The Trading Floor — Tab 3 of 9

Set-ups

Structured trade plans

Set-ups bridge research and execution. Each plan links to an active thesis, carries entry, stop, target, leverage, and portfolio context, and runs through guardrail validation before becoming a live team_trade on the blotter.

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What it covers

Set-ups is part of the same Trading Floor sidebar — one desk context from pulse to planning to attribution, without switching tools.

→Set-up library filtered by thesis and status
→Three-step execute wizard: symbol → levels → preview
→Playbook hooks and taxonomy alignment
→Pre-trade guardrail evaluation
→Comments and team discussion on each plan

Key capabilities

Block execution when guardrails would be breached
Preview liquidation distance before submitting
Bind set-ups to team portfolios and buying power
Promote approved ideas without losing thesis context

What your desk gets

Repeatable plan structure across traders
Risk checked at the moment of execution
Clean hand-off from research to live book
Audit trail from thesis → set-up → fill

Example workflow

“Create HTF fade set-up under active thesis → run execute wizard → guardrails pass → live position appears on Team Pulse blotter.”

Set-ups linked to an active thesis with execute workflow

In the app: /team/setups

How it fits the floor

Set-ups sits inside The Trading Floor — the same sidebar tab that holds Team Pulse, the thesis → set-up → execution pipeline, guardrails, allocations, and attribution. Retail journals bolt on a teams page; The Final Tape mirrors how prop desks actually operate.

Learn about the full Trading Floor