🎯 Futures Trade Checklist

This is a dynamic and interactive Futures Trade Checklist designed to help traders systematically evaluate their trade setups, manage risk, and document their observations. It's a single-page HTML application that runs entirely in your browser, leveraging local storage for persistence and offering robust features for customization, layout management, and sharing.

🔗 Website: https://jmsykes83.github.io/Futures-Trading-Checklist/

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🧾 Futures Trade Checklist UI

Note: UI screenshots might not reflect the latest features. Refer to the live application for the current interface.

📊 Risk Management Panel

✍️ Trade Setup Notes Panel

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✨ Features

🔧 Comprehensive Customization

• Criteria Management: Add, edit, and delete trade criteria.
• Category Management: Create, reorder (drag & drop), edit, and delete custom categories.
• Strategy Management: Define and manage strategies with default R/R, stop-loss, and targets.

🧩 Layout Management

• Save & load entire checklist configurations
• Delete layouts
• Revert to the default layout
• Share layouts via compact codes

⚙️ Dynamic Evaluation

• Strategy Filtering
• Live Risk/Reward Calculation
• Dominant Strategy Identification
• Preparation Bonus: Completing "Morning Checklist" and "Pre-Market Research" gives a 10% reward bonus.

👤 User Experience

• Draggable Categories
• Trade Notes Section
• Dark/Light Mode Toggle
• Separate Daily Prep Checklist

🔄 Reset Options

• Reset Checks: Clears checked criteria only
• Clear All Daily Prep Checks
• Load Default Layout

💾 Persistence & Sharing

• All custom data saved to Local Storage
• Layouts shareable via compressed codes

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🚀 How to Use

1. Open the Application: Open index.html in your browser.
2. Navigate Pages: Switch between "Trade Setup" and "Daily Prep".
3. Check Criteria: Mark what applies to your trade.
4. Observe Results: See live setup score and R:R ratio.
5. Complete Daily Prep: Get 10% bonus on trade reward.

Manage Strategies

• Click ⚙️ Manage Strategies to customize.

Manage Categories

• Click 🗄️ Manage Categories
• Reorder with drag-and-drop

Manage Criteria

• ➕ to add, ✏️ to edit, ❌ to delete

Manage Layouts

• 🗂️ Manage Layouts
• Save/load/delete layouts
• Export/import via compact code
• Revert to default

Filter by Strategy

• Use the dropdown filters

Add Notes

• Use the Trade Setup Notes area

P&L Calculation

• Enter trade size, tick size/value, and entry price

Dark Mode

• Toggle ☀️ / 🌙

Reset

• 🔄 Reset Checks (Trade Setup only)
• 🔄 Clear All Docs Checks (Daily Prep only)

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🔗 Layout Sharing & Import/Export

Export Layout

1. 🗂️ Manage Layouts > Share/Import > Export
2. Click Generate Share Code
3. Click Copy Code

Import Layout

1. 🗂️ Manage Layouts > Share/Import > Import
2. Paste code > Click Import Settings

⚠️ Importing will overwrite your current custom strategies, criteria, and category order. Trade notes and P&L are preserved.

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💻 Technologies Used

• HTML5 – Structure
• CSS3 – Styling and responsive design
• JavaScript (ES6+) – Logic, local storage, drag & drop
• LZ-String – Compression for shareable codes

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📦 Deployment (GitHub Pages)

1. Create Repository: e.g., futures-trade-checklist
2. Upload Files: index.html, CSS/JS files
3. Enable GitHub Pages:
   • Settings > Pages
   • Deploy from branch: main and root (/)
4. Access Checklist:
   • Visit: https://jmsykes83.github.io/Futures-Trading-Checklist/

🤝 Contributing

Contributions are welcome!

1. Fork the repo
2. Create a new branch:
   git checkout -b feature/your-feature-name
3. Make your changes
4. Commit:
   git commit -m 'Add new feature'
5. Push:
   git push origin feature/your-feature-name
6. Open a Pull Request

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📄 License

This project is open-source and available under the Apache-2.0 license.