Article/Risk Management
A practical overview of planning daily risk and keeping position-level risk visible.
Read resourceGuide/Risk Management
Use a consistent unit of risk to define position size, stops, and trade structure before entry.
Read resourceArticle/Trading Discipline & Psychology
Understand how loss-recovery pressure can pull execution away from an original trading plan.
Read resourceWhat RulesFirst does, what it does not do, and how to use it responsibly.
Important: RulesFirst is a software tool for planning, alerts, journaling, and analytics. It is not a broker, financial advisor, investment advisor, tax advisor, legal advisor, or guarantee against losses. Trading involves risk, and you are responsible for your own decisions.
Define the day, trade from your setup, surface emotional drift, and keep your rules visible when pressure starts to rise.
5-day free trial · cancel anytime · no broker connection required to start · manual mode available
RulesFirst is a software platform for trade planning, behavioral risk workflows, journaling, analytics, and alerts. RulesFirst is not a broker-dealer, investment adviser, financial adviser, commodity trading adviser, fiduciary, exchange, custodian, bank, prop firm, or trading execution venue.
RulesFirst does not place, transmit, route, modify, cancel, or recommend orders; does not move money; does not custody assets; and does not write to brokerage accounts. Broker and financial-data connections are intended to be read-only where available.
By using RulesFirst, you acknowledge and agree that:
If you need investment, trading, tax, legal, or financial guidance, consult a qualified professional.
Last updated: July 2026