Decision Guide

    Plan Review Outcomes: Hold, Revise, or Reject the Thesis

    Interpret the mentor review as evidence for your own decision. The structure is designed to expose weak assumptions without outsourcing the trade direction.

    plan reviewmentor questionplaybook conflict

    Procedure

    1

    Start with observed facts

    Check which claims come directly from the visible chart and which still depend on your explanation. Do not turn an observation into permission to trade.

    Check: Do the visible facts actually support the thesis you declared?

    2

    Answer the mentor question

    Answer the single clarifying question in concrete terms. If you cannot explain why the entry or stop belongs there, revise the plan before deciding.

    Check: Can you answer without relying on a vague feeling or prediction?

    3

    Resolve playbook conflicts

    Compare the declared plan with the saved rule that conflicts. Keep the exception only if you can state why it is legitimate before risk is committed.

    Check: Are you following a real exception or negotiating with your own rules?

    Troubleshooting

    A review feels too general

    Make the chart plan and Strategy Lens more specific, especially the entry trigger and invalidation rule.

    You keep resubmitting until the answer changes

    State what materially changed in the chart or plan. Repeated reviews should follow new evidence, not discomfort with the challenge.

    The assessment is not a trade instruction

    It summarizes how the visible chart and declared plan relate. It is not a guarantee, instruction to buy or sell, or replacement for risk controls.

    A clear question preserves agency

    A concrete question is useful because it turns uncertainty into something the trader must resolve instead of an invitation to follow the model blindly.

    Next step

    Use the review to make the thesis more explicit.

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    Frequently Asked Questions