Process LabHome › Products
Every Process Lab tool, by category
What you can download today, and what's on the roadmap with a target month. Coming-soon items aren't for sale yet. Education only. Not advice.
Tax & Records
Wash sales, 1099-B checks, estimated tax and year-end records. 2 available · 6 coming soon.
Available now
Wash-Sale & 1099‑B Year-End Workbook
Find possible wash sales your broker can't see, work out the basis adjustment and check your 1099-B before tax season.
Wash-Sale Window Checker
Free in your browser: the 30-day window, full or partial, and the IRA trap for one loss sale.
Coming soon
On the roadmap, with target months. These aren't for sale yet and dates can move.
Year-End Trader Records Checklist
What to gather and check before Dec 31: lots, accounts, possible wash sales across the new year.
Not tax advice. Confirm with a CPA.
Estimated-Tax Planner for Traders
The four federal due dates, a safe-harbor comparison and a place to log lumpy trading gains. Points to the IRS forms.
Not tax advice. Confirm with a CPA.
Wash-Sale & 1099-B Workbook v2.0
Lines your records up with Form 8949 boxes and Schedule D totals before the 1099-Bs arrive.
Not tax advice. Confirm with a CPA.
Trader Tax Status Explainer
Trader vs investor and the Section 475 election in plain English, with the questions to take to a CPA.
Not tax advice. Confirm with a CPA.
Dividend & DRIP Lot Tracker
Track small reinvested lots and the wash-sale overlap they can create.
Not tax advice. Confirm with a CPA.
Wash-Sale & 1099-B Workbook, 2027 Edition
The workbook updated for the 2027 tax year.
Not tax advice. Confirm with a CPA.
Journal & Risk
Size every trade, cap your worst day and review what you did. 3 available · 5 coming soon.
Available now
Trading Journal & Risk Toolkit
Size every trade, cap your worst day and keep records your tax pro can actually use.
Risk-Fuse Calculator
Know your share size, your dollars at risk and when to stop for the day, before you place the trade.
Position Size & Daily Loss Calculator
Free in your browser: shares from your risk %, capped by position size, plus a daily fuse.
Coming soon
On the roadmap, with target months. These aren't for sale yet and dates can move.
Trading Journal & Risk Toolkit v1.1
An intraday margin-deficit explainer row and a clearer legacy PDT tab.
Trade Review & Post-Mortem Kit
Review trades without hindsight bias: mistake tags, rule-break counts and a quarterly review.
Quarterly Process Review Checklist
A one-page quarter-end review of rules, records and habits. Process, not P&L.
Options Journal: Covered Calls & Cash-Secured Puts
Record premium, assignment and the cost-basis changes that follow.
Toolkit Pro with Monthly & Mid-Year Review
A review dashboard that tracks rules and records, not returns.
Charts & Patterns
Chart patterns, candlesticks, support, resistance and moving averages in plain English. 6 coming soon.
Nothing in this category is available yet. The first item is planned for Dec 2026.
Coming soon
On the roadmap, with target months. These aren't for sale yet and dates can move.
Chart Pattern Cheat Sheet
Head and shoulders, double tops and bottoms, flags, wedges, triangles, cup and handle and key candlesticks: what traders usually call bullish vs bearish, and how each one fails.
Patterns fail often. Education only.
Support, Resistance & Moving Average Reading Guide
How traders mark support and resistance zones and read the 20/50/200-day moving averages, with fictional chart examples.
Patterns fail often. Education only.
Pattern Practice Log
Log each pattern you spot and how it actually played out, so you see your own failure rate instead of a textbook's.
Patterns fail often. Education only.
Long-Term Momentum Reading Guide
How to read 3-year and 5-year momentum and spot breaks in trend structure on any chart, with fictional example charts.
Patterns fail often. Education only.
Heikin-Ashi Chart Reading Guide
How Heikin-Ashi candles are built and how to read them alongside the 20/50/200-day moving averages, RSI and MACD, with fictional examples.
Patterns fail often. Education only.
Chart Review Template
A fill-in checklist for marking support and resistance bands and noting moving averages, momentum and pattern observations on any ticker.
Patterns fail often. Education only.
Planning & Routine
Trading plans, pre-market checklists, watchlists and weekly routines. 4 coming soon.
Nothing in this category is available yet. The first item is planned for Jan 2027.
Coming soon
On the roadmap, with target months. These aren't for sale yet and dates can move.
Trading Plan & Rules Template
Write your account limits, setups, sizing and stop-for-the-day rules down before the first trade.
Pre-Market Checklist
A 10-minute routine: calendar check, limits for the day, levels on your watchlist and no-trade conditions.
Watchlist Template
One row per ticker: why it's on the list, your levels, planned size and the date to drop it.
Weekly Routine Planner
Weekend prep, a daily start and stop checklist and a Friday review on one sheet.
Rules & Accounts
The PDT change, margin and settlement rules, IRA vs taxable accounts. 1 available · 4 coming soon.
Available now
PDT Is Gone: Free Explainer
What replaced the $25,000 pattern-day-trader rule, the dates that matter, the new 90-day freeze and what to ask your broker.
Coming soon
On the roadmap, with target months. These aren't for sale yet and dates can move.
IRA vs Taxable Account Rule Checker
The trading rules that differ between IRAs and taxable accounts, including the IRA wash-sale trap.
Account Rules Tab: Margin & Settlement
Intraday margin deficits, the 90-day freeze and cash-account settlement basics in the Toolkit.
Broker-Switch & Account Consolidation Checklist
What happens to cost basis and records when you move brokers or merge accounts.
PDT Is Gone v3: Phase-In Over
The explainer updated once brokers' phase-in period ends on Oct 20, 2027.
Learn the Basics
Order types, market hours and trading terms, one page at a time. 3 coming soon.
Nothing in this category is available yet. The first item is planned for Dec 2026.
Coming soon
On the roadmap, with target months. These aren't for sale yet and dates can move.
Order Types & Time-in-Force Cheat Sheet
Market, limit, stop, stop-limit and trailing stops, plus day vs GTC, on one page.
Trading Terms Glossary
The terms new stock traders run into, from bid-ask spread to wash sale, in plain English.
Market Hours, Settlement & Holidays Cheat Sheet
Pre-market, regular and after-hours sessions, T+1 settlement and the US market holiday list.
Bundles
Several tools in one download, for less. 1 available · 1 coming soon.
Available now
Trader Records Bundle
Keep clean trade records all year, then check them against your 1099-B at tax time. Two tools, one price.
Coming soon
On the roadmap, with target months. These aren't for sale yet and dates can move.
All-in Bundle
Every paid Process Lab spreadsheet in one download, once there are enough tools to bundle.