Process LabProcess notes
Plain-English articles on sizing, rules, records and review. Each one links to the matching tool category, from Tax & Records to Charts & Patterns. Education only. Not advice.
Position sizing with a fixed % risk
How fixed-percentage risk position sizing works for US stocks: the formula, a worked $10,000 example (20 shares, $40 at risk), position caps, gaps, fees and a daily loss limit.
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The PDT rule was replaced on June 4, 2026. Here's what changed.
FINRA's pattern day trader rule and $25,000 minimum were replaced by intraday margin standards on June 4, 2026 (SEC Release 34-105226, FINRA Notice 26-10). Key dates and broker questions.
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How wash sales work, including the IRA trap
Wash sales explained for US stock and ETF traders: the 61-day window, partial wash sales, basis adjustments, the IRA trap (Rev. Rul. 2008-5) and why your 1099-B may not show them (IRS Pub 550).
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How to keep a trading journal that actually improves your process
A practical trading journal method: what to record before and after each trade, a 5-question process score, weekly review steps and the tax-time fields that save hours. Education only.
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