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Paper Trading Setup Guide

Practice trading without risking real money

Why Paper Trade?

Paper trading (simulated trading) lets you:

✅ Learn platform mechanics without risk ✅ Test strategies with real market data ✅ Build confidence before using real capital ✅ Track performance and improve ✅ Understand order types and execution ✅ Experience market volatility emotionally

How Long Should You Paper Trade? Minimum 30 days, ideally 90 days or until you have: • 60%+ win rate • Consistent profitability over 30+ trades • Clear trading plan you follow • Emotional control (not chasing losses)

Best Paper Trading Platforms

ThinkorSwim by TD Ameritrade ⭐ Best Overall • Realistic fills and commissions • Full options chain • Advanced charting • Mobile app available • Free with TD account

TastyTrade Paper ⭐ Best for Options • Specialized for options trading • Real-time data • Commission-free paper trading • Simple interface

Interactive Brokers TWS • Most realistic execution • Global markets • Professional-level tools

TradeStation • Good for testing algorithms • Advanced analytics

Webull • Easy to use • Good for beginners • Options available

Setting Up Your Paper Account

Step 1: Choose Your Platform Pick one from the list above based on your needs

Step 2: Set Realistic Account Size Use the amount you'll actually trade with - If you have $5,000 to trade, use $5,000 in paper - Don't practice with $100,000 if you only have $2,000

Step 3: Configure Commissions Make sure commissions are enabled: - $0.65 per options contract is typical - Some platforms are $0 (check your broker)

Step 4: Create a Trading Journal Track EVERY trade: - Date/time - Ticker/strategy - Entry price - Exit price - P&L - Why you entered - What you learned

Paper Trading Best Practices

Treat It Like Real Money The biggest mistake: trading recklessly because "it's not real"

  • Use proper position sizing
  • Set stop losses and HONOR them
  • Don't refresh/restart your account
  • Track wins AND losses
  • Feel the emotional impact

Focus on Process, Not Profits Your goal is to: 1. Learn the platform 2. Test your strategy 3. Build discipline 4. Develop a routine

Don't just randomly place trades - follow a plan!

Track These Metrics: • Win rate (% of profitable trades) • Average win vs average loss • Profit factor (gross profit / gross loss) • Max drawdown • Consecutive losses (can you handle them?)

When to Go Live

You're ready for real money when:

✅ 30+ paper trades completed ✅ 60%+ win rate over those trades ✅ Net profitable after commissions ✅ You follow your trading plan consistently ✅ Max drawdown is acceptable to you ✅ You understand WHY trades won/lost ✅ Emotional control demonstrated

Going Live Safely:

1. **Start with 1/4 of your planned size** If you plan to trade 10 contracts, start with 2-3

2. **First 10 trades are "tuition"** Focus on execution, not profit

3. **No strategy changes for 30 days** Let your plan play out

4. **Journal religiously** Review weekly

5. **Scale up slowly** Add size only after consecutive wins

Red Flags to Stay Paper: • Revenge trading • Breaking your rules • Chasing losses • FOMO trades • Inconsistent results