Plan your entries with the Position Planner

Why plan before buying

Buying all at once ties your result to one price. The Position Planner helps you split a purchase into staged entries with a stated capital amount, targets and an invalidation price where the idea is wrong.

Building a plan

Search a stock and create one plan for it. Entry allocations must add up to exactly 100%. The saved plan is yours; fresh Stock Analysis is used to check that the current situation still fits.

• AI Replan can propose 3 to 5 entries and 2 to 5 targets and a new invalidation level, based on ATR, moving averages, support and resistance and other structure.
• Its rules keep entries sensible: not within 0.5 ATR of the current price, not more than 8 ATR below it, and the first target at least 1 ATR above.
• AI Replan does not save by itself. Review it, then save.

Progress updates from your trades

After the plan is created, buys you record in Add Stock Transaction count towards it, and sells reduce it. You do not update the plan by hand. This is separate from tax FIFO, so it does not change your realized results.

Reading the recommendation

The planner summarises where you stand: buy now, near zone, wait, plan broken or plan complete. A plan is broken when price goes below invalidation or a breakdown is detected.

Treat nearby moving averages as one zone, not several separate entries. Planning is not a guarantee of results and is not advice.