One process. Before, during, and after every trade.
RulesFirst connects your preparation, live trading and post-trade review into one continuous process, so the rules you define before the trade do not disappear once the market starts moving.
Prepare
Before
Plan
Before
Trade
During
Beacon
During
Review
After
Improve
After
Before the trade
What am I supposed to do?
Define the process before emotion and market movement enter the picture.
During the trade
Am I still doing it?
Monitor the live trade against the rules, risk and context you established.
After the trade
What happened, and what can I learn?
Review the decisions, outcome and patterns that shaped the trade.
Decide the process before the market starts testing it.
Before the trade begins, RulesFirst helps create a record of what the trader intended: the daily boundary, the trade plan, and the rules that matter.
Daily Readiness
Confirm daily risk boundaries, review recent repeated mistakes, acknowledge today's rules, record pre-market mood and complete the daily plan before the Live Trade Terminal becomes available.
Trade Planning
Define setup, direction, entry, stop, target, size, risk and other supported planning fields before the trade begins.
Custom Rules
Choose the behavioral, risk and technical conditions RulesFirst should monitor around your process.
Today's limits
Today's focus
Do not increase size after the trade moves against the original risk boundary.
Trade plan
Rules active
Then the market starts moving.
The trade that began with a plan can change while it is live. That is where the during layer begins.
Plan
Live broker position
Actual position
Stay aware of when the live trade begins to drift.
Beacon becomes central during the live trade, but it is part of a larger RulesFirst process around the plan, broker position, rules, risk and market context.
Beacon
RulesFirst's trading intelligence system.
Beacon connects the trader's applicable plan, broker position, rules, risk and market context and surfaces relevant changes while the trade is active.
RulesFirst does not place, modify, route, cancel or recommend orders. Execution remains with the trader and broker.
Beacon · Monitoring
Everything remains within the selected context.
Beacon · Attention
A relevant condition changed, such as position size moving beyond the applicable plan.
Beacon · Intervention
A configured risk or behavior boundary has been reached and RulesFirst creates a deliberate pause point.
One place to see the live trade and the process around it.
The Live Trade Terminal is not an execution terminal. RulesFirst monitors the connected trade where supported; execution remains with the trader and broker.
Ghost Tracking
Track the setup without risking the capital.
A trader can create a Ghost trade with a setup, entry, stop, target and risk without placing a real-money trade. RulesFirst tracks what would have happened.
Explore Ghost TrackingReal trade
Ghost trade
The plan is only useful if you can see when reality changes.
Planned
Actual
Beacon · Attention
Position no longer matches the original or applicable plan.
The trade ends. The evidence shouldn't.
RulesFirst turns the completed trade into material for review: trade details, decisions, Ghost comparisons, performance, habits and discipline over time.
Trading Journal
Organize completed trading activity and trade details.
Decision Replay
Replay decisions alongside historical price action and available RulesFirst evidence.
Ghost vs. You
Compare the actual trade with the applicable plan-following path.
Performance Analytics
Review setups, symbols, time periods and supported dimensions.
Trading Habits
Identify recurring behavioral patterns across trading history.
Discipline Streaks
Measure Clean Days, mistake containment and focused behavioral consistency.
Performance Analytics
See what the trade became in the data.
RulesFirst exposes the metrics traders need to understand performance, risk, consistency and process quality across completed trading activity.
Net P&L
-$6,474.95
Win Rate
16.67%
Profit Factor
0.05
Avg Win
+$103.69
Avg Loss
-$452.40
Expectancy
-$359.72
Performance
Trade economics
Risk
Process & R
Consistency
Context
Decision Replay
See where the trade changed.
Replay shows recorded trade events alongside historical price action and available RulesFirst evidence. It keeps the sequence visible without requiring you to reconstruct it from memory.
Explore Decision ReplayGhost vs. You
Ghost isn't another trader. It's you, with the plan left intact.
You is what you actually did. Ghost is the applicable plan-following version. Compare the two to see where your live decisions diverged from the process you defined.
Explore Ghost vs. YouYou
Ghost
One trade is an event. Repeated behavior becomes a pattern.
RulesFirst connects individual trading moments to behavioral history.
Trade 1
Trade 4
Trade 9
Trading habit
Discipline streaks
The RulesFirst Loop
Yesterday's trading behavior becomes context for tomorrow's preparation.
A trading day becomes evidence for the next one.
This fictional example shows the RulesFirst process as one connected day. Values are illustrative only.
8:45 AM
Daily Readiness
Max loss confirmed: $500. Focus: no adding to losers. Mood: focused.
9:32 AM
Trade Plan
NVDA long. 100 shares. Entry $118. Stop $116. Risk 1R.
9:46 AM
Live Trade
Position 100. Beacon: Monitoring.
9:52 AM
Position Changed
Position increased to 150 shares.
9:52 AM
Beacon Attention
Position size moved beyond plan.
10:15 AM
Trade Closed
Trade recorded at -1.3R.
Review
Decision Replay
Position increase appears in the trade evidence.
Next Morning
Daily Readiness
Highest repeated mistake: adding to losers. New commitment written.
Not just alerts
The alert isn't the product. The process is.
Beacon alerts are one part of RulesFirst. The larger product is the connection between preparation, live context, review and the next trading day.
RulesFirst is not a signal service.
Your strategy remains yours. Your broker remains yours. Your decisions remain yours. RulesFirst helps make the process visible.
Connect the broker you already trade with.
Broker connectivity allows RulesFirst to synchronize supported trading activity and monitor applicable live positions. Broker integrations are rolling out in stages, and manual mode remains available from day one.
See Supported Brokers