Core Workbench and toolkits
The Workbench
The Workbench keeps your plan, risk, broker fills and post-trade review in one record. Use the Position Sizer without signing in, and the Macro Dashboard free with an email signup. Richard supplies the remaining tools for 12 months after a qualifying ITPM referral is verified.
You see the plan laid out before you take the trade, follow the position while it is open, and go back afterwards to what actually happened against what you wrote down.
Free to use
Start with the free tools
Two of the tools need no course at all. Use them to see how the rest work before you decide anything.
Position Sizer
Calculate a position from the risk limit and stop you enter.
Free, no account needed
Macro Dashboard
Keep the main cross-asset readings and upcoming releases in one view.
Free with an email signup
Core Workbench
How the Workbench connects a plan to its review
The Core Workbench comes with any ITPM course enrolled through this site. It is the same four steps every time, whatever you trade.
Write the plan before the trade, size it to the risk you chose, import the broker fill and then compare the result with the original record.
Plan
Trade Plan Card
Write the reason, risk and exit before you place the trade: instrument, thesis, entry, stop, target and risk limit. Each card is timestamped and locked, with a full amendment trail.
Comes with
Core Workbench: any ITPM course, including IPLT
Size
Position Sizer
Turn your risk limit and your stop into a share count, contract count or FX lot size. The planned loss at your stop stays within the amount you set.
Record
Trade Journal
Import your broker fills, match each trade to the plan you wrote beforehand, and read your win rate, profit factor and average return against the risk you planned.
Comes with
Core Workbench: any ITPM course, including IPLT
Review
Plan Adherence Review
Compare a closed trade with the plan you recorded: where you entered, where you exited, and how that compared with what you wrote down. Facts only, no verdicts and no advice.
Comes with
Core Workbench: any ITPM course, including IPLT
Included at no extra charge for 12 months when you enrol through this site
Specialist toolkits
Which specialist toolkit comes with each referral?
Each specialist course adds a toolkit for its own market on top of the Core Workbench that comes with any course. Pick a market to see what is in it, or enrol in the course it belongs to.
Affiliate notice: I may earn a commission from marked enrolment links. You pay no extra.
Stocks Toolkit
PTMReview a name or pair you have already chosen against its fundamentals and its trend, then size a beta-neutral hedge.
- Stock Snapshot
- Pair & Hedge Calculator
- plus the Core Workbench (plan, size, journal, review)
Comes with the Professional Trading Masterclass.
Included for 12 months
Options Toolkit
POTMBuild a defined-risk options structure using the prices you enter, and read its theoretical payoff, breakevens, maximum modelled loss and greeks before you place it.
- Options Structure Lab
- plus the Core Workbench (plan, size, journal, review)
Comes with the Professional Options Trading Masterclass.
Included for 12 months
FX Toolkit
PFTMPick the pair and direction you want to trade, then read carry and positioning across the major currencies.
- FX Carry & Positioning
- plus the Core Workbench (plan, size, journal, review)
Comes with the Professional Forex Trading Masterclass.
Included for 12 monthsHow access works
Access after enrolment
- 1. Enrol in an ITPM course through a link on this site. Enrolling elsewhere does not qualify.
- 2. Submit your receipt so I can verify the referred enrolment. Creating an account on its own doesn't qualify.
- 3. Once verified, the Core Workbench and your course's tool pack are unlocked for 12 months. After that, access simply pauses. There is no renewal price to quote yet, and no price or checkout on this page at all.
| Referred enrolment | Richard supplies |
|---|---|
| IPLT | Core Workbench |
| PTM | Core Workbench + Stocks Toolkit |
| POTM | Core Workbench + Options Toolkit |
| PFTM | Core Workbench + FX Toolkit |