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How to Create a Pre-Market Routine

EdgeFlo's Pre-Market Routine banner prompts you to complete a set of preparation steps before you trade. This article explains how to set it up, customise the steps, and use it as part of your daily session preparation.

A pre-market routine is the difference between showing up to trade and showing up ready to trade. EdgeFlo's Pre-Market Routine banner gives you a structured checklist to complete before your session opens. Until you finish every step, the banner stays visible as a reminder.


Setting Up the Pre-Market Routine

  1. Go to Settings > Pre-Market Routine.
  2. Turn the routine on using the toggle.
  3. Add, remove, or reorder the steps you want to include.
  4. Set the time you want the banner to appear each day. The recommended setting is one hour before your trading window opens.
  5. Press Save Changes.
Pre-Market routine

The banner will appear automatically at your set time and persist until all steps are checked off.


What to Include in Your Routine

You can add any steps that fit your preparation process. A recommended starting structure:

Step What to do Where in EdgeFlo
  Check the economic calendar   Identify high-impact news events and when to avoid trading   News module
  Review your trade plan   Read through your entry criteria, management rules, and exit conditions   Edge module
  Analyse the charts   Mark up key levels and set alerts at your points of interest   Trading platform chart
  Meditate or breathe   Shift from analysis mode to execution mode before the session opens   Sanctuary

How the Banner Works

EdgeFlo Trading platform showing Pre-Market Routine banner in the top right corner with checklist steps
EdgeFlo Trading platform showing Pre-Market Routine banner in the top right corner with checklist steps

When your set time arrives, the Pre-Market Routine banner appears in the top right of the Trading platform. Each step is listed with a checkbox. Tapping a step can open the relevant part of EdgeFlo directly (for example, the Edge module for plan review or Sanctuary for meditation).

Once all steps are checked, the banner disappears and the platform switches to execution focus.


How your routine is recorded in the Trading Journal

Every time you complete your Pre-Market Routine, EdgeFlo logs the completion in the Daily Overview inside the Trading Journal. You can open any past day in the Journal and see whether the routine was completed for that session.

Pre-Market Routine inside daily view of the Trade Journal

This gives you a simple way to correlate your routine habits with your trading performance over time. If you notice that your better trading days consistently include a completed routine, that is the data confirming what the routine is for.


Three Questions to Ask Before You Trade

After completing the routine, run through these three checks before opening a position:

  1. Am I calm?
  2. Am I clear on what I am looking for?
  3. Am I following my trade plan?

If the answer to any of these is uncertain, do more preparation rather than proceeding to trade.


Frequently Asked Questions

Can I skip the pre-market routine and trade straight away?

Yes. The banner is a prompt, not a hard block on trading. You can proceed to the chart at any time. The routine exists to create structure, not restriction.

Does the pre-market routine reset every day automatically?

Yes. The banner resets at the time you set each day so that completed steps from the previous session do not carry over.


Related Questions

  • How do I set up a pre-market routine in EdgeFlo?
  • Where is the pre-market routine in EdgeFlo?
  • How do I customise my pre-market checklist?
  • Can I add my own steps to the pre-market routine?
  • When does the pre-market routine banner appear?
  • Does the pre-market routine reset every day?
  • How do I set the time for my pre-market routine?
  • What steps should I include in my pre-market routine?
  • Can I skip the pre-market routine?
  • Does completing the routine get recorded in my journal?
  • How do I check the economic calendar as part of my routine?
  • What is execution mode in EdgeFlo?

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