Before the trade
Plan
Define entry, stop, target, position size, risk, setup, and the personal rules that guide the trade.
Supported Trading Platforms & Broker Integrations
TradeZeroLightspeed
Webull
Alpaca
Tradier
TradeStation
NinjaTrader
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.
During the trade
Beacon
Monitor supported position, risk, rule, and execution context against the process you defined.
Completed activity
Journal
Automatically synchronize completed trading activity where supported, or use manual import and journaling workflows.
Performance review
Analytics
Review performance metrics and trade-level evidence to understand what happened beyond a single P&L result.
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.
1R
PLAN
GUARDED
Live Trade Terminal
Plan Risk. Then Trade Guarded.
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.
01
Plan Risk
Confirm account equity and daily max loss before any guarded trade can begin.
02
Trade Guarded
Define symbol, setup, direction, entry, stop, target, size, and 1R before entry.
03
Interrupt Bad Habits
Once the trade starts, Beacon watches for size drift, stop drift, and rule breaks.
04
Review Behavior
After the session, live actions and broker history become habit intelligence.
RulesFirst Live Terminal
Guarded
Plan Before Entry
Quick Guarded Trade
Equity
Symbol
TSLA
Setup
Pullback hold
Direction
Long
1R Risk
$320
Entry
$247.40
Stop
$243.90
Target
$254.20
Size
90 sh
Stop distance
$3.50
Exposure
51%
Reward/Risk
1.94
Start Day Gate
Confirm max loss first.
No daily risk baseline, no guarded trade. The plan starts with account truth.
Equity$31,346
Daily max loss$313
Protected After Start
Live
Beacon references the plan.
Size drift from planned position
Ignored stop or beyond-plan risk
Unplanned trade or rule break
Plan Risk
Trade Guarded
Interrupt
Review
Meet Beacon
The intelligence system behind your trading process.
Beacon connects what you planned with what's actually happening — monitoring live positions, risk boundaries, configured technical conditions, and behavioral patterns to surface relevant context at the right moment.
Beacon doesn't predict the market, recommend trades, or place orders. It monitors the trading process you define and brings relevant risk and behavioral context to your attention when it matters.
Connects your plan with supported live position and risk context
Surfaces configured technical and behavioral conditions for review
Creates a clear pause point when a configured boundary is reached
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
Journal, analytics, and habits
Every trade becomes feedback for the next one.
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
After the trade, the process continues.
RulesFirst can automatically synchronize completed trading activity where supported, or bring it in through manual import and journaling workflows.
- Completed trades and execution details
- Plan-versus-execution review
- Notes, images, and relevant rule or behavior events
Performance analytics
Review the performance behind the process.
Use imported trade activity to review performance metrics and breakdowns, rather than relying on memory after the session.
- Win rate, profit factor, and running P&L
- Average win, average loss, MFE, and MAE
- Performance by asset and time of day
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.
- Rule-break and process-violation history
- Adding-to-losers, overtrading, and size-drift patterns
- Custom trading habits and time-based behavior review
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.
Read-only trust architecture
Your account stays in your control.
Use RulesFirst manually or connect supported accounts through read-only workflows. Every trading decision and order remains with you and your broker.
Read-only connections
RulesFirst never places, modifies, routes, or closes trades.
Broker sync is optional
Start manually and connect supported accounts when useful.
Protected data
Customer data is encrypted in transit and at rest.
No sale of customer data
Trading data supports your RulesFirst product experience.
Questions before you trade with guardrails
Frequently Asked Questions
What 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.
Important Disclosures
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:
- No Investment Advice Or Signals - Product outputs, examples, alerts, labels, and analytics are informational tools for your own review, not personalized investment advice, research reports, trading signals, or tax or legal advice.
- User Responsibility - You are solely responsible for every trading decision, order, position, risk limit, account action, gain, loss, tax consequence, and outcome.
- No Guaranteed Results - Trading involves substantial risk. RulesFirst cannot guarantee profits, prevent losses, ensure discipline, improve performance, or make any trading strategy successful.
- Data And Alert Limits - Alerts, calculations, broker data, and analytics may be delayed, incomplete, inaccurate, interrupted, or unavailable. Always verify important account, position, order, and tax information directly with your broker or official source.
- Service Availability - Platform uptime, integrations, push notifications, and mobile alerts are not guaranteed. Scheduled maintenance, provider limits, outages, device settings, or internet issues may affect service.
If you need investment, trading, tax, legal, or financial guidance, consult a qualified professional.
Last updated: July 2026