To build your trading plan, select Trading Plan from the portfolio tab. Once you arrive, your plan will be empty and waiting for you to begin building and editing it. Here is a screenshot of the page.
Click on the edit link in order for the journal can become active and editable. This is what it will look like.
Begin building and customizing your plan by completing the investor type, objective, short and long term goals. Once complete, save your work. This will prompt you back to the trading plan page where you can view your input.
Return to your trading plan to add and edit any of the categories.