Use this checklist on the live plan
Check each item only when the action is actually complete. A blank item is a reason to wait, not a prompt to guess.
Skip rule
Skip if you cannot verify that the trade fits the current firm rules and your remaining risk budget without stretching either one.
Firm policies change—verify them
This is a planning checklist, not a substitute for the terms of any funded program. Confirm the rules from your own provider before every evaluation decision.
A clean chart setup can still be the wrong trade
ChartMentor can challenge execution quality, but it does not know your account balance, rule status, or permitted risk. Those checks stay with you.
Next step
Protect the account rules before reviewing the setup.
Frequently Asked Questions
Skip if you cannot verify that the trade fits the current firm rules and your remaining risk budget without stretching either one.
Yes. The checklist defines the plan first; the chart review then challenges the visible plan rather than inventing missing rules.
No. ChartMentor is not a financial advisor and does not guarantee outcomes. It reviews visible chart context and the marked trade plan to help traders identify weak execution before risking money.
Show the relevant price structure and, for a specific trade, mark entry, stop loss, and target. A cleaner chart gives the review a clearer plan to assess.
Yes. The free plan includes a generous first mentor session with no card required. Eligible users can also start seven days of Unlimited for $1 today; it renews at $39.99/month unless canceled.