- Export and upload your complete U.S. brokerage transaction history covering at least 24 months, with personal identifying details removed and no trades omitted.
- Write a 100 to 250 word summary of your trading approach, typical holding period, instruments, and platforms.
- Annotate at least five significant trades by identifying the matching symbol, date, side, and quantity, and explaining your reasoning at entry or exit.
- Keep reflections on trade outcomes separate from explanations of the original decision.