One process. Before, during, and after every trade.
RulesFirst connects the process around your trading. Your strategy, your broker, and your decisions remain yours.
01 / Connect your brokerage
Bring trading activity into the process, read-only.
Connect a supported brokerage account when you want synchronized trading context, or begin in manual mode. Permissions, data availability, and timing vary by broker and account type.
RulesFirst cannot place, modify, route, or cancel trades.
Connection layer
Account permissions
Your broker
Supported account
RulesFirst
Connected context
Order access
Not available
Manual mode
Available
RulesFirst reads only the data needed for supported workflows. You keep control of the account and every order.
02 / Define your process before you trade
Start with a plan, not an outcome.
Define the setup, entry, stop, target, position size, planned risk, and personal rules before market pressure enters the equation.
RulesFirst now has the trader's intended process beside the live trade.
Trade plan
AAPL / Long
Planned before entry
Opening range reclaim
Entry
$185.20
Stop
$182.70
Target
$190.00
Size
100 shares
Personal rule
Do not add below entry.
03 / Trade normally through your broker
RulesFirst is not your execution platform.
Keep placing your trades through your broker as usual. RulesFirst stays around that workflow to provide a connected, read-only process layer.
Your strategy. Your broker. Your decisions.
Execution boundary
Your broker remains the execution venue
Trader
Makes the decision
Broker
Places the order
RulesFirst
Observes read-only context where supported
04 / Beacon monitors the live process
Beacon stays with the trade.
When supported account activity is available, Beacon compares position, risk, rule, and execution context with the plan and user-defined rules. It surfaces relevant context when drift appears; it does not make the decision or trade for you.
A live process layer for the moment execution starts to drift.
Beacon
Live process context
Monitoring active
Size drift
Planned: 100 shares
Current: 150 shares
Rule context
Rule: Do not add to losing positions
Event: +50 below entry
05 / The trade becomes part of the journal
No separate post-trade workflow to reconstruct later.
When supported broker synchronization is enabled, completed trading activity flows into the journal. Manual imports and journaling workflows remain available when synchronization is not supported.
Execution context becomes a structured record for review.
Journal
Completed activity
Completed execution
AAPL / Long
100 shares closed
Journal record
Plan + execution context
Broker sync
Where supported
Manual import
Available
Review state
Ready
06 / Review performance and behavior together
See more than the P&L.
Review performance metrics alongside rule-break history, plan-versus-execution evidence, and recurring behavior patterns. The goal is to understand what happened financially and how the process shaped it.
The result and the behavior behind it belong in the same review.
Review
Performance + behavior
Performance
Win rate
58.4%
Profit factor
1.72
MFE / MAE
$612 / -$188
Running P&L
+$4,820
Behavior
- Rule-break history
- Trading habit patterns
- Plan versus execution
- Recurring size and stop drift
Review performance by asset, time of day, day of week, setup, and other available imported-trade context.
Replay the decision, not just the chart.
Trade Replay is in development. The planned review experience is intended to bring market movement, plan levels, execution, and relevant behavioral or rule events into one timeline.
07 / Improve the next plan
Every trading day becomes input for the next one.
Use evidence from the plan, execution, journal, and review to refine the next session's rules and trade preparation. The trader stays in control of what changes.
Plan -> Execute -> Monitor -> Journal -> Analyze -> Improve -> Plan again.
Next session
Evidence back into the plan
Next-plan review question
What should stay the same, and what should change before the next trade?
RulesFirst keeps the evidence connected so the trader can make the next plan with more context and less reliance on memory.
One connected process
Your strategy. Your broker. Your decisions.
RulesFirst connects the process around them, from the first plan through the next one.