🎯 Profile Basics: Consistent Trader (Score Range: 72-84) 

You’ve arrived—you’re a Consistent Trader, executing your plan with precision and discipline. You’ve tamed the chaos, built a rock-solid process, and now you’re reaping the rewards. But even the best can get better. You’re now in the optimization phase, where small refinements unlock bigger gains, like getting back some of your time. 

⚠️ Common Characteristics of Consistent Trading

📌 You follow your plan and execute well with minimal emotional interference. 

🧱 You’ve built strong habits but need to refine small inefficiencies. 

💼 You think like a professional, focusing on process over outcome. 

🧠 You’re in an optimization phase rather than fixing foundational habits. 

📊 You consistently track and analyze performance, always looking for an edge. 

✅ Your Plan of Attack (POA) 

📆 Step 1: Begin or continue Weekly and Quarterly Trade Reviews – Look for ways to optimize performance. 

🧮 Step 2: Use your Personal Trading Stats – Learn to leverage market conditions that are best for your most effective setups. 

🧰 Step 3: Explore new ideas to complement your winning system – e.g., Trading Options or leveraged entities like TQQQ. 

⏲️ Step 4: Streamline your process with Automated Conditional Orders to save time and even step away from the screen sometimes. 

👨 ‍🏫 Step 5: Teach or Mentor Others – Reinforcing your habits by helping others (in person or online, like inside the AutoPilot Private Discord Channel).

Need more details about your results? Read the expanded report below. 👇👇👇

🧠 The Consistent Trader: Discipline Meets Excellence 

You’ve cracked the code—trading is your craft, not a roll of the dice. No matter what the market throws your way, you calmly follow your plan with laser focus. Losses don’t rattle you; wins don’t cloud your judgment.

Your system hums like a tuned engine: entries precise, stops locked in, exits calculated. Losses? They’re just numbers—data to log. Wins? No reason to gloat or stray. Process is the fuel that drives your results.

Most traders would kill for this calm, but for you, it’s just another session. You’ve mastered the basics and now you’re in the phase of maintenance and refinement.

Does this hit home? You’re reviewing trades like a pro, spotting patterns in your journal—maybe your exits could be tighter, or choppy markets throw you off. You’re not slipping like before, but you’re not coasting either. Every trade’s a chance to sharpen your edge, and small tweaks could mean faster compounding. Yet, sometimes, you hit a wall—new volatility spikes, or your strategy stalls in sideways trends. You wonder if there’s a better way to adapt without reinventing the wheel.

Life’s still in the mix. Work, family, or a packed schedule tug at your focus, even if you’ve got your trading zone dialed in. You’re disciplined—way past the Developing Trader’s doubts—but not immune to distractions or market curveballs. Your trade reviews are solid, but you haven’t fully mined them for that next-level edge, or that extra efficiency that can save your most important asset: TIME.

Those moments of “what’s next?” aren’t flaws—they’re your hunger for mastery showing through.

Here’s the deal: you’re in rare company. Most traders never touch this level of consistency. 

Your results scream discipline—logged, analyzed, iterated. But the market evolves, and you’re wired to evolve with it. You’re not fixing a broken system; you’re polishing a blade that’s already sharp—tweaking exits, testing new setups, or mastering risk in tough conditions. This optimization phase can be a playground, but it takes extra effort and time to find those tweaks.

With a bit of optimization—fine-tuning strategies, deepening analysis—you’ll turn “great” into “elite.” The Consistent Trader in you is ready to own the market’s challenges and claim lifestyle mastery.

Keep reading for your Plan of Attack to hone that edge and gain back some precious time.

🏆 Your Expanded Plan of Attack: A 5-Step Blueprint to Elevating Excellence

📆 Step 1: Deepen Weekly or Quarterly Trade Reviews 

You’re already disciplined—now make your reviews a workshop in optimization. Every week, carve out a 30 minute appointment to analyze your latest trades: entries, exits, market conditions.

Start logging patterns, not just individual trades. How does your system fare when volatility spikes? Or wanes? Would adjusting exits in those conditions protect capital or boost profits?

Once per quarter, zoom out on this new data. Compare win rates and other stats across months, seasons, and years to pick out patterns and trends. Use a spreadsheet or analytics tool to track metrics like profit factor and expectancy. Ask, “What’s my edge?” and hone it through a simulator or paper trading to test new ideas.

This isn’t about fixing flaws; it’s about sharpening your blade with data. Start with one review cycle—weekly, then quarterly—and note one tweak. Consistency got you here; relentless analysis will push you to elite.

But optimization starts with clarity.

