RulesFirst guides the full risk loop: define risk before the day starts, plan every trade before entry, interrupt drift live, review the behavior after the session, and surface the patterns that keep repeating.
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 starts before the trade. Confirm your daily max loss, define the setup, entry, stop, target, size, and 1R, then let RiskRobot 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.
RulesFirst helps you define risk before the open, stay close to your plan during the session, interrupt behavior drift in real time, and review the habits that shaped your results.
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.
Plan the trade, define your risk, and let RiskRobot detect size drift, rule breaks, and max-loss danger while the trade is still alive.
LONG
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.
Ghost Tracking compares your actual execution against the original trade plan, so review is no longer just P&L. It becomes a behavior audit.
RulesFirst can be used manually from day one. Broker sync is optional and exists to improve analytics, account context, and real-time guardrails where supported.
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.
For active traders building a consistent daily process.
Plan-first risk workflows, live RiskRobot alerts, mobile alerts, and manual trade review.
For traders who want broker sync and deeper behavior intelligence.
Everything in Basic plus broker sync, custom rules, Ghost Tracking, blockers, and habit 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.
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.
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