Step-by-Step Breakdown

1

Create Your Personal Checklist

Build your trading rules using our intuitive checklist builder.

Add items like:

✅ Check market trend direction
✅ Verify support/resistance levels
✅ Confirm risk management (2% max loss)
✅ Review economic calendar
✅ Check for major news events
2

Complete Your Checklist Items

Go through each item on your checklist. As you complete them, Omni tracks your progress in real-time.

How Checklist Completion Works:

📝 You manually check off items as you complete them
🔒 Trading remains locked until you reach the required score
📊 Each item has a point value - you need enough points to unlock trading
🎯 Forces you to follow your process every single time
3

Trading Buttons Unlock Automatically

Once you complete ALL items on your checklist, Omni automatically unlocks your trading platform. You can now place trades with confidence.

What Happens When Unlocked:

✅ Trading interface becomes available in Omni
📝 You can start a trading session to begin tracking
📊 Omni can execute trades directly through TopStepX API
✅ You can trade with full confidence knowing you followed your process
4

Place Trades With Discipline

Execute your trades directly through Omni once you are cleared to trade, keeping your focus on the plan you just enforced.

While You Trade:

🎯 Stay within the exact rules that unlocked trading
🧭 Manage entries and exits from a streamlined interface
📊 Track order flow alongside your checklist history
🛡️ Prevent impulsive trades by keeping Omni in control
5

Review Your Session Performance

At the end of your trading session, get detailed reports showing your discipline patterns, compliance rates, and areas for improvement.

Session Report Includes:

📊 Which checklist items you completed
⏱️ Session start time and duration
📈 Trades executed during the session
🎯 Your trading performance and results
💡 Complete trading journal entry for your records

Why This Approach Works

🛡️ Removes the Choice to Skip Steps

You can't trade until you complete your checklist. No exceptions. No "just this once" moments that destroy your account.

🧠 Builds Muscle Memory

Forces you to repeat your process until it becomes automatic. Your brain learns to follow the checklist without thinking.

📈 Eliminates Revenge Trading

After a loss, you can't immediately jump into another trade. You must complete your checklist first, giving you time to think.

💪 Creates Unshakeable Discipline

After 30 days of forced compliance, following your process becomes second nature. You'll trade better even without the software.

🎯 Prevents Emotional Trading

When markets move against you, you can't panic trade. The checklist forces you to analyze before you act.

📊 Proves Your Process Works

Track which checklist items lead to winning trades. Remove what doesn't work, double down on what does.

Ready to Transform Your Trading?

Start building better trading habits today with Omni's proven system.