🧮 Step 2: Upgrade Your Personal Trading Stats

Your edge must adapt to the market. Track win rates by setup and condition—bullish, bearish, sideways. Did pullbacks net you more than breakouts? Did volatility affect your setups. Is there seasonality to your results?

Your setups shine in certain conditions—now own those moments. Use your favorite tools in your review time to find out exactly what your highest probability setups and conditions are. Pay attention when those clues show up.

Challenge yourself: analyze 6-12 months of your results and find one small improvement that could make a 5% difference in one metric (win-loss ratio, avg. gain or loss, etc.). Then test and implement that change.

Teach yourself to leverage your strengths to maximize returns and discover exactly where you thrive in the market.

🧰 Step 3: Explore Other Trading Strategies

You’ve nailed your core strategy—now diversify your edge with new ideas. That could be new trading vehicles, new strategies, or as simple as “earning your size” and being fully invested.

• • A few ideas that may complement a successful system:
  • Options or weekly options
  • Leveraged ETFs like TQQQ 
  • Alternative assets like Crypto, Futures, or Forex
  • Switching to a different time-frame chart
  • Taking larger position trades for excess capital, or income trades like covered calls

Don’t overhaul your plan; add a tool that syncs with your style. This is your playground—experiment, analyze, and keep what works to boost returns without losing discipline. Share ideas and learn from other experienced traders to see what’s working for them.

With each refinement, start small, back test or paper trade 10–15 times. Make each new idea PROVE it belongs in your toolkit.

⏲️ Step 4: Streamline Your Process with Automated Conditional Orders

Time is your most precious asset—automation saves it. At this stage, you’ve probably dabbled with slightly more advanced orders than the basics.

But some brokers—like Thinkorswim or Interactive Brokers—offer highly advanced orders that can create an automated order cascade. Learn about your broker’s advanced choices like:

• • Conditional: Uses a market condition to submit your specific order with an If;Then logic.
  • OCO: Useful for setting a stop and target on AutoPilot. If one fills, the other cancels. 
  • Time-Based: if you want to avoid trading at certain hours or set a specific time limit for your order to play out.
  • 1st Triggers: If the first order fills, your next instructions are activated, even if that’s another advanced order like an OCO bracket.

Test each type in a simulator for five trades. Layer different types to see what happens. With the right combination, it’s possible to set your trades up to run hands-free—while you’re at work or enjoying a hobby—your job’s to create the plan and hit “submit.”

Trading is the vehicle you chose to pursue financial freedom, but Automated Orders give you more time freedom.

This isn’t fancy tech; it’s a time-saving hack coded right into the markets, letting you keep your discipline while freeing you up to live your life! 

👨‍🏫‍🏫 Step 5: Teach or Mentor Others 

You’ve earned some wisdom in the markets. The best way to keep and refine it is to share it. Teaching reinforces your habits and sharpens your edge.

Mentor a newer trader in a local investing group or join an online community. Dennis Wilborn led the Bay Area Money Makers Meetup group for years to help him refine his methods for AutoPilot Trading. He teaches there to this day, but couldn’t do it without the group dynamic of everyone sharing together.

Explaining your system reinforces your own habits and exposes weak spots. Teaching exposes blind spots and tightens your game. And let’s face it, trading is a lonely game, and sometimes it’s an encouragement to know others are also on this journey.

Again, start small: teach one person some of the basics of your method, or join a conversation already happening online. AutoPilot Trading has a Private Discord Channel for our active members.

Communities like this are everywhere. Jump in and make trading friends.

🚀 Ready to Reach for Mastery?

You’re so close to redefining what trading mastery means—I’m rooting for you to dominate. You may be at the point where you want to rest on your successes. But true masters always look for the next thing to improve.

These steps are your blueprint to turn discipline into elite performance, saving time and unlocking bigger wins.

For a no-fluff guide to crush this 5-step plan, grab my book, Trade Your Way to Freedom. It’s your shortcut to optimizing your system and claiming lifestyle freedom through trading mastery. I’ve walked this path, and this book shares my entire trading method, along with the tools I used to sharpen my edge and make trading a calm and consistent experience of mastery. 

Your Plan of Attack – Laid Out Inside the Book:

#1 Deepen Trade Reviews: Analyzing trades to refine your edge (Chapters 13 & 16) 

#2 Upgrade Your Stats: Exactly which stats you need to know for refining your system (Chapter 13) 

#3 Explore New Ideas: Exploring way to tweak your methods when the time comes, and how to test them (Chapters 15, 16 & 18) 

#4 Streamline with Automation: How I set up orders for full-automation (Chapter 17) 

#5 Teach or Mentor: The whole book is one way I try to follow this step.