Setup

Getting Set Up for The Trading Vault 30-Day Consistency Challenge

Before you begin, it's important to set up your tools and workspace so that you can focus on execution without distractions. Follow these steps to ensure you’re fully prepared.

📌 Step 1: Set Up Your Accountability Tracker

Your Trading Vault Accountability Tracker will help you track your progress, stay disciplined, and ensure you complete each daily challenge action.

✅ Download your tracker here → Trading Vault Accountability Tracker

✅ Click "File > Make a Copy" to create your personal version.

✅ Fill in the blank fields on the Getting Started Tab to personalize it:

• Your Name
• Start Date (the day you officially begin the challenge)
• Select if you trade weekends (so the tracker aligns with your schedule)

✅ Bookmark your tracker and open it every day before you start trading.

📌 Step 2: Set Up Your Trading Vault Account

If you’re new to Trading Vault, set up your account so you can seamlessly log trades, track performance, and follow the challenge structure.

Register FREE Account

✔ Trade Accounts

• Set up your main trading account
  • Give it a name & color for easy tracking.
  • Set your starting balance to match your broker by adding a deposit.
  • *(Tip: You can also track withdrawals to keep your balance in sync.)*ˆ
• Create a second account called “Missed Trades”
  • This lets you log missed opportunities for later review.

✔ Strategies

• Ensure all your trading strategies are set up.
• Write down your strategy rules, checklists, and notes inside Trading Vault.
• Why? A written trading plan keeps you accountable—it should never live in your head.
• This will help you stick to your plan when preparing and executing trades.

✔ Set Up Snapshot Slots (For Image Tracking)

To make it easy to add visual references to your trades, set up snapshot slots inside Trading Vault. Suggested slots:

• Higher Time Frame Entry
• Lower Time Frame Entry
• Higher Time Frame Exit
• Lower Time Frame Exit
• 24 Hours after Exit
• Any additional slots you prefer → e.g. when managing a trade

✔ Customize Tags

Pre-defined tags can be quickly added to trades to categorize them by specific qualities, making it easy to filter and analyze them.

• Open the Tags tab on any existing trade.
• Add tags based on the qualities or criteria you want to track.
• Keep tags organized in categories, and assign each tag a unique name and color.

For more detailed instructions, please view our Guide

📌 Step 3: Add Your Challenge Templates to Trading Vault

Add a copy of each Trading Vault Challenge template to your account to guide you through structured trade reviews and end-of-day reviews. These templates will help you analyze executed trades, missed opportunities, and overall performance at the end of each day.

🔹 Open the Trading Vault Template Library → Trading Vault Template Library

🔹 Click "Add to Trading Vault" for each template:

• Executed Trade Review – Analyze completed trades and refine your execution.
• Missed Trade Review – Review missed opportunities and identify hesitation points.
• End-of-Day Review – Summarize key lessons and track overall progress.

By using these templates, you'll ensure every trading session becomes a valuable learning experience.

📌 Step 4: Set Up Your Trading Vault Notebook

Your Trading Vault Notebook is where you will record your End-of-day Reviews throughout the challenge.

1️⃣ Create a new page titled "End-Of-Day Reviews" in your Trading Vault notebook.

2️⃣ Add a nested page for each new review each day.

💡 Tips:

• Keep your notebook simple yet organized—this is not just a 30-day challenge, but the foundation of a long-term trading habit.
• Use subpages with icons to group your entries into months and weeks.
• Use the built-in date buttons to quickly title your entries.
• You can use your notebook to keep other important notes organized, such as your trading plan, ideas, lessons, and key insights from your trading journey. This ensures all your valuable information is structured and easily accessible.

✔ Example Notebook Structure

📂 End-Of-Day Reviews

--📁 2025

----📂 January

📂 Week 1

--📄 Daily Review: {date}

----📄 Daily Review: {date}

You're Now Ready to Begin!

Once you've completed these steps, you're fully set up to take on the challenge.

📌 Start each day by opening your accountability tracker, preparing your trades, and logging your progress in Trading Vault.

🚀 Commit to the process and trust the system—you’re about to build trading consistency like never before!