EdgeFlo lets you display your active trade plan in the right sidebar while you analyse the chart. This article explains how to set a plan as active and use it as a live reference during your session.
Most traders break their rules not because they do not know them, but because the plan is not in front of them when it matters. EdgeFlo puts your trade plan directly next to the chart so you can follow your charting process, check your entry criteria, and review your management rules without switching screens.
Setting a Plan as Active
- Go to the Edge module from the left navigation.
- Open the plan you want to use for your session.
- Press the Set as Active option (or the active toggle on the plan).
- Return to the Trading platform.
The active plan now appears in the Trade Plans tab of the right sidebar.
Using the Plan During Analysis
With the plan open in the sidebar, you can work through each section in order while your chart is visible. The plan typically includes:
- Charting Process: step-by-step instructions for marking up the chart, identifying structure, and building your bias
- Entry Criteria: the non-negotiables that must be met before you execute
- Trade Management Rules: how to manage the position once you are in it
- Exit Criteria: when to get out, both for wins and losses
Work through the plan as a live checklist. When every condition in your entry criteria is met, you have your confirmation to execute.
What the Plan View Includes
The sidebar shows your plan read-only during a session. You are reviewing it, not editing it. If you need to make changes to the plan itself, go back to the Edge module to edit, then re-activate it.
Why This Matters
Execution errors are often not technical errors. They happen because the plan was in a PDF, a separate window, or just in memory at the moment the setup appeared. Having the plan in the same viewport as the chart removes that gap and makes rule-following the path of least resistance.
Frequently Asked Questions
Can I have more than one plan active at the same time?
Only one plan can be active at a given time
Can I edit the plan from the sidebar?
No. The plan is displayed in read-only view during your session. To make changes, go to the Edge module, update the plan, and re-activate it.
What if I trade different pairs with different plans?
Switch the active plan in the Edge module whenever you move to a different instrument or setup type. Only one plan can be displayed in the sidebar at a time.
What happens if I have no active plan set?
The Trade Plans tab in the sidebar will show an empty state. You can still trade, but you will not have a plan reference visible during your session. Set a plan as active in the Edge module before starting your session.
Related Questions
- How do I view my trade plan while trading in EdgeFlo?
- How do I set a plan as active in Edge?
- Where does the trade plan appear in the Trading platform?
- Can I edit my plan while I am trading?
- What sections does the trade plan sidebar show?
- How do I switch plans mid-session?
- Can I have two trade plans active at once?
- Does the active plan link to my journal trades?
- What is the Trade Plans tab in the right sidebar?
- How do I use the charting process checklist in Edge?
- What happens if I have no active plan?
- How do I build a trade plan in EdgeFlo?
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