Chart triage workbook
Every flagship workshop participant receives this printed workbook. The pages below show the core sheets — use them as a preview; physical copies are included with your session fee.
The workbook is designed like a field journal: thin grid lines, room for ten watchlist names per spread, and explicit boxes for invalidation levels. We print on heavier stock so you can mark sheets with pencil and reuse them during the session.
Sheet 1 — Universe scan
Before triage, list every symbol you opened this week — no filtering yet. Columns for sector, last review date, and one word on why the chart is still open.
- Symbol / market
- Date last seriously reviewed
- One-line reason still on screen
- Blank column reserved for triage mark
Sheet 2 — Three-pile triage
Mark each row A (act), W (watch), or D (drop). Drop requires a structural reason in the adjacent box — not “boring” or “maybe later.”
- Structure intact? Y / N
- Volume acceptable for your rule? Y / N
- Invalidation level stated in one sentence
- Final pile mark: A · W · D
Sheet 3 — Friday carry list
Maximum five names into the weekend. Each name needs an entry note and a level that removes it Monday morning if breached.
- Rank 1–5 only — no honourable mentions
- Entry condition (what would make you act)
- Invalidation price or structure note
- One chart explicitly not carried — and why
Sheet 4 — Pair review log
When another trader marks your list, log their drop suggestions without debating during the exercise. Review aloud only after all marks are written.
- Peer initials
- Symbol they would drop
- Their one structural reason
- Your decision: accept or keep — and why
Using the workbook at home
Physical copies are included with the Watchlist Preparation Workshop. Clinic participants receive the triage sheet only; review seat holders get the Friday carry page each month.
If you want the full workbook without a workshop, mention it in your enquiry — we occasionally sell spare sets when print runs allow, but priority goes to enrolled participants.